MS Dynamics CRM 2011 Review
August 02, 2016
MS Dynamics CRM 2011 Review
Score 8 out of 10
Vetted Review
Verified User
Software Version
On-Premise
Overall Satisfaction with Microsoft Dynamics CRM
It is being used almost across the whole organization, but heavily used by Marketing and Sales departments to manage sales opportunities, submitting and managing resource requests, activities and customer accounts. Also used to manage vendors and sub contractors. Marketing uses the application to manage contacts and open leads, run reports against opportunities, leads and activities based on date or customers etc...
- Leads and campaigns management that allows to track lead statuses, methods of contact, roles, company profiles etc.
- Management of activities such as tasks, appointments, text messages, faxes, emails etc.
- Customer accounts and associated opportunities management, with customer information and its open and closed activities, ship to and bill to addresses.
- The fact that I'm using 2011 version. I believe 2013 and 2016 have better features. I would start with Dashboard reporting, currently 2011 doesn't have an interactive dashboard and it's not effective.
- Mobile is a big deal now. Most Sales folks are on the go, and they always like to access their CRM data on mobile. 2011 lacks that, probably 2016 has a better mobile framework.
- Out of the box integration with various ERP and PSA systems, in 2011 version they are absent.
- I believe the whole business runs on CRM, without leads and opportunities there is no business. CRM helps manage all that, it is definitely a must have tool in order to conduct business.
- Every order submitted in our ERP comes from and Quoting system that is originated from CRM. Opportunities management is a big deal.
- My first comments say it all, MS CRM is not a nice to have but a must have for our type of business.
Salesforce is a great product but it is also a pricey one too. I didn't help with the CRM selection. If I would choose between MS Dynamics CRM 2011 and Salesforce I would choose Salesforce, but after seeing 2014 and 2016 features, I would possibly change my mind, and I believe the price will be the huge factor, as MS Dynamics CRM came up with really solid framework, look and feel, ease to use, mobile support, interactive reporting, integration with other systems, etc.