Microsoft Dynamics CRM a solid tool for biz dev outreach and prospect organization
December 12, 2017

Microsoft Dynamics CRM a solid tool for biz dev outreach and prospect organization

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

We use Microsoft Dynamics CRM as both a bank of information that every person on staff references and as a direct email tool to manage subscriptions and send out email blasts. The platform allows us to get in touch with prospects through targeted email, manage extensive lists of prospects and also track vital business information that helps our business function more smoothly.
  • Stores information in an organized fashion, allowing for easy search and recall
  • Simplifies the email marketing process by organizing lists and information
  • Provides one go-to place for key business information
  • Could do a better job of tracking duplicate information among contacts in lists
  • The email marketing interface sometimes glitches out, causing delays in our ability to send email blasts
  • Email marketing tests can be difficult to get exactly right, in terms of formatting
  • Microsoft Dynamics CRM allows for detailed tracking of prospect information and pipelines.
  • Microsoft Dynamics CRM helps organize key business information so it's easy to reference later.
  • For the most part, Microsoft Dynamics CRM is highly supportive of business objectives and helps make our process run smoother.
Microsoft Dynamics CRM is well suited for organization of key business information, where you can add many details that can be searched or filtered accordingly to what you want to see. Microsoft Dynamics CRM is a solid tool for email marketing campaigns, allowing for fairly simple editing of email templates, without knowledge of HTML. It can sometimes be glitchy though, causing delays in our ability to send messages. It is also good for managing very large lists, although I would appreciate a better feature for sniffing out duplicate contacts within marketing lists.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Channel / partner relationship management
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
8
Task management
Not Rated
Reporting
6
Customizable reports
6
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated