Sage CRM isn’t for everyone. And even if the prospect is super keen, it still might not be a fit. The 2 items below help us quickly disqualify companies early in the sales cycle.

Too small to justify Sage CRM

Sage CRM is rarely a fit for companies requiring less than 6-users. The reason is, for smaller implementations, companies have a harder time justifying the upfront investment required for Sage CRM. Globally, the average Sage CRM implementation is 12-users. IMO, companies qualified for Sage CRM exceed each of these 3 minimum thresholds:

  • Minimum of 15 total staff
  • Gross revenue exceeds 3m/year
  • Require 6+ users in the system 

*While I have had many, many projects that had <6-user licenses, they invariably fail to develop into a mutually beneficial, long-term relationship (they don’t stick). However, there have also been lots of great accounts where the company originally thought Sage would be applicable for the 5-sales users, but then after seeing it in action decided to have additional staff use the system. That is why I ask about the total employee count. 

Only want a CRM hosted by the publisher

Some companies I speak to are firmly in the camp of ‘I don’t want anything other than a solution hosted by the publisher‘. For those people, Sage is not a fit as Sage CRM is a private cloud (single tenancy solution). While over half of our Sage CRM systems reside ‘in the cloud’, a server must be provided or organized for Sage CRM. I have never been successful at swaying anyone that has the ‘must be hosted by the publisher’ mindset. 

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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