Diverse Consultant's Review of SageCRM Implementation
Monroe Singh ☁ | TrustRadius Reviewer
October 12, 2015

Diverse Consultant's Review of SageCRM Implementation

Score 6 out of 10
Vetted Review
Verified User
Review Source

Software Version

Sage CRM Cloud Professional

Modules Used

  • All

Overall Satisfaction with Sage CRM

Sage CRM was used strictly as a CRM solution for many of the clients that I consulted with. So, basically it was used for customer data collection and marketing campaign management especially with email circulation. The product modules were also used heavily for the smaller business clients. I mostly worked with smaller businesses with Sage CRM. They also had Accpac implemented as well.
  • Great value for what Sage CRM provides.
  • It provides either onpremise or cloud based options which is still important with some clients.
  • It links with ERP solutions that the client may already have especially other Sage products.
  • When compared to other products such as Salesforce it doesn't compare.
  • Sage CRM doesn't have the extensive app store that other CRM products have.
  • Implementing the on-premise version can be difficult depending on the host database.
  • Compared to what other clients have used, Sage CRM increased productivity of the sales team.
  • The adoption of a new CRM system was a lot quicker with Sage CRM than I have seen with other products.
  • It has helped clients provide better customer service
I have a preference for Salesforce.com because of the app exchange that they have. Sage CRM is more on par with Oracle CRM and NetSuite CRM+. Oracle CRM is the most similar with the dual options of on-premise and cloud based solutions. I am mostly working with Salesforce.com clients presently.
I think Sage CRM is suited very well for veteran customers of other Sage products. It is a great value for smaller businesses as opposed to other CRM products out on the market. It is very easy to use which is also something that makes it stand out amongst its competitors.

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
6
Quote & order management
7
Interaction tracking
6
Channel / partner relationship management
7
Case management
6
Call center management
6
Help desk management
8
Lead management
8
Email marketing
8
Task management
7
Billing and invoicing management
7
Reporting
7
Forecasting
7
Pipeline visualization
7
Customizable reports
8
Custom fields
8
Custom objects
7
Scripting environment
7
API for custom integration
7
Role-based user permissions
6
Single sign-on capability
6
Social data
7
Social engagement
6
Marketing automation
8
Compensation management
6
Mobile access
7