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Sage CRM Software Review

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Other Key CRM Capabilities

  • Mobile CRM device support is provided for the iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry Torch 6.0 and higher. Sage CRM can support Windows Mobile, if the device is running HTML5 or higher, however, this neutral browser approach delivers a lesser user experience as compared to the other mobile devices.

  • For offline access to information, Sage CRM uses an offline client called Solo. A subset of CRM data is transferred to a laptop or local device where data can be accessed and updated without Internet connectivity. Solo uses a SQL lite database running on a Windows operating system. Data is not encrypted when transferred, however, third party tools are available to encrypt the data if desired. For comparison, SalesLogix offers a more robust offline client. In fact, the CRM online client is the same as the offline client, and the offline edition delivers all of the same user functionality as the online product. The SalesLogix 'Disconnected web client' transfers data to a Microsoft SQL Express 2008 database, without encryption, to deliver an identical offline user experience.

  • Email and groupware integration is supported with a bidirectional synchronization with Outlook and Exchange—which can also benefit non-CRM users, who use Outlook for scheduling and e-mailing, by providing access to view both CRM and Outlook calendaring, task and interaction management functions. This integration allows non-CRM users and CRM users to interact. Users can set up appointments that include both CRM and non-CRM users, and these schedules are reflected in both Exchange and Sage CRM. Similarly, SalesLogix provides out of the box integration with both Outlook and Exchange Server. Integration includes contacts, calendar appointments, tasks and email. Lotus Notes integration is available through a third party tool, Linkpoint360—a popular Lotus Notes integration tool that is also used by other CRM vendors such as and Microsoft.

  • Business process automation is facilitated by workflow design tools. Sage CRM has an embedded workflow engine that supports flexible triggering events and multiple-step workflow processes such as new record creation, database changes or email distributions. SalesLogix utilizes a third party workflow product called KnowledgeSync. KnowledgeSync distributes alerts (email, fax, pager, cell phone, dashboard and screen pops), creates and delivers forms, documents, and reports (such as quotes or invoices), and updates SalesLogix accounts or records. While this is an integrated third party product, it offers the added benefit of accessing third party systems for workflow initiation or performance.

  • Global support such as multi-currency management and multiple languages, is available in both CRM products. Sage CRM offers language sets for Chinese, Dutch, English, French, German, Japanese, Spanish and Turkish. SalesLogix is available in English, French, German, Italian, Russian and Spanish.

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