Demandforce vs. Microsoft Dynamics 365 vs. SafeOpt

We use Demandforce to reach out to 'old' customers. If they have not had an invoice generated in X number of days/weeks/months/years, we can create a custom campaign via email/text to reach out to them and attempt to re-engage with those customers to generate new 'existing business' or entirely new leads for our Sales team to run.

Incentivized

Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.

Incentivized

It [AddShoppers Social Login] is well suited for those who are looking to grow their business and able to target the] right customers who visit their websites. They also provide tons of tools and templates to work with. Their email marketing tool will also help to grow [the] customer base very much. They [AddShoppers Social Login is] also very good at creating brand awareness by running multiple campaigns. The customer service which they have is remarkable.

Incentivized

• Aesthetics has been updated in last few months for organization and is easier to see: colors, grid lines on front page, and font style.
• Allowing our office to include specific items in reminder appointment emails allows personalization to make confirming appointments easier.
• Allowing patients to write reviews allows us to know what the office is doing well and what we can improve on.

Incentivized

• Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
• Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
• Generating invoices to customers and directly sending them to their inbox is easy with this software.

Incentivized

• Easy to implement and work with.
• Excellent customer support with lots of creative ideas.
• What they promise is what they do .
• They [are] able to increase website conversion rate thereby it increase[s] our sales.

Incentivized

• Flexibility in Design!
• Overall Look & Feel of Templates (look at what Squarespace is doing, it is possible!)
• Usability (it's a bit clunky)

Incentivized

• Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
• Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
• The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.

Incentivized

• [The] dashboard has a limited number of details where we [are not] able to fetch for what we need.
• Social sharing could have been much better.
• Sometimes it does slow down our sites when we install their widget, but having [the] best customer support helps us to overcome this issue.

Incentivized

We are constantly being contacted by comparable organizations. If Mindbody Online integrated a feature like Demandforce, we'd move over there to keep everything in one platform.

Incentivized

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.

The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions

Incentivized

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

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.

I do not have any alternative products to compare this service too. It was in place when I came aboard this company and I have no say in its continuation or replacement. As from what I can gather, there are many alternatives to this platform, but Demandforce is the only one I am aware of that runs in your system tray and is passively ran in conjunction with your accounting database.

Incentivized

Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment

Incentivized

We never used [any] other product for our marketing purpose. We thought of giving a try to improve our sales and increase our brand awareness. We never regret of choosing this as our priority. They always backup us with their customer support with great ideas and plans which is very effective to improve our sales.

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.

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.

• It's taken a lot of the reporting and guesswork out of the equation. That has saved us a lot of money.

Incentivized

• For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
• Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
• Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.

Incentivized

• I see only positive impact when started using it.
• It increased our organic sales in short period of time.
• Brand awareness was done properly.
• We are able to focus on right customer at right time.
• Only thing they need to improve is their dashboard feature.

Incentivized