Sage is best known for its accounting and payroll software, but its CRM software isn’t the right fit for every organisation, with limited functionality and licensing that can cause costs to quickly rise.
The four most common reasons for switching are:
- Customer Satisfaction – Users are more likely to recommend Workbooks than Sage CRM
- Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
- Core Functionality – Workbooks’ core functionality extends beyond marketing, sales and customer service to include marketing automation, order management and fulfilment, invoicing, supplier management and event management
- Vendor Relationship – In the mid-market Sage works through partners, while our clients prefer to deal directly with us