Sage CRM: Frequently Asked Questions

We often receive similar Frequently Asked Questions from business owners who are interested in growing their operations with Sage CRM. This section provides answers to frequently asked questions as well as the most common topics and more.

Sage CRM is likely the most practical of all CRM systems because it integrates with accounting and can be easily modified. It offers a strong feature set including:

It is completely random. Sage CRM is not specific to any particular industry. It is a general-purpose communications system that helps companies get more organized. Most projects have 8 to 30 users accessing the system. Globally, the average Sage CRM implementation has approximately 12 users and there are plenty of examples with hundreds of users and a few installs with over 1,000 users.

These 5 significant differences are what make Sage CRM a very attractive platform for many companies.  

  1. Integrates with accounting: Sage CRM can be used in conjunction with pre-built integrations to Sage 50, 100, 300, 500, X3, and Intacct.
  2. Easy to modify: While Sage CRM is a web-based application, it is physically installed on servers that the client either owns or controls.  This single tenancy allows companies a lot of freedom when it comes to customizing Sage CRM. 
  3. Best Value CRM on the market:  While Sage CRM is definitely a top-tier application, it is approximately 1/3 of the price of either SalesForce.com or MS CRM, and consistently gets recognized in the CRM software industry as offering the best value.
  4. Very strong process control features:  Companies commonly use Sage CRM to manage the flow of information that passes through their teams.
  5. Private Cloud: Sage CRM is not hosted by Sage, rather you host it on your own server or private cloud. This distinction means that, unlike competing systems, Sage gives you ultimate control and ownership of your system and your data.

The single best feature of Sage CRM is its ability to manage a process. Sage CRM has very strong process control features:  Companies commonly use Sage CRM to manage the flow of information that passes through different users and teams.

You can't just turn it on and use it. Firstly because it must be installed, but more significantly a certain amount of thought goes into how it will be used before users actually start using it (typically).

While having a CRM that integrates with accounting is a powerful distinction, it is often Sage CRM's ease of use, process control features, and Outlook integration that make the difference. 

Sage CRM operates on a per-user basis and requires professional services to be set up properly. Check out our Pricing Calculator to see how much Sage CRM might cost for your organization.

Sage CRM is rarely a fit for companies requiring less than 6 users. The reason is, for smaller implementations, companies generally have a harder time justifying the upfront investment required for Sage CRM. Globally, the average Sage CRM implementation has approximately 12 users.

Globally, there are 17,000 companies that use Sage CRM.  So, Sage CRM has definitely achieved critical mass and has a secure future. At this stage, the market for Sage CRM is very stable.  Definitely, we have seen well-advertised competitors go out of business over the past 5 years but… not many new entrants into the CRM space. I (Dan) fully expect the majority of our current clients to be working with us and using an evolved version of Sage CRM effectively 10-years from now.

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