Capabilities of the former DiscoverOrg product are now supplied by ZoomInfo, since the merger of DiscoverOrg and ZoomInfo into a single brand in 2019.
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Microsoft Dynamics SL
Score5.1 out of 10
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Microsoft Dynamics SL is one of the ERP products in the Dynamics family.
This product was acquired from Solomon 2000.
The product is typically used by SMBs, particularly in project-based businesses (e.g. construction). It has strong accounting and project management capabilities.
Uses [of DiscoverOrg] include searching for prospects in accounts. Getting all of the relevant contact information in one place. Using the export button saves time by allowing you to select one or more leads to import into CRM. Sophisticated search allows for you to build lists, and export as above. Good support with various experts available to help you get started and get better at using it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For a small to mid-size business, MS Dynamics SL is effective. We are capable of managing our finances with a very low risk of error. We have worked with MS Dynamics for almost 15 years and have more than doubled the size of our business in that time with very few issues from the program. We have exponentially increased our revenue and reporting demands and have found SL to be very dependable and stable. The program does have the occasional glitch and those are sometimes outside of the realm of expertise of our IT department. SL support is excellent, but their timeliness is not as urgent as ours.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Prospecting Lists/Lead Gen - Discover Org does this very well because of it's ability to provide current information (email/phone) on an individual at a company. It's easy to segment & drill down by categories - to find the right targets to reach out to.
Insights - DiscoverOrg is great at providing insights or "scopes" on prospects as well. Meaning it will show who is handling what project (Decision-Maker) and what projects they are particularly interested in at the moment/what initiatives. For example, the scopes may show that they are interested in AI initiatives or a Merger & Acquisition or Digital Transformation & will say who is in charge of the initiative.
Stellar filtering capabilities - you can filter lists in so many ways. You can go by function, or even look at companies with small marketing teams (let's say less than 10), or you can search for companies with an "x" amount of $ budget for IT spend. Or even companies that use a specific HR workplace management system.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Provides flexibility for complex project based cost accounting
Strong and flexible allocation processer for cost allocations, markups, and pricing
A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Improvement on the search capabilities - since there is so much to search (which is a plus) it makes it harder to do this in a timely manner. You have to dedicate a certain amount of time to be able to pull a proper, useful and clean list.
Make it more user friendly - there are so many different tabs, search buttons, pull down, etc. I think it can be quite confusing to a new user.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reporting in the Project module is lacking functionality. I understand that most companies have specific needs when it comes to tracking project information but the standard reports are not good.
I would recommend a product like Management Reporter that is for Projects only. Project Reporter should allow users to pull in all Project related data into reports.
Fixing suspended batches. Obviously all of us users have experienced this mess. SL knows what needs to be corrected and there could be some step by step fixes in a separate repair module to do the steps we do in Query Analyzer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The tool is simply better than most other lead/company data repositories, and they are dedicated to keeping their data clean, even if they are far from accomplishing this task at present. The tool works, and it is relatively easy to use. Overall, DiscoverOrg provides the level of lead/contact, customer, and even industry level data the sales orgs have come to expect from this sort of tool in a format that is fairly easy to use. They do also provide support for sales teams looking to use the tool effectively, which is great!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ZoomInfo acquired DiscoverOrg and I believe legacy DiscoverOrg will phase out in the near future. ZoomInfo is 100x better than DiscoverOrg and are very pleased with it's functionality and easy of use. We only selected DiscoverOrg because we were on an auto-renewal contract and did not unsubscribe in time. We did not plan to renew DiscoverOrg. But since then we have been upgraded to ZoomInfo and are finding much more value in that platform than we did in DiscoverOrg.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Of the comparable mid-range ERP systems, Dynamics SL competes at the lower end based on price, but also above the high-end based on flexibility, data, and reporting. Being able to stay with the same core accounting from a $100 million dollar company to a $3 billion dollar company shows the range of capabilities.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
After using DiscoverOrg, our lead are now well qualified and suitable. We are able to generate good and qualified. This is the positive impact.
After using DiscoverOrg, our sales team is now able to cold call the target contacts, the number provided by DiscoverOrg, the interaction held is now increased and we are able to produce good leads.
After using DiscoverOrg, we are able to understand better because of their reports and dashboards which is very informative.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
