Microsoft 365 vs. Salesforce Agentforce Sales

Microsoft 365 would be well suited for medium to large enterprises. This is where there are several hundreds or thousands of people. Since most everyone has used one of the applications the learning curve would be reduced. Another reason would be the ability to implement security measures to prevent access to sensitive data. This could justify the cost of an Enterprise license.

Incentivized

Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.

Incentivized

• Chat with teams and the integrations with the other apps, and many more smaller ones, like to-dos, news, and the recent Outlook integration.
• Easy embedding on SharePoint to broadcast all the content created in the different tools.
• The office package is still robust with the good things from the past and new additions.

Incentivized

• The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
• From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.

Incentivized

• Forms lack comprehensive features and parameters for detailed questioning for example cannot be directly linked with Power BI
• Outlook email filters are not handy to use and require more detailing in terms of location past emails
• Teams requires substantially large amounts of system resources which could be finetuned

Incentivized

• We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.

Incentivized

So far the Microsoft 365 platform provides features and tools that can cater to 100% of present organizations needs considering both technical and business necessities, however most features are not been effectively utilised at present. The current featureset is able to cover for most of the future needs of the business and technical functions.

Incentivized

There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.

Incentivized

Microsoft 365 is the gold standard for performing project tasks in a professional environment, enabling the quick transfer and exchange of files and ideas for team members who work locally and remotely. Its suite of tools is familiar and has evolved to being cloud based, allowing for files to be updated in real time from near and far.

Incentivized

Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.

Incentivized

To-date Microsoft 365 platform has offered an amazing uptime and availability percentage per year compared to all other products which provide the stability and overall business resilience of their ecosystem which is a great relief for information technology service entitites which heavy rely on Microsoft offerings as a whole to redeliver their own custom products

Incentivized

Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.

Incentivized

The Microsoft 365 tools expects and demands a substantial amount of system resources to operate at optimal level and even more when integrated with other applications which is a downside, however given that external supporting tech factors such as fibre/broadband speed bandwidth, high speed RAM and ample storage resources are allocated the tools work error free providing robust communication

Incentivized

Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure

Over the past 8 years of using Microsoft 365, I have noticed that they change vendors often. This always leads to a poor experience in the beginning, then levels out after some time for the company to get things worked out. As a customer, it is really frustrating because I don't have time when something isn't working to have them "look into my issue" and get back with me. They have even closed a ticket I specifically told them to keep open. Your applications are only as good as the support.

Incentivized

The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.

The resellers involved with selling Microsoft products are reluctant to provide in person specialist trainings to consumers due to the fact of costs of economies of scale and is not provided free of charge most of the time. In Person trainings needs to be agreed to at the initiation of projects and implementations for better ROI.

Incentivized

I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business

The standard training offered with 3rd part resellers are fairly standard and covers the basic workability however the trainings needs to be specifically customised according to unique requirements of the organizations. for example an MSP would need to master specific communications verticals within Microsoft 365 whereas and online store using Microsoft 365 would needs to master a different set of tools within the suite to get the best ROI post implementation.

Incentivized

I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this

The Microsoft support partners are more than capable of handling implementations and dealing with unprecedented errors during the implementations. Not part of the implementation though the setup was done with minimum misconfigurations which is evident with present live setup which works fine without any bugs and gaps at present context.

Incentivized

Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.

Typically I prefer working with companies with Microsoft 365 as their main tool because they're usually a fast growing company with a global presence. I like using it for work because it's easy to collaborate, share, review, comment, reply in any of the tools. The mobile app for Outlook and Teams are lifesavers when we're constantly traveling and you can join meetings on the mobile Teams to never miss a beat.

Incentivized

So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.

Incentivized

Microsoft pricing is not very expensive and yet not very cheap as well, and it hovers in between the baseline. The charges are mostly based on the tier level partners who charge based on their individual reputation in the market. Power negotiation will lead to cost effective and attractive pricing

Incentivized

Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.

Multiple tools within the same platform have been deployed successfully within different functional technical and non technical teams such as Devops, SOC, NOC, Shared services, Managed services, Global Information technology, Cloud operations, Finance, Administration, human resources and all these teams collaborate while maintaining central uniformity in terms of global standards who are dispersed in different geographical locations with ease

Incentivized

It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.

Incentivized

Have not directly obtained professional services from Microsoft but rather obtained specialized services such as implementations and configurations, setting up and integration support with Microsoft authorized suppliers, 3rd parties, and resellers, which has been a pleasant experience. Again the level of delivery quality on professional services is based on the level of hands on exposure of the 3rd party

Incentivized

Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.

• We have a lot of nonprofit users, so they have a good ROI.
• I like the constant updates without having to purchase the software repeatedly.
• I used to purchase each Office (insert year here) often, so the software was up to date and had the newest options and connectors. I think my return on investment would have been much better if Microsoft had updated those versions to keep them current; after all, we did pay for them.
• Microsoft 365's offering a monthly fee or a discount for a year helps, and you can look at it as a free backup if you have everything set to back up to One Drive. (Cloud-based document filing you can access anywhere ( with an internet connection)—you Can't beat that!)

• It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
• The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.

Incentivized