Why Try Microsoft Dynamics CRM?
Anonymous | TrustRadius Reviewer
January 31, 2015

Why Try Microsoft Dynamics CRM?

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

We use Microsoft Dynamics CRM to manage clients, prospects and referral resources. We also use it to create a pipeline and track wins. The marketing department is a heavy user of the product, but management across the organization also uses it. Prior to implementing CRM, we had no insights regarding existing relationships and pursuits between offices. Now everyone across the firm can see what relationships exist, the status of those relationships and if we are currently pursuing an opportunity with an account.
  • Effectively track relationships firm-wide.
  • Manage the sales pipeline.
  • Track mailings and event registration and attendence
  • Enable more than one relationship owner so that relationships are more easily seen without having to update and look in "Who knows who"
  • We've experienced a lot of bugs in the Outlook version of CRM. When we use the web version this isn't an issue.
  • Make "Advanced Finds" easier to pull - these can get complicated.
  • More accurate tracking of business opportunities
  • Reporting enables us to have a more accurate picture of who is selling what to whom
  • Allows for more accurate assessment of who our customers really are
We use the CoreMotives plug in for mailing campaigns and this has been a great tool for marketing - I highly recommend it.

How can Microsoft Dynamics CRM be configured to suit my business needs?
How customizable is Microsoft Dynamics CRM?
How can I simplify the interface (can I remove sections that I don't need)?

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
9
Workflow management
6
Territory management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
6
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
9
Task management
4
Billing and invoicing management
Not Rated
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
7
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated