VIDEO: Salesforce vs. Microsoft Dynamics: CRM Comparison

when it comes to choosing a crm salesforce sales cloud versus microsoft dynamics 365 sales is one of the most common comparisons people make in this video we'll compare these systems side by side to help you decide which is better for you but if you're in a rush we can help use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the link in the description below to get started salesforce and microsoft dynamics are two of the biggest names on the customer relationship management or crm market both systems work best for medium-sized businesses and enterprises and they offer many of the same or similar features including lead and case management sales forecasting reporting and analytics and email integration marketing automation is available as a paid add-on for both systems with pardot for salesforce and marketing for dynamics 365. both salesforce sales cloud and microsoft dynamics 365 sales come in four editions priced per user per month and you can try both systems out through a free trial salesforce is a cloud-based solution but microsoft dynamics offers deployment options for on-premise and cloud mobile applications for ios and android devices are available for both systems salesforce and microsoft dynamics 365 are large systems offering a number of different products that are designed to be bundled companies can manage their entire customer experience through salesforce customer 360. while microsoft dynamics 365 offers the capabilities of a fully fledged enterprise resource planning or erp platform for salesforce you can choose sales cloud as the base of your bundle and then add more products to create a customized solution for your business for example if you own an e-commerce business you might want to bundle salesforce sales cloud commerce service and marketing you can also choose from pre-built solutions for specific industries like financial services manufacturing and consumer goods for dynamics 365 you can build a custom bundle with dynamics 365 sales as your base from there you can add products like commerce customer service and marketing the licensing structure for this system is a bit more complicated than what you'll encounter with salesforce so be sure to carefully consider all your options in general microsoft offers licensing for dynamics 365 in two categories assigned and unassigned licenses licensing options can change year to year so check the dynamics 365 website to make sure you have the most up-to-date information when you're ready to buy the core features of both systems are extremely similar they can easily handle contact and account management social customer service territory management and sales forecasting they also both offer their own app marketplaces where you can choose from thousands of integrations to extend the functionality of your crm being sas solutions salesforce and dynamics 365 scale easily good news for rapidly growing organizations now let's take a look at three areas where salesforce and dynamics 365 differ in terms of each system's platform salesforce was built as a cloud first application while microsoft dynamics 365 offers options for on-premise deployment in addition to cloud if you're fine with using a sas solution both vendors give you that option however for companies that want to own their own software licenses and host a solution on their own servers microsoft dynamics 365 might be better suited to your needs usually the general consensus is that salesforce has an edge over dynamics 365 when it comes to integrations the salesforce app exchange supports integrations with over 2 600 third-party applications but the microsoft app source isn't far behind it's also important to consider that dynamics 365 supports native integrations with a number of different microsoft products like power bi and power apps in some licensing agreements in recent years microsoft has made big improvements to the automation and ai features in dynamics 365 sales salesforce offers robust automation features as well and its proprietary ai assistant called einstein can be a huge help in predicting win rates and in scoring leads and opportunities additionally salesforce offers some more advanced features like data governance partner management and performance management you can access data governance and dynamics 365 through microsoft azure database but this implementation may be too complicated for some companies ultimately the best option for you comes down to what business systems you already have in place what features your team needs and how much you're willing to spend comparing head to head it's hard to spot many differences in feature offerings between salesforce and dynamics 365 though salesforce does offer some more advanced features that you won't find in dynamics and while salesforce does generally support more third-party integrations than dynamics 365 dynamics might be the better choice if you already use other microsoft products pricing varies based on how many users need to access the system and what kind of bundles you want to build but for the crm product alone microsoft dynamics 365 tends to be less expensive than salesforce sales cloud still not sure if salesforce or microsoft dynamics 365 sales is right for you use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the button on the left to get started

This transcript was generated automatically from the video's captions and may contain errors.