Likelihood to Recommend
Basecamp is a wonderful tool for teams of varying degrees of technical knowledge, teams managing lots of different types of "agifall" and waterfall projects, and teams that are remotely distributed. It's probably less useful for more strictly agile-focused development teams, compared to other more flexible software applications like Jira and Asana.
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1. Lead Management - Microsoft Dynamics 365 is well suited for lead management. It provides a streamlined process for capturing, tracking, and managing leads. It allows users to capture leads from a variety of sources, such as web forms, emails, and social media. It also provides a centralized view of all of the lead data, allowing users to quickly identify hot leads and take action.
2. Automating Sales Processes - Microsoft Dynamics 365 is also well suited for automating sales processes. It allows users to create custom workflows and assign tasks to team members. This helps increase efficiency and streamline sales processes. It also allows users to track and analyze customer data, allowing sales teams to better understand their customer's needs and provide tailored solutions. 3. Customer Service and Support - Microsoft Dynamics 365 is also well suited for customer service and support. It provides a central platform for tracking customer inquiries and requests. It also allows users to create custom dashboards and reports, helping to easily identify customer trends and issues. This helps customer service teams to quickly address customer needs and provide a better level of service. Read full review Pros Task management - It is very easy to add, organize and discuss tasks within Basecamp's interface. The "Campfire" function is great for communicating when you just have a quick question for someone on the team. Notifications - Basecamp lets you decide how often and about what you'd like to be notified. The ability to respond to messages in Basecamp directly via email saves a lot of time. Read full review 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. Read full review Cons High Learning Curve. It's true that it can be easy to use, but to use well and effectively takes some time to learn. It's recommended to have an agreed-upon system in your team of what tools to use and when. Notification Overload. If people aren't careful they could send a notification to everyone when only a couple people were meant to be prompted. And since emails are sent by default, you could have your mailbox overloaded with unnecessary updates. This is where it takes a bit of training in your team to have an agreed-upon system. Lack of organization with Archived Projects. I will often need to reference an archived project to make a new one, but there is only a list of archived projects in alphabetical order, with no way to organize by archive date, or even search. Read full review 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. Read full review Likelihood to Renew
When I bring new people onto a project, it's immediately obvious how to use Basecamp. I don't have to worry about teaching them the features or walking them through it, it's just incredibly user-friendly. For this reason, I'll continue to renew my subscription even as new people are brought onto production jobs or the client changes.
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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.
Read full review Usability
Basecamp is a little tricky to learn. I've used it for quite a while but I feel like there's still so much I don't know. It took me a while to learn but having used it in college definitely helped me integrate it into my work career.
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My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Read full review Reliability and Availability
I've never experienced downtime while using Basecamp, or been unable to access it when I needed it. That's not to say they've never had downtime, but I've been lucky enough not to encounter any, and I work odd hours, including late nights when maintenance is often undertaken.
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For the many reasons I've given, Basecamp is a very strong program. There are a few features I can imagine that might make it even better, but I don't have a basis for comparison to be able to say that there is definitely a better one out there. I've noticed that Basecamp has evolved a bit from the time I started using it until now, so that makes me think that the producer of this program values it and believes in continuous improvement. If you could use the features offered by Basecamp, I would think you could use it with confidence.
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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.
Read full review Implementation Rating
Decide the process before implementation - i.e. when it's due 8/9 does that mean 8am, noon, 5pm, 11:59pm? Check your to-do list frequently Set-up templates - just not with the dates (they can be funky)
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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.
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Pretty good, but [Basecamp] has its drawbacks. Honestly I find the interface non-intuitive and sometimes have trouble figuring out how to change the status of a task. Perhaps it has something to do with the way it was originally set up by the admin, but I'm not sure. I liked
's drag and drop obvious functionality, but the project management side of the software was lacking.
has excellent project management functionality, but the task management isn't as good.
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Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
Read full review Contract Terms and Pricing Model
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.
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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.
Read full review Return on Investment It has saved me time when having to get the same message out to multiple restaurants It has helped us make smarter operational decisions because we can all collaborate on an answer in a shorter amount of time (instead of calling a meeting!!!) The calendar function allows us to plot out our marketing agenda for the month and add/change it together as needed. The chef will post his recipe, the managers will cost it out, the social media manager will post pictures on it, and ultimately we will get that information out on an info sheet to the staff by printing the page. Read full review For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit. Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality. Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize. Read full review ScreenShots