Constant Contact vs. Microsoft Dynamics 365

Constant Contact is an excellent tool for sending out flyers and newsletters. However, I feel the content's appearance is typically all the same. When I receive an email from Constant Contact, I can immediately identify it - the templates usually all look the same. When sending out communications with images, it is easy to use Constant Contact and link webpages. However, the email layout is always vertical and can get very lengthy. I prefer a more flip-book approach with options to flip the page.

Incentivized

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

Incentivized

• Market segmentation is great: my main segmentation is by region because that's how our sales team is divided.
• Lists: making customized email lists is easy and intuitive; the custom fields allow some flexibility in case our fields don't exactly line up with Constant Contact's.
• Campaigns: creating campaigns is quick and simple. I especially appreciate the 'resend to non-openers' option. I am constantly using this feature.
• Subject line generator: I like using the recommended subject lines. I'm able to plug in their recommended ideas, or sometimes, this feature helps me generate my own ideas.

• 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.

Incentivized

• It would be nice if we had more customizable options for emails - like moving around pictures and text boxes, rather than a set spot for everything to go.
• I would like it if multiple people could work on a document at one time. So if I'm in charge of graphics, I can get those updated while someone else is entering content, etc.

Incentivized

• 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.

Incentivized

There is no doubt that we are going to renew Constant Contact. We have not just invested a lot of time in learning and creating a great looking product but we have developed a strong database of information that allows us to track how we are doing for each newsletter. This supports our goals of creating products that residents desire and are excited to receive.

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.

There is always room for improvement. I don't know how they test their systems, but they should invite not-so computer savvy people to test it. If I, as an expert have problems, they need to think like the technophobe. Since I've used Constant Contact in the past as part of my former employment, I have not viewed any of the tutorials and just jumped in to work on my client's newsletter. With that said, I found some areas easy and some a bit cumbersome

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.

Incentivized

No major problems in sending out the email campaigns and accessing the analytics

Incentivized

The system seemed quite slow sometimes. Specifically, there was sometimes a delay in sends if it was during a high traffic period. There were time-outs when uploading new code for an email, and a lag in reporting analytics which was sometimes as long as 72 hours

I think the overall support for Constant Contact has always been incredible; I have nothing negative to say. Our customer support representative was attentive, easy to understand, and very knowledgeable. I never felt like I wasn't a priority of his and my issues, while very small, were fixed in a very short time frame.

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.

Incentivized

Implementation is very easy for someone who wants to send out the “batch and blast” type newsletters. If you want to use their templates with no customizations, the product works fine. However, the more customizations you get into involving link color, etc, that’s where things can get tricky for someone who may not be familiar with coding

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.

Constant Contact is much more intuitive for people who are not tech-savvy. Also, while sendgrid offered more options in it's drag and drop interface, it displayed differently across different email clients, which made it very cumbersome to use. It also took much longer to upload contact lists and it was harder to manage existing contacts. Performance in sendgrid was much slower as well, and the Preview feature was quite buggy. Our team initially chose sendgrid because of the integration options that it's API offered, but we ultimately switched to Constant Contact because it was much easier to build campaigns and better suited our requirements.

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.

Incentivized

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.

Very reliable in sending email campaigns and controlling the recipients so that no contact is sent the same email more than once, even if they are on a resent list

Incentivized

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.

• I have had nothing but positive impacts from using Constant Contact.
• The church is large, and there are many subgroups and axillary groups within the church. Setting up specific groups based on responsibility, interest, member goals, and service needs allows me to send information quickly, saving valuable time for other tasks.
• Constant Contact allows leadership to stay personally engaged with the members I work with, without over-taxing my time. It feels so seamless.

Incentivized

• 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

Incentivized