Adobe acquired Neolane in July 2013 and later re-named the product Adobe Campaign. Adobe Campaign provides both marketing automation and marketing resource management functionality such as spend & financial management, workflow, and asset management.
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Microsoft Dynamics 365
Score 7.8 out of 10
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Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
Multi-Channel Campaign Management: I have found Adobe Campaign to be excellent for managing campaigns across multiple channels, including email, mobile, social media, and web. Its centralized platform allows me to plan, execute, and track campaigns effectively, making it ideal for organizations with diverse marketing channels. For example, when I was running a campaign to promote a new product launch across email, SMS, and social media channels, Adobe Campaign provided me with the tools to orchestrate and track the campaign seamlessly. I could ensure consistent messaging and a cohesive customer experience across different channels.
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
It allows me to capture leads through various sources, such as website forms or landing pages.
It offers a centralized repository where I can securely store and manage customer data, encompassing contact information, preferences, transaction records, and additional relevant data.
It provides robust analytics and reporting capabilities.
Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Adobe Campaign does not have a high enough sales intelligence to let us know which landing page format would be the most optimal for the proper development of our mass marketing operations, which in the long run would also help with customer collection.
Does not directly track the number of people who enter our website, beyond sending them automated messages depending on whether they entered a certain section of the site. This problem is important, because it does not allow us to get complete tracking results in that area.
The platform does not do social media marketing extensively enough to let us create dynamic evaluations on the results of interactions that are obtained within social networks, which creates a huge margin of error in our analytical results messages, and so we have stopped applying social marketing.
Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Once you go for Neolane you are a bit stuck with it, so we will most likely stay with Neolane. Cost of investment and training are the main factors at work here. We havesimply have invested too much in the product to stop using it after 2 years. That said, my score of 8 does not imply that the product is worthy of getting an 8 but reflects our willingness to renew. Given that upgrading to a new version will cost again a substantial sum, we most likely will keep using the current version we are on which is 6X.
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Thanks to this tool we are taking more internal control of the creation and deployment of campaigns with less dependency on an ESP. We can pre-program marketing publications, being able to concentrate on the target audience. It helps me manage email campaigns with real-time tracking.
The user-interface is very clunky, truncating data fields while wasting space on the screen. There are too many menus.
Getting bulk data into the system used Excel. This caused much "mojibake" (look it up in Wikipedia) by the poor handling of different character sets (UTF-8 and Windows 1252).
Getting data out of the system was extremely long-winded and unreliable. It seemed that Microsoft never wanted us to copy data out of the system.
Although there is a lot of material available on the internet to answer questions, I still feel a lack of commitment and delay in the responses of the support, but as a whole, it leaves nothing to be desired. I believe that, in the great majority, companies sin in the desired support, but we cannot generalize. But this one, in particular, has a wide range of specialists and well-qualified management, but I believe that it is not so bad.
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
As we tried to centralise the marketing automation platform within the enterprise, Adobe Campaign can plug into several instances of Salesforce.com for lead management queues. All other marketing automation platforms can only plug into one instance of Salesforce.com. Adobe Campaign was also able to handle the complexity and challenges of our enterprise data which are a result of years of legacy, mergers and acquisitions and data aggregation.
Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Not everything was great at all times. It was handled accordingly, pricing was reasonable for what was purchased. It was the best value on the market at the time of purchase.
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Talking about profits can be subjective if you don't take into account the periodic variations between net and gross profit margins, but fortunately with Adobe Campaign, it is easy to notice these differences quickly.
Results have always seemed relative to us, as they vary greatly depending on how much is invested.