X
Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
Get free sample report

Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 sage crm reviews


Sage
Sage North America is part of The Sage Group, plc, a global supplier of business management software and services to 5.8 million customers worldwide. From small

sage crm reviews  Sage North America is part of The Sage Group, plc, a global supplier of business management software and services to 5.8 million customers worldwide. From small start-ups to larger organizations, Sage software solutions are designed to help companies manage their business processes. Formed in 1981, the company was floated on the London Stock Exchange in 1989, and now employs more than 5,000 people in North America and 14,800 people worldwide.

Read More


Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

Evaluate Now

Documents related to » sage crm reviews

Sage PFW ERP


Sage PFW 100 ERP (formerly Platinum For Windows by Best) is a comprehensive financial software solution for small to medium-sized companies who transact business throughout the global marketplace. This solution boasts multicurrency, core accounting, accounts receivable, and accounts payable functionalities. In addition, PFW features insightful reporting tools and an open architecture backed by a powerful Pervasive.SQL 2000i database. The solution’s familiar Microsoft Windows graphical and Web-based environments make it easy to use. Former legacy products include Platinum for DOS (PFD).

sage crm reviews  PFW ERP Sage PFW 100 ERP (formerly Platinum For Windows by Best) is a comprehensive financial software solution for small to medium-sized companies who transact business throughout the global marketplace. This solution boasts multicurrency, core accounting, accounts receivable, and accounts payable functionalities. In addition, PFW features insightful reporting tools and an open architecture backed by a powerful Pervasive.SQL 2000i database. The solution’s familiar Microsoft Windows graphical and Read More

Sage HRMS


The Sage Abra human resource management solution (HRMS) is designed to increase the efficiency of human resources (HR) administration, including HR, benefits, employee self-service, attendance, recruiting, and training. It includes support for companies in both the US and Canada, and can support companies with employees in both countries. Sage Abra replaces paper-based, time-consuming, and error-prone HR methods, and is modular, so users can customize the solution according to their needs, desired level of automation, and budget. Along with a comprehensive set of features for HR, benefits, time off, and training, Sage Abra HRMS includes Web-based employee self-service, benefits enrollment, and workflow features to keep the workforce connected at all times. It also comes with query, reporting, and analysis tools-including Crystal Report Writer-to manage critical business information. Sage Abra HRMS also supports multiple database platforms, including Microsoft SQL Server, SQL Server Express, and Visual FoxPro.  

sage crm reviews  HRMS The Sage Abra human resource management solution (HRMS) is designed to increase the efficiency of human resources (HR) administration, including HR, benefits, employee self-service, attendance, recruiting, and training. It includes support for companies in both the US and Canada, and can support companies with employees in both countries. Sage Abra replaces paper-based, time-consuming, and error-prone HR methods, and is modular, so users can customize the solution according to their needs, Read More

Sage 500 ERP


Sage 500 ERP (formerly Sage ERP MAS 500) is an integrated series of applications covering most areas of business for enterprises with 20 to 1,000 employees. These areas include customer relationship management (CRM), accounting and financials, project accounting, distribution, manufacturing, human resources (HR), payroll, enterprise reporting, and electronic commerce. Built for the needs of an integrated enterprise, Sage 500 ERP is flexible, scalable, and fully featured to deliver a total business management solution.

sage crm reviews  500 ERP Sage 500 ERP (formerly Sage ERP MAS 500) is an integrated series of applications covering most areas of business for enterprises with 20 to 1,000 employees. These areas include customer relationship management (CRM), accounting and financials, project accounting, distribution, manufacturing, human resources (HR), payroll, enterprise reporting, and electronic commerce. Built for the needs of an integrated enterprise, Sage 500 ERP is flexible, scalable, and fully featured to deliver a total Read More

Sage Pro ERP


Sage Pro 200 ERP (formerly ACCPAC Pro Series) provides business software solutions for its clients and business partners. Solution modules include accounting functions for general ledger, accounts receivable, accounts payable, purchase orders, and order entry, as well as US direct deposit payroll and project accounting. Tools for financial and inventory management are also included, as are modules for query, customization manager, job costing, customer connect, and message master.

sage crm reviews  Pro ERP Sage Pro 200 ERP (formerly ACCPAC Pro Series) provides business software solutions for its clients and business partners. Solution modules include accounting functions for general ledger, accounts receivable, accounts payable, purchase orders, and order entry, as well as US direct deposit payroll and project accounting. Tools for financial and inventory management are also included, as are modules for query, customization manager, job costing, customer connect, and message master. Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

sage crm reviews  as Microsoft, Epicor, Exact, Sage, NetSuite, CDC Software, and others. Why spend days or weeks comparing CRM solutions the hard way, when you can visit TEC's CRM Evaluation Center and get an idea of the best-fit CRM solutions for your company in practically minutes. It's fast, it's free, and you'll get the results immediately . Click here for your own custom CRM for financial services software comparison. * The Rolls Royce of decision-making tools—ZDNet   For assistance, please contact customer Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

sage crm reviews  Deployment | CRM Deployment Usage | Risk CRM Purchase | Risk CRM Purchasing | Risk Purchase CRM Software | Risk CRM Purchase Tips | Risk Making a CRM Purchase | Risk CRM Purchase Decision | Risk Strategy CRM Purchase | Risk CRM Purchase Managing | Risk CRM Purchase Management | Risk Data CRM Purchase | Risk Guidelines CRM Purchase | Risk Right CRM Purchase | Risk Purchase CRM Software | Risk Hosted CRM Purchase | Risk Effective CRM Purchase | Risk Committing CRM Purchase | Risk CRM Technology | Risk CRM Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

sage crm reviews  ERP, BI, and IT Investment-Where Do You Find the Business Benefit? Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

sage crm reviews  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

sage crm reviews  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

sage crm reviews  creation of a compelling message to the organization that addresses the necessity for change and the consequences of not acting on these issues. The establishment of a change process for moving from internally focused performance metrics to customer behavior based metrics. The dedication of staffing and funding commensurate with initiative needs and its importance to the organization. Although CRM success is certainly dependent on these senior management actions, for CRM to be effective as an operational Read More

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

sage crm reviews  Focus Report: The Value of Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

sage crm reviews  CRM : Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

sage crm reviews  CRM: Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More