CRMs effectively replace yesterday’s spreadsheets and consolidate your many apps into one to centralise customer management.
With customer relationship management being a mouthful, it really didn’t take long for the acronym CRM to take hold. CRMs are all about managing customer interactions smartly, after all – and definitely not just glorified data entry!
It's a powerful tool that helps sales, marketing, and customer service teams work more efficiently. With happier than ever clientele, the benefits of a CRM system have impact well beyond how your internal teams operate. Consider:
- More personalised customer experience that greatly supports user retention.
- Dynamic visuals to help spotlight sales strengths and weaknesses.
- More time for sales to nurture leads with automation doing the heavy lifting.
- Real-time data capture of leads.
If you're looking to streamline lead management and automate internal workflows, using a CRM for your business makes for good business. But with so many players in the space, how do you know which is the best fit for you? Let's take a closer look at major league CRMs Salesforce and Microsoft Dynamics CRM to help you find out!
Getting started, Salesforce and Microsoft Dynamics CRM both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, giving you the flexibility to experiment with various management options.
What is Salesforce?
Salesforce's sales management tools enable businesses to manage their sales pipeline, leads, and opportunities effectively. With its powerful suite of sales, service, marketing, and analytics tools, Salesforce is transforming the way businesses interact with their customers in addition to managing their workload in-house.
With intuitive dashboards, businesses get an overview of their sales performance in real time to better optimise their sales process and drive revenue growth. Salesforce's service management tools also help businesses provide world-class customer support.
What is Microsoft Dynamics CRM?
Microsoft Dynamics CRM comes as a cloud offering or on-premise installation, making it an immediate standout in the crowded CRM space. Companies of any size can benefit from its automation advantages and Microsoft’s in-tool flexibility.
Available in many languages, the Dynamics CRM is uniquely offered in a 365 package that corresponds to the team(s) using it. For example, Dynamics 365 is sold in Marketing, Sales, Small and Medium Business, Supply Chain, and Service versions. Back by Microsoft’s comprehensive analytics, Dynamics users will be garnering valuable insights into customer support metrics to then pinpoint areas for improvement.