If your organization has grown to a large scale where it’s hard to manage your customer relationships manually, it may be time to use software for support. Using a Customer Relationship Management System, you’ll be able to help your business grow while keeping a strong focus on the customers that help you reach that success.
But, before discussing the potential benefits that you will receive after using a CRM, let’s discuss what it is.
Customer Relationship Management System: A Brief
A Customer Relationship Management System or CRM is software that can manage your company’s interaction with customers through lead generation, customer support, PR, and more. The software’s primary goal is to improve the image of your business among customers and boost customer loyalty.
Microsoft Dynamics 365 and Salesforce are two of the biggest names in the CRM industry. Each has been fully fleshed out with powerful tools that help users personalize their usage based on customer interaction requirements. If you’re looking to choose between one of these two platforms, its best to begin by understanding the benefits of each:
What is Salesforce
Salesforce is one of the first names that comes up in the topic of CRM. It has various SaaS services that allow users to provide customer support, sales automation, and analytics. It also helps your PR managers in solving complex customer-centric tasks.
It also helps in the additional planning and operation of your customer support system. It handles the grunt work while your experts are free to make all the important decisions. Moreover, Salesforce also has support for tasks such as research
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is powered by Microsoft’s Azure Cloud Computing platform. This allows you to use the system for almost any business function without worrying about system resources. It targets several different areas of the customer relationship sphere, including sales, support, marketing, and even project management.
Microsoft's uniformity allows seamless compatibility of Dynamics 365 with other Microsoft products. This allows your teams to collaborate on reports, projects, and customer goals easily. It is also one of the most secure CRMs out there since it adheres to the GDPR.
Dynamics vs. Salesforce Features
Now that you have a basic understanding of both software let’s explore their features for customer relationships and see how they compare with each other.
Ease of Integration
Integration with your existing system and expandability upon potential growth is very important for a CRM. In this case, Salesforce is the winner since it can be integrated with over 2,600 applications and is easy to scale up.
Flexibility is another important feature that a CRM must have since it would allow you to personalize it to suit your business needs. Here, Microsoft Dynamics takes the clear win thanks to its immense customizability and user-friendly platform.
Ease of Use
It isn't likely that all your customer-centric employees would be efficient programmers. Having a CRM with a lower learning curve and environment would benefit you. Salesforce takes the lead here thanks to its easy-to-use programming language, Apex.
Quote tracking management
Quote tracking is another feature that is essential for a good CRM. Salesforce has its own Confugure-Price-Quote feature that lets users follow up on opportunities and work with quotes. It also tracks the quotes given to clients for easy management.
Reports are an essential part of any successful business, and Microsoft Dynamics has your back in this case. With its experience in the office software business, Microsoft delivers features that allow users to generate dynamic reports at a whim's notice.
As you can see, Salesforce and Microsoft Dynamics 365 have their own benefits for different businesses. Both software solutions offer huge platforms with a wide range of features. You can choose the one that suits your business needs, and you should be good to go.