E-Handbook:

Cloud CRM wars feature Microsoft Dynamics vs. Salesforce

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Weighing the pros and cons of Salesforce and Dynamics

The best CRM system is the one that best fits your company's workflows. It's also the one that requires the least amount of training and upkeep -- it should just work so that front-line employees aren't wasting time figuring out what to click while interacting with customers or sorting the next round of leads to engage.

The choice many organizations face when purchasing cloud CRM systems is Microsoft Dynamics vs. Salesforce. Both companies have a strong cloud implementation, and both are known for straightforward interfaces used by millions of people every day. Both also have a competent third-party developer ecosystem designing apps and assisting users in customizing their CRM implementations to dovetail with business operations.

Salesforce can be more expensive, but Dynamics can be more difficult on the administrative side. Of course, if your office is already a Microsoft shop for other enterprise applications, Dynamics integration might go a lot smoother. And for apps, Salesforce's platform offers far more choices.

So, how does a group tasked with weighing Microsoft Dynamics vs. Salesforce arrive at a final decision? For some, flipping a coin might feel like the best way to break a stalemate because buying from either vendor might feel like an evenly matched list of pros and cons. But there are better, more logical ways to make the call.

This handbook examines the methodology of choosing between Dynamics 365 and Salesforce CRM systems and offers some other need-to-know tips, such as integrating third-party marketing automation tools. While heads or tails might be more straightforward, following these insights will likely better serve your customers in the long run.

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