Improving our sales with Sage CRM
March 21, 2022

Improving our sales with Sage CRM

America Castañeda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

This is a very complete software that helped us to improve sales, because we were able to carry out marketing campaigns more effectively, thanks to a good segmentation of customers, and we were able to launch it not only by email, but also through our social networks, capturing more customers.

Pros

  • It has the integration to different social networks such as Twitter, Facebook and LinkedIn, helping us to find potential customers in different digital media.
  • It allows us to store a large database of all our potential customers and current customers and shows a history of the relationship with the customer, to improve the commercial treatment towards them.
  • It has a mobile application that I can access at any time and I can attend my clients no matter if I am out of the office.

Cons

  • It is a pretty good and useful software, as long as it works together with integrations with other accounting and email software, but it would be ideal if they already come with those functions.
  • The fact that each module or function has an additional cost, greatly limits its use.
  • It is quite heavy to load each requested information and to open the tools and functions.
  • It is a software that, due to its simple interface and ease of use, allowed the work team to adapt perfectly to it, increasing the performance of the sales, marketing and accounting departments. It helped us to provide our clients with a better service, so our clients are happier.

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

Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
It is quite intuitive and easy to use software, which helps departments and staff to quickly adapt to it.
This is a software that thanks to its integrations with other applications, makes it a very complete CRM for all departments. What sets it apart from the rest is that it has a very easy to use interface and everyone adapts easily to it, which generates that tasks and activities are executed more efficiently. Very good software and highly recommended.

Sage CRM Feature Ratings

9.6
Customer data management / contact management
9
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
9.0
Case management
9
Call center management
9
Help desk management
9
9.5
Lead management
10
Email marketing
9
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
9.5
Custom fields
9
Custom objects
10
Scripting environment
10
API for custom integration
9
9.5
Role-based user permissions
10
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
9.5
Marketing automation
10
Compensation management
9
10.0
Mobile access
10

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