What do you expect from your CRM system?
A good follow-up of customer relations is of course important. These relations are becoming increasingly complex and their management poses new challenges. This is why not only large companies but also SMEs are increasingly relying on a solid CRM system.
From a good CRM system you expect that entering data - which is important for the business - can be done easily, after which clear reports can be drawn up just as easily. To ensure that the users enter the data completely and correctly, the system must in the first place user-friendly In addition, there is also adaptability important: the configuration is best adapted to the needs of your company and must be able to respond - even after deployment - to changing or specific requirements.
Both Salesforce and Dynamics 365 provide a beautiful user interface with clear windows and navigation tools that can be operated intuitively. In particular, the consistent user experience on desktop and mobile devices is an important step forward compared to previous versions. As far as Microsoft is concerned, this consistency is also in line with the user interface of the Office 365 products.
Another important feature that determines the user experience is the integration of the CRM with other applications. Microsoft is already a digital eternity reference when it comes to Office applications, so it is not surprising that Microsoft Dynamics 365 is one step ahead of Salesforce, which has to rely on third-party apps for integration with Microsoft Office tools.
In this context, Dynamics 365's Customer Engagement Plan is also very interesting. This formula integrates the necessary applications to easily share customer information across different departments. This way, developers are immediately aware of agreements made by sales and marketing can quickly communicate about ongoing projects.
Reporting & Dashboards
Both Salesforce and Microsoft Dynamics 365 offer useful tools to generate reports quickly and easily. The advantage that Microsoft Dynamics 365 has here again is the wider compatibility with other Microsoft products. For example, an integration of Views with Excel is obvious, but more in-depth analysis is also possible using PowerBI, which is Microsoft's latest business analytics tool.
CRM systems are all too often a source of annoyance on the shop floor. The reason for this is often a lack of flexibility. With the advent of more cloud-based applications and mobile use, this flexibility is even more important.
- If we look at flexibility from the point of view of setting up the CRM optimally according to the needs of your company, then Microsoft Dynamics 365 with On-premise, cloud and hybrid solutions Salesforce only works with a cloud-based approach, which can be a limitation if, for example, you want to keep certain operational business applications protected.
Some properties next to each other:
MS Dynamics 365
Yes (each account has its own SQL server DB)
|Updates||3 times a year||2x per year|
|MS Dynamics CRM|
MS Dynamics 365
(more flexible for larger tailor-made solutions)
|Deadline||Min. 12 months||Monthly|
|Where are my details?||Multiple top-tier data centers worldwide, not clear which and not ownedNo SLA possible||Own Microsoft Azure data center with transparency about security, location and privacy SLAs available|
|Mobile apps for iOS and Android||Yes|
(very extensive offer)
|3rd party apps||AppExchange|
(very extensive offer)
|Security||2FA or Salesforce Authenticator||MFA|
Why VanRoey.be prefers Microsoft Dynamics 365
As a Microsoft Gold Partner, we are of course a fan of Microsoft solutions anyway, but the neutral comparison above shows that we are not blind to the competition. We believe that there are 3 major advantages are to choose Microsoft Dynamics 365:
- With Dynamics 365 Microsoft now (finally) offers a cloud-based CRM solution. scalable subscription formula is easily accessibleThe new version is also extremely user-friendly and is good for price, simplicity and flexibility.
- Due to the growing attention for security, not all applications are simply migrated to the cloud. IT managers are (rightly) thinking carefully about which applications should run in the cloud and which should remain on-premise. Microsoft Dynamics 365 responds to this by flexible, tailor-made solutions offer: full cloud, on-premise or hybrid.
- Last but not least: Office 365, Skype for Business and Azure Cloud are well-established values. You still want to be able to CRM system integrates with itAlso in the new domains of AI and blockchain, Microsoft has not missed the train, which we at Salesforce do not dare to say so convincingly.
Choose the right partner!
Choosing the right partner for the configuration and installation of your CRM is just as important as choosing the provider. Just like VanRoey.be, it's best to choose a fully-inventing, full Microsoft partner who can make the complete integration: Dynamics 365, Office 365SharePoint and Microsoft 365the security hatch within Microsoft.
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