Should I switch to Java or Salesforce?
CRM systems in comparison: Microsoft Dynamics 365 and Salesforce.
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The multitude of CRM systems on the market makes it difficult to choose the right CRM system. Not only do you have to have precisely defined your CRM requirements in order to start with the CRM selection, an overview of the CRM systems on the market is also necessary in order to find the right software solution. In this article we compare the CRM systems Microsoft Dynamics 365 and Salesforce.
The CRM software is compared with one another based on the following criteria:
- total cost
- Flexible customization options and expandability
- user friendliness
- Data storage
If the costs of Microsoft Dynamics 365 and Salesforce are compared with one another with the same scope of content, Dynamics 365 is the cheaper option:
In terms of total costs, Microsoft is characterized by attractive licensing and a lower cost structure. In addition, Dynamics 365 users get access to functions such as field service, gamification in sales and much more with their license. In addition, Dynamics 365 offers storage space and support at lower prices. Salesforce offers a low basic price that does not take these and other functions into account.
Salesforce prices range from € 25 to € 300 per user per month. In addition, there are additional license costs for e.g. Einstein Analytics. The Microsoft Dynamics 365 prices are € 80.10 per month and user. In addition, team member licenses with restricted access / read authorization can be purchased from € 6.70 per month per user. All prices are exclusive of statutory sales tax and are subject to price changes by the manufacturer. The attractive licensing of Dynamics CRM mentioned at the beginning is characterized among other things by the fact that users have a high degree of flexibility when choosing a license and can choose a different license for each user in the company.
More and more customers are choosing Microsoft CRM software because of its easy integration with other familiar Microsoft technologies. Microsoft Dynamics 365 harmonizes very well with apps such as Sharepoint, Teams, OneNote, Outlook, Office 365 and Microsoft Office. For example, it is possible to create an offer or other data records directly from Outlook without changing the program. Another very popular integration is the LinkedIn Sales Navigator integration into Microsoft Dynamics 365 CRM. LinkedIn data can be used to identify leads and build personal relationships.
Salesforce offers access to free and paid apps with the Salesforce AppExchange. AppExchange is one of the largest B2B stores in the industry, offering thousands of third-party integrations to help businesses make better use of the platform. For example, with the "Outlook Integration for Salesforce" integration, Outlook can be integrated into the CRM.
Flexible customization options and expandability
Microsoft Dynamics 365 supports common programming languages (e.g. HTML, .net and Java), while Salesforce uses its own programming language (Apex). Using your own programming language makes it difficult to adapt the native CRM system and requires special developer skills. However, Salesforce's "Trailhead" training platform helps developers customize the system.
This is not the only reason why Microsoft Dynamics 365 CRM scores significantly better than Salesforce in the point of "flexibility": With the Microsoft Flow and Microsoft PowerApps products, Microsoft Dynamics 365 can be adapted to the individual requirements of your company. With Microsoft Flow you can automate certain business processes between apps and services, receive current notifications, collect data, synchronize your files and much more. With Microsoft PowerApps, you can create custom apps that are tailored to your business.
Salesforce is known for having to complete training before using it so that users can use the system effectively on a day-to-day basis.
Microsoft Dynamics CRM is characterized by a very high level of user-friendliness, which is based on the simplicity and the familiar user interface from other Microsoft products such as Office 365 and Outlook. This increases the user experience, which in turn has a positive effect on data quality and consistency.
In addition, training courses at Microsoft partners on Dynamics 365 can be used in order to be able to use the system optimally.
Salesforce and Dynamics 365 have significant differences in terms of customer data storage and the corresponding pricing model. Salesforce charges extra fees for API access and the provision of the backup.
With Microsoft Dynamics 365, backups are available free of charge on request and API access to your data is included in your subscription. The special thing about Microsoft Dynamics 365 is that with a backup of the database you can switch to a different deployment version (on-premises or partner-hosted) at any time.
Salesforce offers static Excel export options - advanced analysis functions are available for a fee. Unfortunately, Salesforce doesn't offer list views.
The export functions of Microsoft Dynamics 365 include flexible and relevant Excel-based functions such as interactive exports. You can even export to Excel from your phone or tablet.
With Microsoft Dynamics 365 you have the option of relocating your hosted data locally to your own infrastructure or having it operated by a partner in a data center. Salesforce is only available online, while Microsoft Dynamics 365 offers cloud, on-premises, and hybrid installation options.
In combination with the license flexibility and the Service Level Agreement (SLA) with a support of 99.9%, Salesforce simply cannot keep up on this point. An SLA with Salesforce is only available on request and must be negotiated separately.
Salesforce stands out because of the many integration options with the Salesforce AppExchange and the large training network Trailhead. The major disadvantages of this CRM solution, however, are the intransparent and high pricing as well as the use of its own programming language, which entails restrictions in terms of flexibility.
Microsoft Dynamics 365 is characterized by its transparent and flexible pricing and individual licensing. In addition, the familiar user interface and integration with familiar Office applications such as Office 365 and Outlook have a positive effect on the user experience. An SLA of 99.9% also increases the trouble-free use in everyday work. A disadvantage of Dynamics 365 is that there are only a few connectors for connecting to third-party systems, which means that specially developed interfaces are required.
The company size plays a decisive role in the selection: Salesforce is especially suitable for large companies and corporations, Microsoft Dynamics 365 is more suitable for small and medium-sized companies and large companies.
As you can see, every CRM software has its advantages and disadvantages. If you are not yet sure which system is suitable, we recommend that you get to know both systems in a demo and check your own requirements with the implementation options of the respective CRM solutions. This is the only way to find a CRM system that really meets your needs and contributes to your company's success in the long term.
So that you can delve deeper into the research of the right CRM tool, we offer you the opportunity here to carry out an individual and free CRM software comparison in order to get a big step closer to your choice of the right system.
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