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Twisted Insight
July 14, 2014

Twisted Insight

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage CRM

It is being used for internal management of sales, opportunities, and leads.
  • Opportunities and lead tracking and reporting
  • Communications hub of information all employees can access to create sales, orders, and follow ups to more sales
  • Additional access to the SAGE ERP entry and inquiry functions
  • SAGE ERP access should stay for orders and inquire. Sales and CRM go hand in hand not a data entry tool.
  • Better connections with email suppliers and easier processes to send information back and forth to leads.
  • Make the enter key the same as action on the screen, setups simpler for users. Make training material for users more accessible.
  • Better customer service is good when all pieces are in place.
The CRM integrates better but all talk to ERP systems in some way. Depends on customer needs here.
If the product is presented with SAGE ERP and a shipping solution, price shopping on shipping costs. For customers, complete purchase price is needed for any retail store fronts and those that ship goods from phone orders.

Using Sage CRM

We will always use the SAGE products over others. If we sell it we should be using it.