Developing a business can seem quite daunting, with the question of how to improve overall customer satisfaction while increasing your clientele. However, Customer Relationship Management Software also known as CRM is effective for better customer relations. It is an open secret that the key to a productive business is a loyal clientele and efficient customer management.
CRM has become a much-needed much applied tool in the business world today, in ancient times marketing was often done using interpersonal communication, however, due to advancements in technology and the business world in general, many services and products are being sold online. While cold outreach tools have helped simplify the marketing system, people are still prone to purchasing products from people they are comfortable with.
CRM helps in managing your relationship with your existing clientele, choosing a CRM software can be quite challenging with multiple CRM being created. Microsoft Dynamics and Salesforce are two of the biggest name in the industry. On this webpage is an extensive outline of the features sends capabilities of the software to help you simplify the process of choosing the right CRM for your business
Main Differences Between Microsoft Dynamics vs Salesforce (Summarized)
Here’s a table that highlights the main differences between Microsoft Dynamics and Salesforce;
| Microsoft Dynamics | Salesforce | |
| Flexibility | Microsoft Dynamics offers a few services such as sales on cloud, however, it offers alternatives for other services | Salesforce is a cloud-based application accessible only on the cloud. |
| CRM Insights | Microsoft Dynamics has great analytical tools for foreseeing better insights on client relationship management alongside integration with Microsoft BI | Salesforce offers analytical tools based on cloud solutions which can be complicated for basic beginners. |
| Data Exportation | Microsoft Dynamics offers a less flexible data exportation plan, it only offers way integration with Microsoft software | It can be exported easily with customizability options |
| Integration | Microsoft Dynamics offers integrations with Microsoft Software and others( compared to Salesforce it is quite little | Salesforce has over 6000+ integrations. |
| User Interface | It is easy to use with a short learning curve and customizable features | It has a relatively intuitive interface, with a long learning curve. |
Microsoft Dynamics vs Salesforce: Features and Capabilities
Microsoft Dynamics vs Salesforce offer unique features and capabilities. The following is a list of things that you should know about them;
Key Features and Capabilities of Microsoft Dynamics
Here is an extensive breakdown of Microsoft Dynamics’ key features and capabilities;
- Email Marketing: Make sales with powerful cold outreach tools.
- Lead Generation: Go on extensive marketing campaigns and generate leads
- Marketing Automation: E-commerce is made easier with pre-made templates
- Task Management: Start and check off tasks on your to-do list
- Reminder System: Create a reminder for marketing campaigns and important events
- Document Storage: Store important files and documents
- Internal Chat Integration: Efficiently communicate with your clients with internal chat features
- Mobile Access: Keep track of marketing at any time, anywhere in the world.
Key Features and Capabilities of Salesforce
Here is an extensive breakdown of Salesforce’s key features and capabilities;
- Task Management: Keep track of present and future projects
- Estimates: Create an estimate of resources needed for marketing campaigns
- Marketing Automation: Marketing is made easier with automated workflow
- Lead Generation: Generate leads from marketing campaigns
- Mobile Access: Efficient customer relations management and marketing from anywhere in the world
- Social Media Integration: Generate leads and organize marketing campaigns via social media
- Document Storage: Store your client’s information and other important documents in cloud
- Email Marketing: Marketing made easy with cold outreach tools and landing pages
- Reminder: Keep track of upcoming marketing campaigns.
Microsoft Dynamics vs Salesforce: Pricing
Microsoft Dynamics and Salesforce offer different subscription plans. Below is a highlight of their pricing details;
Microsoft Dynamics Pricing Details
- DYNAMICS 365 PLAN– $210 per user per month
- CUSTOMER ENGAGEMENT PLAN — $115 /user/month
Standalone Apps
- DYNAMICS 365 FOR SALES — $95 per user per month
- DYNAMICS 365 FOR CUSTOMER SERVICE — $95 per user per month
- DYNAMICS 365 FOR RETAIL— $175 per user per month
NB: Microsoft Dynamics offers standalone apps with add-ons such as added users, and added devices for an additional price.
Salesforce Pricing Details
- LIGHTNING ESSENTIALS– $25 per user per month.
- LIGHTNING PROFESSIONAL – $75 per user per month.
- LIGHTNING ENTERPRISE– $150 per user per month.
- LIGHTNING UNLIMITED – $300 per user per month.
Cloud Pricing
- LIGHTNING PROFESSIONAL – $75 per user per month
- LIGHTNING ENTERPRISE – $150 per user per month
- LIGHTNING UNLIMITED– $300 per user per month
Reasons to Choose Microsoft Dynamics over Salesforce
Here are the reasons why you should choose Microsoft Dynamics over Salesforce;
- Microsoft Dynamics provides follow up customer support
- It has a lot of integrations which make it an all in one business solution
- It offers excellent marketing tools
- It has a highly efficient customer support system
- Microsoft Dynamics offer great marketing tools
- It offers third-party integrations with other Microsoft apps
Reasons to Choose Salesforce over Microsoft Dynamics
Here are the reasons why you should choose Salesforce over Microsoft Dynamics;
- It is very functional and cost-effective
- It offers retail features which makes it perfect for startups and small businesses
- It offers great analytical and visualization tools through its integration with third parties such as Microsoft BI
- It keeps track of email contacts
- It keeps track of sales through a pipeline
- It offers social media integrations
- It offers top-notch marketing automation
The Similarities between Microsoft Dynamics and Salesforce
Here are some of the major similarities between Microsoft Dynamics and Salesforce;
- They both deliver powerful marketing automation tools
- They both offer lead generation tools
- They both offer email marketing for better e-commerce management
- They both offer campaign reminders and notifications
- They both offer CRM tools via Mobile Access
- They both offer a contact database
- They both offer task management tools
- They both offer sales analytics for foreseeing business insights and making better business decisions.
Microsoft Dynamics and Salesforce Alternatives
The following are some notable alternatives to Microsoft Dynamics and Salesforce;
- SalesOutlook CRM – A agile marketing solution
- Zoho CRM – A CRM software solution for automation
- Nutshell – It offers excellent customer management tools
- Salesflare – A great solution for e-commerce
- HubSpot CRM – It offers excellent task management tools
- ZenDesk – It offers excellent tools for better customer support integration
Microsoft Dynamics vs Salesforce: Final Verdicts
Choosing the best Customer Relationship Management system can be quite hard, however, we’ve helped narrow down your options. Although, they both have different capabilities they are excellent options for efficient Customer Management.
Your final choice is however dependent on your budget, your organizational needs, and your personal preferences since they are both built for the same purpose.
Frequently Asked Questions
Here are some of the most frequently asked questions on Microsoft Dynamics and Salesforce ;
Is Microsoft Dynamics better than Salesforce?
While Microsoft Dynamics and Salesforce are quite similar, Microsoft Dynamics offers more affordable plans and better business insights with its outstanding analytical tools. But Salesforce offers better marketing solutions for larger companies due to its many business integrations.
Is Microsoft Dynamics the same as Salesforce?
Microsoft Dynamics and Salesforce are both customer relationship management software, they both offer marketing automation tools and customer support features for efficient customer management, and they also give room for scaling in business with the integration of cold outreach tools
Why is Salesforce so expensive?
Salesforce offers many additional features such as additional users, devices, and storage. Especially because it is based on cloud and doesn’t provide enough storage for large scale organizations
Is it possible to transfer data from Salesforce to Microsoft Dynamics?
Salesforce offers many flexible features which make it easy to transfer Salesforce Data to Microsoft Dynamics. Data is often transferred from Salesforce to Microsoft Dynamics by the Salesforce Read Snaps tool.