Vincere vs. Microsoft Dynamics 365

The training videos are a great tool for someone new to the system, and lines up really well with the ease of use that the system demonstrates overall - my team all watched these over the course of a week and became fairly proficient in using the system before we had it rolled out. Previously systems i have used haven't allowed for the extraction of financials in enough detail from the system. Vincere allows us to break our data down by contingent and retained, then by stage in order to truly see our pipeline in detail.

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

Incentivized

• Pipeline management: the system gives a $ value for every part of the recruiting pipeline so I can accurately forecast what revenue is coming in. I've never seen this in a recruitment CRM, I believe it's quite a unique feature.
• Price: although pricing was not the #1 criteria for me when I am choosing software, we are saving big with Vincere. I am paying $39/licence each month. This is a saving of 70% on our previous vendor yet the quality of the system is much better.
• Search: this is probably the feature that our consultants appreciate most. The advanced search allows you to search contextually across everything in the system and really refine and drill down into the nitty gritty.

• 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.

Incentivized

• While Vincere has spell check correcting keyboard, spelling and grammatical errors is more difficult than it should be. This is somewhat mitigated by ongoing development in other areas.
• Vincere invoicing systems could be improved. This is not a huge problem if you don't have multiple accounts with parent company access group but we do and this can be confusing at times. Not a deal breaker by any standards so more a general comment than a complaint.

• 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.

Incentivized

We just implemented Vincere and the chance of changing to a different soon is limited

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.

Great candidate management. A UI that could do with further visual development. Easy to use functions and great support from the Vincere team. Slightly clunky process for making a placement. Great candidate pics and star ratings. Overall easy of use that drives good adoption from my team

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.

Incentivized

Our Implementation Consultant Alan is super helpful 10/10 recommend!! If I have a question he gets in contact super fast. If he does not have an answer right away he talks to other departments and gets back in thouch within 48 hours. He was definitely the most helpful person out of everyone we talked to

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 selected Vincere as it offered everything (on paper and in the demo) that Bullhorn did for half the price (the market leader at the time). I should have realised not every deal is a deal. The product from month one displayed performance issues with the speed of the product they remain and have been constantly a point of complaint from my team, we had multiple bugs from day one, these bugs remain now or have been replaced with other bugs. The demo, the literature all claimed one thing and we received another. In comparison we have received excellent service from Zoho and their best in breed, rather one product for all approach offers a far more powerful offering for genuinely half the price without the need for us to spend further money on 3rd party products because those built into Vincere did not work as advertised.

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.

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.

• Accountability: Vincere has helped us shift the way we manage consultants. Everyone can see what they've done inside Vincere, the system is quite transparent so even your junior consultants can see where they need to pick things up.
• ROI was fast for us. You move from an old system to a modern platform like Vincere and it's like turning on the lights. Just having the mobile app was a revelation to us! Then you add on the dashboards, the LinkedIn integration, the constant upgrades.
• Analytics: we used to track everything on Excel and whiteboards. We've since shifted that to the automated reporting inside Vincere.

• 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

Incentivized