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Which CRM is best for my Business?

Which CRM is best for my Business?

By Rashmi Kaushik / November 25, 2019

April 28, 2020
Which CRM is best for my Business?

Microsoft Dynamics 365 and Salesforce are the best customer relationship management (CRM) platforms that can work effectively for some small businesses. But they are often more suitable for bigger business enterprises. When it comes to comparing CRM such as Microsoft Dynamics and Salesforce, it was discovered that Dynamics 365 is good for managing operations in any Microsoft-dedicated environments, and Salesforce is suitable and better for sales teams.

Microsoft Dynamics 365

Based on the inflated introductory price of Dynamic 365 at $65 per month, per user, Microsoft Dynamics is better and suitable for small businesses that have truly put in their all in the Microsoft ecosystem. Microsoft Dynamics 365 provides a modular CRM solution with great functionalities within the management of your business's deals, products, accounts, and quotes.  Since it is a Microsoft product, it works effectively with all the Office applications such as Word and Excel and also supports add-ons for the management of inventory and accounting.

Salesforce

Salesforce can be best suggested or recommended for small businesses that desire enterprise-level features and for medium- to large-sized sales organizations having multiple sales teams and devoted and dedicated administrative resources. Examples of the enterprise-level features include granular sales reporting, approval and workflow automation, with an end-user experience built around cross-departmental collaboration.

Microsoft dynamics vs salesforce

Microsoft Dynamics 365 is pimped as an intelligence-driven solution for businesses and corporations while Salesforce is largely marketed to information technology companies of various sizes. Regardless of these associations, both Dynamics 365 and Salesforce have an essential and uniquefunction that supports team members deal with the account, task, and deal management with personalized dashboards and analytics.

When it comes to comparing Microsoft Dynamics vs Salesforce in terms of small businesses, the following criteria are considered:

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Price, Features, Ease of use, Customer service, User reviews.

Microsoft Dynamics 365 vs Salesforce: Ease of Use

Both Salesforce and Microsoft Dynamics 365 have web-based user interfaces that arrange information such as accounts and related follow-up activities on a single page. Based on the pricing plan, additional fields and personalized dashboards can be added by the userswith an administrative right. Both CRM tools are fully equipped with lots of functions that can engulfan average user, so, adequate training is therefore recommended for the use of any the tool.

Salesforce Ease of Use

Salesforce is a cloud-based tool instead of a desktop app, which implies that it can be only accessible wherever internet service is available. The user interface is an easily navigable web page, and the links are arranged by headings, such as accounts, leads, campaigns, forecasts, and reports, they are also displayed in a dashboard format.

Salesforce hosts an app exchange marketplace that features different third-party applications that can be used to enhance themain functions of Salesforce. Most importantly note that adding news features may cause an increase in your monthly cost.

Microsoft Dynamics 365 Ease of Use

Microsoft Dynamics is provided either as a host in the cloud, as an on-premise solution, or a combination of both means of access, allowing business owners to manage, control and protect their data rather than depend on Salesforce servers. Like Salesforce, Microsoft Dynamics 365’s user interface is browser-based, although the navigation options appear more like in buttons than in links.

Microsoft Dynamics 365 vs Salesforce: Customer Service

Salesforce doesn’t need any additional monthly subscription to gain access for technical help and customer training, and you can either work directly with a Salesforce agent rather than being compelled to go through a third party. Nevertheless, Dynamics 365 does not provide the same support options like Salesforce.

Salesforce Customer Service

As a Salesforce customer, regardless of any plan you have, you can freely gain access to online communities to interact with other Salesforce users, documentation, and training videos from a self-service portal. From the self-service portal, they can also engage technical help with a response guaranteed within two working days as part of the Salesforce license.  Additional support, such as 24-hour assistance, can be purchased for a fee depending on the specific needs of your business.

Microsoft Dynamics 365 Customer Service

Microsoft Dynamics provide extra small-business support plans at an added monthly cost ranging from $5 per user to $9 per user. All these add-on service plans enable users to gain access to community forums and self-help portals,phone support during local business hours, service dashboards and unlimited online training.

Microsoft Dynamics 365 vs Salesforce: Customer Reviews

Salesforce Customer Reviews

Salesforce customersare really satisfied with the amount of customization and personalization provided by the tool and the available integrations with third-party products. In spite of that, the users also reported that there is an upward slope learning curve and that defining your sales process in advance to implementation can make the way to an easy implementation.

Microsoft Dynamics 365 Customer Reviews

Microsoft Dynamics 365 customersare thankful for the flexible hosting options and how the service works with other Microsoft products like Excel and Outlook without any interruption. Although, some customers desire more natural search functions and for more hands-on assistance when first getting started.

Microsoft Dynamics 365 vs Salesforce: Pricing

Salesforce Pricing

Salesforce usually provides a limited free trial for their users, for a small to medium-sized business (SMB)-focused introductory plan at just $25 per user, per month, and two higher-end plans at $75 and $150 per month. Unlimited use of the entire Salesforce platform is also available for $300 per user, per month.

Salesforce Features

Essentials

Salesforce’s Essentials plan includes features such as Basic contact, task, and opportunity management functions and costs $25 per user, per month. Although it doesn’t include the sales forecasting or quotation management tools that are found in the higher-end plans, nor does it integrate with Google Apps or grant for configurable profiles based on roles and responsibilities.

This Essentials plan is only limited to 25 users. So, it is best for businesses with smaller sales teams who don't need any sales forecasting analytics but needs a tool that will help manage contacts and stay ahead of or follow-up tasks.

Professional

Salesforce’s Professional plan costs $75 per user, per month which includes additional lead management tools such as lead routing and rules-based scoring which is not in the Essentials plan. There is a knowledge base feature to assist salespeople with cross-selling performance and collaborative forecasting. Also, the Professional plan includes email marketing campaigns, quotations, dashboard reports, and case management as well as Google and Outlook integrations.

There is no user license limit. But it does not include team or territory management, and also no workflow automation. This plan is suitable for extremely independent sales teams who need a centralized system for managing quotes, customer relations, and marketing campaigns and do not need any other tool to automate the process.

Enterprise

Salesforce’s Enterprise plan includes the samefeatures as the Essentials plan with the inclusion of the marketing and leads scoring tools in the Professional plan. This package also includes team and territory management and shared calendars at a cost of $150 per month, per user. For the 24-hour plan that includes unlimited customer support costs $300 per user, per month.

The Enterprise plan and its unlimited counterpart are suitable for large team-based sales groups. The Enterprise plan also supports Salesforce's Lightning Platform and third-party app integration tool, and it provides unlimited use of the process builder, which makes this plan a suitable for organizations wanting to integrate Salesforce CRM with other applications.

Microsoft Dynamics 365 Pricing

Microsoft Dynamics 365 for Sales pricing plans ranges from $65 per user, per month to $130 per user, per month. Additional support can also be included on any plan for a monthly subscription fee ranging from $5 to $9 per user, assuring users quick helps and direct advice from Dynamics 365 experts.

Microsoft Dynamics 365 Features

Dynamics 365 for Sales Professional

The Sales Professional plan costs $65 per user, per month and provides a strong lead and opportunity contact management. It is also equipped with quote and order management as well as some canned reports that can be moved to Excel with the click of a button or reviewed with a Power BI license.

The Sales Professional plan does not include features like mobile offline sync, unlimited customizations, territory management, or social engagement.  So, this plan is suitable for independent sales groups that need a centralized system for managing customer relations, price quotes, and inventory.

Dynamics 365 for Sales Enterprise

The Sales Enterprise plan adds territory management to the Sales Professional features and it costs $95 per user, per month. It provides more automation and engagement tools, such as social connections, automatic email logging, customer surveys, and sales team gamification. Custom fields can be included in any form, which gives you additional insights, lead scoring, and customer segmentation, which are all viewed in dashboard-styled reports.

The Enterprise plan is built with hierarchical sales teams in mind as it includes sales goal and territory management. Although, the plan is also suitable for groups that want to runfrequent analysis in-depth strengths, weaknesses, opportunities, and threats (SWOT) analysis.It also gives you toolsthat assist you in monitoring your performance against definite competitors on an opportunity-by-opportunity basis.

Microsoft Relationship Sales

The Microsoft Relationship Sales from Dynamics 365 costs $130 per user, per month and it also includes the same features as the other plans. It also includes a LinkedIn Sales Navigator, which serves as a tool that can assist businesses in nurturing new and profitable relationships.

LinkedIn Sales Navigator enables users to add new accounts, leads, and contacts from LinkedIn into the CRM itself. Although this function can help to increase sales funnels and produce new leads, the price may be too high for lots of small businesses. So, this Relationship Sales plan is suitable for companies that require this specific social integration and loves the idea of staying within a largely Microsoft environment.

Conclusion

When comparing Microsoft Dynamics 365 vs Salesforce, we strongly recommend Microsoft Dynamics 365 for core functions that can support a large or a fast-growing businesses because it is a team-focused design. Nevertheless, Salesforce often require extra training to maximize adoption rates, productivity, and ROI.

[sc name="CRM Consulting"] [apss_share]

Microsoft Dynamics 365 and Salesforce are the best customer relationship management (CRM) platforms that can work effectively for some small businesses. But they are often more suitable for bigger business enterprises. When it comes to comparing CRM such as Microsoft Dynamics and Salesforce, it was discovered that Dynamics 365 is good for managing operations in any Microsoft-dedicated environments, and Salesforce is suitable and better for sales teams.

Microsoft Dynamics 365

Based on the inflated introductory price of Dynamic 365 at $65 per month, per user, Microsoft Dynamics is better and suitable for small businesses that have truly put in their all in the Microsoft ecosystem. Microsoft Dynamics 365 provides a modular CRM solution with great functionalities within the management of your business’s deals, products, accounts, and quotes.  Since it is a Microsoft product, it works effectively with all the Office applications such as Word and Excel and also supports add-ons for the management of inventory and accounting.

Salesforce

Salesforce can be best suggested or recommended for small businesses that desire enterprise-level features and for medium- to large-sized sales organizations having multiple sales teams and devoted and dedicated administrative resources. Examples of the enterprise-level features include granular sales reporting, approval and workflow automation, with an end-user experience built around cross-departmental collaboration.

Microsoft dynamics vs salesforce

Microsoft Dynamics 365 is pimped as an intelligence-driven solution for businesses and corporations while Salesforce is largely marketed to information technology companies of various sizes. Regardless of these associations, both Dynamics 365 and Salesforce have an essential and uniquefunction that supports team members deal with the account, task, and deal management with personalized dashboards and analytics.

When it comes to comparing Microsoft Dynamics vs Salesforce in terms of small businesses, the following criteria are considered:

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Price, Features, Ease of use, Customer service, User reviews.

Microsoft Dynamics 365 vs Salesforce: Ease of Use

Both Salesforce and Microsoft Dynamics 365 have web-based user interfaces that arrange information such as accounts and related follow-up activities on a single page. Based on the pricing plan, additional fields and personalized dashboards can be added by the userswith an administrative right. Both CRM tools are fully equipped with lots of functions that can engulfan average user, so, adequate training is therefore recommended for the use of any the tool.

Salesforce Ease of Use

Salesforce is a cloud-based tool instead of a desktop app, which implies that it can be only accessible wherever internet service is available. The user interface is an easily navigable web page, and the links are arranged by headings, such as accounts, leads, campaigns, forecasts, and reports, they are also displayed in a dashboard format.

Salesforce hosts an app exchange marketplace that features different third-party applications that can be used to enhance themain functions of Salesforce. Most importantly note that adding news features may cause an increase in your monthly cost.

Microsoft Dynamics 365 Ease of Use

Microsoft Dynamics is provided either as a host in the cloud, as an on-premise solution, or a combination of both means of access, allowing business owners to manage, control and protect their data rather than depend on Salesforce servers. Like Salesforce, Microsoft Dynamics 365’s user interface is browser-based, although the navigation options appear more like in buttons than in links.

Microsoft Dynamics 365 vs Salesforce: Customer Service

Salesforce doesn’t need any additional monthly subscription to gain access for technical help and customer training, and you can either work directly with a Salesforce agent rather than being compelled to go through a third party. Nevertheless, Dynamics 365 does not provide the same support options like Salesforce.

Salesforce Customer Service

As a Salesforce customer, regardless of any plan you have, you can freely gain access to online communities to interact with other Salesforce users, documentation, and training videos from a self-service portal. From the self-service portal, they can also engage technical help with a response guaranteed within two working days as part of the Salesforce license.  Additional support, such as 24-hour assistance, can be purchased for a fee depending on the specific needs of your business.

Microsoft Dynamics 365 Customer Service

Microsoft Dynamics provide extra small-business support plans at an added monthly cost ranging from $5 per user to $9 per user. All these add-on service plans enable users to gain access to community forums and self-help portals,phone support during local business hours, service dashboards and unlimited online training.

Microsoft Dynamics 365 vs Salesforce: Customer Reviews

Salesforce Customer Reviews

Salesforce customersare really satisfied with the amount of customization and personalization provided by the tool and the available integrations with third-party products. In spite of that, the users also reported that there is an upward slope learning curve and that defining your sales process in advance to implementation can make the way to an easy implementation.

Microsoft Dynamics 365 Customer Reviews

Microsoft Dynamics 365 customersare thankful for the flexible hosting options and how the service works with other Microsoft products like Excel and Outlook without any interruption. Although, some customers desire more natural search functions and for more hands-on assistance when first getting started.

Microsoft Dynamics 365 vs Salesforce: Pricing

Salesforce Pricing

Salesforce usually provides a limited free trial for their users, for a small to medium-sized business (SMB)-focused introductory plan at just $25 per user, per month, and two higher-end plans at $75 and $150 per month. Unlimited use of the entire Salesforce platform is also available for $300 per user, per month.

Salesforce Features

Essentials

Salesforce’s Essentials plan includes features such as Basic contact, task, and opportunity management functions and costs $25 per user, per month. Although it doesn’t include the sales forecasting or quotation management tools that are found in the higher-end plans, nor does it integrate with Google Apps or grant for configurable profiles based on roles and responsibilities.

This Essentials plan is only limited to 25 users. So, it is best for businesses with smaller sales teams who don’t need any sales forecasting analytics but needs a tool that will help manage contacts and stay ahead of or follow-up tasks.

Professional

Salesforce’s Professional plan costs $75 per user, per month which includes additional lead management tools such as lead routing and rules-based scoring which is not in the Essentials plan. There is a knowledge base feature to assist salespeople with cross-selling performance and collaborative forecasting. Also, the Professional plan includes email marketing campaigns, quotations, dashboard reports, and case management as well as Google and Outlook integrations.

There is no user license limit. But it does not include team or territory management, and also no workflow automation. This plan is suitable for extremely independent sales teams who need a centralized system for managing quotes, customer relations, and marketing campaigns and do not need any other tool to automate the process.

Enterprise

Salesforce’s Enterprise plan includes the samefeatures as the Essentials plan with the inclusion of the marketing and leads scoring tools in the Professional plan. This package also includes team and territory management and shared calendars at a cost of $150 per month, per user. For the 24-hour plan that includes unlimited customer support costs $300 per user, per month.

The Enterprise plan and its unlimited counterpart are suitable for large team-based sales groups. The Enterprise plan also supports Salesforce’s Lightning Platform and third-party app integration tool, and it provides unlimited use of the process builder, which makes this plan a suitable for organizations wanting to integrate Salesforce CRM with other applications.

Microsoft Dynamics 365 Pricing

Microsoft Dynamics 365 for Sales pricing plans ranges from $65 per user, per month to $130 per user, per month. Additional support can also be included on any plan for a monthly subscription fee ranging from $5 to $9 per user, assuring users quick helps and direct advice from Dynamics 365 experts.

Microsoft Dynamics 365 Features

Dynamics 365 for Sales Professional

The Sales Professional plan costs $65 per user, per month and provides a strong lead and opportunity contact management. It is also equipped with quote and order management as well as some canned reports that can be moved to Excel with the click of a button or reviewed with a Power BI license.

The Sales Professional plan does not include features like mobile offline sync, unlimited customizations, territory management, or social engagement.  So, this plan is suitable for independent sales groups that need a centralized system for managing customer relations, price quotes, and inventory.

Dynamics 365 for Sales Enterprise

The Sales Enterprise plan adds territory management to the Sales Professional features and it costs $95 per user, per month. It provides more automation and engagement tools, such as social connections, automatic email logging, customer surveys, and sales team gamification. Custom fields can be included in any form, which gives you additional insights, lead scoring, and customer segmentation, which are all viewed in dashboard-styled reports.

The Enterprise plan is built with hierarchical sales teams in mind as it includes sales goal and territory management. Although, the plan is also suitable for groups that want to runfrequent analysis in-depth strengths, weaknesses, opportunities, and threats (SWOT) analysis.It also gives you toolsthat assist you in monitoring your performance against definite competitors on an opportunity-by-opportunity basis.

Microsoft Relationship Sales

The Microsoft Relationship Sales from Dynamics 365 costs $130 per user, per month and it also includes the same features as the other plans. It also includes a LinkedIn Sales Navigator, which serves as a tool that can assist businesses in nurturing new and profitable relationships.

LinkedIn Sales Navigator enables users to add new accounts, leads, and contacts from LinkedIn into the CRM itself. Although this function can help to increase sales funnels and produce new leads, the price may be too high for lots of small businesses. So, this Relationship Sales plan is suitable for companies that require this specific social integration and loves the idea of staying within a largely Microsoft environment.

Conclusion

When comparing Microsoft Dynamics 365 vs Salesforce, we strongly recommend Microsoft Dynamics 365 for core functions that can support a large or a fast-growing businesses because it is a team-focused design. Nevertheless, Salesforce often require extra training to maximize adoption rates, productivity, and ROI.

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