Overview: Capsule CRM and Microsoft Dynamics 365 for Sales as CRM Category solutions.

Capsule CRM is well-suited for large enterprises and excels in contact management and integration. It primarily supports email and phone channels. Microsoft Dynamics 365 for Sales is versatile across various segments and industries, with robust capabilities like engagement management and a wide range of features, appealing to diverse needs. It offers comprehensive vendor support, making it ideal for businesses of different sizes and industries.

Capsule CRM: Capsule CRM simplifies contact, sales, task, and project management for startups, small to medium businesses, and larger organizations. Time saved can be spent on preferred activities.

Microsoft Dynamics 365 for Sales: Microsoft Dynamics 365 for Sales utilizes AI and automation to enhance deal closures. Features include conversation intelligence, opportunity scoring, and collaboration tools.

Capsule CRM and Microsoft Dynamics 365 for Sales: Best Use cases based on the customer satisfaction data

Capsule CRM

4.1

Microsoft Dynamics 365 for Sales

3.8

AI Powered

Key Capabilities Supported

Capsule CRM shines in managing contact lists and providing tools for forecasting and engagement. read more →

Microsoft Dynamics 365 for Sales offers extensive engagement management and lead tracking capabilities. read more →

Business Goals

Capsule CRM assists with increasing sales revenue and customer acquisition effectively. read more →

Microsoft Dynamics 365 for Sales enhances customer relationships and helps acquire more customers efficiently. read more →

Core Features

Capsule CRM impresses with its seamless integration abilities and custom reporting features. read more →

Microsoft Dynamics 365 for Sales leads with powerful analytics and AI-powered insights. read more →

Vendor Support

Capsule CRM primarily offers 24/7 support, ensuring users are never stranded. read more →

Microsoft Dynamics 365 for Sales offers comprehensive support through phone, email, and 24/7 availability. read more →

Segments and Industries

Capsule CRM is favored by large enterprises, especially in IT and marketing sectors. read more →

Microsoft Dynamics 365 for Sales caters to a wide array of industry needs, from small to large enterprises. read more →

Operational Alignment

Capsule CRM fits seamlessly into enterprise operations with its structured contact management. read more →

Microsoft Dynamics 365 for Sales aligns with diverse operational workflows, accommodating varied complexity levels. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Import

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Data Export

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Support

Email Support

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24/7 Support

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Phone Support

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Chat Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Capsule CRM and Microsoft Dynamics 365 for Sales

What solutions does Capsule CRM and Microsoft Dynamics 365 for Sales provide for Contact List Management?

Capsule Crm and Microsoft Dynamics 365 For Sales both enable users to manage contact lists, but they have distinct strengths. Capsule Crm excels at creating specific lists from existing contacts, facilitating organized contact management. Microsoft Dynamics 365 For Sales provides a comprehensive contact hub, capturing client information and engagement history. However, Microsoft Dynamics 365 For Sales has limitations with filtering and building contact lists.

"...Across the organisation, for all prospect and customer contacts, records, conversations, and by subcontractors...." Peer review by Harry Longman, Chief Executive, GP Access

"...Managing service pipeline and tracking contacts made with clients and potential clients...." Peer review by Tory N, Small Business & Technology Advisor, Accounting

How can Capsule CRM and Microsoft Dynamics 365 for Sales optimize your Engagement Management Workflow?

Capsule CRM and Microsoft Dynamics 365 for Sales both help track customer interactions and ensure follow-up. Both systems allow for scheduling tasks, adding notes, and managing reminders. Capsule CRM is easier to use, while Microsoft Dynamics 365 for Sales offers more in-depth follow-up procedures. Microsoft Dynamics 365 for Sales has performance issues, while Capsule CRM integrates well with other services.

"...Sharing info between employees, setting follow-up calls and tasks, tracking opportunities...." Peer review by Guy G, Director

"...Apps like shoutouts, streams helps in building the employee engagement, helps in making the sharing easy...." Peer review by Bharti V, Senior QA Analyst

What solutions does Capsule CRM and Microsoft Dynamics 365 for Sales provide for Lead Tracking?

Capsule Crm and Microsoft Dynamics 365 For Sales both track leads and opportunities. Capsule Crm allows users to track sales opportunities and assign customized tracks to opportunities. Microsoft Dynamics 365 For Sales helps sales teams stay organized and provides marketing data for analyzing and planning lead-generating campaigns.

"...It is used across the whole organization to track leads, clients, and marketing contacts...." Peer review by Alicia Barevich, bCRE, bCEE, Database Administrator, The Blake School

"...Keeping track of leads and deals in one place instead of multiple databases or paperwork...." Peer review by Morgan C., Marketing and Advertising

How efficiently Does Capsule CRM and Microsoft Dynamics 365 for Sales manage your Workflow Management?

Capsule Crm and Microsoft Dynamics 365 For Sales both provide workflow management capabilities for sales processes. Capsule Crm offers simple workflows with pre-defined options, allowing for customization within limits. Microsoft Dynamics 365 For Sales offers a more customizable approach, enabling users to create specific workflows for their unique business needs. However, Microsoft Dynamics 365 For Sales users may face challenges in creating straightforward workflows for certain tasks, such as identifying resellers.

"...It includes 'Cases' which are customizable multi-user sequential and parallel customer success workflows which can be triggered immediately by sales events like deal close...." Peer review by Consultant

"...Reporting Dashboard Activities Workflows and Business rules...." Peer review by Bruny C, CRM Specialist/CPQ Implementation, Mechanical or Industrial Engineering