Salesforce and Microsoft Dynamics 365: The Ultimate Objective Comparison

Salesforce and Microsoft Dynamics 365 Compared

Updated: December 11, 2018

This is a fact-based comparison of Salesforce® and Microsoft Dynamics™ 365.

For those who work for an organization that is moving toward a new CRM solution, the information below is a starting point.

While we have attempted as much as possible to keep this analysis a statement of facts, we expect that advocates for each solution will find areas that appear slanted in the direction of the other.

The analysis primarily focuses on out-of-the-box functionality. We have intentionally limited the number of references to third party products.

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CRM Requirements Example Document

CRM Requirements ExampleIt’s difficult to start a CRM requirements document from a blank slate.

While every business is different, the following set of example CRM requirements, which are based on a fictional kiosk manufacturer, provides a framework for the type of information that can be given to a would-be CRM implementation company.

This type of document can give CRM service providers a substantial amount of the information they need to more precisely estimate the scope of required CRM services. Many additional questions usually need to be posed before a services estimate is provided.

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CRM Cost Calculator

CRM Cost CalculatorUse this CRM cost calculator to estimate your organization’s total CRM investment over the number of years you specify.

The total cost of CRM is more than just the CRM subscription fees. We have taken multiple levels of expense into consideration.

The fields contain default values. You can input/select your own values.

If you do not plan to subscribe to any add-on products you can set that cost to 0 or blank.

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Is There Too Much Starch In Your B2B Digital Marketing?

Starchy B2B Digital MarketingLet’s face it – most B2B digital marketing is stiff and boring.

Maybe it’s a fear of crossing a perceived fine line between being entertaining and being unprofessional.

It could be because marketers think that something has to be laugh-out-loud funny in order for it to be humorous. After all, how can we compete with professional comedy?

Whatever the reasons, the tendency is for marketers to err on the side of being starchy.

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10 CRM Review Sites For You To Review in 2019

Updated: February 8, 2019

CRM Review WebsitesThinking about investing in CRM software in 2019?

In today’s reviews-driven marketplace, the starting point for many is to look for a CRM review site.

The proliferation of business technology vendors has spawned a cottage industry of business software review websites. According to one of the sites covered below, enterprise technology is on track to exceed $2 trillion annually.

Some software review sites have hundreds of categories. Categories range from bakery software to heat map software to live chat software.

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Don’t Be That Marketer – Include All Activities In Your Process Maps

Car Dealership CRMI recently listened to an excellent episode of Doug Burdett’s Marketing Book Podcast. Doug interviewed Mark Schaefer about the most recent edition of his book, The Tao of Twitter.

Included among a lot of great marketing information was an interesting story that Mark told near the end of the podcast.

As do many small business owners, Mark leases a car rather than purchasing one.

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Is It Time to Dump That Legacy CRM System?

Pile of Legacy System ComputersRarely does a week go by that we don’t hear from someone whose company is using a legacy system for CRM.

In many cases, there have been hundreds of thousands of dollars invested in the system over the years. There can be multiple integrations with other legacy systems.

A common problem with a legacy system is that sales user adoption is low. We often hear, “our salespeople enter their opportunities into CRM — but that’s about it.”

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Can Your CRM Database Be Extended?

Adding CRM Database TablesLike all databases, a CRM database has tables. Tables are the most important component of a database. Data are stored in rows within tables.

In CRM systems, the Account table stores company information. The Contact table stores information about people.

Different CRM vendors have different names for tables. Microsoft calls tables entities. Salesforce.com and GreenRope refer to tables as objects. SugarCRM and Zoho both label tables modules.

All CRM systems come with a standard set of tables. These typically include Accounts, Contacts, Opportunities and Activities. There are usually a variety of other tables that are in place to support the CRM system’s functionality.

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The Fastest Way For a Sales Leader to Get a New CRM

Get a new CRM system fastWhether you’re a long-time sales leader at your company or you’re brand new to your organization, you may not have the right tools in place for reporting on the activities and aggregate pipeline of your sales team.

However, the CEO has asked you to regularly report to him or her about specific sales activity and what new business to expect in the coming months. To get the requested information, you spend a lot of time asking salespeople questions, collecting spreadsheets and consolidating information.

What you really need — and need fast — is a CRM system that works for both your salespeople and for you, as an accountable manager. In this situation, patience is not always a virtue. The faster you can get a new CRM system up and running (or an existing CRM system properly configured), the better.

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CRM in Manufacturing: A Necessary Investment For Increasing Sales?

CRM In ManufacturingMany manufacturing companies have had thriving businesses for decades, without the help of a standalone CRM system.

For most of these manufacturers, the ERP system has served as the company’s shared repository customer information.

Individual salespeople have been managing end customer, dealer and distributor personnel information as email client contacts.

A salesperson at a manufacturer who manages major accounts knows exactly who to stay in touch with. In their case, it’s the quality of relationships, not the quantity.

For manufacturers that do not have a CRM system in place, here are some of the places where we’ve seen CRM-equivalent data stored:

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CRM Selection For Your Business: Seven Proven Steps

CRM Selection StepsCRM selection has become more difficult over the last several years, as many vendors have upped their game. They playing field has become more level.

While healthy competition ultimately benefits all organizations, an abundance of choices make it more difficult for those tasked with selecting the right CRM solution for their company to achieve the optimal outcome.

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Overcoming Marketing Challenges & Getting To The Marketer’s Money Metric

Digital Marketing ChallengesSoftware Advice, an online reviews firm, recently surveyed 125 marketers to find out what kind of results they get from their campaigns.

The survey found that almost 70% of campaigns are web-based. This is not surprising. The three most popular types of campaigns are social media ads, internet ads and email blasts.

What is somewhat surprising is that inbound marketing and drip marketing were the two least popular campaigns. This may be in part due to the fact that both of these are thought to be more of a series of ongoing efforts than an identifiable campaign such as “July Email Blast”.

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Lead Enrichment for CRM: The Benefits of Big Data

CRM Lead EnrichmentThere has always been a tradeoff between how much information a website visitor is asked for when they fill in a form and the likelihood of the site visitor actually submitting the form or “converting” in marketing speak.

In general, the fewer fields that a site visitor is asked to fill in, the higher the visitor-to-lead conversion rate. So, how can you ask visitors for less information on your landing pages and other places that your forms live — and then make up for more scant visitor-supplied data after the fact? For that matter, how can you enrich leads regardless of the source?

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CRM Industry Analyst Quadrants, Matrices, Grids and Quarter Circles

CRM Industry Analyst VisualizationWhile there are hundreds of industry analyst firms worldwide, a handful are well known for their CRM industry analysis and visualizations.

Each CRM industry analyst company takes a different approach to visually representing the CRM market leaders, laggards and tweeners.

Industry analysts’ high level visualizations, along with an accompanying narrative and report, can help a given company determine which CRM vendors should be on their shortlist.

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Toxic Backlinks: What Are They And Why Should Marketers Care?

Toxic BacklinksToxic backlinks are links from sites that can weaken your website’s SEO. Weaker SEO means fewer organic visitors. Fewer organic visitors can mean fewer leads for your sales team.

Toxic backlinks can happen organically, or they can be the result of previous less-than-white-hat backlinking efforts.

What Makes a Backlink Toxic?

There are many factors that can increase the toxicity of a backlink. Here are just a few.

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Zoho CRM Plus – Should It Be On Your Shortlist?

Zoho CRM PlusThis past week, I attended the first day of Zoho’s 2017 Zoholics Sales & Marketing Conference to learn more about the company, its applications and leadership’s vision.

As a company that provides CRM strategy and selection services, we are always keeping our eye out for potential shortlist candidates for companies that are considering a new CRM system.

CRM Switch works with our customers to determine which CRM vendors should be on the shortlist, based on the requirements that we’ve jointly gathered, assembled and prioritized.

Most of the companies that engage us have moderately to highly sophisticated business requirements. As such, the shortlist vendors that we collaboratively decide on need to have a set of key capabilities within their offerings. Among these are:

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CRM Mapping Software: A Wide Range of Options

CRM Mapping SoftwareThe ability to visualize prospect and customer address information along with firmographics and revenue data can be an important CRM adoption factor for salespeople.

For example, when a salesperson is planning a trip to a part of their territory, they can benefit from being able to visualize the highest revenue accounts within an area.

Trip planning is the classic use case for CRM data mapping, but new use cases continue to evolve with the convergence of mobile, GPS, CRM and mapping software vendor growth.

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