Sage CRM vs Infor CloudSuite CRM

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Our analysts compared Sage CRM vs Infor CloudSuite 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.

Sage CRM Software Tool
Infor CloudSuite CRM Software Tool

Product Basics

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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Infor CloudSuite CRM is a cloud-based system that helps companies cater to and understand customers through sales, marketing and customer service activities. It helps with operations and handles outreach. Users can identify opportunities, streamline sales projects, forecast business-related decisions and generate growth with its analytics.

Cloud deployment and ERP integration help implement a strategic approach for maximum business growth.

To explore other popular solutions that Infor offers, visit our Infor company page.
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$45/User, Monthly
Get a free price quote
Tailored to your specific needs
$795/User, One-Time
Get a free price quote
Tailored to your specific needs
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • 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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  • Birst Networked BI: The software has dedicated embedded analytics that aid in internal reporting and drive business results. Business intelligence facilitates gathering and distributing information across teams. 
  • Unified View: The platform helps sales, marketing and support teams work hand-in-hand to deliver results. With a cloud environment, users can easily view a customer’s touchpoints, giving access to users across various departments. 
  • On-the-Go Access: Users can access customer data, respond to customers and keep track of employee data via a dedicated mobile application. This helps them stay connected anytime, anywhere. 
  • Better Customer Experiences: The purpose-built CX suite enhances customer engagement and enriches the customer experience to drive profits. Users can integrate customer data across the enterprise to provide consistent, exceptional and personal experiences on any channel across a customer’s lifecycle. 
  • Back Office Integration: The platform takes care of integrated planning, purchase of inventory, sales, marketing, finance, human resources and more. Users can manage and integrate important parts of their business with the help of an ERP integration. 
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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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  • Forecasting: The solution gives proactive alerts to drive accurate forecasts that help in generating business. This also helps users make informed decisions, build an effective team, and choose and manage business territories. 
  • Omni-Channel Campaign Management: This feature enables users to orchestrate a well-constructed customer strategy along with managing campaign outcomes. The software provides advanced campaign workflows, sophisticated email marketing, precise customer targeting and powerful customer insights. 
  • Productivity Monitor: Users can identify opportunities, maximize the impact of each interaction and streamline sales activities. They can monitor their team progress and assign tasks that align goals for everyone. 
  • Data Availability: The system stores and manages leads, opportunities and activities for best business outcomes. Users can maintain full control of all this data and utilize it when and where they need it. 
  • TCO Analysis: Users can estimate and utilize the total cost of ownership, as well as evaluate the use of those services. This can help them understand and strategize their campaign plans for maximum success. 
  • Segmentation: The platform centralizes customer data, improves internal and external communications, and segregates data based on preference of hot and cold leads. 
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Product Ranking

#40

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CRM Software

#44

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CRM Software

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User Sentiment Summary

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Good User Sentiment 158 reviews
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72%
of users recommend this product

Infor CloudSuite CRM has a 'good' User Satisfaction Rating of 72% when considering 158 user reviews from 4 recognized software review sites.

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2.9 (63)
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3.6 (24)
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4.1 (55)
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4.6 (16)

Synopsis of User Ratings and Reviews

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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User-Friendly Interface: Users praise Infor CloudSuite CRM for its intuitive design and ease of use, making it simple for teams to quickly adopt and navigate the system.
Robust Reporting and Analytics: The platform offers powerful reporting and analytics features that provide valuable insights into customer data, enabling businesses to make informed decisions and track key performance indicators.
Seamless Integrations: Infor CloudSuite CRM integrates smoothly with other business applications, streamlining workflows and improving efficiency by eliminating data silos.
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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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Reporting limitations: Users have reported difficulties in creating custom reports and extracting specific data, making it challenging to gain comprehensive insights from the CRM.
Complex customization: Tailoring the system to specific business needs can be cumbersome and may require extensive technical expertise, leading to increased implementation time and costs.
Occasional performance issues: Some users have experienced slow loading times and system lags, particularly when dealing with large datasets or complex operations, impacting productivity and user satisfaction.
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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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Recent user reviews suggest the answer is a mixed bag. While users appreciate the comprehensive, all-in-one nature of the platform, particularly its ability to centralize customer interactions and provide a 360-degree view of customer data, there are some notable drawbacks. For instance, users have reported frequent errors and instances of missing data, which can be a major headache for businesses that rely on accurate information for decision-making. One user praised Infor CloudSuite CRM's analytics, stating they are "really telling" and help them target prospects effectively. However, another user criticized the platform's outdated user interface and slow performance, finding it "a bit old-fashioned" and potentially off-putting for first-time users. This contrast highlights a key takeaway from user reviews: Infor CloudSuite CRM's strengths lie in its functionality and data insights, but its user experience might leave something to be desired. Ultimately, Infor CloudSuite CRM seems best suited for businesses that prioritize a comprehensive feature set and robust analytics over a sleek and modern user interface. However, companies with a low tolerance for technical glitches and those who value a seamless user experience might want to explore alternative CRM solutions like Salesforce or Microsoft Dynamics 365.

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