Sage 100

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  • 1.  ZoHo CRM

    Posted 09-08-2023 11:59

    Can anyone offer any comparisons between Sage CRM and Zoho CRM?  Sales VP for client like the look and feel of Zoho CRM.  How does Sage CRM compare?

    @Basil Malik @Phil McIntosh (Phil, you posted a couple years back that you used zoho accounting.  Do you use Zoho CRM?

    Others

    Thanks in advance.

    I apologize in advance to posting the same message in the CRM community.  The last post in CRM was six months ago.  Just covering my bases here,



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 2.  RE: ZoHo CRM

    Posted 09-08-2023 14:22

    @Jeff Schwenk  I do use Zoho Books and CRM, though I in no way push it's limits  I probably don't use it any differently than I did Act 20+ years ago.

    Zoho CRM does seem to have a large following.

    @Doug Higgs and I have found a tool that can be used to link Zoho CRM and Sage 100.



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    Phil McIntosh
    President
    Friendly Systems, Inc.
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  • 3.  RE: ZoHo CRM

    Posted 09-08-2023 14:29

    It's hard to do a comparison at such a high-level. I'd look at it from a few different angles.

    • Has the customer ever used a CRM before?
      • If no - start with Sage CRM.
      • If yes - uncover some additional exposure to CRM.
    • Has the Sales VP used a CRM before? 
      • If no - Sage CRM offers a decent set of functionality that will allow both the Sales VP and the organization they represent to cut their teeth on CRM and test if CRM will even work in their organization. 
      • If yes - they likely haven't used Sage CRM, and they would be unhappy with Sage CRM compared to more modern solutions (Zoho included).

    • Does the Sales VP/the organization need the CRM to be integrated with Sage 100?
      • If no - I'd propose Zoho over Sage CRM due to the staying power and an organization's ability to mature on a product. They'll inevitably stumble across one of the few core areas where Sage CRM can't compete effectively: accessibility (mobile app, tablets, always-on, etc.), modern features (Sage CRM is struggling to keep up with other solutions that cost the same amount), and ISVs/ecosystem health (there are very very few partners and third-party developers on Sage CRM). Wayne actually posted something about Zoho cracking $1B in annual revenue and milestone # of users - both of which are stark differences in ecosystem health when compared to Sage CRM.
      • If yes - I'd suggest Sage CRM on the basis that integrating Sage CRM and Sage 100 is easy/cheap.


    I'm still of the mindset that if Sage 100 integration is needed, start with Sage CRM over another product. Sage CRM can easily be added or removed from a Sage customer's account compared to Zoho or other software publishers. The integration is free. If they can't be moderately successful on Sage CRM, it's cheaper for them to fail on it than with another CRM.

    If you're looking for high-level comparisons, here are some that have good insights and scores that I think are fair:

    I hope that helps. 



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    Best Regards,

    Basil Malik
    e: basil@ss-adv.com
    p: (918)600-8700
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