Microsoft Dynamics CRM Online Integrates Clients' Information, Communication, and Marketing for the Busy Business!
April 06, 2016
Microsoft Dynamics CRM Online Integrates Clients' Information, Communication, and Marketing for the Busy Business!
Score 7 out of 10
Vetted Review
Verified User
Software Version
Online
Overall Satisfaction with Microsoft Dynamics CRM
I currently work for a small business that deals in government contracts. At any given time our company is juggling 10-20 contracts with potential customers. While we are a small company, we found that Microsoft Dynamics CRM provided an interactive environment where we could organize all of our upcoming contract work and customer interaction/documentation.
- The tool allows my company to maintain detailed records of all current and potential customers.
- The tool works seamlessly with other Mircrosoft products, which helps when needing to inport/export documentation, such as Excel spreadsheets.
- Our company has Skype integrated with the tool, which allows us to search any given customer/client and contact them without switching from one piece of software to another.
- While we are a small business, we did need to provide a day's worth of training on the new tool. We did not expect the tutorials to be as complicated as they were, which resulted in looking elsewhere for instruction.
- Our company uses QuickBooks, and we were surprised to find that the software would not communicate with Microsoft Dynamics CRM.
- We find the product overall useful, but our employer would have a preferred a free trial period prior to his purchase. Upon further investigation, a free trial was found but never initially recommended by the sales representative.
- Positive: our business has become more organized with client information, as well as having the ability to access any documentation geared toward a specific individual or user.
- While there was a learning curve, our fellow employees feel that their overall organization has improved, and communication with potential contracting customers is more easily held when working remotely.
- The only negative impact that could be stated was the amount of time it took our company to integrate all of our customer information, files, marketing tools, email, etc., prior to use. The tutorial included with the online software needs improvement.
Prior to deciding to purchase Mircosoft Dynamics CRM, our company looked into SugarCRM and Salesforce.com. We discovered that Salesforce would not prove across the board support of all the products we were currently using, namely SharePoint. In regards to SugarCRM, the annual price tag was not in our budget at the time, plus we worried that it would not seamlessly support all of the Microsoft heavy software we were currently using. Thus, it seemed the smart choice to stick with a Mircosoft product, and we are satisfied that we did.