How do I decide if Salesforce or Microsoft Dynamics CRM is the right solution for my business?

Companies today are struggling with which Customer Relations Management (CRM) tool to implement and leverage into their ever growing business model. The current front runners are Salesforce and Microsoft Dynamics CRM. Both tools offer a wide range of customizations in meeting today’s growing businesses’ needs. Salesforce and Microsoft have both taken strides to remain competitive in today’s fast paced market. So how do you decide which tool is the right choice? How can you make the most informed decision out there?

In order to help you make the best informed decision, I have put together a highlighted comparison list between Salesforce and Microsoft Dynamics CRM in an effort to provide you with the most current information and paint a clearer picture when choosing your next CRM tool. For my comparison I chose the following areas to focus on:

  • Pricing and Current licenses
  • Browser Compatibility
  • Customization and Configuration

Pricing and Current licenses:

Salesforce:

Salesforce currently offers 5 licensing options to choose from which range from $5 to $300 per User per month:

  1. Contact Manager ($5): Available for up to 5 Users to manage contacts. Works with any email applications, including Outlook and Gmail. Users can upload, store, and share documents with coworkers and stay in touch with the Mobile Lite application.
  2. Group Edition ($25): Available for up to 5 Users to manage your businesses Sales and Marketing efforts and capture and generate leads with the Web lead capture application. With this edition you are granted one application from the Application exchange (AppExchange).
  3. Professional Edition ($65): No User limits and access to a multitude of additional features – campaign management, email marketing, product lists, sales forecasting, and a customizable dashboard. With this edition, you can create more custom objects and have access to 5 app via AppExchange.
  4. Enterprise Edition ($125): All the features and benefits of the Professional Edition plus Workflows and approvals to assist in automating business processes. The edition allows for the ability to customize Salesforce and integrate via the web service Salesforce API.
  5. Performance Edition ($300): The complete Salesforce package. This edition provides all the service support features with Salesforce Knowledge, Live Agent web chat, and Service Cloud. This version allows for unlimited customizations and access to multiple sandboxes to maximize your Salesforce experience and to meet your growing business’s needs.

Microsoft Dynamics CRM:

With Microsoft’s most recent release of CRM 2013, the licensing structure has been updated and consolidated from CRM 2011. Now companies will have 3 license options ranging in price from $15-$65 per User. The licensing plans are as follows:

  1. Essential ($15): For light-weight users who need to access custom applications developed in-house or by a vast network of Microsoft partners.
  2. Basic ($30): For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.
  3. Professional ($65): The complete CRM package for the core CRM users, who need the full customization capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care. Service tools.

*NOTE* – Microsoft CRM Online is also available under Volume Licensing through the Enterprise Agreement and Campus & School Agreement programs.

Browser Compatibility:

Salesforce – Salesforce supports recent versions of Google Chrome, Mozilla Firefox, Microsoft Internet Explorer and Apple Safari.

Microsoft CRM – Microsoft CRM’s full web client currently runs under recent versions of Internet Explorer, as well as Safari on Mac. Microsoft CRM can run in other browsers such as Chrome and Firefox – however, you’ll want to verify all functionality works as expected.

Customization and Configuration:

Salesforce – Administrator can add new fields to an object via point and click. Field types include: Auto Number; Formula; Roll-up Summary; Lookup Relationship; Checkbox; Currency; Date; Date/Time; Email; Number; Percent; Phone; Picklist; Multi-Select Picklist; Text; Text Area; Text Area (Long); Text Area (Rich); URL.

New objects (tables) can also be added. A new object can either have a lookup relationship with a parent object, a master-detail relationship or a many to many relationship.

Microsoft CRM – A System Administrator or System Customizer can add new fields to an entity via point and click. Custom field types are: Single Line of Text; Option Set; Two Options; Whole Number; Floating Point Number; Decimal Number; Currency; Multiple Lines of Text; Date and Time; Lookup.

New entities can also be added. An entity can be related to another entity or entities as one to many, many to one or many to many.


Salesforce vs Microsoft CRM Dynamics

These are just a few comparison points to help guide you in your decision making process for which tool is the best choice for your business. Looking for additional information and guidance? If so, let West Monroe Partners, LLC http://www.westmonroepartners.com/ guide and assist you in choosing the right tool for you.

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Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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