SageCRM
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SageCRM is an easy-to-use, fast-to-deploy on-premise CRM software solution with out-of-the-box but configurable business process automation. It provides enterprise-wide access to vital customer information anytime, anywhere so you can better manage your business. |
SageCRM.com is a comprehensive on-demand CRM solution for businesses seeking a low-cost, low-risk option. A fixed monthly price delivers everything: the CRM application, support, backups and updates. |
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Choose on-demand or on-premiseSageCRM is an easy-to-use, fast-to-deploy on-premise CRM software solution with out-of-the-box but configurable business process automation. It provides enterprise-wide access to vital customer information anytime, anywhere so you can better manage your business.
SageCRM.com is a comprehensive on-demand CRM solution for businesses seeking a low-cost, low-risk option. A fixed monthly price delivers everything: the CRM application, support, training, backups, and updates. Deployment Choice- Sage CRM is available on-premise or on-demand for complete freedom of choice. |
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Sage CRM On-Premise vs On-Demand: Feature Comparison
Activity Management
| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| Contact Management (Company, Contact, Address, Phone Number, E-mail Management) |  |
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| Calendar/Diary Management | |
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| Document Management | |
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| Standard Dashboard | |
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| Interactive Dashboard | |
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| Reports | |
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| Keyword Search | |
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| Advanced Find | |
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| Manage Relationship Types | |
| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| Sales Opportunities | |
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| Opportunity Pipeline Management | |
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| Opportunity Tracking | |
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| Quotes and Orders Management | |
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| Products Management | |
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| Sales Forecasting | |
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| Team Forecasting | |
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| Lead to Opportunity Workflow | |
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| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| Case Management | |
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| Knowledge Base/Solution Management | |
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| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| List Management (Saved Searches) | |
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| Dynamic and Static Group Management | |
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| Mass Tasks/Document/Export from Lists and Groups | |
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| Mass E-mail | |
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| Campaign Management | |
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| Outbound Call Handling | |
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| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| User Administration | |
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| My User Preferences | |
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| My CRM to Manage My Information | |
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| Team CRM to Manage My Team’s Information | |
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| Ability to Change the Look and Feel of the UI | |
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| Field Level Security to Control Data Access | |
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| Territory Management | |
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| User Roles/Persona Management | |
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| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| Outlook Integration | |
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| Mobile Access | |
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| Solo Offline Access | |
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| Self-service | |
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| E-mail Manager | |
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| CTI Integration | |
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| Crystal Reports Integration for Advanced Reports | |
| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| Caption Translation to Customize Screens | |
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| Component Manager for Adding New Entities | |
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| Field Management – Add/Remove Fields from Screens | |
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| Block/Screen Management | |
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| Tables Level Scripts | |
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| View Management | |
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| Notifications | |
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| Reports – Updating and Creating Reports | |
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| Dashboard Management | |
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| Escalation Rules | |
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| Workflow Management | |
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| Key Attributes to Record Dynamic Data, People, Companies, Leads, Opportunities and Cases | |
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| Button Groups | |
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| Tables and Databases | |
| Functionality | On-Premise Sage CRM | On-Demand SageCRM.com |
| Data Upload | |
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| Data De-duplication | |
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| Company Name Clean-up | |
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| Currency Configuration | |
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| Download Database | |
