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
ZoomInfo Sales
Score 8.2 out of 10
N/A
ZoomInfo Sales is a modern go-to-market platform for B2B companies. ZoomInfo Sales helps find buyers based on an Ideal Customer Profiles (ICP), advanced company attributes, and accurate contact information in B2B. It is used to identify the next customer using data-driven insights and buying signals that reveal companies that are ready to buy.
While it might be better than Sugar (probably not), it's definitely not as useful as Salesforce. That said, CRMs are primarily what the company makes of them, and if the company is willing to invest in building out processes and integrations with other systems, Dynamics could be …
Better data, better user experience. Easier to learn. Faster to export, search, qualify. It is more expensive (for us) but is so worth it for data accuracy and user experience. Customers get so upset when you call with bad data, so it helps reps be more successful when they …
If you're looking to communicate on LinkedIn, Sales Navigator is your best choice. Communication outside of LinkedIn seems limited on any LinkedIn sales platform. That's where ZoomInfo comes in. Instead of emailing a VP at his ilikecheese78@hotmail.com address, you can find …
ZoomInfo stacks up very well against them. Honestly, it is a really good platform. One of the best I’ve seen. We just haven’t been able to convert any warm leads into clients. And a lot of the times our messages aren’t getting delivered or the people are not responding.
I only used the trial provided by UpLead but from what I remember, ZoomInfo is superior to their platform. One thing that ZoomInfo doesn't do the best is provide the most accurate information. I wasn't involved in the selection process but I know that everyone's productivity …
ZoomInfo is more detailed with company info and more accurate with employee information. There are more ways to export info, which makes it easier and faster to make a connection.
We selected ZoomInfo after using their week trial. We found it was pretty accurate for our target clients and it was very quick to export and get calling or emailing straight away. We also needed to grow our database so having something like ZoomInfo and exporting so many …
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.
I have found it to work best combined with LinkedIn Sales Nav. I use the filters on the sales navigation search to find people I wish to target, then use the sidebar to export individuals with the correct information into our CRM quickly. That is my bread-and-butter play as a BDR; I'm in there every day. It is also helpful to quickly check a company's revenue and employee count.
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.
Zoominfo provides us scoops regarding any new upcoming project or pain points (difficulties) facing by certain companies which helps a lot in our business to contact such companies.
Zoominfo gives us the exaction info such as email address, Direct or Cell phone number of particular contact which we want and we don't get anywhere except zoominfo
Zoominfo has huge database. Intent is one of the favorite section where we get the exact info about the companies/industries which we want
Zoominfo Connects with Hubspot which is another benefit for us to add any specific contact directly to our HubSpot app.
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.
For initial users, the system can be a little overwhelming. A ZoomInfor SalesOS Basics guide could be beneficial to keep new users from feeling lost amongst all the options.
Clearer instructions on how to set targeted search parameters for inbound information would be beneficial.
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.
I'm not the contact. But I see it is where things are moving and if you don't have the information ZoomInfo gathers and continues to be more honed in on our customer or prospective customers, we will lose any advantages we once had and will be left behind.
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
Overall super simple to use. You do not need any training to use it, just a couple of minutes as it is very intuitive. I love using it because it has everything in one place except cadence. The filters on accounts and prospects is very easy to use as well.
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.
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.
There would have nice while providing a great platform to use, to have an in person class to show how it would best serve us and to navigate. Nothing was provided to myself outside of having a sign on and the preloaded steps to get through basic processes
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
There’s a few not listed. All in all, ZoomInfo Sales is an essential tool if you’re hunting hard and often. The AI functionality is superior to anything else I’ve used. However, if you’re a come and go, now and then prospector you can get by with other search engines that are “static” or seeming to be lacking in current data. LI Sales Nav is great, but you’re not going to get ahold of normal mid level people on there, and contact details are protected. The biggest competitive benefit here is you get everything you could possibly want to know, I’m not aware of any other product that can hang.
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.
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.
