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Microsoft Dynamics 365 for Sales: Reviews, Testimonials and Expert Opinions
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Top 43 Microsoft Dynamics 365 for Sales Alternatives
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...
Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.
Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.
Vtiger all-in-one CRM
Provide a seamless customer experience across marketing, sales, and customer support
Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...
Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.
It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.
Copper
CRM Software Built for Google & G-Suite
Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...
It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products
Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available
Vtiger Sales CRM
Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale
Vtiger’s sales CRM software allows the sales team to close more deals, boost team productivity and reduce time on every deal. It helps to increase conversion rate, boost revenue and grow renewal rates. ...
It features contact management, opportunity management, scheduling appointments, pre-built forecasts, automated workflows, email marketing, sales insights, reporting, collaboration and mobile apps.
It captures leads and sales enquiries from media channels, phone calls and trade fairs. It automatically assigns leads to reps based on different criteria and provides tools to pursue follow-ups. It analyses campaign performance to improve targeting and offers forecasting and deeper insights on open deals.
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...
The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.
Pipeline CRM
Sales Pipeline Enablement Platform
Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales. The primary solutions offered by the platform include Sales pipeline ...
The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships. ...
The key features of the software include Built-in email and phone, AI-based lead scoring, Workflow automation, Visual sales pipeline and actionable insights. The software is available in more than 30 languages, supports multiple currencies and hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.
Freshsales automatically captures all the website traffic as leads, cluster them based on their web activity and assigns to the relevant salesperson. It collects data and segments activities based on a contact’s behavior and runs analytics to give a 360 degree customer view.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
Agile CRM
Automate your sales, marketing, and service in one platform
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...
Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.
Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.
Sugar CRM
SugarCRM: #1 Rated Customer Relationship Management Software
SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...
It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.
It comes with built in automation and analytics.
Capsule CRM
Build stronger customer relationships, make more sales and save time.
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. ...
Streak
CRM In Your Inbox | Your CRM Right Inside Gmail
Streak, designed with communication management at its core, is a robust CRM platform supporting large enterprises by enhancing customer relationships through AI, analytics, and seamless integrations. Microsoft Dynamics 365 for Sales excels in lead tracking and workflow management, catering to various industries with its strong custom reporting and integration features. Both platforms offer comprehensive support, making them versatile solutions for different scales of businesses seeking improved sales processes. ...
Zoho CRM
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Zoho CRM and Microsoft Dynamics 365 for Sales are both powerful CRM solutions catering to diverse business needs. Zoho CRM excels in advanced capabilities for contact and lead management, with robust AI and analytics features. It offers extensive support and integration options, making it suitable for large enterprises. Microsoft Dynamics 365 for Sales specializes in workflow and lead management, with strong integration and customization potential. Its support services are reliable, suiting small to mid-sized companies across various industries. ...
Salesforce CRM
Customer Relationship Management solution that brings companies and customers together
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. ...
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly CRM and Microsoft Dynamics 365 for Sales cater to diverse CRM needs, yet each offers distinctive strengths. Insightly CRM excels in extensive integration capabilities, making it a go-to for users needing seamless data flow across systems and strong analytics. In contrast, Microsoft Dynamics 365 for Sales shines in AI-powered features, particularly useful for users focusing on improving operational efficiency and sales strategies. Both products provide robust support options, but Insightly CRM has a broader array of communication channels. Depending on specific business and industry needs, either product could significantly enhance customer relationship management efforts. ...
Netsuite CRM
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Netsuite CRM excels in document and workflow management, making it well-suited for enterprises prioritizing these functions. Microsoft Dynamics 365 for Sales stands out with robust lead engagement and comprehensive integration features, appealing to a wide range of business sizes and industries. Both offer strong analytics and reporting, but their vendor support and customer focus differ, making the choice dependent on specific operational needs. ...
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Microsoft Dynamics 365 for Sales and workbooks.com both cater to CRM needs, yet each has its own niche. Dynamics 365 excels in integration, data import, and custom reporting, fitting well with large enterprises and IT services. Alternatively, workbooks.com offers robust support and serves financial services and non-profits well, benefiting smaller enterprises with its focused features on sales document management and CRM essentials. ...
Funnel CRM
Best CRM software for growing teams
Funnel CRM is a CRM solution for small businesses and startups and can be used in industries such as Real Estate, Agencies, Freelancing, Personal Trainers and Service Professionals and more such. The CRM software helps in tracking leads and managing follow-ups. ...
Funnel CRM includes a form builder that helps create contact forms. The form submissions are stored in a sales funnel, which is a dedicated workspace to store Customer information, instead of an Inbox. The customer database in the sales funnel is kept updated through the contact forms, providing visibility into customer details, including when the messages have been viewed by the customer.
Funnel CRM provides the option of using a special email address if contact forms are not preferred for capturing lead information. The software also includes Proposal templates and supports multiple currencies.
HubSpot CRM
For Sales Leaders
HubSpot a free CRM platform with full suite of sales productivity tools to sell more in an efficient manner. It provides full visibility to sales pipeline in real-time. It benefits sales leaders, sales reps, marketers, customer service teams, operations team, and business owners. It helps to acquire customers, manage customer relationships and increase sales and revenue. ...
HubSpot CRM provides near real-time view of sales pipeline in a easy-to-use visual dashboard. It helps sales leaders manage performance of their team members, get visibility on quota attainment, and provides all performance data to coach the sales team members. It enables sales and marketing teams with tools to increase productivity and get all the tracking, reporting, and third-party integrations required with less work and remove friction from the sales process.
Some of its features include email tracking and notifications, email templates and scheduling, Gmail and Outlook integration, meeting scheduling, company insights, contact management, and many more.
Salesforce Sales Cloud
Sales Performance Management Software
Salesforce Sales Cloud and Microsoft Dynamics 365 for Sales are CRM solutions tailored to enhance customer management. Salesforce excels with extensive integration and custom reporting features, appealing to large enterprises and software industries. Microsoft Dynamics, with strong engagement and analytics tools, suits businesses seeking AI capabilities and structured support, popular in IT and advertising sectors. Each product targets distinct business needs, aligning with user strategic goals and operational workflows. ...
Pipedrive
Sales CRM & Pipeline Management Software
Pipedrive excels in supporting large enterprises, offering extensive custom report generation and robust data integration, which align with enterprise needs for complex sales processes. Microsoft Dynamics 365 for Sales suits a broad range of businesses, focusing on customer relationship enhancement and ROI improvement, aided by strong analytics capabilities. Both CRMs offer vital engagement and lead tracking, but Pipedrive prioritizes ease of use with comprehensive vendor support and migration features. ...
Hubspot Sales Hub
Fully featured Sales CRM and Sales Engagement Software
HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions. ...
It provides automated workflows for outreach, ability to create and share email templates, follow up with prospects, set up meetings with prospects, deal management and helps in tracking sales pipeline.
It uses several state-of-the-art technologies such as email sequencing, playbooks, inbox profiling, email tracking etc. to provide capabilities for sales pipeline management.
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Freshsales and Microsoft Dynamics 365 for Sales are CRM solutions with distinct strengths. Freshsales excels in engagement and communication management with advanced data operations, catering to large enterprises and software industries. Its robust 24/7 support ensures readiness for complex needs. Microsoft Dynamics 365 for Sales focuses on workflow and proposal management, ideal for smaller markets and IT sectors, while offering comprehensive support options. Businesses can choose based on their industry and scale, focusing on specific CRM capabilities that fit their strategy. ...
Salesboom Cloud CRM
Customizable Cloud based CRM Software
Microsoft Dynamics 365 for Sales offers expansive CRM capabilities tailored for larger businesses, with robust integration and custom reporting features, while Salesboom Cloud CRM caters to varied industries, emphasizing relationship management and campaign oversight with comprehensive support options. ...
Agile CRM
Automate your sales, marketing, and service in one platform
Agile CRM is tailored for businesses prioritizing customer communication, with key features in integration and custom reporting, ideal for larger enterprises in marketing and software sectors. Microsoft Dynamics 365 for Sales excels in managing sales processes with advanced analytics and strong AI capabilities, making it suitable for enterprises seeking enhanced customer relationships and improved ROI. ...
ClickUp
One app to replace tasks, docs, chat, goals, & more
ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. ...
ClickUp gives flexibility and control to organize everything from small teams to enterprise companies. It helps to tackle work from any angle with 15+ powerful views. Easily customized to manage any type of project, no code or add-ons required. Collaborate on product ideas, document bugs, or jot down meeting minutes with ClickUp Docs. Edit in real-time and keep everyone up-to-date with a visual knowledge base. Set goals, track progress, and manage resources more effectively with powerful reporting features along with Global Time Tracking, Time Estimates, and time Reporting.
Some of its features include creating tasks for anything in ClickUp, customized project management, viewing tasks in Google sheets, sending and receiving emails directly within ClickUp, scheduling the team and syncing in real-time with Google, Outlook and Apple. Goal tracking, time tracking and more.
Pipeline CRM
Sales Pipeline Enablement Platform
Pipeline CRM and Microsoft Dynamics 365 for Sales are leading CRM solutions catering to varied organizational needs. Pipeline CRM prioritizes ease of migration and data functionalities, serving large enterprises across sectors like transportation and construction. It emphasizes vendor support through chat and email. Microsoft Dynamics 365 for Sales focuses on robust integration and analytics, appealing to IT and software industries and offering comprehensive phone support for enterprises. Users can choose based on their primary industry and support preferences. ...
Vtiger all-in-one CRM
Provide a seamless customer experience across marketing, sales, and customer support
Vtiger all-in-one CRM emphasizes enhancing sales and customer relationships through its robust opportunity and campaign management features. It's predominantly used in large enterprises within IT and marketing industries. Microsoft Dynamics 365 for Sales focuses on lead and engagement management, making it a strong fit for enterprises needing efficient customer acquisition. Its extensive deployment in diverse business segments and industries highlights its versatile adaptability. ...
Sugar CRM
SugarCRM: #1 Rated Customer Relationship Management Software
Sugar CRM focuses on enhancing customer relationships and scaling best practices, with strong support for sales document management and workflow management. It is favored by large enterprises, particularly in IT and financial services. Microsoft Dynamics 365 for Sales, on the other hand, facilitates improved efficiency and customer relationship enhancement with robust lead management features. It finds a broad range of users from small to large enterprises, including many in IT and marketing sectors. Both offer comprehensive vendor support. Sugar CRM is more popular in large enterprises, while Dynamics 365 serves a more varied audience. ...
Copper
CRM Software Built for Google & G-Suite
Copper and Microsoft Dynamics 365 for Sales are both CRM solutions with unique strengths. Copper excels in compliance and ease of migration, appealing to large enterprises and those in IT and financial services. It supports sales engagement and lead tracking efficiently. Microsoft Dynamics 365 for Sales offers robust analytics and AI features, fitting mid-market and small business needs, especially in computer software and marketing sectors. It helps businesses enhance customer relationships and boost sales. ...
SAP Customer Experience
Software to understand customers and engage them while growing revenue
SAP Customer Experience is an advanced CRM Software. The SAP Customer Experience portfolio covers every step in the customer journey process, from the first contact a customer has with a company through to when they choose to buy from it. SAP achieves this by integrating various solutions for marketing, sales, and customer relationship management. ...
SAP Customer Experience help clients build a seamless customer journey based on empathy and trust and leveraging SAP C/4HANA®, a suite of five industry-leading customer experience solutions. SAP Customer Data Cloud allows to turn anonymous visitors into loyal customers while growing the audience, building trust and personalizing customer relationships based on transparency and personal data control. SAP Marketing Cloud empowers marketers to successfully generate demand, increase lead conversions, and, ultimately, drive more sales. SAP Commerce Cloud ensures a personalized, comprehensive e-commerce experience with end-to-end commerce processes. SAP Sales Cloud enhances sales reps’ day-to-day work experience, while improving customer experiences and accelerating the buying process. SAP Service Cloud helps make service the heart of customer experience by bridging the gap between front-office engagements and back-office processes.
Act!
Act! CR
Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. It provides the ultimate toolset to build relationships, maximize engagement and drive business growth. ...
Act! teams can manage a sales pipeline, track interactions with leads and existing customers, and access email marketing tools. Also allows customer support teams to manage and sync data such as account updates and pending sales opportunities. Act! provides a shared calendar that can help improve team collaboration.
Built-in CRM features enable business growth teams to track lead sources, competitor activity, emails, and more. Its additional features include CRM and Marketing Automation, delight every customer, every time, market like a pro, win raving fans for life, focus where it counts, get organized and busy and more.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM and Microsoft Dynamics 365 for Sales both offer robust CRM solutions with distinct strengths. Maximizer CRM excels in data handling, making it a preferred choice for large enterprises. It emphasizes contact list and engagement management, aiding businesses in acquiring customers and enhancing relationships. Microsoft Dynamics 365 for Sales focuses on lead and workflow management, supporting increased sales and ROI, especially benefiting enterprises. Both products offer comprehensive support options, though preferences vary based on user segment and industry needs. ...
Less Annoying CRM
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
BUSINESSNEXT '' formerly CRMNEXT ''
The #1 CRM For Banking And Insurance
BUSINESSNEXT is a cloud-native, platform-as-a-service universe designed to speed the digital transformation of banking, insurance, and financial organizations. BUSINESSNEXT is an AI-powered ...
Sage CRM
Top-rated cloud financial management
Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers. ...
Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.
Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
BenchmarkONE
Sales and marketing software for small businesses and marketing agencies
BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...
BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.
Zendesk Sell
Enhance productivity, processes, and pipeline visibility for sales teams
Zendesk Sell is a sales CRM software designed for the sales and marketing professionals to help them enhance productivity, processes, and pipeline visibility. Some of the primary features offered ...
The software offers integrations and APIs to facilitate creation of right connection and get a wholistic view.
GreenRope
CRM with Marketing Automation for maximum growth and efficiency
GreenRope is a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.
GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.
Salesmate Sales CRM
Sales CRM Software for Growing Sales Teams
Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...
Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.
Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.
