Why I Miss Sage CRM
Anonymous | TrustRadius Reviewer
October 06, 2015

Why I Miss Sage CRM

Score 6 out of 10
Vetted Review
Verified User
Review Source

Software Version

Sage CRM On-Premise

Overall Satisfaction with Sage CRM

We no longer use Sage CRM but previously we used it as our client relations management system. It was used across the whole organization. This system allowed us to keep track of all our clients, potential clients, interactions with these accounts and contacts thought email, notes, to-dos, phone calls and meetings. It also allowed us to keep track of projects with clients. For my role specifically, Sage CRM allowed me to pull key reporting data required by stakeholders.
  • User friendly interface, upon moving to our new system this is the number 1 missed feature
  • Highly customizable to your company's needs
  • Reporting/Groups are easy to understand and flow in a logical direction
  • Backend of Sage CRM can be difficult to comprehend and it is always easiest in terms of changing.
  • Limited in dashboards.
  • Can not customize on own, must hire outside services.
  • Increased employee efficiency.
  • Easier customer interaction tracking.
  • Ability to collect mass amounts of data across many fields and export out.
Since we have since left Sage CRM, due to not matching up to our current needs, I would not be able to answer this question.
If you require web based this would not be suited to your needs. Though I did not have the cloud version.

Sage CRM Feature Ratings

Customer data management / contact management
7
Workflow management
6
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
3
Interaction tracking
7
Channel / partner relationship management
5
Case management
3
Call center management
3
Help desk management
3
Lead management
2
Email marketing
4
Task management
7
Billing and invoicing management
3
Reporting
8
Forecasting
3
Pipeline visualization
6
Customizable reports
8
Custom fields
5
Custom objects
5
Scripting environment
3
API for custom integration
5
Role-based user permissions
7
Single sign-on capability
7
Social data
3
Social engagement
3
Marketing automation
3
Compensation management
3
Mobile access
2