Prophet 21 from Epicor is a distribution ERP providing SCM capabilities (warehouse, inventory) as well as the ability to streamline quote-to-cash cycle, improve margins, and fulfill orders.
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Microsoft Dynamics 365
Score 7.8 out of 10
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Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
Good for distribution organizations with warehousing. Can also support both Accounts Receivable and Accounts Payable, although a more thorough Accounting package is recommended. Is strong when it comes to integrating bar codes and scanners, particularly for warehouse maintenance. Prophet 21 does include a basic CRM offering. However, it is very basic, and for any real Customer Resource management, a third-party tool is best (even recommended by Epicor.)
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
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.
Prophet 21 could use better management tools for its own data. The database has a tendency to bloat and over time can grow exceedingly large without administrative intervention.
The UI can be cluttered at times and the windows tend to jump into focus or drop from focus when it isn't expected causing user confusion and data entry errors.
Branding on forms and the UI is almost nonexistent. Customizations of screen aesthetics and form layout options should be easier and not require custom programming.
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.
I've used Epicor Prophet 21 for about 12 years (in various iterations). It started out as CommerceCenter by Prophet 21 then became Prophet 21 by Activant and then Prophet 21 by Epicor. So frequently, when a software company is acquired, it stops being great. That has not been the case with Epicor Prophet 21. Over the years they've been under Epicor, the product has just gotten better and better, with major extensibility enhancements and new mobile components coming online.
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.
Overall, I love using Prophet 21. With a few rare exceptions, functions within the application have been streamlined so they can be used with as few clicks and key presses as possible. That's not to say they've given up any functionality. The platform is incredibly powerful; just easy to use.
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.
When hosted locally, you don't have to worry about outages unless the power goes out and the battery backups fail. It can also be hosted in the cloud which is as reliable as your internet connection. There's really no concern for outages in the software by itself. Outages are controlled by external factors.
I do feel like there are some screens and reports that could be streamlined. Prophet 21 likes to load features all at once when going into a program but a quicker load time into order entry, for example, is worth having a little latency while a non-essential tab that doesn't get used very often is opened.
The support is some of the worst I've seen across all the 122 software vendors we work with. Everything is offshore and it is always vague answers, links to wiki's that don't apply, and when we pay for project support they charge $200 an hour for someone who works remote from Mexico to call you on a poor quality VoIP connection that isn't all that well trained and often doesn't have basic IT skills
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.
The on-site training was great. I give it a 9 because the trainer was a chain smoker who had to excuse herself a lot to smoke. Kind of unprofessional. She was a very good trainer though.
I had a great time with the online training. Most of the online trainings were live which meant you had opportunity to interact with instructors. I liked trying to derail them by posting funny comments to the chat window. The only complaint I had about these is they weren't recorded for later use. Well, another complaint is that they were sometimes too short.
The overall implementation is smooth. Prophet 21 sends someone on-site for as many days as you need them to step through the initial implementation. Data conversion is the biggest trick. Make sure you get help with that portion of implementation. Also, be sure to offer plenty of training incentives to keep people coming back for more training. A little money spent up front will save you tons of headaches later.
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 have not looked at them in detail, but have received a lot of positive comments through out the industry, we're on the fence in regards to viability of cloud based solutions, but from the information we have received it seems like NetSuite has developed a good solution for the industry.
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.
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.
Prophet 21 is very reliable. The database is robust and well designed. The application is also hard to break. If there's one feature I don't like, it's that they haven't accounted for the dreaded single quote. That's kind of the bane of Microsoft SQL's existence. They need to escape that character in every field that will accept it in the system. Otherwise, the system throws all kinds of errors and many times will crash.
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.
