Microsoft Dynamics vs. Salesforce: Who Wins the Battle in 2021?
Pitching the front-runners in any field against each other is an exciting theme that gets many people invested. After all, no one wants to back a losing team or work with the second-best.
One such battle case relatively popular in business IT is Microsoft Dynamics CRM vs. Salesforce. These two top-tier business software companies are often viewed as head-to-head competitors, which begs the question, which is the go-to CRM solution?
In this article, we give you a blow-by-blow account of the Microsoft CRM Dynamics vs. Salesforce contest. Read on to make an informed purchase!
Microsoft Dynamics vs. Salesforce — Quick insights
|Microsoft Dynamics||● Easy and extensive integration for Microsoft apps
● Full feature mobile platform
● User-friendly UI for non-technical staff
|● No data governance tools
● Limited support for third-party custom apps
● High implementation costs
|Salesforce||● Data governance tools
● Partner management tools
● Performance management capabilities
● Prominent cloud CRM vendor
● On-going improvement through investment
|● Lacks agility
● Unwilling to negotiate
Microsoft Dynamics CRM vs. Salesforce Features
While these two giants share a lot of common functionality, not all of their features are created equally. Below is a thorough breakdown of the features for each platform to give you a detailed comparison.
Stand-alone CRM products can only fully serve a business if they can integrate with other critical business applications in the ecosystem. For this reason, application integration is a necessary capability.
The features of the Microsoft Dynamics CRM platform seamlessly integrate with all Microsoft products. This includes Office 365, Outlook Flow, and Power BI. Since it uses a standard data model, is it quite easy to integrate it with third-party software.
Salesforce has an impressive stack of applications available to users via the Salesforce Exchange. Given the existing partner program businesses have access to more custom solutions through connected platforms. Salesforce also integrates with several Microsoft applications.
Relevant search queries
Another ad hoc feature in customer relationship management is advanced query search. You must be able to develop queries essential to reviewing your customer data.
Microsoft Dynamics data is synced by Relevance Search with Azure cloud's search index. The keyword search data is then supplied to the Azure Search index, and this improves the client's ability to deliver the most relevant search results. This is a must-have feature, and fortunately, Microsoft has it covered.
Search query functions are one of the most used features on the Salesforce platform. The Salesforce API gives you the ability to optimize searches to help you become more productive. The most significant benefit for users is the increased flexibility with regard to custom search solutions.
The mobile channel is a big trend right now and vital for CRM. Sales professionals need access to CRM resources on the move, from anywhere at any time. According to Forrester, 50% of sales teams improved their productivity by using mobile CRM.
The developers at Microsoft Dynamics have invested a tremendous amount of time into the platform's mobile version. According to user accounts, the available mobile version closely matches the full version. It is built for user-friendliness, which significantly enhances the user experience.
The competitor's solution, Salesforce, provides decent mobile CRM functionality. You can track opportunities and converse with clients right away, no matter where you are. It will also allow you to access all your data in real-time, and keep track of work from wherever you would have left off on your desktop.
Contact data management
Good contact data management serves as the holy grail of good customer services. In a world where customer experience is king, you need to get it right in order to survive the competition.
The Salesforce Sales Cloud provides a competent contact management feature, complete with social media listening and other real-time collaboration tools.
Without a doubt, Microsoft Dynamics is also a force to reckon with; however, its contact data management lacks data governance tools for keeping records clean. This is important because it extends to sales entries as well.
Quote tracking management
Endless paperwork and proposals are one of the leading time stealers in business. Fortunately, Salesforce offers a Configure-Price-Quote software feature. This allows you to follow up on all your opportunities in short order and with quotes. You can also track which quotes have been given to which client.
Businesses that rely on Microsoft Dynamics must take up an add-on solution for quote-tracking capabilities. The vendor's software does not offer this as a built-in feature.
Sales lead management
It's only natural to be keen on converting leads to opportunities by using a powerful activity timeline. Research indicates that small businesses can increase revenue through CRM by up to 41%. If you are wondering which of these top-shelf products will help you get it right, look no further.
Salesforce CRM will allow you to route and assign leads to the appropriate team members. Take charge of your marketing campaigns by tracking them across web channels, including social media platforms.
On the other hand, Microsoft Dynamics's core functions lean more toward operational efficiency. Its lead management capabilities let you connect with your customers in a whole new way. You get an abundance of options for creating and managing leads throughout their lifecycle.
Managing customer relationships hinges on the data you have and how you use it. Reports are key to deriving insights from the performances of your campaigns and engagement efforts.
Luckily, the software from Salesforce offers a wide range of reporting configurations that will allow you to read, build, and effectively share data. You can also filter, store, and search for reports. The cherry on top is the ability to analyze report data with AI, combined with Einstein data insights.
Microsoft Dynamics users can view their performance data and generate reports with charts for analysis. This in-built feature provides vast depth in terms of functionality switch custom filters, allowing the user to create precise reports.
Features Final Verdict
While both platforms offer impressive features, Microsoft Dynamics offers a more robust feature line up. Due to its ease of integration with any software, it takes the lead in functionality compared to Salesforce.
Salesforce and Microsoft Dynamics 365 are by far the industry leaders. Both of these systems are considered part of the top ten CRM solutions.
Over the years, Microsoft Dynamics 365 has made some major strides to catch up with Salesforce. Nonetheless, the latter still takes the lead. The data available allots over 45% of the CRM market share to Salesforce. The vendor also enjoys better name recognition throughout the globe with the International Data Corporation (IDC) awarding it the #1 CRM provider for the seventh year running.
According to the IDC 2019 Revenue Market Share Worldwide report, Salesforce has a market share of 45% in the customer services applications landscape. Clearly, it takes the medal in this aspect.
However, if you have a small- or medium-sized business, Microsoft Dynamics 365 for Sales is the way to go, especially if you want to integrate with Office 365. The platform is growing daily, and it offers more features that can boost your customer relationship management interface and, therefore, give you more bang for your buck.
Microsoft Dynamics CRM vs. Salesforce Pricing
The pricing for Sales Cloud and Service Cloud modules can be overwhelming. There are several factors you need to consider, such as the number of apps, add-ons, licensing levels and more.
Microsoft Dynamics Pricing
Sales Professional plan
First-time users pay $65 each month for every user, while veteran users pay $20 per user/per month billed annually.
Customer Service Professional plan
For the newbies, the price is $50 each month. Veteran users pay only $20 each month through their Dynamics 365 product subscription
Sales Enterprise plan
In this case, first-time users start at $95, paid each month, while veteran users pay a discounted $20 monthly fee, paid annually, under the Dynamics 365 subscription.
This applies to companies with a minimum of 10 users. The service comes at $162 per user, each year.
Customer Service Enterprise plan
In the same manner, new users pay $95 each month while veteran users utilize their Dynamics 365 product subscription and pay $20 for each user monthly. In both cases, they have to make the payment on an annual basis.
- Essentials plan with all-in-one sales and support - $25 per user monthly, billed annually.
- Professional plan - This plan offers complete CRM suitable for any sized team at $75 per user monthly, billed annually.
- Enterprise plan - The plan offers deeply customizable sales CRM for $150 per user monthly, billed annually.
- Unlimited plan - This plan offers "unlimited CRM power and support." It costs $300 for each user per month, billed annually.
Find out more about Salesforce pricing and editions in our article.
Which one is more affordable?
Both software is priced reasonably for each of their components. Any small or mid-sized business will find either option to fit snugly into a frugal marketing budget.
In 2018, businesses spent nearly $34.9 billion in the license, maintenance and subscription fees. Revenue forecasts for CRM providers indicate companies are willing to spend more. However, small businesses have a lower limit. The good news is you only need to pay for what you want to use. The drawback to Microsoft Dynamics users is that they will need to fork out more for add-on tools.
The Bottom Line of Bottom Lines
The CRM software battle is a close one. However, Salesforce takes the overall medal. While Dynamics is almost just as good, you can only enjoy its full benefits if you integrate with Office 365.
On the other hand, Salesforce is more flexible, giving you the ability to flawlessly integrate with 3rd party applications. Furthermore, Microsoft Dynamics is still lacking in valuable data governance tools like Market smarter, Sell smarter, Service smarter, and Artificial Intelligence.
All the same, the final verdict is up to you. Your "winner" should be based on what makes your business tick. Once you have a clear idea of your business systems, the features your sales teams use, your budget and other essentials, then the cloud-based, customer relationship management side will fall into place.