A giant data storage without much insight into lead management
February 21, 2017

A giant data storage without much insight into lead management

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

Microsoft Dynamics CRM is the main CRM used not only by the sales and marketing departments of our company but also across the whole organization. Microsoft Dynamics CRM helps us to record the contact information of leads and customers, it also shows from which web page the leads fill in the form.
  • Integration with Outlook and Office 365
  • Simple, easy to navigate interface
  • Nice function to create filters to group different contacts into lists
  • I feel like this CRM is nothing more than a big database. I wish it would be more integrated with web analytics, so I can check which pages the contact has visited.
  • We also have this issue of duplicate leads, meaning the same contact filling out different forms but it shows two different entries in the CRM. The cross checking can be time consuming because we have a big amount of leads.
  • I would like more autonomy to customize the CRM to my benefits rather than having to hire a consultant for that.
  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
I think Microsoft Dynamics CRM is far behind HubSpot CRM, especially for me as a marketer who is interested in lead management and nurturing.
If you are looking for a giant database to store up all your contact information, turn to Microsoft Dynamics CRM. But if you are a sales and marketing professional who hopes to understand more about the leads and their journey behaviour on the website, then I think you should turn to something else.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
7
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
5
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
5
Email marketing
5
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
4
Compensation management
Not Rated
Mobile access
Not Rated