As a certified Dynamics CRM 2015 partner, we recently took some time with our most recent Dynamics CRM clients to determine why they decided to implement Dynamics CRM 2015, and what they’ve been able to accomplish with it. Our conclusion? there are 5 primary reasons why these businesses opted for Dynamics CRM over other options.
Since we often preach selecting the right tool for the right job, we thought it was appropriate to share why some of our clients believed that Dynamics CRM 2015 was the right tool for their business.
Microsoft Dynamics CRM 2015 offers a very flexible deployment model for businesses that have a very good idea of how the CRM system can mesh with their business processes, and fit inside of their current business structure. This is extremely important. One of the strongest predictors of software ROI is how well the software aligns with a companies business processes. Furthermore, it’s the only CRM in the leaders space of Gartner’s Magic Quadrant that is available in both on-prem and cloud deployment models (Salesforce is a cloud-only solution).
Dynamics CRM is well known for being a software that can be turned inside and out to fit your business. Our clients understood the value of business process modeling and wanted to ensure that whatever CRM solution they choose would be able to meet the needs of their ideal business practices. This included options in how the software would be deployed, how the data would be managed, and how the CRM would be mapped to the sales process.
Dynamics CRM 2015 may offer the greatest value of any CRM on the market today. This is far from marketing speak. It’s true. For nearly half the cost of what Salesforce will typically cost, organizations can deploy a full CRM with sales and service modules. It’s hard to argue with a CRM that is as competitively priced as Dynamics CRM 2015, and listed as a Magic Quadrant leader.
Cost is always a factor, and the clients we spoke with said that one of the key selling points for them with Dynamics CRM 2015 was the ability to check off all their needs in the most cost-effective way possible. Basically, Dynamics gave the clients everything they wanted in a sales and service CRM in the most affordable manner. This included sales, service, marketing, and reporting functions that met the needs of growing mid market businesses.
This is an extension of #2, because it piggybacks off of the value that businesses get with Dynamics CRM 2015. Out of the box, Dynamics CRM provides both full sales and service functions on par with the functionality that businesses would receive from Salesforce’s Sales Cloud and Service Cloud. This is a big value to businesses that plan on using the CRM beyond their sales department.
The clients we spoke with desired to have the service CRM functionality, and also liked that Dynamics CRM 2015 came out of the box with functions for marketing as well. Additionally, the advanced find and dashboard creation tools provide most mid market businesses with all the tools necessary to draw meaningful reports right away.
Reports are always at the top of business owners minds, and Dynamics provides easy-to-use functions that allow users to draw reports without added modules or functions. The reporting system is not quite as flexible as Salesforce’s; however, most businesses we spoke with found that it met their needs just fine.
Most businesses these days have some form of Microsoft investment. Whether you use Outlook, Word, or the ever-popular Excel, businesses can’t seem to escape Microsoft’s hold on their software infrastructure. That’s where Dynamics CRM 2015 really shines. It has a seamless native integration with all other Microsoft product investments.
Anyone who has used the modern Microsoft suite is familiar with the tiled navigation and display at the top of the software. Dynamics CRM 2015 becomes just another added tile once added to the organization; making flipping between programs seamless. Additionally, almost every program has features from the Microsoft software embedded into each application. This means that when operating inside of Dynamics CRM that merging calendars, dates, times, contact info, etc. is all occurring as if it was inside of a single program (… because it it kind of is).
The clients we spoke with thought this made adoption and utilization easier. Employees already know how Microsoft products work, and it gave them piece of mind knowing that the learning curve for the software would be lessened by this. Not to mention, it integrated seamlessly for Outlook; which all of the clients we spoke with utilize. They believed that sales appreciated this functionality.
To read more about how Dynamics CRM and Salesforce compare on this topic read here.
Although companies like Sugar and Salesforce make headlines for innovative CRM approaches, it’s actually Dynamics CRM that possesses the most beautiful and user-friendly UI/UX for users. Dynamics CRM 2015 is home to a gorgeous navigation menu that makes exploring the system fun and easy.
All the clients we spoke with mentioned this when we discussed their first impressions of the system. They thought the simplicity of how the system worked made adoption and understanding much easier. Often when businesses get demo’s of new systems they get lost in how certain tasks of BPM’s where achieved; which can leave their comprehension of the system convoluted. However, with Dynamics CRM 2015 all of the clients we spoke with highlighted how easy it was t understand how different tasks and measures were carried out.
As mentioned above, we preach finding the right tool for the right job. Dynamics CRM 2015 is a great fit for some businesses, but not for others. We recently compared Dynamics and Salesforce, and broke down these differences (we recommend this piece if you are currently evaluating these systems).
Finally, businesses that are in the process of identifying the best CRM for their organization should follow selection best practices. This ensures that all needs are met, and that emotional decisions aren’t made on something this important. You can download our selection guide below that includes a selection template that is easy to follow and applicable to just about every industry.
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