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
Picsello
Score 10.0 out of 10
N/A
Photography business management software is for photographers, and helps them manage, market, and manage their business at every stage. It includes a client booking system, where the user can create and view sessions and events right from a calendar, as well as promote upcoming events right from a public profile. Integrated email supports communicating with clients, and its streamlined process guides clients through the entire booking process so they can view availability and proposals, sign…
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
Picsello helps you stay on task. I have struggled with being too nice to clients in regards to when they pay for my services but Picsello fixed that. A payment schedule is included in the proposal process so when you send the email to your client, they'll get their contract, questionnaire, pricing details and a request for payment to secure booking. That's one less item on my to-do list and I can move forward with my workflow.
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.
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.
People like flexibility and being able to work with previously established vendors that are different from the print vendor currently available in Picsello. I know additional partnerships are forthcoming and once they do I think this product will only increase in popularity.
One feature that would be helpful is to be able to block off time in the calendar so potential clients can view your availability.
I'd like to be able to enter multiple contacts under a single client. If you have a large group and you have their email addresses you could send the gallery to more than one person but from the same job.
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.
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.
Picsello is a 10 because it has everything I need to successfully run my photography business. I can communicate with my client, get them booked and paid all in one location. I don't need a separate gallery manager, I don't need to remember gallery passwords, I don't have to worry if I remembered to send a contract to a client, I don't have to worry if I don't hear back from a client about their gallery because Picsello will tell me when they logged in to view it. And best of all, I know what I need to charge in order to earn the goal I set for myself and at the end of the day, it's all about earning money doing something you love!
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.
The people at Picsello are genuinely interested in seeing you succeed! Are you having trouble deciding what to charge? They have a Mastermind Facebook group, and they have business coaching available. Are you frazzled and just need a little extra help, Customer Success is there to listen and dive into the app with you. Are you new and just need some guidance? Customer Success is there to walk you through the process or send links to demo videos or to sign you up for a one-on-one meeting. These people have been truly nice to me as I've gotten help and learned the product. Customer Service is a big deal to me and this company is going to have my business for a long time.
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.
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.
Against Pixieset: I like Picsello better for a client experience and managing pricing and galleries. Pixieset is too complicated and cumbersome. Setting up the store is required before you can sell products on Pixieset and that's one large step more than Picsello. Against Honeybook: This is a product that's too generic and doesn't have even half the features of Picsello. It might work for freelance type work but a photographer needs way more than what is offered. It's just not made for photographers so it fails to hit the mark. Shootproof is another I tried but it's just not robust enough. There aren't enough features to help you successfully run your business, but if you'd like to add music to a photo montage, they've got you covered. That's fun to have but it's more important to earn a livable income and Picsello has them all beat with the Smart Profit Calculator!
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.
By incorporating everything I need in a single email to my client, it saves me time. The contract, questionnaire, pricing details and payment are all sent over in one email and the automation takes over from there as the client signs everything and returns it with payment. So much time saved!
Having all my clients saved in this platform is a space saver for my Contacts app and so easy for me to contact them on the go since Picsello is mobile-ready. I can use it's full features anywhere!
The questionnaires are a godsend! I use to have word documents saved all over my laptop from clients but having everything in the Picsello app is way move convenient!
The photo galleries are given a password and it's automatically entered into the email you send your clients when you share the gallery. I used to have to come up with a password and keep track of it in case a client lost it. Such a pain! This is so much easier and I literally don't even think about this anymore since Picsello does it for me!
