Ion is an enterprise-grade content experience platform that empowers modern marketers and designers to create no-code interactive content experiences integrated with their CRM or marketing automation tools.
N/A
Microsoft Dynamics 365
Score8 out of 10
N/A
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.
$44
per month
Pricing
Ion Interactive
Microsoft Dynamics 365
Editions & Modules
Managed Services + SaaS
Custom
per year
No answers on this topic
Offerings
Pricing Offerings
Ion Interactive
Microsoft Dynamics 365
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
$5,500 per customer
No setup fee
Additional Details
ion’s Build Anything SaaS platform provides organizations with an entirely new and agile interactive content marketing capability. It enables non-technical marketers and designers to create, test and measure an unlimited number of all types of interactive content marketing experiences. It includes unlimited seats, experiences, tests, customization, phone and email support, analytics and more.
If you want to choose a quick start template and fill in the fields with your content, Ion will be fantastic for you. We've done this with whitepapers and quizzes and it's been great and extremely easy to use. If you have an exact idea of what you want, and a background in web development, you may get frustrated. Ion has some quirks that make it tricky to fully customize - everyone once in a while I really just want to go into the HTML and make some changes, but can't. If you are looking to reuse a piece of content for specific targeting (industry or account-specific), Ion is great. The dynamic substitutions are great and very helpful.
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 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.
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
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.
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
Ion University, while stacked with a wealth of information, is difficult to navigate from a troubleshooting perspective. The tutorial videos are all very helpful, but they are also very long. Sometimes I would want to search for how to address a particular issue I was struggling with and it would be a two-minute segment buried in a 45-minute video.
Again, getting back the self-guidance side of things. I think a lot of the tutorials are set up in a way that makes sense to Ion, but not as much to the end user.
I think the controls admins use when creating new users could be a bit more straightforward.
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
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.
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 use it for every landing page and we plan on only doing more dynamic content creation. We dont see that option coming in-house any time ever in the future. ION has a very robust platform for us to work with that really allows us to do more for our customers in regards to having the one-to-one conversation.
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
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.
Usability is straightforward, with extensive documentation and tutorials provided to ensure landing pages are built to specifications and can be optimized for performance. Built-in platform funnels give insight into customer dropoff, success/failures, and conversions (at a glance). Setting up a landing page can be done quickly and easily, with numerous integrations (CRMs like SalesForce, for instance) supported
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
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
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 ION support team is amazing. There has not been a single issue they they could not solve for me. If there is a feature or request that they do not have, they have even, on occasion, created custom scripts for our team. *Update 6/5/17 - ION has continued to delight on multiple occasions. I appreciate their attention to detail and ability to solve whatever issue I have. After 3+ years of use and support, ION still has my full endorsement.
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
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.
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
They offer a great amount of online training, videos, articles, etc. There is usually an answer available if you run into an issue. I would recommend taking advantage of the online training they offer. I wish I would have done it sooner.
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
There were a lot of things we learned about the tool once we really got in and got our hands dirty. Being hands-on was essential for our team to be able to utilize ION in the most effective manner.
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
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 was not the decision maker to choose this over Uberflip, but the UI is much more appealing to me. It's incredibly easy to use, clean, and from a backend standpoint, it requires little to no tech savvy'ness. Our team has really enjoyed using it and has required no training what-so-ever.
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
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
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
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.
Separate client portfolios enable scalability, however, some elements are still grouped for all accounts so it's difficult to scale for an ad agency with multiple clients. Would prefer totally separate sections of the platform for all clients with each element housed separately.
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
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.
Though we have not had the service long enough to see any measurable outcomes, we've been able to create interactive web content faster than ever before
The speed with which we can build interactive pages and re-use assets has been critical as projects we've done with Ion have made their way around and more and more internal clients have said "me too" for their own projects
It is very pricey at $28K for the base annual subscription (dropping to $24k after the first year), so depending on your budgetary situation, that may make no sense for your team--but we had contract money set aside for a company to build us a microsite for around the amount, so we just used it for Ion instead and will now be building the microsite ourselves 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. TR verified that a representative sample of customers was invited. More Info
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.
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