Kapost vs. Microsoft Dynamics 365

Kapost has potential to be a great asset in small and large orgs. If you're not producing a great deal of content, or coordinating across a large team, there's still tremendous value, but it scales as your org scales because it makes it easier to coordinate and manage large teams and large content archives.

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

• Filtering: If you make the most out of your custom details and custom fields, you can gain newfound access to materials that may have long been lost in the ether. It's really easy for us, for instance, to see all of our videos at once. Or everything targeting a certain buying stage. Or you can keyword search to see everything on one topic.
• Workflows: It's really nice to lay out "who sees what when" in a digital way, because everyone involved on an asset can easily see what stage things are at. You can also set deadlines to tasks, which seems a bit more firm than a casual email, because you can visually see how meeting your deadline fits within the whole timeline.
• Calendars: The calendar feature is nice for us because we have a blog, so we can see when everything is (supposed) to go live. It's easy to see when I, as a copy editor, should be expecting work, so I can align my day accordingly. Way better than the old-fashioned "mental note" system.

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

• Social media distribution needs improvement. Specifically a calendar for planned Tweets and a better way to schedule multiple shares of the same content.
• System performance is somewhat slow.
• Should be an easier way to make changes, like adding custom fields or publication destinations, to all content types, rather than one at a time.

• 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

We are using some other systems that might have replaced Kapost, but none of them had the workflow functionality we were looking for. So, we're sticking with Kapost for now.

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.

The calendar view is a great feature and so are the custom views. It is relatively easy to see a clear view of what content the user is responsible for and then the due dates associated to it. The ability to create and update workflows for the team is easy to navigate and keeps us on track.

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

The reputation of the product matches up to its reputation as one of the leaders in the space. I love that you can share and access content at your fingertips from anywhere. The downside is that it does not have the prettiest interface but you can get over this with its functionality.

Incentivized

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.

Workfront has a lot of great features, but Kapost was the right tool for what we needed at the time. With a team of our size, we had to make sure we weren't biting off more than we could chew and the project never got off the ground. We had to be thoughtful with how we rolled it out.

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.

It's easy to expand across an organization and the software is continuously being improved with new features rolled out to all users

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 allows us all to compare other email campaigns to each other. We are also able to get almost instant results.
• By having a working one system - we all can expect the same quality newsletters versus using an outside designer.

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