Improved sales returns and customer expansion with Sage CRM
February 23, 2021

Improved sales returns and customer expansion with Sage CRM

Brittany Powells | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

We use Sage CRM across our entire organization. In sales department it assist us in opportunities and lead management.

In our accounting department we use it in collections or receivables tracking not to mention how easy it makes it for us in turning quotes to invoices easily accommodating the tax element.

In customer service they use the software in logging and tracking customer related issues.

The marketing department also uses the software to maintain our clients database.

Pros

  • Workflow. CRM has assisted us in ensuring workflow around our key business processes.
  • Reporting and dashboard. CRM has great reporting and dashboard capabilities that allow you to visualize key business performance parameters efficiently and quickly.
  • Integration with other software. CRM integrates well with other sales and accounting applications which ensures the ability to store data in one place.
  • Integration to accounts and sales departments.
  • The software allows sales and accounts department to exchange data with ease making people in sales view accounts data and vice versa.

Cons

  • Improve on screen interface, currently there is so much screening.
  • There is great integration with other cloud versions, but tool for improvement is still there.
  • Returns on investment.
  • You are able to have predicative information on how the business is doing from a Pipeline perspective.
  • With pipelines the managers are able to track and analyze performance of sales team within less time.
  • Helped us have a manageable customer support with fewer staff and made information pass on so easily especially when using email marketing.
I used Salesforce in the past which does almost everything as Sage CRM, but typically it's a bit expensive. It also lacks the advanced web interface and did not suit well with other software.

Do you think Sage CRM delivers good value for the price?

Yes

Are you happy with Sage CRM's feature set?

Yes

Did Sage CRM live up to sales and marketing promises?

Yes

Did implementation of Sage CRM go as expected?

Yes

Would you buy Sage CRM again?

Yes

Helped us improve on our sales and build up client base while still maintaining their contact databases.
The system is relatively cheap compared to deliverables and it's easier to understand and use.
Managers no longer need to sit down with staff since it's easier to track from the system on specific key parameters that guide us towards realizing better returns.
For the many times I encountered challenges, my emails were always responded to on time and the supporting staff would go a step further to find out if my issues had been well resolved.
Sage CRM is well suited for organizations already using other Sage products.
For us, CRM has been a good software to use but I always recommend you ask [about] the ability to integrate with other softwares being used in your organization.
The product is easy to use and easy to install. The product is good for medium sized companies.

Sage CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.5
Custom fields
10
Custom objects
9
Scripting environment
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
9.5
Social data
9
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
9.0
Mobile access
9

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