Salesforce and Dynamics 365 feature comparison. We are often asked to present this, so please see a generic version. For more detailed info, contact us at info@seelogic.co.uk

1. Dynamics 365 and
Salesforce
Gary Perkins,
SeeLogic – Independent CRM consultancy

2. About SeeLogic 2
• CRM consultancy
• Full range of services
at each stage of the
journey
• Founded in 2004 by
Eddie Harford
• “Big Four “Partner
• Independent
perspective
• Offices in the UK &
Nepal
• Sunrise to sunset
support
• User adoption is at
the heart of every
project

3. Our Services 3
A full-suite of services to help you at each stage of the CRM
journey…
CRM Successfully
Implemented Within
Organisation
• Business Process Mapping
• CRM Requirements
• Product Selection
• Implementation
• Integration
• Change Management
• Training
• Support
• CRM Health Check
• Marketing Consultancy
• Business Process Improvement
WINNING
WITH CRM
BEFORE
YOU START
GETTING UP
AND RUNNING

4. Our Experience

5. Solutions Overview

6. Dynamics 365 Solution Overview
6
CRM
OOB
Social
Engagement
Marketing
Automation
On the move
Outlook
Integration
Offline Client Flow Power Apps
Self-Service
Portal
Document
Management
Machine
Learning
Document
Discovery
Add-Ons
Telephone
Integration
Data
Integration
Power BI

7. Salesforce CRM Solution Overview 7
CRM
Modules
Sales Service Marketing Community Analytics Apps IoT Cloud

8. Dynamics 365
Demonstration

9. 9
Walkthrough

10. Salesforce CRM
Demonstration

11. 11
Walkthrough

12. Salesforce vs
MS Dynamics
Features Comparison

13. 13
Product Comparison
Social
Outlook Client
Dashboard
User Interface
Office Integration
Speed of deployment
Mobile
Offline Client
Marketing Integration
Price
Market Share
App Store
Success
Trust
Tipping
Point
MS CRM
SalesForce

14. 14
• SalesForce.com publish speed, reliability and security information in real-time.
• Microsoft CRM provides financially-backed assurances
Product Comparison

15. 15
• Microsoft CRM is implemented by Microsoft partners.
• Microsoft Dynamics partner are not always CRM partners.
• SalesForce.com is implemented by CRM partners.
Product Comparison

16. 16
• SalesForce.com has 1000s of Apps.
• Microsoft has growing App store.
Product Comparison

17. 17
• SalesForce.com has been the CRM market leader for last 5
years.
• Microsoft is fasting growing CRM solution.
Product Comparison

18. 18
• Microsoft CRM projects are normally 30% cheaper then
SalesForce.com
• Microsoft provide more features out-of-the box than
SalesForce.com and discounts are available for combine
O365 and CRM licenses
• SalesForce.com boast a better success factor which can
lead to long term Return on Investment.
Product Comparison

19. 19
• Microsoft CRM Mobile and tablet support offline mode.
• SalesForce.com has mobile and tablet versions.
Product Comparison

20. 20
• Microsoft outlook client is fully functional built into the standard
product.
• SalesForce.com mobile client is limited and does not support all
customisations.
Product Comparison

21. 21
• SalesForce.com User interface.
• SalesForce.com App Store.
• Limited number of vertical solutions
• Microsoft CRM offers vertical solutions developed by partners
Product Comparison

22. 22
• Microsoft CRM fully integrated into Outlook, Office and Exchange.
• SalesForce.com now has full integration with Outlook
• SalesForce.com has integrations with Google and Lotus.
Product Comparison

23. 23
• SalesForce.com offers simple ‘lightning’ user interface.
• Microsoft are offers “Metro Style” user interface.
Product Comparison

24. 24
• SalesForce.com has dashboards functionality via app
• Microsoft CRM offers inline charting and real-time dashboards,
further extendible with Power BI
Product Comparison

25. 25
• Microsoft Engagement
• SalesForce.com social integration additional cost
• Microsoft CRM offers real-time analysis and dashboards that are
further extendable with Power BI
Product Comparison

26. info@seelogic.co.uk
01296 328 689
Seelogic.co.uk
@SeeLogicCRM
Next Steps and Any
questions?
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