ChurnZero vs. Microsoft Dynamics 365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ChurnZero
Score 8.2 out of 10
N/A
ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization, in-app communications, and Customer…N/A
Microsoft Dynamics 365
Score 7.8 out of 10
N/A
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.
$44
per month
Pricing
ChurnZeroMicrosoft Dynamics 365
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ChurnZeroMicrosoft Dynamics 365
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ChurnZeroMicrosoft Dynamics 365
Considered Both Products
ChurnZero
Chose ChurnZero
Another product not listed: SenseData.
They were great contestants with even more structure and functions to the platform, but it was more expensive and CZ already fulfilled our needs.
Microsoft Dynamics 365

No answer on this topic

Top Pros
Top Cons
Features
ChurnZeroMicrosoft Dynamics 365
Security
Comparison of Security features of Product A and Product B
ChurnZero
8.8
190 Ratings
1% above category average
Microsoft Dynamics 365
7.8
61 Ratings
7% below category average
Role-based user permissions8.8190 Ratings7.456 Ratings
Single sign-on capability00 Ratings8.255 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ChurnZero
8.3
202 Ratings
3% below category average
Microsoft Dynamics 365
-
Ratings
API8.2164 Ratings00 Ratings
Integration with Salesforce.com8.3168 Ratings00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
ChurnZero
8.0
218 Ratings
8% below category average
Microsoft Dynamics 365
-
Ratings
Product usage8.1215 Ratings00 Ratings
Help desk / support tickets8.0174 Ratings00 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
ChurnZero
7.5
223 Ratings
11% below category average
Microsoft Dynamics 365
-
Ratings
NPS surveys8.2195 Ratings00 Ratings
Sponsor tracking4.677 Ratings00 Ratings
Customer profiles8.1208 Ratings00 Ratings
Automated workflow8.1215 Ratings00 Ratings
Internal collaboration7.4182 Ratings00 Ratings
Customer health scoring8.0220 Ratings00 Ratings
Customer segmentation8.3214 Ratings00 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
ChurnZero
7.3
223 Ratings
12% below category average
Microsoft Dynamics 365
-
Ratings
Customer health trends8.0212 Ratings00 Ratings
Engagement analytics8.2207 Ratings00 Ratings
Revenue forecasting5.869 Ratings00 Ratings
Dashboards7.2217 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.9
69 Ratings
3% above category average
Customer data management / contact management00 Ratings8.868 Ratings
Workflow management00 Ratings7.266 Ratings
Territory management00 Ratings8.150 Ratings
Opportunity management00 Ratings8.362 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.465 Ratings
Contract management00 Ratings8.351 Ratings
Quote & order management00 Ratings8.347 Ratings
Interaction tracking00 Ratings7.159 Ratings
Channel / partner relationship management00 Ratings7.450 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.0
54 Ratings
7% below category average
Case management00 Ratings7.950 Ratings
Call center management00 Ratings8.044 Ratings
Help desk management00 Ratings4.948 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.7
66 Ratings
2% above category average
Lead management00 Ratings8.360 Ratings
Email marketing00 Ratings7.261 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.6
63 Ratings
0% above category average
Task management00 Ratings7.358 Ratings
Billing and invoicing management00 Ratings7.443 Ratings
Reporting00 Ratings8.352 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
8.8
64 Ratings
15% above category average
Forecasting00 Ratings9.154 Ratings
Pipeline visualization00 Ratings9.160 Ratings
Customizable reports00 Ratings8.363 Ratings
Customization
Comparison of Customization features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.7
66 Ratings
2% above category average
Custom fields00 Ratings8.265 Ratings
Custom objects00 Ratings8.060 Ratings
Scripting environment00 Ratings8.247 Ratings
API for custom integration00 Ratings6.651 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.8
36 Ratings
7% above category average
Social data00 Ratings8.235 Ratings
Social engagement00 Ratings7.436 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
7.4
55 Ratings
3% above category average
Marketing automation00 Ratings7.455 Ratings
Compensation management00 Ratings7.428 Ratings
Platform
Comparison of Platform features of Product A and Product B
ChurnZero
-
Ratings
Microsoft Dynamics 365
8.3
47 Ratings
10% above category average
Mobile access00 Ratings8.347 Ratings
Best Alternatives
ChurnZeroMicrosoft Dynamics 365
Small Businesses
Intercom
Intercom
Score 8.7 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.8 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ChurnZeroMicrosoft Dynamics 365
Likelihood to Recommend
8.0
(226 ratings)
7.8
(88 ratings)
Likelihood to Renew
8.7
(5 ratings)
8.0
(20 ratings)
Usability
6.1
(130 ratings)
8.0
(18 ratings)
Availability
9.1
(1 ratings)
-
(0 ratings)
Performance
6.4
(1 ratings)
-
(0 ratings)
Support Rating
5.8
(122 ratings)
7.9
(11 ratings)
In-Person Training
6.4
(1 ratings)
-
(0 ratings)
Online Training
7.3
(2 ratings)
7.5
(2 ratings)
Implementation Rating
8.4
(3 ratings)
9.2
(4 ratings)
Configurability
6.4
(1 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
3.8
(3 ratings)
Ease of integration
7.3
(1 ratings)
-
(0 ratings)
Product Scalability
9.1
(1 ratings)
-
(0 ratings)
Professional Services
-
(0 ratings)
9.0
(1 ratings)
Vendor post-sale
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
ChurnZeroMicrosoft Dynamics 365
Likelihood to Recommend
ChurnZero
If you are a SaaS business with a high volume of customers, having ChurnZero is a must. If you have a subscription based business and a customer success or account management function in your company, I would highly recommend ChurnZero.
Read full review
Microsoft
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
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Pros
ChurnZero
  • ChurnZero has excellent customer success! They worked very hard to ensure a successful implementation and launch.
  • The CZ platform gives a detailed view of customer usage. We know exactly how clients are using our platform which allows us to provide excellent customer success services. This allows helps our product team understand the needs of clients and the success of new features.
  • We are able to create plays based on usage which provides a customized and personal experience for each user. CZ makes it possible to give our clients what they need when they need it.
Read full review
Microsoft
  • 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
ChurnZero
  • When composing an email out of segments, the ability to save it as a draft to review later would be awesome, instead of needing to set up a Play
  • In the admin section, I love that we can have a color palate - but we'd like the color palete to be applied in other areas so CZ has more of our companies branding
  • The content templates can be hard to stylize if you don't know html
  • Add the Merge Fields functionality to tasks, especially tasks made by playbooks
Read full review
Microsoft
  • 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.
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Likelihood to Renew
ChurnZero
Our team is very happy with the product after evaluating multiple vendors, including Gainsight, Totango and Planhat. We like the additional functionality that CZ offers on its enterprise version. We were strongly considering other products if the price was right and functionality worked, but the change management would have been too heavy and taken too long. The ChurnZero team has been a good partner to rely on and allowed us to free up our time and resources to focus on more pressing matters
Read full review
Microsoft
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.
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Usability
ChurnZero
ChurnZero makes my work life a complete game changer. I say it all the time ChurnZero is a one stop shop for data! I don't fumble through numerous different programs, try to remember different passwords, I literally login to CZ and it is right there in front of me
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Microsoft
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.
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Reliability and Availability
ChurnZero
Quick response by the CZ team.
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Microsoft
No answers on this topic
Support Rating
ChurnZero
I recently had the opportunity to interact with ChurnZero's customer support team, and I must say, I am thoroughly impressed. Their responsiveness and willingness to solve problems are exemplary. From the moment I reached out, their team displayed a level of professionalism and dedication that truly stood out.
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Microsoft
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.
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Online Training
ChurnZero
The training and onboarding have been very helpful. Since I was not a part of the team when ChurnZero was implemented, it was important to get brought up to speed as quickly as possible and our CSM has been incredibly receptive in that regard.
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Microsoft
No answers on this topic
Implementation Rating
ChurnZero
I implemented CZ in 4 months. When I look back, this is not a long time where I needed to get to know CZ by myself (as I did not have knowledge of it at all..) study the Academy, playing around in the test environment and setting up in live environment.
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Microsoft
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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Alternatives Considered
ChurnZero
Gainsight CS - you need a team to manage this tool; not intuitive to use, and you're not able to be as agile once configured GUIDEcx - One of my favorites in the space, and so easy to set up, configure, customize, and scale. Able to connect onboarding milestones to SFDC cases, and share out as a customer portal. Mixmax has been purchased in past companies to help fill in gaps of other tools (gives us scheduling links, in-inbox email templates, SFDC lead/contact and task management)
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Microsoft
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
ChurnZero
No answers on this topic
Microsoft
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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Scalability
ChurnZero
Easy to escalate.
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Microsoft
No answers on this topic
Professional Services
ChurnZero
No answers on this topic
Microsoft
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.
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Return on Investment
ChurnZero
  • ChurnZero has transformed our NPS strategy, helping us get in front of unhappy customers faster
  • ChurnZero has reduced confusion and data cleanliness issues across our CS org
  • Their customer support has helped us implement and get up and running with Churnzero in excellent time.
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Microsoft
  • 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
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ScreenShots

ChurnZero Screenshots

Screenshot of A control room built for CS leaders to manage every detail of the customer journey while simultaneously providing an overview of everything in progress.Screenshot of Custom Dashboards, to collect, analyze and turn customer data into actionable insights.Screenshot of SuccessCenters, to reach customers when and where they need it most is within the tools themselves.Screenshot of Playbooks make it possible to scale without sacrificing the high-touch service customers expect.Screenshot of Account Insights for both internal and external teams. ChurnZero's collaboration feature makes it possible to keep all groups in the loop. ​