Salesflare vs Sage CRM
Last Updated:Our analysts compared Salesflare vs Sage CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
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Product Insights
- Data Efficiency: With remote-based high-speed servers, huge amounts of data can be stored, processed and shared using Salesflare.
- Data Security and Backup: Salesflare ensures data safety and backup for its users through privacy-preserving encrypted data processing and automated scheduled backups.
- Operational Optimization: With automated data organization and interaction tracking, Salesflare saves up to 70% of the time spent on manual data entry and optimizes staff productivity in sales processes.
- Seamless Collaboration: Salesflare facilitates team communication and ease of coordination between team members from a central system.
- Mobile Accessibility: Salesflare offers fully-featured Android and iOS apps so that users can manage work remotely.
- Integrations: Salesflare integrates with over 1300 business apps and software through Zapier integration to streamline operations. It also offers a REST API so that users can connect to custom products of their choice.
- Improve Data Visibility: Sage CRM stores all data in a single, central location. This eliminates working from different spreadsheet versions, removes data silos and ensures everyone has the same access to updated information.
- Send Targeted Messages: List segmentation allows your organization to send relevant, tailored offers and content. You can create customer groups based on different criteria for more effective campaigns and promos.
- Deliver Exceptional Customer Service: Agents have access to customer data, allowing them to view a customer’s history to provide accelerated, informed resolutions. The system also provides tools for creating a knowledge base and setting up a self-service portal so customers can easily find solutions to common issues or submit tickets.
- Enable Easy Access: Sales reps can view meetings, demos and day-to-day tasks via the calendar feature. The system also provides updates, such as when a new sale comes in.
- Apply Standardized Processes: The solution improves operational processes by automating budget changes, customer invoices and more. It also promotes consistent sales performance by providing the same processes for each rep to follow.
- Drive More Revenue: The system reveals at-risk customers so sales reps know which leads to follow up with. This helps them close more deals. In addition, a complete view of each customer’s lifecycle helps pinpoint cross-sell and upsell opportunities.
- Data Input Automation: Salesflare collects, stores and organizes all customer and lead data such as phone numbers, email IDs and postal addresses automatically, minimizing the time spent on data management.
- Contact Management: It manages all contacts — leads, prospects and existing customers — along with their contact details and interaction history for easy reference and follow ups.
- Document Management: Users can store and share important documents like contacts, notes, sales discounts and offers and marketing assets and collaterals with teammates.
- Lead Management: The platform manages lead information by keeping track of contact details, interaction history and engagement rate. It notifies the users of pending actions for each lead to keep them actively engaged and increase conversion rate.
- Predictive Lead Scoring: Based on the engagement rate of a lead, Salesflare can assign predictive lead scoring to it. This helps users gain insight on the probability of conversion of a particular lead and focus their efforts in the right direction.
- Sales Pipeline Management: Users can view and keep track of their sales pipeline with details like leads procured per source, number of leads across each buyer journey stage, win-loss ratio and more.
- Quota Management: Managers can track the leads assigned per salesperson and progress made by each salesperson against their quota. They can also assign leads on a round-robin basis or a rule-based engine, to match the leads to the best-suited team member on different parameters.
- Automated To-Do Lists: The software helps users build their to-do lists automatically based on priority actions per lead and lead segment. Calls, meetings and scheduled communications are synced to the calendar so that users stay on track.
- Automated Reminders: Users get automated reminders and notifications for their scheduled communications over email and texts, as well as meeting and call reminders, helping them stay on top of their daily activities.
- Performance Management: Salesflare offers a leader board where managers can track daily activities, performance and close ratios of their sales team members. The leader board can also be shared with the whole team for transparency.
- FEATURE: Automatic Meeting & Call Logging: Salesflare automatically connects with users’ calendars and phones to log meetings and calls with customers, saving their time.
- Interaction Tracking: Along with the automated meeting and call tracking, users can also attach notes to their interactions with leads and customers. Similarly, response rate and quality for email interactions is also tracked.
- Email Marketing: Salesflare offers email marketing with customizable templates to engage leads in each stage of the buying journey, and build customer retention and loyalty.
- Website Tracking: Salesflare tracks website visitors, noting key metrics such as time spent on the website, pages visited, forms filled and more to help users plan their marketing campaigns in an informed manner.
- Webforms: The platform offers a customizable web form builder with options for question types. These forms can be integrated into the website and social campaigns for lead generation and surveys.
- Customer Engagement Tracking: One of the key features of Salesflare is its automated data collection. It collects data on contacts from website and campaign interaction, it also picks up on the customer sentiment through social listening and offers insight on the direct interactions via emails, calls and meetings.
- Funnel Analysis: The software offers a visual breakdown of the sales funnel and showcases how opportunities are moving through the pipeline. It also draws comparisons to specific past durations.
- Revenue Insights: Salesflare offers revenue insights on sales pipelines, funnel analysis and past revenue trends. It includes key metrics such as average sales cycle, deal sizes, current revenue status, expected revenue versus revenue goal, top-earning accounts, top lead sources, top lost reasons and number of won and new opportunities.
- Lead Management: Sage CRM stores comprehensive contact information. Pipeline data and opportunities are visible via pre-built dashboards. The system also supports territory management.
- Dashboards: You can stay informed about a number of KPIs using customizable dashboards that pull data from multiple sources. Metrics include leads generated, ROI on campaigns, conversion rates, sales trends, open deals and progress against forecasted expectations.
- Reports: The solution supports reporting for sales and customer service metrics. You can compile data such as follow-up stats, case resolution times, sales opportunities and more. Sage CRM provides standard reports and the ability to customize your own.
- MailChimp Support: Sage CRM connects with MailChimp to provide email marketing capabilities. In MailChimp, you can build campaigns using out-of-the-box or custom templates, automate campaigns and send surveys to gather customer feedback. The platform also shows metrics such as open rates, number of unsubscribes and more.
- Case Management: The system provides a detailed outline of each case, including the severity, description, assigned customer service agent, stage and SLA status.
- Forecasting: You can draw from a range of real-time data points to build forecasts, which can be exported to Excel.
- Quotes & Orders: Pre-built templates facilitate quick proposal generation, while current access to updated product and pricing information ensures accuracy.
Product Ranking
#86
among all
CRM Software
#40
among all
CRM Software
User Sentiment Summary
168 reviews
Salesflare has a 'excellent' User Satisfaction Rating of 94% when considering 168 user reviews from 3 recognized software review sites.
Awards
Salesflare stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
Is Salesflare a "flare" of brilliance in the CRM world? Users rave about Salesflare's intuitive interface and automation features, which eliminate manual data entry and allow them to focus on selling. They appreciate the automatic capture of contact information and interactions from various sources like email and social media, saving them valuable time and effort. The visual pipeline and insightful analytics provide a clear overview of their sales process, enabling them to identify bottlenecks and optimize their strategies. However, some users have expressed concerns about limited customization options and occasional syncing issues with certain third-party integrations. Salesflare's strength lies in its simplicity and automation, making it ideal for small and medium-sized businesses, particularly those in B2B sales, who seek a user-friendly CRM that streamlines their sales process without overwhelming them with complex features.
How can Sage CRM help your business grow from a sapling to a mighty oak? User reviews from the past year reveal a mixed bag when it comes to this customer relationship management software. A key strength is its user-friendliness, with many highlighting its intuitive interface and ease of use, even for non-tech savvy individuals. For instance, one user praised its straightforward navigation on both iOS and Android devices. However, this simplicity comes at a cost, as some users find the software less suitable for larger enterprises due to potential scalability issues. One user specifically mentioned that while it's great for small firms, it can become tricky to use at larger ones. Another notable drawback is the lack of transparent pricing, requiring potential customers to contact sales for quotes, which can be a hassle when comparing costs with competitors like Salesforce. Despite these drawbacks, Sage CRM is lauded for its robust integration capabilities with other business software, including accounting and marketing automation tools. This seamless integration allows for a centralized view of customer data and streamlines various business processes. Ultimately, Sage CRM seems best suited for small to medium-sized businesses seeking an easy-to-use CRM solution with solid integration options. However, larger enterprises or those requiring advanced features might find its limitations a deal-breaker.
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