Sage - The Spice of Sales
Matt Daniels | TrustRadius Reviewer
October 02, 2015

Sage - The Spice of Sales

Score 3 out of 10
Vetted Review
Verified User
Review Source

Software Version

Sage CRM On-Premise

Modules Used

  • Sage ACT CRM 2012 and Swiftpage email marketing.

Overall Satisfaction with Sage CRM

We use Sage CRM for our sales team, as a lead and sales tracker and for our email marketing. It's only used by our sales team. Our management team used to use it for activity tracking but we have since moved over to a different CRM for that as well as our sales tracking.
  • Lead tracking. Sage CRM does a great job of helping salespeople keep track of their prospects, if the salesperson uses it correctly and keeps it up.
  • Email Blasts. Our marketing team has used it since day one to send email blasts to all of our customers and prospects.
  • Support. We have had an ACT rep come to our facility a few times to help walk us through updates and new services.
  • Customization. The user database can be customized.
  • I think overall user friendliness is one of these areas. When I started with my company I was new to Sage CRM and coming from Salesforce. Salesforce was a lot easier to learn.
  • New functions. Our management team has reviewed other CRM's that have capabilities that far exceed ACT.
  • Customer Support. While I mentioned this as a strength, it's also a weakness for Sage. We have gone days without being able to get problems resolved in the past.
  • The fact that we have to use Outlook to link the emails we send to customers to their account. My whole sales team prefers to use the gmail interface.
  • Increased productivity. My salespeople use it mostly as a task management tool.
  • Better Customer Service. This one definitely applies because it keeps reminders for my employees to keep in touch with their existing customer.
  • Frustration. This is a negative but it's mostly our fault. We let the database get so diluted with bad and old leads that it's not hard to sort through everything. Sage has not been very helpful in customer support on this issue.
Salesforce and Maximizer CRM. In my personal opinion, I prefer both of these products over Sage CRM. They are both more user friendly and easier to maintain. Also Sage has shot their prices up over the years and the price just does not match the product, in my opinion. Sage CRM is not without it's charms but I definitely would prefer to use another CRM.
I think if it's managed well by a sales team, it can be a great tool - if that sales team is also willing to put in the time to learn to use all of the functions. I think if you are looking at Sage CRM, you should ask for a full walk through to see if it's something that you really think you can manage, it's definitely not user friendly for salespeople who lack in tech knowledge.

Sage CRM Feature Ratings

Customer data management / contact management
7
Workflow management
5
Territory management
2
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
1
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
7
Case management
8
Call center management
5
Help desk management
5
Lead management
10
Email marketing
10
Task management
8
Billing and invoicing management
6
Reporting
8
Forecasting
9
Pipeline visualization
9
Customizable reports
7
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Mobile access
1