Likelihood to Recommend Brightpearl is very well suited for small-medium companies that are growing quickly and need a way to improve their operational systems and functionality to handle increasing volume of orders. Particularly if you use multiple SKUs, sales channels, and/or warehouses, the features offered by Brightpearl are excellently well suited to handle these types of needs. I don't believe Brightpearl would be very applicable for very small companies with a small number of SKUs, as many of the features offered would be unnecessary and underutilized.
Joel Graham Customer Support and International Operations Manager
Read full review 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
Read full review Pros Brightpearl tracks order changes and communications very well. It documents all activity in a feed that anyone can see, including status changes, notes made, emails sent, etc. Brightpearl makes it incredibly easy to find orders fitting certain criteria through the use of statuses that you can customize. For example, as a multichannel seller, we can easily create statuses for each channel that we sell from, where our orders will (oftentimes automatically) land in. We also deal often with things like back ordered items; we can also create statuses for certain brands, so that when we expect a shipment in from that company, our back order specialist can easily sort through her orders that are waiting on that shipment. Brightpearl makes it easy to take orders over the phone. Everything I need is right there on one screen; not often do I find myself needing to deviate to other tabs. The steps I take (from "new order" to finish) are straightforward and understandable, and go in steps that make sense. 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 Supports only a small number of marketplaces and in a limited way only. When I signed up with Brightpearl they claimed that you could list directly onto eBay from within Brightpearl but this turned out to be untrue as Brightpearl did not support eBay postage policies (eBay's semi literate way of saying shipping tables). Not only can you not list directly onto eBay, you cannot list directly from within Brightpearl to any marketplaces whatsoever. With other software you can list directly to all the marketplaces they integrate with. Brightpearl is abysmal at VAT. Brightpearl calculates VAT on Channel Islands and Canary Islands orders even though there is no Vat in either of them. So when you pay HMRC you will be paying them a bit extra unless you check all your orders which makes the software somewhat redundant. When I signed up they advertised Brightpearl as the software to automate your online selling. But it didn't really do that. A couple of years later at considerable extra cost they released an add-on app called Brightpearl Automation that does seem to deliver on automation. However other software offers that at no extra cost. Brightpearl claims that it integrates with Amazon, but this is only partially true as they have completely ignored the new marketplaces that Amazon have opened. If you list on those marketplaces you have to input the orders manually and Brightpearl will not update the stock, putting you at risk of negative feedback. Other software integrates fully with all Amazon marketplaces. Now that I am leaving it was suggested that I might benefit from read-only access so that we could easily double check things like warranty claims. They offered me a year's read-only access for £10,080 which is more than double my yearly contract for full use of the software. Now, if that isn't taking the mickey, I don't know what is!!! 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 Brightpearl has proved to work out for our company and we have no need or intention to let it go. Rather we intend to build on what we've accomplished and it will no doubt help us scale our business and meet our ambitions.
Read full review 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 Brightpearl can be a little confusing to begin with, there are a lot of options to look through and working out the intricacies takes some time depending on what you would like to be able to do on it and what your account is set up to do. It is however very thorough and once you can work your way around it most of the functions are fairly simple to use and very detailed.
Read full review 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.
Mohd Nazish Dynamics 365 CE/CRM - Senior Technical Consultant
Read full review Reliability and Availability Brightpearl is always easily accessibly anywhere that you can find an internet source. I have checked our stock levels when we have been off site at Ham Rally's at home and on my way home or to work if needs be. That is probably one of the best features of this system.
Read full review Performance Brightpearl performs very well and integrates very well with our Metapak packing and despatch system. IT also intergrates very well with Amazon and we have used Ebay although there have been complications with Ebay and stock levels. We use Ebay mostly for second hand items of which we only have one so have skipped using Brighpearl for these products.
Read full review Support Rating Brightpearl was ALWAYS great at responding to us. Their customer service was quick and responsive. Unfortunately, the responses were often that "engineers were working on it" but nothing seemed to ever come of that. I realize that Brightpearl is a large company that a lot of businesses rely on. But when you can't hit "enter" when trying to search in the front-end POS, that type of behavior should be changed very quickly and it never was. Admittedly, small things, but those annoyances tend to ultimately affect the overall experience.
Read full review 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 In-Person Training No in house training was given.
Read full review Online Training The online training was very helpful in the areas we were shown and was implemented very well via a Skype call and an presentation done via the internet. However it was not thorough enough for all of our needs in certain areas. More training in person on site would have been very helpful.
Read full review Implementation Rating Implementation was generally perfect, but if you are coming across from Sage I personally would recommend doing this as baby steps. We tried to import our entire Sage history in one batch and that was a bad idea hence the 9/10. That was mainly our fault and nothing on Brightpearl.
Read full review 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.
Read full review Alternatives Considered Initially we went with Brightpearl because it was an all in one solution.
Salesforce CRM capabilities right out of the box far surpass Brightpearl's, but there's no inventory or accounting system pre-built in. We are currently moving away from Brightpearl for both CRM and accounting functions however.
Read full review 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.
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.
Read full review Scalability Brightpearl's ability to increase or expand its capacity and retain its performance levels to accommodate growth were acceptable but not fantastic. The program was constantly making changes which can be useful, but was also confusing & hard to keep up with since we were never updated that changes were about to be made or had been made.
Read full review Professional Services 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's really difficult to say. While everything is now in one place, we've spent a ton of time with support and figuring things out on our own. We've also had to spend a ton of money with our CPAs fixing our financials every month. However, the sales piece has streamlined our process for shipping orders out in a timely basis. Read full review It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free. It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI Read full review ScreenShots