Sage 100

SageCRM vs Hubspot comments? I have a client currently using SageCRM with Sage100 ERP, and it doesn't seem to be working very well. I haven't touched SageCRM in over 5 years, so I'm getting re-aquainted. When the user showed me what he does to send a quote to a prospect, I was impressed, but not positively. The experience was very clicky and clunky. I assume they are on an older version of SageCRM, but has it changed much in the last few years? **Does anyone out there have recent good stories about SageCRM?** The client also uses HubSpot and likes it's interface. He is wondering if he should drop SageCRM and switch to HubSpot. He has a couple salespeople using the CRM for quoting, and is trying to get the office staff to use it for consolidating customer communications. He stated that the integration has turned out to not be very useful compared to the complications it creates when things don't work. I found one company (Commercient) that advertises a HubSpot - Sage 100 ERP integration. **Does anyone out there have experience with HubSpot and Sage 100 ERP?**

@PeterWolf has lots of recent and relevant experience with Sage CRM.

I defer my customer inquiries on this to @PeterWolf

@BasilMalik might have something to add as well.

Somehow missed this last week. @ClarkWalliser - if you want to connect to discuss, ping me at pwolf@azamba.com - I have time this afternoon to share my thoughts. Genrally speaking, Sage CRM is still my top recommendation for 90 - 95% of all Sage 100 customers looking for CRM. It's certainly not perfect but no CRM is. Absolutely, there are ""sexier"" CRMs out there. But what I find more and more is that clients' lack of success with CRM usually is not because of any limitations with the product but rather with their attitudes and habits that they build around using CRM. Along that same vein, I find that businesses with < 5 CRM users have an EXTREMELY hard time making a go at using CRM. Usually it's because they aren't mature enough with sales processes and management to build good habits around CRM usage to make it a useful tool so it winds up being a source of aggravation which - over time - gets shelved. I've become more reluctant in the past few years to engage customers that don't have any path to success with CRM. It's not in their best interest. I will generally recommend Zoho or Act as simpler solutions. Hubspot is on my radar for these clients but I am not overly enthusiastic about it just yet. I'm happy to have a call to discuss this specific case with you and give my honest recommendations.

BTW - upon re-reading your post, if they already have Hubspot and feel Sage CRM is unsustainable / a non-starter, without knowing any more details, I would suggest they try Hubspot CRM. The risk is they go in without a plan and have nothing to show for it and have burned time -- not in the hours spent standpoint but months of going down a wrong path while competitors breathe down their necks and get stronger. If they make a move, encourage them to make a plan for success. I know a great Hubspot consultancy that I can connect you with.

Thanks for the tag @AlnoorCassim. And sorry for the delayed response - I've been in Atlanta this week working with a client, so haven't checked the boards as often. That said, I'll speak to @ClarkWalliser's questions above. When it comes to the integration between Sage 100 and Sage CRM, I specifically take the native Sage integration and extend it to be exactly what the client needs. I push whatever financial information from Sage 100 to CRM, and that in turn creates a better information share between the two systems and the various departments of the customer. If you're using it just out of the box, I can completely agree that there's an unnecessary amount of clicks that creates a seemingly easy process in Sage 100 into a click/wait game inside of Sage CRM. However, if you streamline the user experience within Sage CRM, you'll see a drastic uptake in Sage CRM utilization as well as an uptick in sales. Do I have a good story about Sage CRM and a customer? Yes. Actually, my favorite story is a customer that's gone from $12M to being on track for doing $30M this year simply from increasing the level of communication between Sage 100 and Sage CRM specifically. I exposed financial data (year-over-year revenue, product specific sales trends, purchase and pricing history, etc), and they were able to identify accounts in decline that they were able to nurture into very profitable relationships as they were before. Do I have experience with HubSpot and Sage 100? Not directly, but I have seen the two connected using Commercient's integration, and it works as advertised, and HubSpot is another decent CRM system. Agree w/ @PeterWolf that Sage CRM is the system of choice for the vast majority of my customer base that use Sage 100, customer habits, and ensuring that their time and money are properly invested based on the organizational maturity.