Comparison Summary
Introducing Sage CRM and Practifi
Sage CRM, Practifi, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"We are already seeing improvements in the way we operate due to Sage CRM. It’s been a very, very positive experience " - Jeremy Kann
"Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. " - Kyle Wesley
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Top-rated cloud financial management
Business management platform powering growing financial advice firms
Age
2002
Financials
M&A
SERIES B
Business Need
Total Processes
(we found evidences for)
67
33
Total Goals
(we found evidences for)
13
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Scale best practices
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Improve ROI
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Improve navigation
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Improve digital and social presence
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Improve efficiency
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Launch new products
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Shorten ramp up time
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Enter new markets internationally or locally
- See 10 more
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Enter new markets internationally or locally
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Launch new products
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Improve visibility
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Build brand awareness
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Manage risk
- See 6 more
Top Channels
Channels Used
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
