Helps me with my sales daily
August 24, 2018

Helps me with my sales daily

Yemsi Pino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

The department I work with is Geographical Systems, and we produce maps and planning projections for the future. This department uses the software when other firms needs a thematic map or a heat map and we have the opportunity to schedule the work and prepare the product, even program the reviews of the products before I deliver the final result. With this software I could send emails, prepare meetings and add some important notes from calls and communications with the customers. These communications helps me to improve my work every day in order be more efficient on the sales.

Pros

  • Is very flexible with the use of a very large database.
  • Integration with other products of Microsoft.
  • I can customize apps from a third party.

Cons

  • Is a very slow software to work with.
  • The learning curve is very steep to learn the software functionality.
  • The customize software is very difficult and needs a IT expert to do it.
  • Helps me to concrete the sales and contacts with my clients
  • Keep the whole package contract, project and invoice in one page
  • The workflow is very simple once the automation of process are on
The software stacks up because the integration between this software and other software by Microsoft improves the workflow in the office in a great way. The most important part is the relations between MS Dynamics 365 and other party software, whose integration are really helpful. As an Microsoft software user, is great to have a familiar environment to use in sales software.
In my daily work with projects are very well suited scenario for the best functions of MS Dynamics 365, because I can schedule the project, program meetings to ensure the goals of the project and the advance at the schedule time of execution. Add notes according to the agreements reached with the customer. And keeping track of the project with programmed emails and sales campaigns. The less appropriate scenario I can't find one right now, all you can do is adapt the way of work to the software you're working with.

Microsoft Dynamics 365 Feature Ratings

8.9
Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
10
8.3
Case management
9
Call center management
8
Help desk management
8
9.5
Lead management
10
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
8.7
Forecasting
9
Pipeline visualization
9
Customizable reports
8
8.8
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
9
9.5
Social data
10
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
10.0
Mobile access
10

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