Your CRM Should Not Suck
Choose the Perfect CRM for Your Business and
Generate Real Results.
Picking The Right CRM Is Critical For Your Business Success
Your CRM choice can either make or break your business. Imagine you've invested your sweat, your passion, and your resources into building your business, but if your CRM falls short or if it's the wrong fit, it can unravel the very fabric of your hard work. So choosing the right CRM is more than a business decision, it’s a business strategy.
Know Your ‘Why’
Launching a successful CRM journey starts with your vision and the business goals you want to achieve. Your vision, your Path. Unearth the "Why" behind your CRM needs. Distinguish the must-haves from the luxuries and focus on what’s going to drive the execution of your strategic goals.
Salesforce vs. Dynamics 365: The Ecosystem Insight
Picking between Salesforce and Dynamics 365 Customer Engagement depends on multiple factors. While both provide similar capabilities, the real game-changer is how they harmonize with your present or future technology ecosystem and the holistic costs spanning setup, licensing, integrations, and ongoing support.
Is Cost Your Primary Factor?
Considering overall expenses, Dynamics 365 Customer Engagement often emerges as the pocket-friendly choice. While Salesforce offers budget-friendly entry-level licenses, they often necessitate pricey upgrades. Plus, Salesforce frequently requires separate "add-on" apps, each with its own price tag. While Salesforce can be the more expensive option, it may be the right choice when considering other factors unique to your business.
Annual or Monthly Payments?
Microsoft offers both monthly and annual payment options, providing clients with flexibility in aligning payments with their financial strategy and needs.
Salesforce licensing model utilizes annual payments. For larger clients, quarterly payments can occasionally be negotiated.
Microsoft 365 or Google Workspace?
If your business already uses Microsoft 365, Dynamics 365 Customer Engagement is likely the suitable choice for your business, seamlessly connecting with Outlook, Teams, SharePoint, Word, and Excel. This integration comes at no extra cost, making data sharing, single sign-on, and a unified user experience across platforms hassle-free.
Salesforce supports full integration with Microsoft 365 but at additional cost and complexity. Configuring Single Sign-on can also be difficult and complex. This additional complexity adds to costs and an increased need for administrative support.
If your business is using Google Workspace and Slack, Salesforce is likely the suitable choice for your business. While Microsoft can integrate with Google Workspace, Salesforce is the better option.
Business Size
Typically, our customers with sub-$500 million revenue opt for Dynamics 365 Customer Engagement, especially if they already use Microsoft 365. Their choice is driven by the desire to maximize their Microsoft 365 investment, ease of administration, and lower overall costs.
Our larger clients have the option of considering both of the leading CRM options. They are better equipped to manage the complexities and higher costs of Salesforce and frequently require additional digital marketing options not provided by Dynamics 365.
For under $5 million
For marketing budgets under $5 million, or for teams that are in the early stages of their digital marketing journey, Dynamics 365 Customer Insights is a highly recommended choice. This platform is well-suited for businesses that primarily rely on email marketing.
For above $5 million
If your marketing budgets exceed $5 million, or for established teams with more advanced digital marketing needs, there are more comprehensive solutions to consider. Salesforce Marketing Cloud remains a strong contender in this category, offering a wide range of tools and capabilities to support larger and more complex marketing strategies.
Your ERP or Accounting System
Dynamics 365 Business Central is a star in Microsoft's lineup, rapidly adopted by many to replace outdated ERP and accounting systems. If this is your current or future platform, consider this: Dynamics 365 Sales effortlessly weaves a seamless flow of information between applications. It's not just an easy choice; it's the smart one for your CRM solution.
Other ERPs/Accounting systems require an equivalent level of effort and complexity to integrate with either Salesforce or Dynamics 365 Customer Engagement. Both CRMs are designed to connect seamlessly to your existing technology stack.