Sage CRM

What differentiates Sage CRM from other similar products?

This service appeals to me since it allows each client to receive a score based on their defined performance, which increases client communication and results in a stronger working connection, which is wonderful to carry out. It also offers a visually appealing, well-structured interface with detailed information on how to use the service, what it is for, and how it may help enhance customer management and company processes.

What is your favorite aspect of this product?

Sage CRM is a fantastic ERP software that is assisting me in understanding and forecasting the finances of my small firm. The demographics and purchase probabilities allow me to better understand my clients. It offers a solution for automating the sales pipeline. It demonstrates the tool for tracking sales and receiving regular information on insights. It allows for future customization of the workflow and interfaces. It is simple to integrate with the system using KPIs and APIs. Its efficiency and user-friendliness. It’s so much easier to see all of my content now, and it’s made my work so much more efficient!

What do you dislike most about this product?

This application’s support irritates us a little because it is very slow to respond along with instant solutions to a question about the service, resulting in a loss of time, annoyance, and confusion for the user, which I hope they improve and update it so that these problems do not occur.

What recommendations would you give to someone considering this product?

Sage CRM is ideal for improving my relationships with potential customers because it allows me to explore each client I have registered and learn about its functionality, performance, and characteristics, allowing me to learn more about my customers and improve my relationships and management with them easily and effectively. I also recommend it as a well-designed search portal that informs me of any data and files related to my company procedures.

What differentiates Sage CRM from other similar products?

Sage CRM is easy use as such anyone with little to no experience at all with a CRM found it user-friendly as well as quick and simple to navigate. The process to create a customer quotation is very easy to use. It will helps build a strong relationship with your customers and it also helps to be more productive with marketing campaigns. It helps with organizing your customer's full details such as name, phone number, date of inquiry, date of service, full history details about servicing your customer, the job order, claims.

What is your favorite aspect of this product?

Some of the main things I like about Sage is that its Easy to use, it makes it easy to follow up with your customers. You can easily add and delete leads and it also has a pop up for follow up task reminder

What do you dislike most about this product?

There is nothing about this app that I dislike

What recommendations would you give to someone considering this product?

Sage is a highly recommended CRM tool to keep track of customer interactions, deadlines, project goals, and orders and is the perfect software for medium-sized businesses.

What differentiates Sage CRM from other similar products?

With this piece of software, everything can be done in a variety of ways. However, certain users will also adore it. The functioning is rather seamless once you fully comprehend how the system operates. Going from one step to the next made logical sense. For our clients, Sage CRM has been excellent. We can ensure everyone has access to specific papers by using the functionality of the shared document.

What is your favorite aspect of this product?

It maintained records of received and sent projects, inventories, sales, tax reports, etc. It is possible to customize the application's layout so that it is easy to manage client information and attract potential customers. Leaving notes is fantastic for the entire sales staff to evaluate and comprehend what was discussed. Each feature Sage provides is advantageous. Sage never fails us, yet we are completely dependent on it.

What do you dislike most about this product?

CSV files must be able to be uploaded. Making a drawing journal with 500 sheets, some of which have repeated names and dates, can take some time. It can sometimes be challenging to read the body of texts while drafting because the text window needs to be enlarged to remove unused or unneeded items.

What recommendations would you give to someone considering this product?

Field-based salespeople benefit greatly from quickly and effectively. The ability to manage our leads and prospects at every stage of the sales funnel was what I appreciated best. My life and the lives of my coworkers were made considerably simpler by being able to track the many stages in one user-friendly app.