Why I Miss Sage CRM
October 06, 2015
Why I Miss Sage CRM
Score 6 out of 10
Vetted Review
Verified User
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.