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Enterprise territory management
Profiles and page layouts
Custom app development
Integration via web service API
Salesforce Private AppExchange
Report history tracking
Sales Cloud Engage
Unlimited custom apps
Additional data storage
24/7 toll-free support
Access to 100 admin services
Unlimited online training
Sales Cloud Engage
Salesforce has been a massive help with sales and organization. After working at a few companies that leverage SFDC (some well, some not so well), it's very easy to see how SFDC benefits the team as a whole. Everything from organization, tasks, events, and even communication between the team is seamless. Over the years, I've seen SFDC grow in cases of look and feel, ease of use and flexibility.Some of the apps off the app exchange have been great when needed to add to the customization needed for usage, as well as the ability to grow within the tool seamlessly. The new mobile apps have also made things easier when looking at what it can provide. Salesforce 1 is simple to use, but has some downfalls when it comes to value.
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.
Overall, the tool was just not a fit for a small business with one or two internal marketers/sales people. The software itself is a bit overwhelming and take A LOT of time to work through. When I first started in my current position, I lobbied to have Salesforce brought back as the backbone of our sales and marketing data. We had thousands of contacts just sitting there out of date and not doing us any good. So, we decided to purchase Data Clean as well. It started out alright as I spent hours cleaning up our data. But the more I went along, the more I realized that Clean was pretty much worthless for us. It did not have updated info for our current contacts, and I was never able to find the new lead contact info that I was looking for. It was just not a good fit for our company size and objectives.
For a large organization, I can see how it would make sense. It is a large-scale tool. My team really only just scratched the surface of how we could use the tool in our day to day activities. There seem to be some functions and tasks to help the hardcore sales person, but there was little offering in the way of training. (Maybe there is training, I just wasn't able to access it or find it). Another benefit, which would have been great if I could get it to work, is the overall integration with any tool out there. Obviously a perk of using one of the largest CRMs available is that other tools typically integrate first with Salesforce before any other tool. If these integrations had worked for me, I'd say it would have been one of the main benefits.
I must have spent hours reading their help boards and watching videos trying to figure out the most simple tasks. I had a premium LinkedIn account, and it was never able to integrate with Salesforce. When we first bought HubSpot, I tried integrating our Salesforce license to no avail. Same story with Sidekick. This could have been since I wasn't using Salesforce to its full capacity to begin with, but I couldn't even get them to connect period. The support staff was very unhelpful throughout the process as well. Simply shifted the blame to whatever another tool I was trying to connect it with. Also, in order to reactivate our license, we were forced to sign a 3-year contract. This was a decision we regretted after the first 6 months and are now stuck with a license we don't and can't really use.
Friday 17 October 2014
While the pay scale for its services is tricky to understand and it is hard to get a hold of live support, Salesforce has the most user-friendly interface, the best uses for contact management, and the most advanced sales and marketing strategies among the CRM software we reviewed.More about Salesforce Sales Cloud
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
Thursday 01 October 2015
More about Microsoft Dynamics CRM
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