Helps in managing sales information and leads

What are the best aspects of this product?

It gives you countless options on hat to do with the fields on the system and dhow you want them to appear. Different users will different preferences and needs of their business. With a tool such as Sage CRM, you may want to include unique fields based on what you are looking for and the type of your business. This also goes for your reporting needs. This product helps you achieve that with ease thanks to its customizable fields and reporting features. The fact that you can customize the fields to suit your needs or product line; we found it to be a reliable tool.

What aspects are problematic or could work better?

There are glitches and small issues that need addressing despite the product being seamless in term of customization. The fields look alike which can be confusing to our sales representative. Since they are trusted with the role of entering the ales information into the system, sometimes they can enter in the wrong fields, which is time consuming when it comes to correcting that error. Also, it requires training for our staff since there are new updates now and them. As a result, you have to train them whenever there is an update so that they can be acquainted with the new features introduced.

What specific problems in your company were solved by this product?

It has helped us to solve different problems that relate to managing sales. To get a tight grip on this, you have to know your leads and manage them until the time they order. This is that this product has done for us. We are able to make a close follow up on different leads until they convert into sales. We no longer have to figure out where the leads come from as Sage CRM does that for us. Knowing where the leads are coming from gives us an idea of where to concentrate our resources for our campaigns to get positive results.

Are you a current user of this product?

Yes