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Compare Microsoft Dynamics 365 for Sales vs Clio

Comparison Summary

For Microsoft Dynamics 365 for Sales vs Clio comparison, Our AI algorithm looked at 6172 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Microsoft Dynamics 365 for Sales and Clio to solve their respective business needs.

Pros and cons of Microsoft Dynamics 365 for Sales and Clio

Microsoft Dynamics 365 for Sales is more suited to businesses that require Engagement Management and Contact List Management where as Clio is focused towards Sales Document Management with E-Mail and Engagement Management with E-Mail .

logo Microsoft Dynamics 365 for Sales

Focus area

Microsoft Dynamics 365 for Sales is better than Clio for

Software Failure Risk

  • low

logo Clio

Focus area

Clio is better than Microsoft Dynamics 365 for Sales for

Software Failure Risk

  • medium

About

Sales Force Automation | Microsoft Dynamics 365

Industries #1 Legal Software

Age

1975

Financials

IPO

SERIES D

Business Need

Total Processes
(we found evidences for)

97

57

Total Goals
(we found evidences for)

14

8

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


contact list management

creating contact list



sales document management

proposal & quote management

contract management


workflow management



communication management

tracking & monitoring communications

sending & publishing communications




relationship management


campaign management

campaign monitoring

campaign analytics


social media management

social media analytics

engaging on social media


generation of new leads


pipeline management


opportunity management


helpdesk management



account management


conversion management


training & onboarding



sales call management

meeting management


knowledge management

creating knowledge base


business development


customer case management



products & pricelist management


competitive intelligence




lifetime value management


lead qualification

lead qualification: technographic

lead qualification: demographic



loyalty management

customise loyalty program

identify target customers







customer feedback management

measuring customer satisfaction




sales quota management


follower management


courses & assessment

create learning path



revenue cycle management


billing and invoice management


sales review & feedback


license management


community building




social media marketing


rating and review management


referral management


discount management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Scale best practices

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Increase customer life time value

  • Launch new products

  • Manage risk

  • Enter new markets internationally or locally

  • See 11 more
  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve internal communications

  • Grow market share

  • See 5 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • social media

  • mobile app

  • trade shows

  • events

  • website

  • review sites

  • See 8 more
  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • social media

  • mobile app

  • trade shows

  • events

  • website

  • review sites

  • See 8 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting