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Easy peasy
Updated April 30, 2015

Easy peasy

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

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

Currently only one using it, I have a unique role in that I handle all add-hoc negotiations and for this I need a reliable database CRM to be able to track my interaction and follow up points. Critical for me is to have a logical flow of communication and to be able to act on discussions.
  • Layout, it is very easy to see the whole picture
  • Workflow, not only for individual contacts, but on the aggregate too, where in the pipeline are we with everything
  • Timeline in communication, critical in negotiations.
  • Make it easier to link related contacts
  • Dialing function, so that software dials the number and automatically records date and time of call
  • Interact with Thunderbird mail.
  • Easy tracking of conversations
  • Follow up on contacts
  • Status
I believe that Sage CRM is superior to Salesforce, having worked with both I found Salesforce tedious to work with, not very logical set up and key information was hard to find. I know that people that have not had the pleasure of working with Sage CRM were satisfied with Salesforce and did not experience any of the problems I, and other Sage CRM users, encountered. To me, working with Sage CRM was like second nature, easy and very comprehensive, effective and efficient.
It all depends on the type of organization, what one is wanting to track and the knowledge one has with CRM in general. Compared to Salesforce, e.g., Sage CRM has a much easier and logical layout, the overview is much better and it is easier to learn. I cannot speak about capabilities in total, but for my purposes Sage CRM rules.

Sage CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.8
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
9
10.0
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
7.5
Marketing automation
8
Compensation management
7
8.0
Mobile access
8

Using Sage CRM