Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.
The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
Visible Intelligence, discontinued
Score8.4 out of 10
N/A
Visible Intelligence, developed by Visible Technologies and formerly offered under the name Cymfony, was a listening tool with an analytics dashboard. Visible was acquired by Cision, and later discontinued.
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
The only time I have trouble recommending Visible is to my clients of specific markets. We work with several McDonald's co-ops and we can't narrow our searches to a specific region for example, to the state of Iowa or Kansas City region.
When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The way the cloud of related terms, a.k.a "social media differentiating terms", was organized into a chart with the frequency of appearance was extremely helpful. Each term was also a link to other terms that may be related to your research as well, which was insightful.
Visible Intelligence allows you to view the differentiating terms across platforms. This is particularly a useful tool when trying to compare and understand what is being said and where exactly (Blogs, Twitter, Facebook, etc.)
Most of the social media analytical tools allow you to view "sample content". However, and I find this extremely useful in many cases, Visible Intelligence allows you to directly connect with the person that posted the content. Because of such feature more clarification can be accomplished.
Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Firehose terms. I wish there was a place in setting or somewhere that let us know what firehose terms we currently have. To make it really great it would be nice for it to also show a history of what terms we had in the past with dates and the start dates of current firehose terms. I can't tell you how many times we've had to reach out to our rep to let us know what we currently have in place and when you have multiple users in the agency using the tool, it's near impossible to keep track of when changes were made.
Exports, I wish there was a way to have larger exports. And if you can't, an easier way to break down larger exports. For example, say my timeframe is only 1 day and I have over 20,000 results in that day– there is no way for me to export all of those results by breaking it down because my only options are most recent, most relevant, klout, most confident, most influential, most followers, positive, negative. There's no option to break down 1 day by the first 20,000 then the second 20,000 and so on. Instead I have to then manually break it down by media type and hope each one of those is less than 20,000.
Author influence, I know this algorithm is tricky but at the very least I think it could be better explained within the tool so when clients ask questions we can answer them. It could be nice to have some filtering options with this because several authors get a 99 score and it's not valuable information.
Tagging, when tagging content it is extremely annoying that I can't add new tags in the "select tags" drop down. It takes too much time to go in to where I can add new tags and then go back to where I was.
It'd also be nice to have setting for a stream where only a certain folder or folders of tags display. So when I'm in client x's search the only tags that display are client x's instead of all 5 clients and I have to keep scrolling through to find what I need.
Archive, when you hit archive on a post it does nothing. It stays in your search and ends up in all you charts which skews your data. What I do now is I created an actual tag called "archive" (because if I didn't tag it with that and I exported everything nothing in the excel doc tells me I hit Visible's archive button for that result) I export the search, I remove everything I tagged as "archive" in excel and then I manual make charts. When I hit Visible's "archive" button it should be completely removed and if I made a mistake and I want to un-archive it, there should be a section where I can go and see everything I archived and be able to un-archive it.
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I loved the way Visible Intelligence was similar yet different from Radian6. Although I have more experience with Radian6, it still wasn't hard to use and get familiar with Visible Intelligence. I personally liked how easy it was to do your "thing" and conduct your analysis using VI. That is plenty of reason for me to consider re-using it in any project that requires social media analysis.
Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info