Looking for the perfect CRM for your business? Well, it’s pretty much like looking for a super colleague for your team. What I mean is this is not your regular software. CRM is complex, but incredibly impactful in your company, and a bad choice of CRM or CRM reseller could lead to a failure. Yes, it’s that crucial.
In the CRM industry, there are two strong competitors: the well-renowned Salesforce, and Dynamics 365, the powerful. If you are feeling completely lost between the two of them, it’s totally normal. Both are terrific options for your business. Both boast a great deal of powerful tools, and both are trustworthy and reliable CRM for your business. But you gotta choose, right? So here is our analysis of Dynamics 365 and Salesforce to help you decide which is best for your business.
Dynamics 365 and Salesforce : the main difference
What differentiates Dynamics 365 and Salesforce the most is definitely the way they store data. Salesforce is a cloud based CRM while Dynamics 365 can store data both on-premise or in the cloud. If you don’t mind putting your data in the cloud, Salesforce is probably your best bet.
If you are worried about your data or if you work with high security standards, Dynamics offers a licencing for on-premise storage or the high quality Azure cloud. While this is pretty major in any CRM decision, the comparison doesn’t stop there.
Which one is easier to use?
Well, we are not all developers. But truly, the ability to easily master the tool will be part of the success or the failure of the implementation. So let’s be frank, finding user-friendly software is essential. So will it be Dynamics 365 or Salesforce? This Depends on whether you are looking for design or extra help.
Some might say that the Salesforce platform is easy to use. It’s true, the design is great and it’s pretty easy to understand. But, when it comes to synchronizing a bunch of other applications with the Salesforce platform make it more efficient and easier to manage on a daily basis… not so much. Unfortunately, Salesforce is more limited in terms of including other applications, and requires mostly third party applications that aren’t free.
In fact, it provides a very small amount of integrated solutions to make it easier to flow, to connect everything together, and make your life easy. And even though you can integrate third party applications, they will definitely have limitations in terms of data sharing, synchronizing procedures, and overall system cohesion. You will need an IT pro simply to create extra workarounds that could slow the process.
This is where Dynamics 365 really stands out from Salesforce. Microsoft might have a tiny bit more complex interface to deal with, but it’s so powerful that it’s worth getting accustomed to. Dynamics 365 made a point of making life easier for everybody by adding a wide range of their tools to it, from customer service to business analysis. This is why it’s completely integrated with Office 365. So, for example, you will find that your Outlook can communicate pretty easily with the CRM, and help you close sales directly via email.
Because the applications has been carefully added directly in the CRM, they flow seamlessly, communicating with each other without any breach in data sharing or workflow. That way, everything is perfectly synchronized and you can work in a more efficient way and save time. It’s an incredibly powerful way to help you achieve your goals.
Can Salesforce support your needs the same way Dynamics 365 does?
This is a big question, and a pretty common one I might add in the CRM comparison between Dynamics 365 and Salesforce. We all look at a CRM to help us do a better job, to support us in our client work, and sometimes our industry entails some very unique ways of doing things, or specific needs.
When we are choosing a CRM, we are trying to find the best tool to support and help our team, the best colleague to bring our employees together and work toward our goals. A CRM is more than our usual work software because it can point us toward the moon. So the versatility of the tool, its ability to be customized, and its user experience can really power you through your day.
In that department, Salesforce has amazing (but limited) applications and a wide range of additional tools to support your day. However, its customization is, as we know, limited. Like we said, it’s not one of its strengths to synchronize a bunch of third party applications. Plus, it’s important to know that Salesforce uses Apex language, and while it’s a great language, it doesn’t provide the flexibility you need to really customize the CRM AND make it efficient.
On the other side, Dynamics 365 uses universal web language letting you customize in Java, .NET, and HTML. You can really dig deep and create perks that really suit your needs without slowing down the software. This way, you can have a CRM that acts like a real teammate and makes your life easier the way you want it.
How about analysis and reporting? Who has the best between Dynamics 365 and Salesforce?
Another frequent question when looking at CRM solutions is, “How can I analyse and make reports with this one?” Once again, my clients always ask very good questions, and the answer is that both Dynamics 365 and Salesforce have tools to analyse and create reports, but not for the same purpose. Well, to begin with the strongest contender in that field, Dynamics 365 offers the most interesting tool in that department: Power BI. A powerful business analytical tool, it creates reports and helps you get a better picture of the situation at any time, about anything in your CRM.
Unfortunately, Salesforce doesn’t offer anything that precise and insightful. What distinguishes Salesforce in that field is the Marketing Cloud that helps you get a sense of your data, follow up with your clients, and ultimately, generate more sales. It’s really well known, and if you’d like to have analysis that specifically helps you with your marketing, the Marketing Cloud is definitely a big, popular tool.
And after all, what’s the cost ?
While it has to be seen as an investment to improve productivity and facilitate managing, its cost can sometimes be a really big factor, especially for SMBs.
Salesforce is always seen as the biggest and most popular CRM, but it’s also the priciest. With a price, on average, of $75 US / month/ user for the Lightning Pro, it has to be a pretty good CRM to make it worth it. Even if you are ready for that kind of investment, Dynamics 365, for a similar product, will offer you a rate as low as $40 US / month/user.
Overall, those two CRMs are terrific, and both Dynamics 365 and Salesforce are definitely worth looking into. Choosing all comes down to what you really need and what you expect from a CRM. Customization? Cloud based? Integrated tools? Remember to always make a long analysis of your requirements and industry standard before even browsing a CRM website. Serving your business well should be the main point.