Sage CRM Bewertungen und Produktdetails

I like that our customer database, order entry, payroll and shipping all integrate together.

We still use Telemagic which is no longer supported and it is outdated.

The integration between all of our programs is the best part. We have been able to use the same software brand for years.

Sage works very well and is quite user friendly. Did not take long to learn how to use and gets the job done well.

The version we use has some quirks but I believe its just because its a little older. Steps you have to take to post that seem unnecessary.

Entering jobs, timecards, and billing information.

The system has almost unlimited options for fields and reporting. So if you want to customize they system for your specific industry or product line, it is quite capable.

There are so many options and similar fields, the Sales Reps get confused and put information into the wrong fields. It takes quite a bit of training, which should be ongoing, since updates to the systems come out from time to time.

Better reporting and follow up on Sales leads. Also tracking the source of leads is very important to our marketing campaigns and trade show participation.

The connection bewtten all communications, notes and people for each company. It is super easy to find information and to have an overview.

There is so much gadgets and features that you might need a trainning for you specific needs

Better traceability of our exchange with our clients. Its easier for the new people to catch up when they arrive in the sales department

Saleslogix is very customizable with a built in architect form editor and crystal reports. There are also other addins for general ledger such as Eventix, which we have employed to handle invoicing and sales.

The webclient and mobile client are a little too clunky and slow. The web client is much better than tha mobile client which could use some work on looks and ease of use.

We use Saleslogix as a traditional CRM and also to do invoicing and export to our accounting software with Eventix add in.

I liked the fact that it wasn't too bogged down with unnecessary functions.

The color scheme sometimes made it difficult to read.

We were using it to bridge gaps between customers, orders, and inventory. It was a great tool to help accomplish this goal.

Sage CRM is fantastically intuitive. It has a great user experience in the web client (of which you can take your pick). Unlike Microsoft Dynamics CRM, users are kept on the same tab/screen throughout. Some may say that this means they cannot flick between records, but personally I prefer this. The tablet/mobile experience is simple to set up and then use. Others are playing catch up here. Social Media integration is also excellent.

Whilst the native integration with Sage 200 is a logical step, it is not without it's problems, and you need to watch out for erroneous data from the ERP system that may be incompatible with CRM. I recently had an issue with non-English Roman characters (accents, etc.) and ERP systems that have gradually been upgraded from Sage Line 100 and this caused some difficulties.

Not provided

Easy to manage our leads for better sale

Need improvement on screen interface...

Manage my recruitment business leads.

The comprehensiveness of the product. Automate complete pursuit process

Not much to dislike. I have used only for a short duration of 8 mths, but could work on cost estimations for a sales team

Leads capturing, opportunity, contracts, accounts etc

I really enjoyed that Sage CRM helped us simplify our sales process.

I didn't particularly appreciate that it was sometimes tricky to use on the user side.

We were able to automate sales tasks to expedite pre-established processes.