SAGE CRM - End User Eval

- In my prior job with my current company, we used Sage CRM to create offer letters and send them directly from this system. It was quick and easy because their contact information was there and accessible..
- Also in my prior job I was tasked with working with out employees/consultants on leaves of absence. IN addition to tracking in our HRIS system, we also used this system since it's internally accessible to managers and others outside of HR. It was a very quick and easy process to update Sage CRM to reflect someone being out on LOA. It was just a quick to change them back when they returned.
- In working on employee situations, we are able access the work history portion on this system so we could see how long the employee was engaged with past clients, we easily located the supervisor, the sale rep and others we need to work with to complete the investigation process. It's all there, easy to access.
- I find SAGE CRM to be very user friendly. I'm not very technically savvy and this system was not intimidating for me to use.
Cons
- One thing I wish SAGE CRM could do functionally is to be better able to move around between the tabs. There are occasions where it's difficult to "go back" because it only goes back to far, or you have to exit the system and go back into the record. It can be annoying depending on what you are working on but it doesn't alter my feelings on the ease of using this system.
- It would also improve the functionality if the user was able to back out of the email option when working in the system. By this I mean, if I accidentally click on the email address of the employee when working in the file, I have to exit the record and get back into it to clear that function out. This was more of an issue when I was doing offers from this system.