Cirrus Insight vs. Microsoft Dynamics 365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Cirrus Insight
Score 6.2 out of 10
Mid-Size Companies (51-1,000 employees)
Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$15
per month
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
Cirrus InsightMicrosoft Dynamics 365
Editions & Modules
Starter
$27
per user/month
Closer
$45
per user/month
Rainmaker
$72
per user/month
No answers on this topic
Offerings
Pricing Offerings
Cirrus InsightMicrosoft Dynamics 365
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup Fee$500 per installationNo setup fee
Additional DetailsPricing based on annual billing.
More Pricing Information
Features
Cirrus InsightMicrosoft Dynamics 365
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
8.0
69 Ratings
4% above category average
Customer data management / contact management00 Ratings8.668 Ratings
Workflow management00 Ratings7.266 Ratings
Territory management00 Ratings8.250 Ratings
Opportunity management00 Ratings8.462 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.865 Ratings
Contract management00 Ratings8.451 Ratings
Quote & order management00 Ratings8.447 Ratings
Interaction tracking00 Ratings7.259 Ratings
Channel / partner relationship management00 Ratings7.750 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
6.9
54 Ratings
8% below category average
Case management00 Ratings7.850 Ratings
Call center management00 Ratings8.144 Ratings
Help desk management00 Ratings4.948 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
7.9
66 Ratings
5% above category average
Lead management00 Ratings8.560 Ratings
Email marketing00 Ratings7.261 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
7.9
63 Ratings
4% above category average
Task management00 Ratings7.458 Ratings
Billing and invoicing management00 Ratings7.743 Ratings
Reporting00 Ratings8.452 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
8.9
64 Ratings
16% above category average
Forecasting00 Ratings9.154 Ratings
Pipeline visualization00 Ratings9.160 Ratings
Customizable reports00 Ratings8.463 Ratings
Customization
Comparison of Customization features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
7.9
66 Ratings
4% above category average
Custom fields00 Ratings8.465 Ratings
Custom objects00 Ratings7.960 Ratings
Scripting environment00 Ratings8.447 Ratings
API for custom integration00 Ratings6.951 Ratings
Security
Comparison of Security features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
8.0
61 Ratings
4% below category average
Single sign-on capability00 Ratings8.455 Ratings
Role-based user permissions00 Ratings7.756 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
8.0
36 Ratings
10% above category average
Social data00 Ratings8.435 Ratings
Social engagement00 Ratings7.736 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
7.7
55 Ratings
7% above category average
Marketing automation00 Ratings7.755 Ratings
Compensation management00 Ratings7.728 Ratings
Platform
Comparison of Platform features of Product A and Product B
Cirrus Insight
-
Ratings
Microsoft Dynamics 365
8.4
47 Ratings
12% above category average
Mobile access00 Ratings8.447 Ratings
Best Alternatives
Cirrus InsightMicrosoft Dynamics 365
Small Businesses
Mailtrack
Mailtrack
Score 8.5 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Mailtrack
Mailtrack
Score 8.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Conversica
Conversica
Score 9.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Cirrus InsightMicrosoft Dynamics 365
Likelihood to Recommend
6.9
(21 ratings)
7.7
(88 ratings)
Likelihood to Renew
9.1
(1 ratings)
8.0
(20 ratings)
Usability
9.1
(1 ratings)
8.0
(18 ratings)
Availability
9.1
(1 ratings)
-
(0 ratings)
Performance
9.1
(1 ratings)
-
(0 ratings)
Support Rating
-
(0 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
7.5
(2 ratings)
Implementation Rating
9.1
(1 ratings)
9.2
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
3.9
(3 ratings)
Professional Services
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Cirrus InsightMicrosoft Dynamics 365
Likelihood to Recommend
Cirrus Insight
For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).
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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
Cirrus Insight
  • Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
  • Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
  • Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
  • If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.
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.
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Cons
Cirrus Insight
  • Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read.
  • Doesn't always find an opportunity, even though I know it's in our Salesforce system.
  • Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once.
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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
Cirrus Insight
It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market
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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
Cirrus Insight
Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.
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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
Cirrus Insight
Haven't had a down issue in the almost 2 years I've been using the product. Support is also super responsive.
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Microsoft
No answers on this topic
Performance
Cirrus Insight
Pulls in salesforce data very quickly, and syncs very quickly.
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Microsoft
No answers on this topic
Support Rating
Cirrus Insight
No answers on this topic
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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Implementation Rating
Cirrus Insight
The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.
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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
Cirrus Insight
Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be
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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.
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Contract Terms and Pricing Model
Cirrus Insight
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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Professional Services
Cirrus Insight
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
Cirrus Insight
  • Customer data is paramount and Cirrus Insight supports optimal data integrity.
  • Ease of capturing updated customer information and sales activity helps in forecasting, operational insight, etc.
  • Facilitates transition of sales opportunities by seeing a clear trail of correspondence and customer updates.
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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

Cirrus Insight Screenshots

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