Please reload

Recent Posts

Grower/Packer Case Study: Uesugi Farms

January 7, 2015

Please reload

Featured Posts

The Difference between Sage CRM On-Premise and Cloud-based

 Thinking of investing in Sage CRM?


If you are reading this now you have probably already researched Sage CRM and found that it’s an important component for effectively managing your business from its workflow automation (insert link to workflow automation blog) to unique system features. However, one question that seems to frequent customers minds when selecting Sage CRM is whether to invest in on-premise or cloud-based software. In this article we will help you understand the differences between the two solutions so you can make an educated decision when choosing the best solution for your specific business.


What do on-premise and cloud-based solutions both offer?


First, let’s take a look at what both Sage CRM solutions offer as standard software capabilities. Sage CRM as a whole provides its users the ability to manage the customer lifecycle journey from marketing/selling activities to post-sales support. The core features provided by both include simplistic usability, workflow automation, social CRM, mobility, department specific capabilities (Sales, Marketing, and Customer Service), easy configuration, and executive reporting.


Simplistic Usability - With interactive dashboards, configurable reports, and how-to guides embedded in each screen Sage CRM is designed to be easy to use no matter what version you choose.


Workflow Automation - Through workflow automation, sales and marketing teams are able to collaborate more effectively resulting in consistent campaigns and messages to your customers.


Social CRM- Your business will be interconnected through social media sites like Facebook, Twitter, LinkedIn, and more!


Mobility - With mobility capabilities your employees will have access to important business information from any location via tablet, browser, or smartphone. Allowing employees to easily address customer problems, update information, and schedule immediate follow-up appointments from anywhere on any mobile device.


Department specific Capabilities- Both solutions offer features like MailChimp to offer your marketing team an innovative email marketing tool, in addition to automating all business processes so that your sales team will have the ability to better manage their pipeline processes (i.e. better document follow-up protocol, provide quotes/discounts at a faster rate, etc.). Both solutions also allow for all employees to have access to one interactive dashboard that provides useful and up-to-date information on important customer information. This enables employees to stay on top of customer issues and improves your businesses customer services capabilities.


Easy Configuration –Sage offers simplistic configuration options for both CRM solutions. You will be able to create graphical workflows to easily map out your business processes and be equipped with menu-driven wizards to configure your business activities.


Executive Reporting - Some additional features offered are executive reporting (where you can track how KPI’s and determine business productivity), sales management (with features like automating quotes, forecasting and reporting of customer purchases, etc.), and flexible monthly pricing.