Sage CRM: Simple and adequate...
October 02, 2015
Sage CRM: Simple and adequate...
Score 7 out of 10
Vetted Review
Verified User
Software Version
Sage CRM On-Premise
Overall Satisfaction with Sage CRM
We use Sage CRM as our central repository for all customers we deal with in our company. As of now it contains around 9,000 customers. All leads and eventually opportunities are found and worked on.
We also use add-ons such as knowledgesync to hook into the CRM and generate reports for things such as new leads and tasks. It is mostly used by the sales and management team.
We also use add-ons such as knowledgesync to hook into the CRM and generate reports for things such as new leads and tasks. It is mostly used by the sales and management team.
- Rather high amount of customization when it comes to allowing your own custom fields on each screen.
- Search/Find function is rather quick and breaks down by categories (person, company, leads, opportunities, etc).
- Not very resource intensive when it comes to size and memory usage/sql.
- Easy to visually see all past and current opportunities and their statuses.
- Can only have one primary contact attached to each company. This causes quite a few issues when many of the companies we deal with have multiple primary contacts that need to be reached out to.
- Report building is lacking and the interface to do so could use work. Better off building custom Crystal Reports than using what they provide.
- Minor issue but no "copy" when making new users. Have to set up all the roles/permissions/settings individually.
- Lead and opportunity generation is simple and efficient
- Trying to connect it to Sage 100 caused massive issues which wiped out contacts. We decided afterwards never to link them up again even if Sage claimed they "fixed" the issues.
- Tracking current opportunities and having weekly meetings around those using the CRM has increased focus on the leads/opportunities.
Sage CRM Feature Ratings
Using Sage CRM
Mostly sales related along with some managers and the owner to keep an eye on what is going on throughout the company.
1 - Basic understanding and knowledge of software. SQL and crystal knowledge is a plus. The custom additions can be learned rather simply however the interface to do so is not the most pleasant in the world.
- Lead generation
- Opportunity review and progress
- Repository for all company and contact information.
- Export all data for various email campaigns or advance graphs/forecasting
- Better mobile support for remote users and sales persons.
Sage CRM Implementation
- Implemented in-house
- Professional services company
SWK Technologies.
- Some minor "errors" generated by sql on some pages. Resolved as the index rebuilt itself.
Sage CRM Training
- In-person training
- Self-taught
Rather straight forward, nothing overly complicated outside of the behind the scene things which IT would deal with.
Using Sage CRM
Pros | Cons |
---|---|
Like to use Easy to use Technical support not required Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Find/search function
- View all leads/opps throughout the various teams we have.
- Tracking communications between company and customers.
- The customization part is rather ugly to look at. Tracking down what each screen is called and what fields they contain can be a bit annoying when want to add new fields to various screens.
- Custom reports are lacking and difficult to use. Better to use crystal reports and tie in using sql.
Yes, but I don't use it