Dynamics 365 for Sales vs Salesforce automation – What’s the best solution for your business?

image of a road with a sign for different directions suggesting choice

Let’s take a look at two of the leading customer relationship management (CRM) packages; Microsoft Dynamics 365 and Salesforce. They both provide your sales, marketing, and customer service teams with some great features, but which one would be best for your business?

 

To choose the right CRM system it really helps to know what’s available out-of-the-box, as well as the additional add-ons, customisation options, and the scope for integration with existing business systems and processes.

 

As you would expect, there are similarities between these two packages and some important differences too.

 

Similarities: Microsoft Dynamics 365 and Salesforce

Both allow you to choose what functionality you need for sales, marketing, and customer service. Salesforce provides core sales automation, performance management, time tracking options and marketing automation through its Marketing Cloud application. Dynamics 365 provides sales automation, case management, basic marketing, and customer service as standard.

 

If you need other functions in addition to those available out-of-the-box, there are add-ons for Dynamics 365 and Salesforce and a variety of third-party applications and integrations. The Microsoft AppSource has a growing online community while the Salesforce AppExchange offers more than 3,000 apps.

 

Data capture is one of the great benefits of both systems. You can use this information to track key performance indicators, to provide business insights and to identify trends.

 

Dynamics 365 has robust analytics including real-time dashboards, data visualisation, and flexible reports. The enhanced Salesforce analytics engine provides reports, charts, and dashboards.

 

Differences: Dynamics 365 and Salesforce

The most significant differences are how these two packages are deployed and the integration options available for them.

 

Salesforce was originally designed and built as a SaaS (software as a service) solution in the Cloud. Almost half of the Salesforce CRM revenue is in the Cloud, making it the leading Cloud-based CRM.

 

If you want flexibility in the solutions you use across your business then a broad range of integration options available with Salesforce, including G Suite, Slack, Quickbooks, MailChimp and Dropbox, will suit you very well.

 

Dynamics 365 offers Cloud-based, on-premise, and partner-hosted options.

 

Dynamics 365 integration with existing Microsoft applications can be an advantage for many businesses. For example, customer information, e-mail messaging, and scheduling and all can be handled without ever having to leave Outlook. It will also work seamlessly with other Office 365 applications including Excel, OneNote, PowerPoint, SharePoint, Skype, Word, and Yammer.

 

Which CRM solution is best for your business?

You know what you want to achieve in terms of revenue, productivity, efficiency, and profitability through the successful implementation of CRM in your business.

 

Both options have plenty to offer, whether you are looking for an out-of-the-box solution or complex customisation and integration. They can be scaled to grow with your business and have plenty of add-on options.

 

One of your key considerations will be the business systems you already use.

 

If you would like to discuss whether Microsoft Dynamics 365 or Salesforce would be best for your business, please get in touch.

 

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