What users are saying about
1 Rating
Top Rated
624 Ratings
1 Rating
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Score 9 out of 100
Top Rated
624 Ratings
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Score 7.8 out of 100

Likelihood to Recommend

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
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

Custora
8.5
Microsoft Dynamics 365
8.0
Customer data management / contact management
Custora
9.0
Microsoft Dynamics 365
8.5
Workflow management
Custora
8.0
Microsoft Dynamics 365
7.9
Territory management
Custora
8.0
Microsoft Dynamics 365
7.8
Integration with email client (e.g., Outlook or Gmail)
Custora
9.0
Microsoft Dynamics 365
8.1
Opportunity management
Custora
Microsoft Dynamics 365
8.5
Contract management
Custora
Microsoft Dynamics 365
7.5
Quote & order management
Custora
Microsoft Dynamics 365
7.7
Interaction tracking
Custora
Microsoft Dynamics 365
8.0
Channel / partner relationship management
Custora
Microsoft Dynamics 365
8.0

Customization

Custora
9.0
Microsoft Dynamics 365
7.9
Custom fields
Custora
9.0
Microsoft Dynamics 365
8.3
Custom objects
Custora
9.0
Microsoft Dynamics 365
7.8
API for custom integration
Custora
9.0
Microsoft Dynamics 365
7.7
Scripting environment
Custora
Microsoft Dynamics 365
7.7

Integrations with 3rd-party Software

Custora
9.0
Microsoft Dynamics 365
8.0
Marketing automation
Custora
9.0
Microsoft Dynamics 365
8.1
Compensation management
Custora
Microsoft Dynamics 365
7.9

Customer Service & Support

Custora
Microsoft Dynamics 365
8.3
Case management
Custora
Microsoft Dynamics 365
8.6
Call center management
Custora
Microsoft Dynamics 365
8.0
Help desk management
Custora
Microsoft Dynamics 365
8.3

Marketing Automation

Custora
Microsoft Dynamics 365
7.9
Lead management
Custora
Microsoft Dynamics 365
8.2
Email marketing
Custora
Microsoft Dynamics 365
7.6

CRM Project Management

Custora
Microsoft Dynamics 365
8.1
Task management
Custora
Microsoft Dynamics 365
8.3
Billing and invoicing management
Custora
Microsoft Dynamics 365
8.2
Reporting
Custora
Microsoft Dynamics 365
7.8

CRM Reporting & Analytics

Custora
Microsoft Dynamics 365
8.1
Forecasting
Custora
Microsoft Dynamics 365
8.0
Pipeline visualization
Custora
Microsoft Dynamics 365
8.5
Customizable reports
Custora
Microsoft Dynamics 365
7.8

Security

Custora
Microsoft Dynamics 365
8.9
Single sign-on capability
Custora
Microsoft Dynamics 365
9.0
Role-based user permissions
Custora
Microsoft Dynamics 365
8.9

Social CRM

Custora
Microsoft Dynamics 365
7.6
Social data
Custora
Microsoft Dynamics 365
7.4
Social engagement
Custora
Microsoft Dynamics 365
7.8

Platform

Custora
Microsoft Dynamics 365
6.8
Mobile access
Custora
Microsoft Dynamics 365
6.8

Pros

Custora

  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
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

Custora

  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
Anonymous | 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

Custora

No score
No answers yet
No answers on this topic

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

Custora

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 8.4
Based on 11 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

Custora

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 4 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

Custora

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

Custora

Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
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

Custora

  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
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

Custora

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

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

Custora
9.0
Microsoft Dynamics 365
8.2

Likelihood to Renew

Custora
Microsoft Dynamics 365
7.9

Usability

Custora
Microsoft Dynamics 365
8.4

Support Rating

Custora
Microsoft Dynamics 365
9.0

Online Training

Custora
Microsoft Dynamics 365
7.5

Implementation Rating

Custora
Microsoft Dynamics 365
9.2

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