Twisted Insight
July 14, 2014
Twisted Insight
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.