LocaliQ vs. Microsoft Dynamics 365

LocaliQ is well-suited, in our experience, for B2B marketing and, specifically, hyper-targeted and personalized marketing efforts. The geofencing capability is excellent at helping us deliver messages literally to the doorsteps of our target prospects. The proprietary software they use for this targeting is worth the money, and their reps, specifically Nikki Rowell and Sarah Pena, are fantastic and delightful people to work with. The only scenario that was slightly underwhelming was LinkedIn. Their tools don't deliver any additional value to LinkedIn ad campaigns, so it's not worth paying LocaliQ to run these campaigns; we can run them ourselves, which doesn't require much effort. That is just a small downside. We are extremely pleased with LocaliQ and their whole team.

Incentivized

Based on user experience, I would like to recommend this software to my friends or colleagues on the AP Handling. I like AP recording the most because it makes my work easy. I have been using this for the past 2 years, and it's one of the best for this task. Easy to use and user-friendly.

Incentivized

• ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
• With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
• My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
• I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.

Incentivized

• 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

• The email content editor could use some additional bells and whistles, it cannot handle some more advanced functions, but for the basics it is more than adequate.
• Options for website creation are a bit limited and the turnaround time can be a bit lengthy at times because of the volume they do.
• Tracked phone lines can be a bit pricey, but not exorbitant.

Incentivized

• 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

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 usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested

Incentivized

The system has a generally easy to use interface. This is from log in, to switching of environments, to switching of user roles. Even the Business Central reports are relatively easy to use in comparison to other systems. And knowing that the data in Business Central can easily be made available and reports generated via the Microsoft Power BI makes it even a better a system.

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.

LocaliQ is more economical that marketing agencies we've used in the past. Our dollar goes farther. We've also used services from phonebook providers that were getting into the online advertising field. At the time, it was just being introduced so the reps knowledge on the topic was quiet limited.

Incentivized

Microsoft Dynamics 365 is much more robust, with more customizable features, such as user-specific settings and customer customization options. The system is easy to us,e and all modules can be customized to the exact need of the user. The standard version includes everything you need for a small business that is starting out. Additional features can be added as needed.

Incentivized

As mentioned prior, their ability to utilize and maximize our resources so that we receive the best results on all avenues of marketing and advertising. We see better lead generation, brand recognition and top of mind awareness due to LocaliQ efforts

Incentivized

• Local print advertising enhanced our community presence and strengthened brand loyalty.
• The automation of PPC and display campaigns has saved our marketing team at least 15-20 hours per week of work monitoring campaigns.
• Service fees feel steep for the campaigns we run, especially for a business with constrained budgets.

Incentivized

• If you know your stuff, this product does just fine. They are always adapting (aren't they all, always?), so expect it to grow and for you to grow with it.
• Don't expect new employees, or places with high turnover, to ease into this product quickly, or even on a moderate time table.

Incentivized