Who has the best CRM for sales teams? Salesforce VS Dynamics 365?

Now let’s assume you have decided your sales team could use a CRM System. The CRM systems market can feel very confusing and overcrowded. With companies like Monday.com to HubSpot to Zendesk and more, what’s the best?  

Dynamics 365 and Salesforce – Sales Cloud are the two biggest CRM contenders. Both have vast experience and a back catalogue of integrations. Let’s compare the two.  

Who has the best CRM for sales?

What do they both do well?
They both are cloud-based systems that use an app-based approach, they can both tailor those apps to fit specific areas of the business, and yes, each can track a whole host of data points. As companies with a SaaS focus (Software as a service), they both can scale well and have different commercial options.  

Each has its unique marketplace, where you can choose from hundreds of apps that can benefit you in any work environment.  

When you break both down to their core, essentially, they are very similar building blocks presented in different ways. Let’s go a little deeper.  

Salesforce – Sales Cloud  

The most popular solution of the two and is far superior in how it markets its product. Sales Cloud can be more of a conversion-focused product. It helps you put your customers first easy to use straightforward case management. 

The main aim of Sales Cloud is to accelerate productivity, use insight machine learning to power up decision-making, and get tons of leads! 

It helps to improve marketing campaigns, focus on customer interactions, and other innovative lead capturing. 

Here are some of its features to help your business do just that:
● Contact management
● Opportunity management
● Lead management
● Reports and dashboards
● Salesforce mobile
● Email integration
● Salesforce forecasting
● Workflow and approvals
● Einstein AI
● Territory management
● Quote-to-cash
● Partner management

Here is a video to show you what the latest update is.

Dynamics 365 –

The constant contender, and it’s been plugging away, adapting and building since the start.

Dynamics comes to life more around the sales admin side of your business, and its focus is to turn new and existing relationships into revenue. It uses analytics and insight at every step of the sales cycle and also can integrate with Office 365 and Outlook Suite.

You can also incorporate LinkedIn Sales Nav, and you can see why this is such a good option.

Some of Dynamics 365 features:
● Social engagement
● AI-integrated sales assistant
● Content personalization
● Opportunity management
● Sales mobility
● Partner management
● Sales effectiveness
● Reports and dashboards

A bit too much to go through in this article, but Dynamics also has a Retail, Customer service, and a marketing side to its CRM. A video can be seen below.

In the ideal world of business, a CRM System would be able to meet every need and want for every business; unfortunately, that’s not how life works! But there is hope! Both Salesforce and Dynamics take a module license-based approach (hurray!) This means you can pick and choose what you need when you need it and build from there!

We love building and deploying CRM's.

If [wedo] can help support you
0 Points

Previous Article

Leave a Reply

Your email address will not be published. Required fields are marked *