Everstage vs. Microsoft Dynamics 365

It is highly likely robust for compensation administrators, easily integrates with our organization systems and accommodates our mobile workforce and there are robust tools to document and track administrative processes and all incentive activity. The structure and reliability of Everstage is an important foundation for moving your compensation practices to industry standards.

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

• User friendly UI - It is easy to navigate the platform and learn the details without any additional help.
• Ability to show the underlying formula that was used to calculate commissions.
• Provide visibility on how far the consultant is from achieving their quarterly quota.
• Automatically publish leader board for the team based on performance that drives the sense of friendly competition to succeed.

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

• Improving the user interface of Everstage could enhance its usability and make it more intuitive for team leaders and users.
• Offering more advanced customization options would provide organizations with greater flexibility to tailor Everstage to their specific needs.
• Integration with Third-Party Tools would be very helpful.
• Developing a mobile app for Everstage would provide users with the convenience of accessing the tool on-the-go.

• 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 reason to give this rating is corely because of multiple level analysis, everstage provide product level analysis which is truly beneficial for any business manager, we can understand which product is doing good in the organization and we can understand which sales executive is selling more which course. The sales executives can understand their next stage of the incentive and monthly target left to do

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.

Using Everstage, plans can now be easily rolled out in a matter of minutes and today, everyone from sales ops to the C-Suite has quick access to the intelligence they need to inform better sales forecasting. With Everstage on our desktops and mobile devices, we keep commission pay transparent and accessible.

Incentivized

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

It's Wonderful. They have been accessible when in need. the response is immediate and genuine. the support wait time is not too long either. when a fault is pointed out, thy accept it and try to work on it and within a week they try to find a better option to resolve the issue. Accepting and working to deliver better is really appreciable thing. Kudos to the team on that

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

Explained well about how to use and features of this product

explained it in very good manner

I am happy

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.

It was a company decision, Excel was not automated and had high chances of human error and if not updated properly there may be chances of someone losing out on their attainment Ever stage being automated and linked to salesforce there is very less probability of mistake and also transparency in the records

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

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 helps me to track my progress in terms of Commission earned and motivate me to work harder to earn more.
• It's Statement feature helps me to track my previous performance.
• It's user friendly interface helps every individual to get all details very easily.

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