Sage CRM offers users a collection of applications designed to give small and midsized businesses access to a customer relationship management platform that can be quickly deployed and simple to learn.
Sage CRM was developed to help businesses optimize the customer experience by offering tools to manage new and existing client relationships, as well as potentially increasing company revenue and reducing inefficiencies. Applications include sales and marketing automation, customer service, help desk, social CRM and more. Sage CRM also offers robust mobile capabilities. The software can be deployed in the cloud and on-premise.
The benefits of using Sage CRM are varied, per their parent company Sage Software, and include lowered administration costs, reduced customer turnover, boosted team productivity, reduced opportunity costs and more.
Currently, Sage CRM is the platform of choice for over 15,000 organizations in 70 countries looking to manage their sales and marketing operations. Sage Software has over 6 million customers worldwide.
John from IMAX Corp
Integration to the backend ERP system, great pipeline management for both the individual rep and a team, integration to RingCentral, import/exporting of data and customizability.
Pricing models are confusing, it is not and out-of-the box solution. Need to pitot of POC the product before implementation to customize the primary screens down to pertinate data and permissions. Also the terminology is slightly unique so training is a must. Also need to develop/tweak the workflows before implementation.
See above comments, but do not evaluate the product based on a generic demo or 30-day eval. Work with a VAR that is familiar with you business/industry that is a Sage CRM expert. They can then tailor the demo for you.
Dan from DCAA
It is very configurable. Unlike other CRM's we have seen or used, with Sage we were able to readily tailor it around our unique requirements. The workflow feature and escalation rules are particularly powerful. And the ease of integrating Sage CRM with other applications (like accounting) is great too. CAUTION - Sage CRM isn't the type of software you just turn on and use within a couple of hours. It really needs to be configured for a specific company.
Understanding how flexible Sage CRM can be, is not readily apparent. And finding someone who can guide you through it - should be easier.
It is such a huge decision for any company (which CRM to use)... whichever software you choose, work with a professional for the roll-out.
Carlos from ARCOA Group
Specialty: Other services
The software was very easy to use, very user friendly and layout was simple.
Sage consistenly bring great products to the table we are so happy for a vendor like them
There isnt much I don't like. Hard to say anything bad and i have gone through a lot of software. I really enjoyed the products so i dont have anything bad to say about it.
When looking at this software look at ease of use and functionality. Does the software do what you need it to for your business. Are the reports something that makes your job easier and can help other employee? It did for us and we are happy.
Shawn from ARCOA Group
Specialty: Other services
There's about 4-5 different ways to do everything with this piece of software. Some users may love this, however, I've found it to be frustrating and very confusing for most users. Once you really truly understand how the system works, the functionality is pretty seamless.
Where to begin... It's not a "smart" program, in any sense of the term. First off - The function of creating Contacts vs. Companies is asinine. You can create a "contact" and list the company name as: "ABC Company" but if you don't manually link the company to the contact, you'll never see that contact listed under the company. Sound confusing? It is... There aren't any tools to pick up on grammatical errors while typing. You WILL inevitably have several of the same companies (some variations in spelling/grammar), all with different contacts, all different records and no way to fix it unless you buy an add-on clean up tool that you still have to manually run in order to clean up the DB. Frustrating all around!
Stay away from CRM software run through internal servers (like this version of Sage). When you've weighed out the cost v. benefits of all the other systems out there and have finally narrowed your search down to a select few - PAY FOR THE SET UP!!! Let the experts get your system up and rolling, it will be worth it in the long run.
Matt from ARCOA Group
Specialty: Software / IT
When we first got this product it was very well suited for what we needed. Can be simple, depending on how you use it.
Customization is lacking for the price. I wanted to be able to customize more fields in the company and customer fields but, the customer service was never very helpful in setting this up. Everything is very cut and dry, they don't let you do a lot of what you want to the software to make it suit your needs perfectly.
Look at other softwares before you just jump at this one. There are other products on the market that have far more to offer for a fraction of the cost.
Craig from Pulse Fitness
A flexible and powerful CRM solution that integrates with Sage 200
A lack of social CRM and social media tools. Basic function to search LinkedIn.
The Sage CRM user interface is easy to learn and easy to use.
Ric from Ultimate Software
Specialty: Software / IT
The interactive dashboard is great. It provides a number of visual elements that delivers a variety of reporting statistics. The ability for each user to customize his or her experience gives each user there own personal feel. The cost per user is affordable and staff genuinely care.
The report output is restricted to CSV and if you print to PDF then you can save to PDF as well but that's about it. The email integration outside of outlook is limited.
The software can offer any organization a great solution for tracking, reporting critical business information and providing a solid method of communicating with both internal and external customers.
Melissa from National Fatherhood Initiative
We had to use a Sage Partner for support, so I never worked directly with Sage. Whenever we had issues or questions about our CRM, we had to go through the authorized partner who charged a hefty hourly rate. I can't tell you how much money we spent on trying to get this system to work for our needs. There was nothing I could say that we liked about this software, and this is why we switched to Salesforce CRM.
It's inflexible, and it's not easy to make changes to the system setup without paying for support. Also, the system layout was not intuitive. Further, generating reports was cumbersome.
Be sure that you review the knowledge you need to have, and the steps required to edit your company and contact records. Be prepared to need assistance making edits like these. Also, if you ever export this data to move to another CRM, you cannot export the notes data. That was a bit of a loss for us when we switched to Salesforce.