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Ms Dynamics 365 vs Salesforce CRM


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One of the long-standing competitions in business IT is Microsoft Dynamics CRM versus Salesforce, two driving client relationship management (CRM). These two CRM solutions are so equivalent in value, target business type, and client experience, they continually end up set against one another.

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Ms Dynamics 365 vs Salesforce CRM

  1. 1. CRM - Client Relationship Management Integrating practices, technologies, and strategies to be used by companies for managing and analyzing customer interactions or data across the entire customer lifecycle. • Improve & Enhance customer service relationships • Assist in customer retention • Drive sales growth. Components of CRM • Automate marketing activities using CRM software • Sales Pipeline Visibility • Keep track of customer activities and likewise, take steps to improve engagement • Pre-recorded audio to assist custom issues in a timely manner. • Blend location-specific strategies to promote customized marketing campaigns • Optimize Business Processes By Automating Tedious Everyday Tasks • Track and manage leads • Data Analytics to form personalized campaigns • Track employee performance to enhance HRM • Improve Salesperson Efficiency by providing hands on all information
  2. 2. Microsoft Dynamics Two Major Vendors • Salesforce CRM Salesforce CRM • Comprises of modules or individual clouds • Designed basically for the midsized and large scale enterprises • Free automation tools via app exchange • Cross-sell knowledge base • Sales Driven actions Microsoft Dynamics 365 • Designed for mid-scale and larger organizations • Purchasable Modules For Inventory & Account Management • Microsoft product • Incompatible with third-party tools Similarities • Sales specific processes • Contact & account management • Social customer service • Sales forecasting • Data analysis & gaining insights • Microsoft Dynamics
  3. 3. COMPONENTS OF SALESFORCE • Contact and lead Management • Opportunity Management • Reports and Dashboard • Email integration • Salesforce Mobile • Sales Forecasting • Workflow and Approvals • Data Management • Files Sync and Share SALES CLOUD SERVICE CLOUD • Lightning Service Console • Case Management • Omni-channel Routing • Workflow and Approvals • Social Customer Service • Automation with Macros • Account and Contact Management • Asset and Order Management • Custom Reports and Dashboards MARKETING CLOUD • B2C Journey Management • B2B Marketing Automation • Data Management Platform • Email Marketing • Digital Advertising • Social Media Marketing • Data Sharing Platform • Mobile Messaging
  4. 4. COMPONENTS OF MICROSOFT DYNAMICS 365 DYNAMICS 365 FOR RETAIL • Payments tracking • Track Purchase orders • Sales tax • Channel setup and corresponding management • Modern POS (MPOS) & Cloud POS (Cloud Point of Sale) • Analysis and monitoring • Order fulfilment • Discounts and price adjustments • Human Resources • Products and merchandising • Loyalty scheme management • Retail Tasks • Inventory management • Retail development and administration DYNAMICS 365 FOR CUSTOMER SERVICE • Self-service portals • Cross-channel customer case management • Service intelligence • Knowledgebase management • Incident routing • Customer data management • Partner Relationship Management • Opportunity and funnel management • Sales Performance management • Task management • Quote and order management • Contract management • Marketing automation • Customer service • Knowledgebase management • Reporting and analytics DYNAMICS 365 FOR SALES
  5. 5. PROS: SALESFORCE  Using Dynamics 365, in order to have the right special of training and knowledge beneficial for you suggests choosing the right Microsoft Partner. However, Salesforce, on the other hand, has the potential to manage its in-house customer orientation and is popularly known for the attitude being customer-centric. Trailhead, the Salesforce users’ education network is one of the most vital assets of a company.  AppExchange of Salesforce company is regarded as one of the biggest B2B stores accessible across the industry and features plenitude of third-party integrations. This helps business organizations drive maximum benefit from the platform.  Salesforce's Marketing Cloud along with Pardot services is easy to use and mature. This is not the case with Dynamics 365, as then the user needs to skip out a few instances post the release of Dynamics 365 for Marketing.  Salesforce CRM has robust e-commerce facilities that help enhance and improve all that has been acquired by Salesforce on the retailer eCommerce platform Demandware.
  6. 6. PROS: DYNAMICS 365  Dynamics 365, as compares to Salesforce CRM is priced competitively with added flexibility in the model of licensing. This turns the software highly cost-effective and easily accessible by small scale business enterprises.  Dynamics 365 integrates natively with LinkedIn.  Dynamics 365 for Sales along with LinkedIn Sales Navigator merge together so as to create a platform for Microsoft Relationship Sales, and this can make use of LinkedIn data for identifying lead. This in a way helps build effective customer relationships via personalized engagement.  Dynamics 365 has the advantage of seamless integration it has with other Microsoft products, like Microsoft Outlook, Office 365, and Microsoft's mighty tool of business intelligence as Power BI. These altogether embeds synchronization amidst platforms that drive productivity, however, the familiarity with Microsoft interface creates a lot more positive user experience.  Microsoft Dynamics 365 commits towards offering a 99.9% uptime via Service Level Agreement. Salesforce SLA is available only on request and needs to be negotiated.
  7. 7. CONS: SALESFORCE & DYNAMICS 365  In spite of all, its features, Salesforce is standalone CRM software. Meaning that in case you desire to share data among other software or for that matter an ERP solution, Salesforce isn't compatible and needs connectors for the same. This in a way Boston the total cost of integration.  Owing to higher costs and greater contractual obligations, few organizations either smaller or mid- market find themselves out of the Salesforce pricing.  Few users complain about the service management module of Salesforce, Field Service Lightning, and, fail to be as important as Dynamics 364 with respect to the Field Service app.  Disregarding the fact that Microsoft Dynamics 365 for Sales has capabilities coffee marketing automation, it still lacks a purpose-built model of marketing. It is, expected that Dynamics 365 for Marketing would release in early 2018.  Dynamics 365 is not too old and was launched back in 2016. Even though it is growing, yet not all are aware of the same.  Dynamics 365 is fully customizable, yet some organizations consider the optimization process to be highly challenging and require specialization. Further, to provide lesser support to third-party integrations as offered by Salesforce. SALESFORCE DYNAMICS 365
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