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Contactually turns your contacts into relationships, all over email. We know when you email a new lead and reveal what we previously know on him. We p... Learn More
Connect Unlimited Email Accounts
Social Network Integration
Bulk Messaging (up To 50 Per Day)
Various App Integrations
Customizable Email Templates
Team Contact Sharing
Bulk Messaging (Up To 300 Per Day)
Article + Content Sharing
Programs For Scheduled Workflows
Pipelines For Sales Tracking
Awesome product that help me get my daily stuff done for work. merges salesforce, outlook, gmail, linkedin and facebook data. Makes it easy to stay in touch with people and help me manage my activities and my customer's needs.
My first impression with Dynamics CRM about three years ago was not great. I've used many of the popular CRM products reviewed on this site, and there are many great solutions out there. If your company has adopted Microsoft Cloud products like Office 365, the Windows operating system, or other elements of the Dynamics business application family, Dynamics CRM Online is a great option for small businesses and large enterprises, For full disclosure, I work for a Dynamics CRM partner which also offers other Microsoft products. A few years ago when I first tried it out, I wasn't at all impressed when I tried their v4.0 product. I have had my frustrations with Microsoft products, and I have expressed my views on them. I've really been impressed how much has changed over the past few years, to make it easy for sales, customer service and marketing professionals to track support cases, opportunities, client interactions and generate reports.
Pros : - Dynamics CRM Online isn't just a "watered down" version of the Microsoft solution, it is very powerful and offers a really flexible, user friendly experience. - There are a number of ways you can customize MS CRM Online for other business processes beyond CRM - HR, memberships, volunteers, events, and there are quite a few professional/amateur sports associations and teams who have bought Microsoft CRM because of how much the solution can be tailored to different use cases. - Microsoft is evolving to make their products compatible with different device platforms, and with apps for iOS and Android, and browser flexibility improving all the time, times are changing. - There are a number of ISV solutions, such as Click Dimensions, The Portal Connector and InsideView which can add a lot of value to Dynamics CRM for marketing, self-serve customer portals to Dynamics CRM. There are a lot of integrations with other Microsoft apps like PowerBI, OneNote, and Dynamics AX, but that's to be expected. You can find many addons
Cons : As a Canadian user, I don't have access to Cortana. I'm not sure how much I'd use it to be honest, but watching some of the promotional videos it seems to be pretty cool. There seems to be a compatibility issue between the new Microsoft Edge browser in Windows 10, but Microsoft will likely get that addressed really soon. The CRM search function has improved, how you can search across the entire system from a central place. Sometimes I have you looked for a contact I knew is in the system I haven't been able to find as easily as I should. No software is without its quirks, but Dynamics CRM has evolved a great deal, and has gained a lot of marketshare in the process.
Wednesday 01 January 2014
I love Contactually. I spend several months researching and testing various CRMs, and Contactually blew them out of the water by a large margin. CRMs can be painfully clunky to use, and I feel like Contactually successfully balances between being easy to use and fully-featured enough to be really useful.More about Contactually
Friday 11 April 2014
Microsoft Dynamics CRM 2013 is a large program and has many moving parts, which do require some configuration and effort to get working properly on premises. The online version should appeal to small and even medium-sized businesses with limited IT resources. Tight integration with Microsoft Office and other Microsoft offerings should make this a very appealing release for any organization looking to streamline their sales and marketing automation.More about Microsoft Dynamics CRM
Tuesday 08 July 2014
Contactually Use Cases and Deployment ScopeLooking for a solution to automate my contact management by keeping contacts up to date, tracking them via social, and providing basic lead scoring.More about Contactually
Thursday 01 October 2015
More about Microsoft Dynamics CRM
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