Sage CRM Connects the Pieces
Software Version
Sage CRM On-Premise
Modules Used
- Reports
- Administration
- Opportunities
- workflow
- customization
- general use
Overall Satisfaction with Sage CRM
- Sage CRM offers a full set of features such as case management, marketing campaigns, sales process workflows, plus more for an organization to access and utilize while working with their clients. These are not always "included" in all the competitive products out there as they are in Sage CRM. These features can be game changers in working with leads, prospects or clients in taking customer service to the next level.
- There are multiple ways to sift through and gather groupings of companies or people within the Sage CRM database. You can use the Find function (search), Reports and Groups. Not only does this put the groupings in one place but it then allows you to do multiple things with them. You can group email, analyze, export, review, assign tasks, and so much more. Not only are these capabilities easy to use and execute but they are also trackable and reportable.
- For the on-premise version of Sage CRM there is the capability to integrate with many of the Sage ERP products. When these two solutions work together there is a seamless two way integration. This saves companies a lot of money and time. Money is saved on user licenses as you can differentiate certain users to just be in the CRM side versus the ERP side or both. Time is saved as Sales and other non ERP users will have real time information on their clients information, order history, account information, and capabilities to create quotes and place orders.
- Sage CRM, just like any software product, is reliant on outside factors. Sometimes all the pieces do not work together in ways they are supposed to due to versions, updates or other. For example. Outlook integration with Sage CRM is a great feature of the product but not always reliable. Sometimes it completely shuts down and needs to be reinstalled. Sometimes the capabilities are limited based on the versions you are trying to sync. I wish the integration was more consistent.
- One of the most positive things I find when working with my clients on Sage CRM is in their development or implementation of their process. It helps them better define it and then work on it. Ultimately making them more efficient with a higher ROI.
- If Sage CRM is not bought in by the entire team, the ROI will be much lower and possibly even result in failure. They may not remove the system but they may not use it to its full potential. The buy in needs to be implemented by management, team leaders, and their Sage partner to aid in the success of the solution.
- Better customer service is a big one that I see as a positive ROI. It is so much more efficient to be able to pick up the phone and make a call to a client or prospect when you can visually see all the communications that have gone on with that client. You are more informed and therefore better equipped to fulfill your clients needs, whatever they are.
Using Sage CRM
Using Sage CRM
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Communication tracking and entering
- Opportunity entry and tracking
- Company and person summary information
Yes - I think it works well for what I need to use it for.