Home > CRM Software > BenchmarkONE > BenchmarkONE vs Sage CRM

BenchmarkONE vs Sage CRM

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Our analysts compared BenchmarkONE 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.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
BenchmarkONE Software Tool
Sage CRM Software Tool
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Product Basics

BenchmarkONE, formerly known as Hatchbuck, is a cloud-based CRM product that helps users automate many of the processes surrounding their relationships with customers. With an affordable pricing model and deployment availability, it’s best suited for small businesses.

Its features, which focus on automating marketing activities, span across easy email creation, drip campaigns and form building. Additional features such as analytics and contact importation help it stand out from its competitors.
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Sage CRM is a comprehensive software solution designed to streamline customer relationship management tasks, offering a robust suite of tools for sales, marketing, and customer service. It is particularly well-suited for small to medium-sized businesses across various industries, such as retail, manufacturing, and professional services, due to its scalability and flexibility. Users benefit from its intuitive interface, which enhances productivity by simplifying the management of customer interactions and data. Noteworthy features include advanced reporting, sales automation, and marketing campaign management, which empower businesses to make informed decisions and foster customer loyalty. Compared to similar products, Sage CRM is praised for its ease of use and integration capabilities, although some users note that customization can be complex. Pricing details are not publicly disclosed, so potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements.
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$29 Monthly, quote-based
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$45/User, Monthly
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Product Assistance

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Product Insights

  • All-in-One: Meet CRM and marketing automation needs, with additional MA features that are a good choice for smaller businesses. 
  • Prioritize Hot Leads: Get alerts when leads exhibit buying behavior, such as clicking on CTAs, consuming branded content, reaching a tag score or clicking specific links. 
  • See Where to Invest: Understand where to spend time and money to ensure the highest return. A dedicated built-in analytics engine shows campaign performance and identifies channels generating the most leads. 
  • Increase ROI: Automated marketing software takes on the work of an entire marketing department with ease, freeing up teams to work on other projects. 
  • Easily Send Emails: Send the right emails to qualified leads at the right time by integrating with a built-in CRM. Building emails is also easy and code-free. 
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  • 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. 
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  • Robust Integrations: Gmail integration streamlines email-related tasks, and a robust API helps integrate with almost any application. Zapier integration enables access to over 1,000 different applications and services. 
  • Analytics: Score campaigns and analyze progress using built-in analytics and campaign benchmarking. 
  • Enhanced Communications: Combining a variety of proven communication tactics such as drip campaigns and autoresponders helps move conversations along. 
  • Built-in CRM: Market and sell to the most qualified customers effectively by: 
    • Accessing real-time insights from dashboards.
    • Monitoring contacts’ activity.
    • Following up with prospects based on hot-lead alerts.
    • Checking specific contact details that are auto-populated with profile links and social media pictures.
    • Using automated task creation and notifications to manage each day efficiently.
    • Checking the deal pipeline and inbox conversations.
    • Integrating with Gmail to seamlessly add contacts, conversations, notes and tasks seamlessly.
  • Contact Import: Importing contacts from different CRMs and contact books is easy, and can come from a number of on-site or web-based sources (such as LinkedIn).
  • Forms: Enhance engagement and conversions using customizable pop ups and forms and create landing pages with built-in forms: 
    • Top Bar: Place at the top or bottom of the site to grow a subscriber list by capturing the email addresses of newsletter subscribers. 
    • Scroll Box: Grab visitors’ attention with offers, get new subscribers or highlight value-added resources. 
    • Pop-Ups and Popovers: Collect emails when users enter or exit the website. 
    • Embedded Forms: Use these within website content for attractive native offers. 
  • Email Marketing: Send personalized emails using customized templates through a source code editor, create code-free branded emails and newsletters through a drag-and-drop builder, or use B2B email templates. 
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  • 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. 
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Product Ranking

#46

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#40

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CRM Software

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User Sentiment Summary

Great User Sentiment 537 reviews
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88%
of users recommend this product

BenchmarkONE has a 'great' User Satisfaction Rating of 88% when considering 537 user reviews from 5 recognized software review sites.

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4.7 (25)
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4.5 (161)
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4.4 (150)
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4.4 (153)
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3.8 (48)
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Synopsis of User Ratings and Reviews

Easy to Use: Every user who talks about this feature mentions the platform is intuitive for users of any technical level.
Automation: According to 90% of reviewers mentioning this feature, it’s great for automated marketing and email campaigns.
Price: The platform is affordable according to every user mentioning cost.
Support to Learn: More than 75% of reviewers noted that although there’s a learning curve, a phased onboarding process and the support team make the process easy.
Lead Management: It’s easy to track prospect data, view client engagement and focus on leads with maximum potential, as observed by every user mentioning this feature.
Email Marketing: Measuring clicks per email, using customizations and leveraging templates were all benefits, according to 92% of reviews referencing email marketing.
Customer Service: Support is very responsive, according to 85% of reviewers mentioning it.
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Robust Functionality: Sage CRM offers a comprehensive set of features, including sales automation, marketing campaign management, and customer service tools, making it a powerful solution for managing various aspects of customer relationships.
Integrations: It integrates well with other Sage products, such as Sage accounting software, creating a unified business management ecosystem. This seamless integration streamlines data flow and provides a holistic view of business operations.
Reporting Capabilities: Sage CRM provides robust reporting and analytics tools, allowing businesses to gain insights into sales performance, marketing campaign effectiveness, and customer behavior. These insights enable data-driven decision-making and strategy optimization.
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Technical Glitches: Everyone referencing this aspect observed the system has issues with video inclusion, data import, creating and formatting new emails, and more.
Lack of Features: There’s no click-to-call, text messaging or the capability to add deals from the sidebar in Gmail, as observed by every review mentioning features.
Slow Server: The system tends to become very slow at times, according to all users referencing speed.
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Price: Some users find the pricing to be a bit high, especially when factoring in additional costs for integrations or advanced features.
User Interface: The user interface, while generally considered usable, is not as intuitive or modern as some competing CRM solutions, which can lead to a steeper learning curve for some users.
Mobile App: The mobile app offers limited functionality compared to the desktop version, lacking some key features that users might expect in a mobile CRM experience.
Reporting: Creating custom reports can be time-consuming and may require technical knowledge, as opposed to a more user-friendly drag-and-drop interface.
Customer Support: While Sage CRM offers support, the quality and responsiveness of customer service can be inconsistent, with some users reporting slow response times or varying levels of support based on their location or size of their company.
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BenchmarkONE helps maintain customer relationships by automating different processes. It’s quite easy to use and learn, augmented by an excellent onboarding process. It helps manage leads efficiently, as noted by most reviewers, and it offers robust email marketing and responsive customer service. However, it suffers from technical glitches and can run slow. It’s a good option for small businesses due to its price, as long as they don’t require any of the missing features.

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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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Screenshots

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