CRM software or customer relationship management solution is the need of the hour for various business needs. The software has reshaped business processes and redefined business operations. It automates most of the manual and labor-intensive data-tracking tasks for the service of humankind. Two giant software solutions in the field of customer relationship management altered the course of customer services. Salesforce and Microsoft dynamics 365 are game-changers in redefining business operations and modern CRM. Most organizations use either of the two services and lead the business world. Both are competitors in the CRM market.
Microsoft Dynamics 365
Microsoft developed it, and it is an ideal CRM solution for large enterprises and teams. Since Microsoft develops it, it can pair with other Microsoft products seamlessly, such as Word, Excel, and PowerPoint. You just need to buy the addon module for integrating your software with other Microsoft products. It does not merge with third-party vendors and apps. Microsoft Dynamics 365 caters to a wide variety of activities and functions with its impeccable features and functionality.
Salesforce is another fantastic success story of Silicon Valley dot com. It is a well-regarded software providing customer relationship management solutions to various companies, primarily medium to large enterprises. It caters to organizations looking for lead ranking, sales tracking, robust customer management, customer case management, etc. It offers companies a vast range of free sales automation tools and apps.
We shall now draw a comparison between the two platforms and see which one works best for your company and needs.
Dynamics 365: It has a starting price of $65 and ranges up to $135 per user on monthly basis.
Salesforce: It has an introductory price of $25 and goes up to $300 per user monthly, depending upon the version and features.
2. Lead Management
Dynamics 365: It offers lead management along with opportunity and case management.
Salesforce: This, too, offers lead, case, and opportunity management just like the Microsoft platform.
Dynamics 365: It integrates effortlessly with its addon version to other Microsoft platforms like Excel and Word. It does not integrate with third-party apps. However, there is always a way around certain rules and conditions. With the help of a connector such as Amazon, it can connect with third-party platforms and software.
Salesforce: The CRM solution integrates amazingly with Monday.com, Slack, QuickBooks, etc.
4. User Rating
Dynamics 365: The Microsoft solution has an average of 4.2/5 rating on different online rating platforms.
Salesforce: This has a 4.3/5 rating on the popular rating forums.
Core Features and Tech Stack Comparison
1. Free trial
Dynamics 365: It offers free trial services.
Salesforce: It also offers free trial services.
2. Ease of use
Dynamics 365: On a scale of easy, medium, difficult, and very complex, it is difficult. It requires training.
Salesforce: It has difficult ease of service. Training is recommended to grasp the concept of the CRM service.
3. Hosting Services
Dynamics 365: It is hosted on the cloud, on-premises, and hybrid platforms.
Salesforce: The hosting service is only limited to cloud infrastructure.
4. File Storage
Dynamics 365: File storage for one to twenty users ranges up to 10GB.
Salesforce: It offers 1GB of data per user.
5. Additional Storage
Dynamics 365: It offers an additional 5GB and goes up to 5TB.
Salesforce: It collectively offers 11GB of shared data storage.
6. Entry-Level Plan
Dynamics 365: It does not offer an entry-level plan and services catering to small teams and groups.
Salesforce: This offers a complete set of services and entry-level plans for small teams.
7. Operations Management
Dynamics 365: It offers a complete stack for operations management.
Salesforce: This CRM solution lacks the operations management feature.
In a nutshell, both platforms are interactive, innovative, and customer-focused CRM solutions. While Dynamics 365 works well with large groups, you can pick Salesforce if your focus is on a small team. Similarly, if you are looking for operations management, then Salesforce may not be ideal for you.