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Microsoft Dynamics CRM Software Review


ConsumersAdvocate.org Rating: 4.6 / 5 (Excellent)
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Microsoft Dynamics CRM is just one in the long list of business-targeted tools from the software giant. It offers a complete suite of core CRM features that could be deployed as an on premise or cloud based solution.

Platforms

  • Software as a Service
  • Mobile CRM
  • On-premise

Features

  • Customer Information Management
  • Marketing and Lead Generation
  • Sales Management
  • Reporting and Analytics
  • Employee Performance and Tracking

Microsoft product users will have no problem working with its CRM software. Microsoft CRM’s user-friendly interface makes it easy to navigate and track data across all its features. Access to its marketing and other menus is easy and switching between dashboards is very quick. Options are also available for customizing each dashboard for quick access to much needed information.

Customer Management

  • Case management
  • Knowledgebase
  • Customer portal
  • Create, track and manage contacts
  • Multiple currencies
  • Lead scoring
  • Opportunity tracking

Marketing and lead generation

  • Campaign management
  • Mass emails
  • Lead generation
  • Sales forecasting

Reporting and Analytics

  • Campaign monitoring and reporting
  • Pre-built and customized reports
  • Scheduled reports
  • Sales, lead reports
  • Dashboard
  • Charts and graphs

Integration and Customization

  • Microsoft Word, Excel
  • Google apps
  • Social media integration

Support Services

  • Unlimited technical support
  • Knowledgebase
  • Email support
  • Phone services
  • Service dashboard
  • Community forums

Bottom Dollar

Microsoft Dynamics CRM scores high with its professional customer support services. Integrating the software into your office system is quite easy and guides will surely help you iron out any obstacles. Community forums, knowledgebase and unlimited tech support are just some of the available support services. However, just like many of the more established companies with a wide-range of products, integration with third party software is limited. Businesses with existing systems searching for added functionality would find Microsoft Dynamics CRM to be limiting. Still, Microsoft Dynamics CRM remains to be one of the solid choices for CRM services.

 

 

 


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The HubSpot CRM includes Six Core Products:

  • Marketing: Forms, Emails, Ad Management, Automation
  • Service: Ticketing, Email Scheduling, Live Chat/Bots
  • Content: AI Content Writer & Website Builder
  • Operations: Data & Historical Sync, Default Field Mappings
  • Sales & Commerce: Quotes, Subscriptions, Invoices, Payments