What users are saying about
16 Ratings
Top Rated
640 Ratings
16 Ratings
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Score 5.6 out of 100
Top Rated
640 Ratings
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Score 7.8 out of 100

Likelihood to Recommend

Changepoint

Changepoint is basic and would, therefore, work for businesses with uncomplicated requests, pretty straightforward workflows and willingness to work with an unsightly solution. It is basic, from the UI to the search option and the way the information is captured, which can be frustrating and counter-intuitive at times.It is relatively robust (i.e. I have been using it for almost 2 years and have not seen it crash once) but it does log me out when the system has been inactive for about 30 minutes - and I am only notified about being logged out upon clicking the Submit button, meaning many a line of text have been typed more than once!
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

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
Patrick Stephens | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Changepoint
Microsoft Dynamics 365
8.1
Customer data management / contact management
Changepoint
Microsoft Dynamics 365
8.6
Workflow management
Changepoint
Microsoft Dynamics 365
8.0
Territory management
Changepoint
Microsoft Dynamics 365
7.9
Opportunity management
Changepoint
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
Changepoint
Microsoft Dynamics 365
8.3
Contract management
Changepoint
Microsoft Dynamics 365
7.7
Quote & order management
Changepoint
Microsoft Dynamics 365
7.8
Interaction tracking
Changepoint
Microsoft Dynamics 365
8.1
Channel / partner relationship management
Changepoint
Microsoft Dynamics 365
7.8

Customer Service & Support

Changepoint
Microsoft Dynamics 365
8.5
Case management
Changepoint
Microsoft Dynamics 365
8.7
Call center management
Changepoint
Microsoft Dynamics 365
8.2
Help desk management
Changepoint
Microsoft Dynamics 365
8.5

Marketing Automation

Changepoint
Microsoft Dynamics 365
7.7
Lead management
Changepoint
Microsoft Dynamics 365
8.2
Email marketing
Changepoint
Microsoft Dynamics 365
7.2

CRM Project Management

Changepoint
Microsoft Dynamics 365
8.2
Task management
Changepoint
Microsoft Dynamics 365
8.5
Billing and invoicing management
Changepoint
Microsoft Dynamics 365
8.2
Reporting
Changepoint
Microsoft Dynamics 365
7.9

CRM Reporting & Analytics

Changepoint
Microsoft Dynamics 365
8.1
Forecasting
Changepoint
Microsoft Dynamics 365
8.0
Pipeline visualization
Changepoint
Microsoft Dynamics 365
8.4
Customizable reports
Changepoint
Microsoft Dynamics 365
7.8

Customization

Changepoint
Microsoft Dynamics 365
8.0
Custom fields
Changepoint
Microsoft Dynamics 365
8.4
Custom objects
Changepoint
Microsoft Dynamics 365
7.9
Scripting environment
Changepoint
Microsoft Dynamics 365
7.7
API for custom integration
Changepoint
Microsoft Dynamics 365
7.8

Security

Changepoint
Microsoft Dynamics 365
8.9
Single sign-on capability
Changepoint
Microsoft Dynamics 365
8.9
Role-based user permissions
Changepoint
Microsoft Dynamics 365
8.8

Social CRM

Changepoint
Microsoft Dynamics 365
7.7
Social data
Changepoint
Microsoft Dynamics 365
7.5
Social engagement
Changepoint
Microsoft Dynamics 365
7.8

Integrations with 3rd-party Software

Changepoint
Microsoft Dynamics 365
7.7
Marketing automation
Changepoint
Microsoft Dynamics 365
7.9
Compensation management
Changepoint
Microsoft Dynamics 365
7.6

Platform

Changepoint
Microsoft Dynamics 365
6.9
Mobile access
Changepoint
Microsoft Dynamics 365
6.9

Pros

Changepoint

  • Changepoint has significant reporting capabilities, though of course, the data that comes out is only as good as the data that goes in. I enjoy being able to use the standard reports to understand exactly how much a project has cost us and to compare it to how much we are charging. This allows us to more accurately set our prices. Though we have not used the report designer capability, I understand that custom reports can be designed with relative ease.
  • Changepoint has a versioning capability for changes made to user profiles in the system manager, which I find particularly helpful. As a non-power user, it is valuable to be able to see what changes I have made to various profiles so that I can troubleshoot a problem down the line.
  • Changepoint has significant functionality well beyond the features that we are currently using, and for this reason, I think it is affordable and a good deal. Particularly if your organization is interested in dedicating the time and resources into using all of the features around project planning, resource allocation, etc., the price is well worth the value.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

  • 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.
Anonymous | TrustRadius Reviewer

Cons

Changepoint

  • We use Changepoint to manage the IS organization. I would like to see more advancement in order to do benefits management.
  • I would like to see a capability where a project manager can build a very detailed work breakdown structure, but only require project resources to charge time and provide a task status at a higher level.
Ron Beck; MS MBA CPA | TrustRadius Reviewer

Microsoft Dynamics 365

  • 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.
Justin Pink | TrustRadius Reviewer

Likelihood to Renew

Changepoint

Changepoint 7.6
Based on 10 answers
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
Cedric M. Norwood | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
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.
Chris Jensen | TrustRadius Reviewer

Usability

Changepoint

Changepoint 8.0
Based on 1 answer
It could be more intuitive and user friendly.
Meloni Mockerman | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.5
Based on 12 answers
As told before in the review, Microsoft Dynamics 365 is a one-stop solution for the overall business, it involves all departments in the organization, and makes business functionalities smooth by timely follow-ups, customer retention, customer engagements, and helps in maintaining a good relationship between customers and the businesses.
Vijayalakshmi G K | TrustRadius Reviewer

Support Rating

Changepoint

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.3
Based on 5 answers
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.
Todd Jankowski | TrustRadius Reviewer

Implementation Rating

Changepoint

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
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.
Sara Tsoodle | TrustRadius Reviewer

Alternatives Considered

Changepoint

We believed that Changepoint matched up well, had better support and provided a better pricing structure that worked better for our budget constraints over time. The team was willing to work with us on the design of the tool for our needs and it wasn't going to break the bank from a budget perspective.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

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.
Alexander Cooper | TrustRadius Reviewer

Return on Investment

Changepoint

  • Employee efficiency has decreased significantly within our Project MAnagement team. The main causes are lack of logical steps/not user-friendly and the slowness of the entire program.
  • Changepoint PSA has greatly improved being able to track budgets for all projects. Before this software, budgets were done manually by hand and cross-referenced with Accounting. Now, we can pull a report out of the system, as long as all parties entered their time and data correctly.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

  • 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
Anonymous | TrustRadius Reviewer

Pricing Details

Changepoint

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Changepoint
5.6
Microsoft Dynamics 365
8.3

Likelihood to Renew

Changepoint
7.6
Microsoft Dynamics 365
7.9

Usability

Changepoint
8.0
Microsoft Dynamics 365
8.5

Support Rating

Changepoint
Microsoft Dynamics 365
9.3

Online Training

Changepoint
Microsoft Dynamics 365
7.5

Implementation Rating

Changepoint
Microsoft Dynamics 365
9.2

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