Zenibyte Admin
September 12, 2023
If your organisation has grown to a large scale where it’s hard to manage your customer relationships manually, it may be time to use software for support. Keeping a focus on your customers will help you succeed in your business, thanks to a Customer Relationship Management System.
But, before discussing the potential benefits that you will receive after using CRM, let's discuss what it is.
Customer Relationship Management System: A Brief
A Customer Relationship Management System or CRM is software that can manage your company’s interaction with customers through lead generation, customer support,PR, and more. Customer loyalty can be increased by using the software. The software's primary goal is to improve the image of your business among your customers.
Microsoft Dynamics 365 and Salesforce are two of the biggest names in the CRM industry. Each has been fully fleshed out with powerful tools that help users personalise their usage based on customer interaction requirements. Which one to choose between the two platforms, start by understanding the benefits of each:
What is Salesforce?
When it comes to CRM, Salesforce is one of the first names that comes to mind.The company offers a variety of SaaS services, including customer support, sales automation, and analytics. In addition, it makes customer-centric tasks easier for your PR managers.
It also helps in the additional planning and operation of your customer support system. As your experts make all the important decisions, it handles all the tedious work. Additionally, Salesforce also provides research support.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is powered by Microsoft’s Azure Cloud Computing platform. This allows you to use the system for almost any business function without worrying about system resources. It targets several different areas of the customer relationship sphere, including sales, support, marketing, and even project management.
Microsoft's uniformity allows seamless compatibility of Dynamics 365 with other Microsoft products. This allows your teams to collaborate on reports, projects, and customer goals more easily. Furthermore, it adheres to the GDPR, which makes it one of the most secure CRMs.
Dynamics vs. Salesforce Features
Let's examine the features of both software for customer relationships and see how they compare.
Ease of Integration
An important aspect of a CRM is integration with your existing system and expansion capability. Salesforce has the advantage here because it is easy to scale and can be integrated with over 2,600 applications.
Flexibility Options
Flexibility is another important feature that a CRM must have since it would allow you to personalise it to suit your business needs. Here, Microsoft Dynamics takes the clear win thanks to its immense customisability and user-friendly platform.
Ease of Use
The chances of all your customer-centric employees being efficient programmers are slim to none. Your business would benefit from a CRM with a lower learning curve and environment. The Apex programming language used by Salesforce makes it easy to develop applications.
Quote tracking management
Quote tracking is another feature that is essential for a good CRM. Salesforce has its own Configure-Price-Quote feature that lets users follow up on opportunities and work with quotes. This tracks the quotes given to clients for easy management.
Report Management
Reports are an essential part of any successful business, and Microsoft Dynamics has your back in this case. As Microsoft becomes more experienced in the business of office software, it offers features that help users generate dynamic reports whenever they need them.
Final Thoughts
There are many advantages to using Salesforce and Microsoft Dynamics 365 depending on the type of business you run. Both software solutions offer huge platforms with a wide range of features.Your business needs can be met with the one that suits you best.
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