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

Salesforce CRM and Microsoft Dynamics 365 for Sales both serve as leading CRM solutions, though they cater to different market needs. Salesforce CRM focuses heavily on large enterprises with needs for customizable analytics and robust integration. Meanwhile, Microsoft Dynamics 365 appeals to a broad range of business scales, placing more emphasis on workflow management and lead-tracking capabilities.

Salesforce CRM: Salesforce is a unified Customer Relationship Management (CRM) platform. It helps businesses manage customer relationships and streamline processes.

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.

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

Salesforce CRM

4.4

AI Powered

Microsoft Dynamics 365 for Sales

3.8

AI Powered

Key Capabilities Supported

Salesforce CRM offers advanced engagement and sales document management, supporting sales teams with robust contact list and lead tracking tools to streamline workflows. read more →

Microsoft Dynamics 365 for Sales supports engagement and workflow management, helping businesses track leads and manage proposals with efficiency. read more →

Business Goals

Salesforce CRM aims to enhance customer relationships, increase sales, and improve ROI, providing solutions that help businesses scale best practices effectively. read more →

Microsoft Dynamics 365 focuses on customer relationship enhancement and boosting sales revenue, aligning with the needs for improved efficiency and ROI. read more →

Core Features

Salesforce CRM is laden with customizable reports, extensive data integration, and AI-powered analytics, offering security and ease of data migration features that stand out. read more →

Microsoft Dynamics 365 offers essential analytics and integration capabilities, with features like custom reports and data export meeting various business needs. read more →

Vendor Support

Customers of Salesforce CRM benefit from 24/7 support, including email, chat, and phone, catering to the high demands of enterprise-level operations. read more →

Microsoft Dynamics 365 provides round-the-clock support via phone and email, supporting businesses that require continuous assistance. read more →

Segments and Industries

The majority of Salesforce CRM's users are in large enterprises, especially in software and financial services sectors, demonstrating its adaptation to industry giants. read more →

Microsoft Dynamics 365 serves a diverse audience including enterprises of varying sizes, with popularity in IT, software, and marketing industries. read more →

Operational Alignment

Salesforce CRM fits well into complex enterprise environments, offering scalable solutions that align with extensive operational workflows. read more →

Microsoft Dynamics 365 aligns with the operational needs of both mid-market and small businesses, making it versatile for different scales of operation. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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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 Export

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Data Import

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Support

Email Support

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Chat Support

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Phone Support

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24/7 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 Salesforce CRM and Microsoft Dynamics 365 for Sales

How does Salesforce CRM and Microsoft Dynamics 365 for Sales address your Engagement Management Challenges?

Salesforce CRM and Microsoft Dynamics 365 for Sales both allow users to track customer interactions and follow up on leads. Salesforce CRM offers more robust analytics and customization options, while Microsoft Dynamics 365 for Sales provides a simpler interface for managing tasks and reminders. However, both have limitations in automating follow-up tasks and can be difficult to navigate.

"...Engagement has increased; in 2015, BART had a total of 13,000 mentions across major social media platforms...." Peer review by Alicia Trost, Communications Director, BART

"...If someone is looking for the customer engagement software then I strongly recommend dynamics 365...." Peer review by Internal Consultant

How does Salesforce CRM and Microsoft Dynamics 365 for Sales facilitate Contact List Management?

Salesforce CRM and Microsoft Dynamics 365 for Sales both allow for managing contact lists. Both tools help track customer contact information, histories, and interactions. However, Salesforce CRM offers more robust reporting features, while Microsoft Dynamics 365 for Sales excels at organizing contacts into accounts. A limitation of both systems is that they require organization-wide adoption for maximum effectiveness.

"...i also liked the feature called Data.com because it provided contact information on clients. . ...." Peer review by Miriam W., Account Manager, Publishing

"...CRM is a great tool to use for Sales, especially when looking up and tracking customer accounts, their records, their history, etc...." Peer review by Melissa R, Apple Sales Specialist, Information Technology and Services

How does Salesforce CRM and Microsoft Dynamics 365 for Sales facilitate Lead Tracking?

Salesforce Crm and Microsoft Dynamics 365 For Sales both allow users to track leads and opportunities. However, Salesforce Crm offers a wider range of features, including integrations with other software systems, customizable dashboards, and advanced reporting tools. Microsoft Dynamics 365 For Sales focuses on lead tracking and management, with a simpler interface that might be easier for some users to learn.

"...So far, I have really enjoyed the ability to navigate to team dashboards, track leads, and expenses...." Peer review by Joshua M., Process Optimization Analyst

"...Was used to qualify leads and track them thru the sales funnel but if anything it made me more frustrated at this program...." Peer review by Sam M, Insurance Agent

What solutions does Salesforce CRM and Microsoft Dynamics 365 for Sales provide for Sales Document Management?

Salesforce CRM and Microsoft Dynamics 365 For Sales both help manage sales documents, including quotes, contracts, and agreements. Salesforce CRM provides a broader range of features, including tracking sales activities, managing leads, and analyzing customer data. Microsoft Dynamics 365 For Sales focuses more on streamlining the sales process and offers tools for creating and managing quotes and orders. Both systems face limitations in managing multiple quotes associated with an opportunity.

"...We have configured it to allow us to calculate contract values and apply them to forecasts...." Peer review by Administrator in Computer Software

"...Some clients, especially government contracts do not allow cloud-based solutions and must have on-premise...." Peer review by Morgan D, Alumni Relations Specialist, Real Estate