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Do you have integration with Sage financials and how do you compare to Sage CRM?

Sage Financials
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Ian M.
IM
Chief Revenue Officer - OneUp Sales 🎯 Technology Sales Leader, Cloud Social Influencer ☁ Blogger 💬 Speaker 🎤
0
Yes Workbooks integrates with Sage Financials well and we have a lot of customers using this, linking our business edition to Sage - meaning you can raise invoices from inside Workbooks and replicate them correctly into Sage or raise them in Sage and synch them into Workbooks CRM - This gives visibility to sales, support, marketing etc of what a customer has actually bought / licensed, allows you to filter and market based on it etc - eg you can filter show me all customers who bought product ABC and not product line item XYZ so we can market an upsell/upgrade to them (quickly and easily). Customers have moved off Sage CRM to Workbooks citing we integrate better with their Sage financials than Sage! We have many references to this and as can be seen in G2 Crowds comparison we are rated far higher than Sage CRM on all categories by customers.
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