Global Imprementation of Opportunity & Contact Management
February 10, 2015

Global Imprementation of Opportunity & Contact Management

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Modules Used

  • Account, Contact, Opportunity, Custom

Overall Satisfaction with Microsoft Dynamics CRM

Microsoft Dynamics CRM is being used across our global organization to manage contacts and opportunities. As a seller-doer business a large majority of our staff require access to client contact information, especially between international borders. Dynamics CRM helps us manage those relationships in addition to managing our risk in pursuing projects that would potentially put our company at risk of conflict of interest.
  • Customization - Dynamics CRM gives you enough, but supports using out of the box (OOB) functionality as much as possible
  • Outlook Integration
  • Increased cross-selling of services
  • Better relationships with international clients
We selected MS Dynamics CRM due to integration with other MS tools that we currently use. Additionally, as a large global company, there was a cost benefit to use using is as an enterprise application. MS Dynamics CRM is/was coming up quickly on the heels of Salesforce.com and their CRM technology, and at a better price point per seat.
If you plan to do a significant amount of customization, then I would use another system. If you don't stay within the SDK, then you could run into issues down to road, or become limited in what you can do.

If Outlook integration is a large selling point, be prepared for a few hiccups along the way. While one of the best, it's still not great for that function.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
6
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
6
Task management
Not Rated
Billing and invoicing management
Not Rated
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
5
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
Role-based user permissions
7
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated