Making The Right Choice: Microsoft Dynamics 365 Or Salesforce

Right Choice_ Microsoft Dynamics 365 Or Salesforce(1)

Google vs Facebook, Pepsi vs Coke, MasterCard vs Visa, Ferrari vs Lamborghini, Amazon vs Netflix – the world of business is full of great rivalries. These rivalries tremendously impacted the business community while their clashes shaped brand-new business concepts for the enterprises. One of such traditional rivalries exists in the industry of business IT between Microsoft Dynamics 365 and Salesforce – two of the leading CRM vendors which offer efficient CRM solutions that are remarkably hard to differentiate.

Why Choosing The Right CRM For Your Business Matters?

In today’s digital age, as the customer became the center of attention, the Customer Relationship Management has been turned out to be the most crucial aspect of any kind of business, whether be it large enterprise or be it small organization. As the customer determines the success and failure of the business in the marketplace, thus differentiating yourself from the rest of the competitors becomes the most important thing for your business and a powerful CRM application plays a significant role in identifying as well as satisfying the customers.

Taking into account some of the key aspects such as limited budgets, rigid timescales, coordination among different departments, you required to select a powerful solution for your business which assists in the streamlining of various processes. Although, there are several CRM solutions are available presently in the market, however, Microsoft Dynamics 365 and Salesforce are often compared with each other in terms of the target market, price, and user experience.

Microsoft, Salesforce, And The History

There is no need for any kind of introduction to Microsoft! For the last 30 years, Microsoft has relished the position of the market leader in both hardware as well as software industries and kept offering innovative solutions for maximizing the value of technological investments. Dynamics CRM is the latest cloud-based business solution offered by Microsoft that assist in the efficient management of core processes such as sales, marketing, customer service, finance, and operations. On the other hand, Salesforce focused mostly on CRM ever since its inception. By releasing Sales Automation software in 1999, Salesforce established itself as the trailblazer of Software as a Service (SaaS) domain and later added various comprehensive business solutions to its portfolio to endorse valuable insights, mobile accessibility, and customer engagement.

Microsoft Dynamics 365 vs Salesforce: Comparison In Terms Of Features

Salesforce: The prime features of Salesforce like Sales Cloud, Service Cloud, and Marketing Cloud focuses on the streamlining of core business processes, while the additional features such as Pardot, Salesforce DMP, and Salesforce AppExchange serves the specific business needs.

Sales Cloud: With the help of Einstein’s artificial intelligence, this feature empowers businesses in generating more leads, sealing of more deals, accelerating productivity, and making insightful decisions. It offers advanced features for Contact Management, Lead Management, Opportunity Management, Reports & Dashboards, Salesforce Forecasting, Salesforce Mobile, Email Integration, Workflows & Approvals, Territory Management, Partner Management, and Quote-to-Cash.

Service Cloud: The feature offers convenient Case Management along with Customer Self-Service solutions and boasts numerous comprehensive platforms such as Lightning Console, Omni Routing, Workflow & Approvals, Telephony Integration, Custom Reports & Dashboards, Social Customer Service, Asset & Order Management, Account & Contact Management, and Asset & Order Management.

Marketing Cloud: This feature offers most-advanced tools right from social media postings to mailshots to personalize the customer journey experiences such as Social Media Studio, Mobile Studio, B2C Journey Management, Advertising Studio, B2B Marketing Automation, Journey Builder, and Email Studio.

Microsoft Dynamics 365: As a comprehensive cloud-based application, Dynamics 365 combines the elements of historical ERP and CRM offerings. Similar to the Salesforce, Microsoft Dynamics 365 provides both core and supplementary tools.

Dynamics 365 for Sales: The application focuses on getting more revenue from new & existing customers with the help of valuable insights offered by the overall sales cycle. Additionally, it seamlessly integrates with Office 365, Outlook, and LinkedIn Sales Navigator. Some of the key features offered by Dynamics 365 for Sales include AI-Integrated Sales Assistant, Social Engagement, Content Personalization, Sales Mobility, Opportunity Management, Partner Management, Reports & Dashboards, and Sales Effectiveness.

Dynamics 365 for Customer Service: The application enables businesses to respond quickly to customer queries on any device via any channel and assists in enhancing the customer support experience. Few of the remarkable features are AI Insights, Upselling via Machine Learning, Guided Actions, 360-degree View of Customer Journey, Self-Service Portals, and Social Media Integration.

Dynamics 365 for Retail: The application offers effective management of physical as well as online stores. It also empowers businesses to recognize opportunities, improve customer service, and build strong brand loyalty. Some of the advanced features are Omni-Channel Buying, Advanced Customer Analytics, Real-Time Visibility, Automation Dashboard, Business Intelligence Dashboard, Stock/Inventory Management, Detailed Customer Profiles, Insight-Driven Optimization, Product Demand Tracking, Order Fulfillment, and Integrated Tax Information.

Dynamics 365 for Marketing: The application offers all the essential tools that are required to run an effective marketing campaign across numerous channels. The prime features of this application include Multi-Channel Campaigns, Personalized Customer Journey, Customizable Email & Landing Page Templates, Embedded Intelligence Functions, Native Customer Survey Tools, Event Management Capabilities, and Built-In Dashboards.

What To Consider Before Making The Big Decision?

Undoubtedly, the above comparison between Microsoft Dynamics 365 and Salesforce gives you a clear idea regarding the most suitable CRM for your overall business process. In terms of functionality and productivity, Salesforce overpowers Microsoft Dynamics 365 cloud services in the present market. However, in any case, if you think any of these products best suits for your business and requires little more customization, then establish contact with the vendors and request for a custom-built solution within your budget constraints. If you are still in a dilemma, then opt-in for a free trial version with an option of upgradation to a full package.

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