Honest Sage CRM Critique from a Seasoned CRM Expert
Danny Estrada | TrustRadius Reviewer
January 30, 2015

Honest Sage CRM Critique from a Seasoned CRM Expert

Score 10 out of 10
Vetted Review
Review Source

Software Version

Sage CRM On-Premise

Modules Used

  • Marketing
  • SFA
  • Service
  • Self-Service
  • Mobile
  • ERP Integration

Overall Satisfaction with Sage CRM

We sell and implement Sage CRM to help organizations manage any customer facing and operational goals as it relates to the execution of marketing, sales and service job functions. In helping those organizations we have found that Sage CRM can be an excellent tool not just to provide infrastructure for meeting company goals but to help with the execution of process execution as well.

Well over half of our Sage CRM customers are using the tool in all facets of their business and most of those organizations have also found benefit from integrating other technologies to manage their customer experiences and provide meaningful customer engagements. Integration includes marketing automation, ERP and order fulfillment as well as project management and billing systems.
  • Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
  • The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
  • Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.
  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
  • Faster lead conversion
  • Increased employee efficiency
  • Exception handling outside of accepted business policies
  • Integrating other systems
  • Better demand forecasting
  • Improved inter-company communications
  • Easy upgrades through browser delivered interface
  • Minimized IT support
  • Faster reporting for better analytics
We are a partner that implements most of the mainstream CRM products in the marketplace and Sage CRM is a great fit because of the low cost to deploy, the ease of setting up and rolling out the technology, and the continued improvements and enhancements through Sage Software to keep pace with the quickly evolving world of CRM. It has been in the marketplace for nearly 20 years and has always been a browser delivered solution. With that level of experience in the CRM market Sage CRM provides very robust functionality at a very reasonable price point, given the pricing of some of today's CRM options.
Sage CRM is well suited horizontally across the business marketplace. The product is easy to install, works across all browsers and mobile devices, and is easily configurable and customizable in a way that is upgrade safe. In particular, Sage CRM is a great system for emerging businesses that are growing quickly as the system can be configured quickly for a team of people and scales to hundreds of users easily. Lastly, Sage CRM integrates quite well with other systems and there are many examples of significant ERP integration (especially Sage ERP products) that would be costly using other CRM technologies.

Sage CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
4
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
5
Case management
10
Call center management
5
Help desk management
8
Lead management
10
Email marketing
5
Task management
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Single sign-on capability
10
Social data
5
Social engagement
5
Marketing automation
10
Compensation management
5
Mobile access
10