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1GB File Storage
Accounts and Contacts
Reports & Dashboards
Reports and Dashboards
Easy to get started with low-cost investment a small start-up business can get started for as little to nothing as long as they are willing to put in a few hours of work. Easy to view and organize interface to see a list of leads, contacts, and companies you are working with.Fairly easy to customize the module fields to input words that are specific to your industry as well as organize it in such a way to be easy to find fields. For example, I have a service based industry and custom fields can include clients, active prospects, non-active customer/prospects, vendors, and much much more. I regularly try to add more fields to sources of leads and clients because I have affiliates to link to. So very easy to customize. If you're just starting up, this is one of the best tools you can invest into, all it takes is some time and if you have some extra money to invest per month you can unlock quite a few more features.I'm in the marketing field, and I always recommend a CRM of sorts including Zoho to clients for a way to organize their customer and contact database, by doing so you can smoother operations, follow up with leads and clients, and easy access to a lot of online video tutorials. You can then grow with Zoho with many add-on services that easily integrates with the main CRM system.
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.
Thursday 26 December 2013
Zoho CRM doesn’t look fancy when you use it, but it offers the same services you could pay up to 4x as much for with other software. You can track your sales, connect with your customers, and integrate your CRM account with other apps to expand it into a customized business solution. It even allows you to sync your account with Google Apps.More about Zoho CRM
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
Friday 04 December 2015
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Thursday 01 October 2015
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