Artificial intelligence and machine learning are currently making significant advances. These technologies help improve relationships between salespeople and CRM software. Instead of waiting for people to manually enter past actions into the software, AI consolidates CRM features, sales enablement, and analytics to a single platform, extracts data from interactions with prospects, and then provides recommendations for next best actions.
This Microsoft Dynamics vs. Pipeliner CRM comparison examines how two solutions with common features and a few differences implement advanced technologies to help you be more proactive. We can help you find the right CRM with our Product Selection Tool to get fast, free recommendations based on your needs.
Microsoft Corporation, founded in 1975 by Bill Gates and Paul Allen, is a publicly traded multinational company based in Redmond, WA. Today, Microsoft has offices, subsidiaries, and partners in 120 countries with customers all over the world. Dynamics 365, which was launched in 2016, includes customers like Chevron, HP, and Heineken.
Microsoft Dynamics is a CRM and ERP suite. It includes over a dozen applications that can work alone or together to provide enterprise-grade solutions covering business processes such as sales, marketing, customer service, finance, operations, commerce, and HR. Artificial intelligence built in the platform allows you to get more from your business and customer data, connect your entire business, and act on insights as needed. It has a familiar look and feel to Office 365 and other Microsoft products, which it works with seamlessly.
Pipelinersales, Inc. was founded in 2009 in Austria by Nicolaus Kimla. It is a privately held software company based in Los Angeles, CA, with an EU office located at Bratislava, Slovakia. It is a global company with customers in 34 countries worldwide. Customers include Mactech, Drummond, and Rockstead Group.
Pipeliner CRM is an online sales CRM software with a focus on providing you and your sales team the most friendly interface that will drive high adoption rates. It is a highly visual tool with uniform navigation and customizable features. Administration uses drag-and-drop, in-line editing and other non-technical tools, so you will not need a full-time admin for the software. Aside from the cloud version, it also offers a CRM Hybrid version that operates both online and offline using a smart sync desktop app.
Features comparison of Microsoft Dynamics vs. Pipeliner CRM
Microsoft Dynamics lets you identify customers who are likely to convert and buy with scoring-based leads and AI-powered opportunity management tools. You can free up more time for selling with smart features such as:
- Contextual prompts that suggest the creation of new records as you type notes
- Sales playbooks that contain repeatable, winning techniques and reference materials
- Intelligent recommendations when searching for relevant content and related training materials
- Business process UI that guides you as you move forward to the next phase of sales cycle
- Scanned business cards that can convert into new customer records
You can collaborate with other members or teams on your deals as you share information and documents on Microsoft Teams. Microsoft Dynamics also lets you work easily with your partners with tools for recruiting and onboarding.
Pipeliner CRM brings focus to your sales team through its Navigator Dashboard. It has 5 integrated components in a single cohesive view:
- Activity stream displays opportunities, activities, and tasks ordered by date
- Target overview shows progress towards a sales goal
- Notifications display the number of overdue tasks, the number of missed close dates, the number of opportunities past due in getting moved to the next stage, and the largest open opportunity
- Suggestions advise you in other areas such as new leads, stuck opportunities, and inactive accounts
- Business overview displays graphs about the overall health of business
Leads can be dragged and dropped in the pipeline view for assignment and qualification. When it becomes an opportunity, it is scored and ranked according to its chances of closing. Pipeliner CRM allows you to customize your sales stages to fit your sales process. You can manage and track opportunities visually and switch from one pipeline to another across multiple pipelines.
Contact management and automation
Microsoft Dynamics lets you build sales relationships with the right people with its LinkedIn integration. You can visualize relationships among contacts with an interactive org chart. Help your sales team connect to buyers as you easily see the link that can provide an introduction. Microsoft Dynamics helps you keep track of buyers and their needs as they share content or when they connect to networks in LinkedIn. You can personalize, share, and track presentations in Office 365 and PointDrive. Save time by sending InMail communications directly from the CRM software.
Pipeliner CRM integrates with Office 365 Outlook and Gmail for email communications. You can send personalized emails either as standard email, a single email sent to multiple recipients, or mass email, individual emails sent to each recipient separately. Email tracking report shows the number of opens and clicks, which you can use to send follow-up emails directly from the report. The smart org chart tool allows you to select contacts associated with an account and assign and arrange them according to their place in the organization. When you access a contact, you also see all opportunities, activities, tasks, notes, social messages and email for that contact.
Microsoft Dynamics lets you streamline your workflow with its mobile apps for iOS and Android. Dynamics 365 for smartphones and tablets enables you to complete your tasks, whether for sales, customer service, or field service. One download gives you access to all the apps you need for your role. The apps come with the new unified interface. For phones, screen orientation defaults to portrait mode, while for tablets, default is in landscape. You can view dashboards and charts, work with records, send an email, or make a call.
Pipeliner CRM offers a mobile app for iOS and Android devices. A built-in AI called Voyager lets you receive notifications about new data added to leads, opportunities, accounts, contacts, or activities. You can scan business cards that automatically add records and its contact details. Tap a phone number to make a call or an email address to open your default email client app. You can also enter a contact or an account on the map feature, and it will show where it is located.
Ready to make a decision on Microsoft Dynamics vs. Pipeliner CRM?
Microsoft Dynamics is a comprehensive set of integrated solutions ideal for medium-sized to large enterprises, but can be customized for SMBs. It is flexible and modular, but the great number of capabilities also need additional training. It works best with other Microsoft products but also works with many ready-to-use solutions in its AppSource.
Pipeliner CRM is an affordable, low-maintenance sales CRM tool. Aside from sales tools, it also comes with a product catalog feature. If you need more marketing or customer service capabilities, you need to integrate it with third-party applications. It works well also with Office 365, G Suite, and other apps. A 14-day free trial is available.
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