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Sage CRM: Use-Cases, Insights and Reviews | 2024 Cuspera

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Sage CRM Overview

Sage CRM is a cloud-based solution helping businesses manage client relationships and enhance customer experiences. It optimizes profitability, streamlines project management, and accelerates team performance.

Use Cases

Customers recommend Sales Document Management, Business Development, Workflow Management, as the business use cases that they have been most satisfied with while using Sage CRM.

Other use cases:

Engagement Management
Event Management
Lead Tracking
Campaign Management
Helpdesk Management
Forecasting
Lead Management

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Sage CRM.

Other priorities:

Increase Sales & Revenue
Improve Internal Communications
Improve Stakeholder Relations
Scale Best Practices
Improve ROI
Improve Navigation
Improve Digital And Social Presence
Improve Efficiency
Launch New Products
Shorten Ramp Up Time
Enter New Markets Internationally Or Locally

See all business priorities See less business priorities

Sage CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Sage CRM works with different mediums / channels such as Mobile,

Sage CRM's features include Rewards, Gamification, Recording, etc.

Reviews

"The integration of our systems has been fundamental as previously there was a lot of manual data entry." - Gillian Bright

Sage CRM, Quickbase, SalesNOW, Pipeliner CRM, C2CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Sage CRM

Top Industries

Government Administration
Computer Software
Restaurants

Popular in

Mid Market
Small Business
Enterprise

Sage CRM is popular in Government Administration, Computer Software, and Restaurants and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Sage CRM Use Cases

How can Sage CRM enhance your Sales Document Management process?

Sage CRM facilitates sales document management by enabling users to create and track quotes, sales orders, and change orders. This includes storing documents and managing contracts, providing visibility into the sales process and customer interactions. The system's limitations include a lack of subtotals and separate change order tracking in the contracts module.

"...Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework. ..." Controlling column s width in List or Grid using Client Side API in Sage CRM

How does Sage CRM facilitate Business Development?

Sage CRM is used by the Business Development Department. Sage provides customization and development services for Sage CRM. These services are offered to Business Partners, End Users, and Sage PSG worldwide.

"...(Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide...." Enable old Calendar tab in Sage CRM 2018 R3

What solutions does Sage CRM provide for Workflow Management?

Sage CRM provides a workflow management system that enables automation of tasks and processes, facilitating customer satisfaction by accelerating actions and streamlining operations. This system offers flexibility through customization and ease of setup. Limitations exist in the requirement to develop and adjust workflows prior to implementation.

"...Canned processes and workflows to accurately control processes...." Peer review by Jay Lentz, CRM Consultant, Realized Financial Solutions, Inc.

How can Sage CRM enhance your Engagement Management process?

Sage CRM facilitates customer engagement by tracking interactions, managing opportunities, and streamlining follow-up processes. The software empowers businesses to enhance customer care, optimize sales cycles, and increase profitability. However, Sage CRM's lack of integrated social media tools limits its ability to engage customers across various online channels.

"...Tracking customer interaction...." Peer review by Employee in Marketing

45+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Sage CRM solved their CRM needs. Cuspera uses 3384 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Gillian Bright Federated Farmers	The integration of our systems has been fundamental as previously there was a lot of manual data entry. Testimonial By Gillian Bright
Katie Edmonds Office Manager Namgrass	We've had Sage CRM for nearly a year now and we have actually seen a 50% increase in efficiency and productivity Testimonial By Katie Edmonds
Philip Meyer CEO Capsol	What an amazing difference and lean way to operate our business, in the past, we used to maintain manual files for all our customers and our properties. Testimonial By Philip Meyer

CUSTOMERS	TESTIMONIALS
Gillian Bright Federated Farmers	The integration of our systems has been fundamental as previously there was a lot of manual data entry. Testimonial By Gillian Bright
Katie Edmonds Office Manager Namgrass	We've had Sage CRM for nearly a year now and we have actually seen a 50% increase in efficiency and productivity Testimonial By Katie Edmonds
Philip Meyer CEO Capsol	What an amazing difference and lean way to operate our business, in the past, we used to maintain manual files for all our customers and our properties. Testimonial By Philip Meyer

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Capsol Construction	Construction	Case Study Capsol How Capsol delivers superior customer service with Sage Read More
IMS	NA	Case Study IMS How Innovative Modular Solutions IMS gains the full picture with Sage Read More
Australian Grand Prix Corporation Sports	Sports	Case Study Australian Grand Prix Corporation How Sage CRM integrated with Sage 300 fast tracks data access for Australian Grand Prix Corporation Read More

Video

Sage CRM: What is Sage CRM?

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Frequently Asked Questions(FAQ)

for Sage CRM

What is Sage CRM?

Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers.

Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.

Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.

What is Sage CRM used for?

Sage CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Sales Document Management, Business Development and Workflow Management .

What are the top features of Sage CRM?

Rewards, Gamification and Recording are some of the top features of Sage CRM.

Who uses Sage CRM?

Sage CRM is used by Government Administration, Computer Software and Restaurants among other industries.

What are Sage CRM alternatives?

Quickbase, SalesNOW, Pipeliner CRM and C2CRM are popular alternatives for Sage CRM.

Where is Sage CRM located?

Sage CRM is headquartered at Limited North Park Newcastle upon Tyne NE13 9AA.

lightning

Peers used Sage CRM for sales document management and business development

Sage CRM Competitors

More Sage CRM Alternatives...

Sage CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Analytics	4.50/5 ★ Read Reviews (34)
Custom Reports	3.85/5 ★ Read Reviews (252)

CAPABILITIES	RATINGS AND REVIEWS
Analytics	4.50/5 ★ Read Reviews (34)
Custom Reports	3.85/5 ★ Read Reviews (252)

Sage CRM Integrations

Sage CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.28/5 ★

Read Reviews (333)

Data Export

3.27/5 ★

Read Reviews (160)

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Few API Integrations for Sage CRM

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★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

FireText

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Pastel

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LEAP

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OneDesk

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Sage CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Sage CRM

Sage News

Sage launches cloud accounting solution in Zim - The Zimbabwe Mail

Sage launches a new cloud accounting solution in Zimbabwe.

28/08/2024 - source

Sage and Xeinadin enter partnership - International Accounting Bulletin

Sage and UK accountancy firm Xeinadin have entered a multi-year partnership which positions Sage as the preferred transformation partner for ...

24/06/2024 - source

Sage Intacct Unveils New Updates to Advance Productivity and Control for SMBs

Sage Intacct introduces new updates to enhance productivity and control for SMBs.

27/05/2024 - source

Sage Profile

Company Name

Sage

Company Website

https://www.sage.com/en-gb/

Year Founded

2002

HQ Location

Limited North Park Newcastle upon Tyne NE13 9AA

Employees

10001+

Social

Financials

M&A