Improves service delivery to clients

What are the best aspects of this product?

With almost a decade using this tool for our CRM needs, we can say that we have been happy. It is not only simple but also offers reliable customization for our business. It also acts as a source of ideas where we can brainstorm ideas and make decisions moving forward. For instance, we have a samples management space, within the system, for a client where we can pitch in ides and still manage our sales and leads, simultaneously. This has come as an added benefit and that is why we love Sage CRM. With its simple interface, users can learn ways to make the best use of this product without much hustle.

What aspects are problematic or could work better?

It is hard to come up with things that I dislike about this tool. With nearly a decade of using it, you can only think of good things and milestones it has helped you achieve. However, there is always something to talk about as no application is perfect and that is here we are at with Sage CRM. With that said, I fail to understand why they refer to activities as communications. For example, activities such as calls and emails should be termed as such instead of communications. However, Sage CRM being highly customizable, you can change them into whatever you want to suit your preferences.

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

We were able to streamline our customer service with the help of this tool. Customers could get help at the helpdesk as we were able to document their issues in the system. Tracking customer queries was difficult and time consuming before we implemented Sage CRM. We had to manually chase down the case with a case number on the system which at most times was hectic. With this product, we can now automate this process and thus able to send a case to the clients with all the details of that case documented for better service delivery. In short, we can now work easily without having to make multiple calls following up on a case.

Are you a current user of this product?

Yes