Customer.io vs. Microsoft Dynamics 365 Customer Service

Talking from the perspective of a marketer at a SaaS with average. 50K email subscribers, Customer IO has been an excellent tool for us. Our requirements include sending users newsletters, marketing emails, and transactional emails, running lead-nurturing campaigns, and more. For a comprehensive use case like ours, CustomerIO is great. While it also has a learning curve, when you have such requirements, it’s worth it. I don’t think CustomerIO is the best fit if you have basic requirements like only weekly newsletter emails.

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Suitable for ticketing that might also require routing to 'queues' and capturing communication timelines. Not as suitable for heavily credentials-management-type organizations or organizations that are not on the Microsoft stack. Also, not as suitable for organizations that have very high needs for knowledge base management or organizations that do not have resources or a partner to help extend the capabilities.

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• Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
• Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
• We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
• Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
• Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
• Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
• We don't use environments, but it might be very useful for a bigger company.

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• Routing
• Different Channel Support
• Intuitive user interface
• Continues improvement in the product
• Integration with other Microsoft services and products

• Price is quite expensive for Premium or once you get into high volumes of contacts.
• Depending on how you'll use it, it may require some help from developers to set up.
• Despite the support being great, you have to email them, there's not chat feature.

• It occasionally crashes or slow down, but it usually works great.
• Costly.

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Super intuitive and easy interface to start off with. There are not a lot of guides and the documentation is helpful but not super extensive, but even if you're a little technical, you can easily figure most of the things out by yourself. Everything is super easy to start with and the platform does not overwhelm you with a lot of options, or data.

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It's not as simple as some of the other offerings, but it is fairly intuitive. The design philosophy is a little more bloated, but it can be streamlined by customizing views and forms (pages) to be organized for end users. Once it is set up, though, assuming your UI choices and design are intuitive, it is simple for end users to use.

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My experience with their support team has always been great. Very quick to respond, have an online chat, and are very helpful. They helped me resolve any issues I've had every time in a professional and knowledgeable manner. We've now switched to another tool, and I can't even compare the service level we get there to customer.io

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Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.

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I have worked with Oracle CRM On Demand earlier, mainly for case management and basic customer support workflows. Oracle CRM was stable and worked fine for standard use cases, but customization was limited and changes usually required more effort and time. Integrations with other systems were also not very flexible.
Microsoft Dynamics 365 Customer Service is much stronger in terms of flexibility and scalability. The biggest advantage is tight integration with the Microsoft ecosystem like Outlook, Teams, Power Automate, and Power Apps, which makes automation and productivity much better. Case management, SLAs, queues, and omnichannel features are more advanced and easier to configure.

• Positive impact on the sales side. I'm not sure about the specific ROI (you have to include the designer and the time it takes to set up) but you certainly get back the investment in a few months, once you are able to scale your email marketing.
• Customer experience is way better by having more segmented, contextual and accurate messages sent to them.
• Integration is costly and it will take several days or weeks to be fully achieved. Expect to invest some money on this.

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• Creativity way.
• Foster increase in revenue.
• Improving decision-making.
• Culture of good relationship/service.

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