My Experience about Sage CRM
March 22, 2022

My Experience about Sage CRM

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

Sage CRM is simple and easy to use. We have been using it for many years and it performs outstandingly. Sage CRM provides a tutorial as well as a real-time feedback tool for easy understanding of the CRM. As a CRM user, I really like that it synchronizes with other platforms like MailChimp very easily. Inbound leads and outbound leads can both be managed without duplication and this tool gives the scores to each lead according to their performance which is pre-defined, which is useful for our sales team.
  • The best aspect of Sage CRM that I like is how well it integrates with other platforms, saving me a tremendous amount of time. With Sage CRM, I can maximize the use of this platform, which is my favorite aspect.
  • Detailed reports can be achieved to make it easier to analyze and analyze later on.
  • The product uses artificial intelligence to analyze and predict customer behavior and take important business decisions in order to better target them.
  • Its basic version does not support mobile devices, and for its basic version it stores data on third-party cloud, which is usually public or hybrid cloud, which can pose security concerns. It is also quite a heavy app, and its basic version isn't available on mobile.
  • The user interface of the CRM product could be much better when compared to its competitors. Modules like the export feature in the billing module should be expanded to import robust Excel files to make them even more useful.
  • This platform provides wonderful insights into marketing performance in real-time and I would recommend it to others. and it improves our productivity of the team.
  • Sage has enabled us to get an in-depth understanding of customer behavior, as well as reduce the cost of a CMR program using Sage.
  • You can easily customize the system fields and layouts, as well as creating marketing groups and data reports.
Price-wise this product is more affordable so we choose the Sage CRM.

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

Tenable.io, Amazon Elastic Block Store (EBS), Elastic Security (Elastic SIEM + Elastic Agent, formerly endgame)
This has a user-friendly interface and is easy to use by anyone without any too technical knowledge.
Sage CRM has a quick responsive support team and when facing a problem they will solve it quickly.
I can recommend this for any organization that wants a good CRM solution this is a perfect one.

Sage CRM Feature Ratings

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