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Microsoft Dynamics CRM and Salesforce are two of the leading Customer Relationship Management (CRM) software packages providing sales, marketing and customer service departments with some of the most robust features and capabilities on the market.

Choosing the CRM system that’s right for your organization requires not only a thorough understanding of what each package offers out-of-the-box, but also an understanding of the additional add-ons, customizations, and integrations to existing business systems and processes for future scalability.

There are a number of similarities and differences to consider as you explore which CRM will best suit your needs.

Similarities Between Microsoft Dynamics CRM And Salesforce

Both Microsoft Dynamics and Salesforce give customers the option to select what functionality they need between sales, marketing, and customer service. The core offering in Salesforce provides sales automation. The standard offering in Dynamics provides sales automation, case management, and even basic marketing and customer service.

When the out-of-the-box software isn’t enough there are a variety of application add-ons available from both Microsoft and Salesforce to scale your CRM sales automation, marketing and customer service functionality. And if that’s not enough you can browse a variety of 3rd party applications and integrations on the Microsoft CRM App Store and Salesforce AppExchange. While the Microsoft CRM App Store has a growing community, the Salesforce AppExchange that has over 2,600 apps.

To help your organization identify trends and track key performance metrics, both CRMs take data and provide valuable insights. Microsoft Dynamics CRM offers business intelligence via robust analytics, real-time dashboards, inline data visualization, and flexible reports. Salesforce recently updated its analytics engine, which now provides better reports, charts, and dashboards.

What’s the Biggest Difference Between Dynamics And Salesforce?

The biggest difference between the two systems are deployment and integrations. Salesforce was designed and built for the cloud and with Software as a Service (SaaS) accounting for nearly 50% percent of total CRM software revenue, it’s no wonder why Salesforce is the leading cloud CRM.

In comparison Microsoft Dynamics CRM allows flexibility to choose the best model for your organization with the choice of cloud, on-premise and partner-hosted deployment options. One of the biggest advantages of Microsoft Dynamics CRM is the integration with existing Microsoft applications. Most notably Microsoft Outlook. Microsoft CRM turns Microsoft Outlook into one place where you manage Customer information, Email messaging, and Calendar scheduling. The Dynamics CRM interface can be accessed from within Outlook.

In addition to delivering increased productivity, Dynamics CRM and Office 365 work together to provide sales professionals the Office tools they already prefer: Excel, Outlook, OneNote, PowerPoint, SharePoint, Skype, Word and Yammer. Simply put, Microsoft Dynamics CRM offers you choice.

A Decision Not To Be Taken Lightly

Choosing a CRM system requires a lot of thought, research, and weighing of pros and cons. Your decision should be based on what business systems you already have in place as well as what features your team will need to excel. Your organization’s revenue, productivity, efficiency, and profitability all stand to benefit from selecting the right CRM software.

As a certified Microsoft Dynamics CRM Partner (the first in the world as a matter of fact!) and as Salesforce consultants, our CRM team has the expertise and experience to guide you to the CRM solution that will serve your most challenging business needs. From basic implementations to complex customizations, we will manage the project with attention to detail so you get the most out of your system from the very start.