Sales Cloud offers all the essential features you need for CRM, such as managing opportunities, leads, contacts, accounts, and email integration (Gmail and Outlook). These two form the major components of its CRM solution. Where Dynamics has its modules, Salesforce has its various “clouds”, such as Sales Cloud and Service Cloud.
In truth, the functions of Salesforce and Microsoft Dynamics are broadly similar. The company insists, for example, that Salesforce can outdo its main competitors. Widely known as one of the best CRM systems around, Salesforce has much cause for confidence.
#Microsoft dynamics vs salesforce software
Dynamics offers on premise or self-hosted options for its software whereas Salesforce is an entirely cloud-hosted service. On top of that, the same feature can pull in LinkedIn data to give you a better understanding of potential and current clients. The Dynamics Sales module has a feature called Microsoft Relationship Sales that can automatically pull information from Dynamics into Outlook. This is something Salesforce simply can't compete with and should be a big consideration for any business already using a variety of Microsoft services. The big deal with Dynamics CRM is its easy integration with other Microsoft software. Microsoft offers some helpful, smart automation, and a big emphasis on graphics to help absorb information rapidly. Harnessing Microsoft's server power, Dynamics offers intelligent chatbots that can help customer service agents surface important data about their customers.įor companies that need it there are also project and field service modules to help manage ongoing services delivered to a client, as well as those times your company needs to send a technician into the field. Dynamics also uses a guided three-step process (identify-research-resolve) for dealing with customer services issues.
#Microsoft dynamics vs salesforce professional
This is also where Microsoft's LinkedIn integration comes into play the LinkedIn Sales Navigator (available at higher pricing tiers) leverages your professional network to get introductions to potential leads through a mutual connection.īeyond sales there's a customer service module that can present key data such as open cases and email history as a dashboard or you can drill deeper with a timeline of interactions. This core CRM app uses predictive analytics to better enhance the sales team's snapshot data and help make better decisions. The primary starting point for many is Microsoft Dynamics for Sales. In Dynamics CRM for Sales, for example, the dashboard supplies current sales revenue, the average deal size, and your sales force's lead conversion rate.ĭashboards are completely customizable and usually take the form of a tiled interface with large lettering for key numerical data, as well as large charts and graphs.
Here, you get at-a-glance information about the current state of your business. Most of the various Microsoft Dynamics services use a dashboard as their starting point similar to Salesforce. The platform uses design language similar to other Microsoft software, making it easier for anyone who's already familiar with the look and feel of modern Microsoft applications to feel right at home. Microsoft's integration doesn't just extend to its desktop software, either.Įven LinkedIn, which Microsoft acquired in 2016, integrates with Dynamics CRM. The first thing to know about Microsoft Dynamics is that it is heavily integrated into other Microsoft applications.
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