CRM Heavyweights: Salesforce vs CRM Dynamics

Marc Benioff, a former Oracle executive, left the business in 1999 to found Salesforce.com. It’s difficult to believe that was nearly 18 years ago, and the rush towards SaaS has only intensified. While many investors considered Salesforce as the poster child for cloud-based software, the path to success (and profitability) would be difficult.

Because it is currently at the top of the market, let us examine a comparison for the heavyweights: CRM Dynamics vs. Salesforce.

When CRM (customer relationship management) became synonymous with Salesforce, other companies began to take notice of this once-obscure market segment. CRM is now a robust industry, with Salesforce, SAP, Oracle, and Microsoft all having successful systems. Maintaining a tight relationship with your consumers is the best method to expand your business, so it makes sense. Current customers are much less expensive to sell to than acquiring new ones.

According to Gartner, the CRM market, which is now worth over $37 billion, will rise steadily across all sectors. CRM is now much more than just a tool for managing your client database. From help desk management to comprehensive business intelligence, today’s software has it all. Foresight from Salesforce foresaw their goods going head-to-head with the software giants like Microsoft and SAP. They’ve managed to stay one step ahead of the competition so far. But how long will this continue to be the case?

Let’s have some head to head comparison between both solutions:

Applications

Microsoft Dynamics 365 is a collection of business software for sales, customer service, marketing, field service, and project service automation. These are created specifically to aid in the management of specific business areas. Dynamics 365 for Sales is the foundational CRM solution.
Additionally, Dynamics CRM leverages the Power Platform, which includes Power BI, Power Automate, Power Apps, and Power Virtual Agents.

Salesforce’s applications are deployed over multiple clouds. Similar to Microsoft, Sales Cloud, Service Cloud, and Marketing Cloud Einstein are all available. Customer Self Service, Field Service, Digital Channels, and AI for Service are all components of the Service Cloud.

Platform and Deployment Options

Salesforce is a cloud-based customer relationship management (CRM) application. This is an excellent option if your business is absolutely dedicated to keeping data on a remote server and using browser-based and/or mobile-friendly applications.

Microsoft Dynamics 365 is available in a number of different configurations: on-premises, in the cloud, or in a hybrid environment. You can select the model that is most suited to your organisation depending on your unique demands and requirements.

Despite the fact that on-premise options are still available when necessary, Microsoft has shifted its focus in recent years to a cloud-first strategy. Because Microsoft Dynamics 365 offers multiple deployment choices and is extremely flexible, it is more accessible to organisations looking for alternatives to a cloud-only approach.

Integrations

Is your customer relationship management software unable to meet certain business requirements? Do not be concerned.
Both Microsoft and Salesforce offer a comprehensive marketplace of application add-ons that enable you to tailor the system to your unique requirements. If you require something other than the native add-ons, search for third-party apps and integrations on Microsoft’s AppSource or Salesforce’s AppExchange.

When it comes to tailoring your CRM to certain industries or business models, Salesforce offers over 3,000 applications, in addition to its own partner programme and related platforms. This capability is advantageous if your in-house developers seek to design custom Salesforce solutions.

On the other hand, Microsoft has spent much in its app connections and is rapidly catching up to Salesforce. Additionally, native integrations with other prominent, market-leading Microsoft products are included, including Microsoft Power BI and PowerApps, Office 365, and Teams.

While Salesforce connects to a number of key Microsoft applications, Dynamics 365’s native connectivity is significantly greater due to Microsoft’s ownership of these products. If your firm has already invested in Microsoft business solutions, Dynamics 365 CRM may be the ideal fit because to its increased synchronisation and familiar user interface.

Additionally, Office 365 and Dynamics 365 are integrated. This is an added benefit for many business owners because data from both programmes is quickly synchronised. Through Skype for Business, your team can conduct business directly from Outlook, make sales calls, and plan online meetings.

Salesforce will not enable sales reps to execute this. It is accessible directly from Outlook, however data synchronisation is not supported. Additionally, you’ll require a few third-party Salesforce applications, which are not free.

Pricing

Pricing for Dynamics 365 can be as difficult, as it is not a stand-alone CRM; in addition to CRM, other ERP apps are offered. Numerous Partner vendors also provide customised pricing and discounts based on the package/number of licenced products.

As a result, Dynamics 365 is significantly more adaptable and cost-effective than Salesforce. With a plethora of apps, it’s easier than ever to create the optimum bundle for your organisation with Dynamics 365.

Due to Microsoft’s extensive product portfolio, it is able to offer competitive pricing, licence, and bundling for Dynamics 365. You get the greatest bang for your money with Dynamics CRM; it is ideal for enterprises of all sizes and is more cost-effective.

While Salesforce is the industry leader in the customer relationship management (CRM) space, Dynamics 365 offers a more comprehensive solution for sales, service, and marketing.

Conclusion

Salesforce is the market leader today, and it does it in both positive and negative ways. Microsoft is pursuing Salesforce customers through aggressive and flexible pricing techniques. Competitive markets provide customers with more options and reduced pricing. Salesforce and Microsoft both recognise that they cannot afford to stand still. Both corporations are expected to continue innovating and acquiring small businesses to fill up feature shortages.

Microsoft is in an ideal position to leverage Azure’s broad learning capabilities through Power BI. They may need several revisions to get there. However, Microsoft does possess one virtue: patience.

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