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

Salesforce Essentials and Microsoft Dynamics 365 for Sales both provide robust CRM solutions, but they cater to different segments and industries. Salesforce Essentials is more popular in larger manufacturing and IT sectors due to its engagement management capabilities. Meanwhile, Microsoft Dynamics 365 excels in integration and is favored by enterprises in IT services and software industries. Their diverse support options reflect a focus on operational efficiency and strategic customer engagement.

Salesforce Essentials: Salesforce-essentials offers a powerful CRM solution for small businesses to enhance sales processes and stay competitive. Control of sales processes and business success is facilitated.

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

Salesforce Essentials

4.2

AI Powered

Microsoft Dynamics 365 for Sales

3.8

AI Powered

Key Capabilities Supported

Salesforce Essentials focuses on engagement management, helpdesk management, and sales document management, making it a choice for businesses that value maintaining strong customer relationships and effective communication. read more →

Microsoft Dynamics 365 offers engagement management, lead tracking, and workflow management, which meet the needs of enterprises looking to streamline sales processes and enhance lead management. read more →

Business Goals

Salesforce Essentials aids in enhancing customer relationships, acquiring new customers, and increasing sales and revenue, aligning well with businesses seeking to grow their customer base and enhance interaction quality. read more →

Microsoft Dynamics 365 focuses on enhancing customer relationships, acquiring customers, and increasing sales revenue, appealing to businesses aiming for efficient customer acquisition and improved ROI. read more →

Core Features

Salesforce Essentials features custom reports, data import/export, and integration, supporting businesses in analyzing trends and making informed decisions. read more →

Microsoft Dynamics 365 stands out with comprehensive integration, robust analytics, and extensive data import/export capabilities, tailored for businesses needing detailed reporting and broad system compatibility. read more →

Vendor Support

Salesforce Essentials provides 24/7 support, phone, email, and chat support, suitable for those requiring continuous assistance across multiple communication channels. read more →

Microsoft Dynamics 365 also offers 24/7 support along with phone, email, and chat options, prioritizing accessible and prompt support for varied user demands. read more →

Segments and Industries

Salesforce Essentials is typically used by large enterprises and mid-market companies, mainly in manufacturing and IT services, aligning with those sectors' need for extensive CRM capabilities. read more →

Microsoft Dynamics 365 is popular with enterprises and large businesses in IT services and software industries, reflecting its adaptability to complex organizational needs. read more →

Operational Alignment

Salesforce Essentials integrates smoothly into workflows demanding robust engagement management and communication tools, often used by large organizations. read more →

Microsoft Dynamics 365 integrates well with workflows requiring detailed lead management and workflow control, making it suitable for enterprises with complex sales operations. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Export

Read peer / expert warnings.

Data Import

Read peer / expert warnings.

Support

Email Support

Read peer / expert warnings.

24/7 Support

Read peer / expert warnings.

Phone Support

Read peer / expert warnings.

Chat Support

Read peer / expert warnings.

Others

Custom Reports

Read peer / expert warnings.

Analytics

Read peer / expert warnings.

AI Powered

Read peer / expert warnings.

Most deployed common Use Cases for Salesforce Essentials and Microsoft Dynamics 365 for Sales

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

Both Salesforce Essentials and Microsoft Dynamics 365 For Sales allow users to track customer interactions and follow up on leads. Salesforce Essentials provides more comprehensive contact histories and allows for more granular lead management. Microsoft Dynamics 365 For Sales focuses on tracking customer interactions and provides reminders for planned activities. However, both tools have limitations, such as difficulties with lead nurturing automation and navigating the interface.

"...The benefit of that and the 'tasks' helps us with following up in time...." Peer review by Amber H, Customer Acquisition Rep, Construction

"...Inclusive Social Engagement, Voice of the Customer and Gamification (well with one Sales employe like in our company, its already cool to game against myself :-) )...." Peer review by Executive Sponsor

What benefits does Salesforce Essentials and Microsoft Dynamics 365 for Sales offer for Contact List Management?

Salesforce Essentials and Microsoft Dynamics 365 For Sales both offer contact list management features. Salesforce Essentials focuses on tracking customer history and providing detailed contact information, while Microsoft Dynamics 365 For Sales prioritizes capturing contact information and engagement. Both tools allow users to manage contacts and organize information, but Salesforce Essentials excels in providing a complete customer history while Microsoft Dynamics 365 For Sales struggles with user-friendliness when filtering and building contact lists.

"...Building database and tracking customer history...." Peer review by Jim H, VP Foodservice

"...We ve used it to track our client history on a national level across all locations...." Peer review by User in Construction, Construction

What Are the key features of Salesforce Essentials and Microsoft Dynamics 365 for Sales for Sales Document Management?

Salesforce Essentials and Microsoft Dynamics 365 For Sales both manage sales documents, including contracts, quotes, and agreements. Salesforce Essentials allows users to track opportunities and contracts and includes tools for e-signatures and customer surveys. Microsoft Dynamics 365 For Sales focuses on managing quotes and orders, allowing users to create and track quotes, orders, and agreements throughout the sales lifecycle. Salesforce Essentials has limitations in customer support and customization options.

"...Keeping track of conversations with prospects Keeping contact information in a single place Keeping track of commitments and when I should follow up with people Keeping track of deals I'm working on Keeping track of master copies of proposals and contracts - super easy to find when I attach them to the account and opportunity records..." Peer review by User

"...Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA)...." Peer review