Salesforce vs Dynamics vs Messenger Bot: Which CRM Solution is Right For You?

If you are a small business owner, the choice of a CRM solution can be difficult. And it’s not just about choosing between Salesforce, Dynamics, or Messenger Bots! There are many different factors to consider when making this decision.

Choosing CRM software is important for business growth.

This blog post will help you make an informed decision and choose the right CRM for your company by comparing these three options and highlighting their strengths and weaknesses.

Which is better Salesforce or Microsoft Dynamics?

Because there are lots of CRM tools, the CRM market has been very competitive. Salesforce and Microsoft Dynamics are two of the biggest players. If you’re not sure which CRM solution is right for you, there are a few things to consider:

Salesforce’s strength is its customer service features like lead scoring and email alerts as well as its ability to integrate with other programs, such as Box or Dropbox. Salesforce also has an extremely robust mobile app that includes offline access so your sales team can take notes during meetings on the go without worrying about data connection quality issues. It also offers “Advisory Boards” where users can post questions related to product use, business strategy, marketing campaigns, etc., and receive feedback from Salesforce experts.

Microsoft Dynamics, on the other hand, offers a lot of different features for specific use cases like marketing campaigns and product management. It also provides strong analytics tools that can help you track your KPIs from team to team over time so you know which groups are performing well or struggling with certain tasks.

Alongside those differences, there are some similarities between these two CRM solutions: both offer collaboration spaces for employees to work together in real-time (Salesforce calls this “Chat”) and they allow users to create custom fields for each user account that trigger notifications when specified conditions occur such as the number of days passed since an opportunity was opened or closed without follow up email sent out.

The last thing worth mentioning is that both of these CRM solutions are cloud-based, so there’s no need to worry about server maintenance or installation.

Salesforce is a great option if you’re looking for an all-inclusive CRM solution with lots of customer service features and the ability for employees to work together in real-time from anywhere on any device. Microsoft Dynamics may be better suited if your business needs more specialized tools like marketing campaign management and product planning that can help improve KPIs over time.

Ultimately, it comes down to what kind of company you have: do you want something flexible enough to grow as your company does? Or would you rather invest in one specific tool now that will meet all your needs today but then become obsolete when those needs change?

What is the difference between Dynamics 365 and Salesforce?

Dynamics 364 is an enterprise resource planning software. Salesforce is a CRM solution for sales teams and marketing professionals.

Dynamics 365 is a complete ERP solution, while Salesforce CRM only handles customer relationship management.

One of the main differences between Dynamics 365 and Salesforce is that Microsoft has invested in integrating their product with other enterprise-level applications like Office365.

Moreover, Dynamics 365 can help you analyze your customers deeper and identify leads in LinkedIn with their LinkedIn Sales Navigator to create Microsoft Relationship Sales.

Does Microsoft Dynamics CRM compete with Salesforce CRM?

Microsoft Dynamics provides CRM services including sales and project service automation, field service automation, financial management, and analytics. Dynamics is often used for enterprise-level companies that have a complex customer database or want to provide services for their customers.

Salesforce CRM provides CRM services including sales, marketing, human resources, customer support, and social media integration. Salesforce has been around since 1999 which makes it the most established of all three options on this list with more than 28 million users worldwide (as of 2017).

Messenger Bot solutions are relatively new in comparison but offer many advantages compared to traditional software installation such as lower costs because there’s no need for expensive equipment like servers or IT staff. Messenger bots also don’t require continuous upgrades from the time-to-time meaning they’re always running at peak performance.

Microsoft Dynamics is focused on CRM with integrations of other Microsoft tools and solutions. Dynamics CRM is also the most expensive option on this list with a cost of $60 per user, per month (as of 2017).

Salesforce CRM is focused on providing customer service and sales automation that can be used by any size company because it’s made for everyone no matter what industry they’re in or how big their company is. Salesforce has been around since 1999 which makes them more established than Microsoft Dynamics making them cheaper at $40 per user, per month as well.

Messenger Bot is relatively new but offer many advantages such as less need to invest in servers or IT staff, lower costs, always running at peak performance without upgrades needed throughout the years.

Who is Salesforce’s biggest competitor?

Salesforce’s biggest competitors are Oracle, Amazon Web Services and Microsoft.

Microsoft has a more traditional CRM system that is not cloud-based but operates on Windows servers.

Oracle’s product is called Siebel and their products are actual software programs rather than web applications that can be installed on the customer’s computers or in the data center of their choice. They also have no freemium option like Salesforce does for small businesses with fewer than 50 employees.

Amazon Web Services competes through its AWS Enterprise offering which offers free usage to most customers who sign up for its paid tier options. It also competes by providing integration services into many other enterprise systems including SAP, Workday, and NetSuite among others while Salesforce provides this integration to only one other system, the Microsoft Dynamics 365 CRM.

All of these competitors have very different pricing models and licensing options that make sure they can offer a product for every type of customer. Amazon Web Services is priced at an hourly rate while Salesforce offers subscriptions at two tiers: Lite (with no enterprise capabilities) and Unlimited which includes all features available in salesforce’s platform but with some gaps such as chatbots. Oracle has monthly fees based on how many users are in your organization whereas their competitor SAP charges by seat or user where you pay more per person who uses its software.

CRM Software Comparison

User Interface

Salesforce

CRM tools like Salesforce offer a clean and modern user interface that is intuitive to use. They have a user-friendly design with screens that are easy to navigate. Salesforce users can customize the layout of their screens to fit their needs.

Dynamics CRM

The Microsoft Dynamics solutions have an enhanced drag-and-drop UI with easy navigation, allowing users to quickly access the information they need from anywhere in the system without having to go deep into submenus for different data.

Microsoft Dynamics CRM has an interface that is not as intuitive and clean as Salesforce, but it does offer extensive features for customizing the software according to your needs. Microsoft Dynamics CRM can be somewhat confusing at first because there are so many different sections of the program you need access to in order to find what you want or need.

Bot de mensagens

In contrast, Messenger Bots are designed with minimum functionality so the robô de bate-papo can be used as just one feature of your larger app. This low level of features allows them to have a simple design focused on conversational AI-powered by artificial intelligence technology like machine learning algorithms or natural language processing systems (NLP), which helps increase customer service efficiency through less time spent typing out replies manually or looking up answers online.

Messenger Bots are easy to use, and the user interface is designed for people who may not have a lot of experience with CRM software. They are usually very intuitive and their navigation options make it quick to find what you’re looking for among your contacts or accounts within Messenger Bot. The “home” screen displays all features in one place (depending on which account you’re logged into), so there’s no need to go deep into menus as Microsoft Dynamics CRM requires.

Integraciones

Integrations make up one of the most important parts of a customer relationship management software solution because they allow data related to clients and leads from various sources across different departments within your business.

Salesforce

Integrations are the most necessary tool to have in your CRM. It is what will make you stand out from all of the other companies that are struggling with manual workflows and long email chains to accomplish basic tasks such as sharing important updates, assigning follow-ups, or setting up meetings.

Salesforce has over 150 integrations with other software providers such as Google Drive, Slack, Dropbox, and Box; however, it does not provide a built-in email inbox or scheduling functionality. There are also no mobile apps available at all for sales professionals but they do offer robust customer support options that come in handy when you’re working remotely from another country.

Dynamics

Your company’s data can be integrated with Microsoft Dynamics through an API connection (though Premier and Enterprise editions provide more functionality). The integration allows for a seamless flow between process automation on both ends — for example: if there’s a change made to an account record within Dynamics NAV, this information would automatically update Salesforce via the integration without any action required by either party.

Dynamics currently offers around 100 different integrations with other software providers such as Adobe, Google Drive, and Dropbox.

Bot de mensagens

The integration options for Messenger are limited to Facebook itself but this is a major selling point of the service: you can speak with your customers in real-time without having to leave the desktop or mobile app that they’re already using; plus it’s easy to deploy since it’s available via an automated platform (i.e., Zapier). As well, there are no add-on fees like other CRM solutions might charge — instead, all features come standard with Messenger.

Preços

Salesforce

Salesforce has four products including the Salesforce Sales Cloud, Marketing Cloud, Service Cloud, and Salesforce Platform.

The Salesforce platform offers a CRM solution that is comprehensive and has various features such as in-context data capture, lead scoring, predictive analytics, social selling tools, role-based access permissions for security purposes. It also includes the ability to create custom apps on their AppExchange which eliminates the need to build your own software from scratch; plus it provides an end-to-end customer experience with its artificial intelligence (AI) capabilities like Einstein Analytics.

Salesforce pricing starts at as low as $25 per month for small businesses or you can pay annually upfront for 20% off — this gives you access to all of the products so there’s no need to worry about paying extra fees when switching between them if necessary. The costs vary depending on what plan you’re on.

Dynamics

Microsoft Dynamics 365 is a suite of applications that includes CRM, ERP, and analytics. The pricing is as follows:

Sales Professional – $65/user/month for first Dynamics app; $20/user/month for subsequent qualifying Dynamics app

Sales Enterprise – $95/user/month for the first Dynamics app; $20/user/month for subsequent qualifying Dynamics app

Sales Premium – $135/user/month

Microsoft Relationship Sales – $162/user/month

Bot de mensagens

The Messenger bot doesn’t require any software or downloads so it’s easy to get started.

Messenger Bots pricing starts at $4.99 on the first 30 days and $9.99 for the succeeding months which is considerably cheaper than other CRM options on this list. It it a great option for small businesses who are just looking for basic functionality without any bells and whistles that would drive up their prices.

Análise

Salesforce

Salesforce offers Sales reports that track all leads generated during an interaction as well as detailed information about contacts such as demographics, social media activity, preferences (e.g., likes or dislikes), and how often they’ve been in touch before.

CRM systems are required to collect data about customers and their activities. Salesforce provides multiple reports for analyzing customer activity, including Account Reports, Contact Reports, Lead Reports, Opportunity Reports, and more than 40 other report types.

These are some of the analytics features that can be found in a CRM system:

-Customizable dashboard that displays key metrics on your screen with drag-and-drop functionality

-Various charts and graphs are available on contact or account level (e.g., pie chart)

Recursos de Análise do Dynamics 365/CRM Online

As vendas não se preocupam apenas com o que aconteceu, mas também com o que acontecerá a seguir — o que significa que são necessárias ferramentas para ajudar a prever iniciativas futuras, bem como criar projeções com base na atividade passada. O Dynamics 365 fornece essas ferramentas com um conjunto de recursos analíticos para ajudar os usuários a prever comportamentos futuros e identificar o melhor momento para agir, com base no desempenho passado:

-Análise preditiva para prever resultados potenciais — com base no que está acontecendo agora e no passado recente

-Pontuação de Risco de Previsão que alerta quando pode haver um problema ou variação em relação ao resultado projetado

Recursos de Análise do Messenger Bot

Com o Messenger Bot, os clientes também podem fazer perguntas sobre seus produtos e serviços sem precisar sair do Messenger do Facebook. Essa experiência interativa cria mais oportunidades de engajamento, bem como taxas de conversão aumentadas, já que é muito mais fácil do que navegar por outro site ou aplicativo. Além disso, o bot está sempre disponível (24 horas), o que é mais conveniente do que ligar para o atendimento ao cliente no momento certo.

Você pode monitorar facilmente seus assinantes e como suas campanhas estão se saindo com o Messenger Bot.

Existem muitos sistemas de CRM diferentes disponíveis, mas cada um possui um conjunto único de recursos e análises para atender a diferentes necessidades — determinar qual é o melhor para você dependerá do que você está buscando alcançar com seu negócio.

Support

Proprietários de pequenas empresas e gerentes de vendas devem considerar quão responsivo é o atendimento ao cliente de um provedor.

Salesforce

se você é um cliente pagante, eles estarão ao seu lado e oferecerão um dos melhores atendimentos ao cliente do setor.

Eles também oferecem chat ao vivo em seu site para ajudar a responder perguntas rapidamente ou atualizá-los sobre quaisquer bugs atuais que possam estar afetando os clientes do Salesforce.

Dynamics

Você pode facilmente enviar um e-mail ou ligar para o Atendimento ao Cliente da Microsoft Dynamics, que está disponível 24 horas por dia e tem representantes que falam fluentemente inglês, espanhol, alemão e francês.

Bot de mensagens

Os chatbots são fáceis de usar sem precisar esperar na linha para alguém do outro lado; as conversas levam menos tempo do que chamadas telefônicas, mas ainda são tão eficazes.

Tendo em mente qualquer suporte que você precise para trabalhar com seu CRM, determine qual CRM é o melhor para você.

O Salesforce oferece muitos recursos diferentes que o tornam uma escolha popular entre pequenas empresas e gerentes de vendas; no entanto, é mais difícil entrar em contato se houver algum problema. O Dynamics 365 tem atendimento ao cliente disponível dia e noite, mas pode não ser tão eficiente em lidar com perguntas devido a barreiras linguísticas (o que também pode depender da região). Os Bots do Messenger oferecem acesso fácil sem precisar esperar na linha ou falar ao telefone, tornando-os perfeitos para aqueles que têm pouca atenção ou pouco tempo, enquanto ainda são tão eficazes quanto ligar diretamente para alguém.

Automação de Marketing

Salesforce

O software de automação de marketing ajuda você a gerenciar suas redes sociais, campanhas de e-mail marketing e outros esforços de marketing digital.

O Salesforce Analytics permite que os profissionais de marketing analisem dados de suas contas do Salesforce ou de qualquer aplicativo de terceiros usando sua Interface de Programação de Aplicativos (API) para obter insights em tempo real que ajudam a informar decisões no momento.

Dynamics 365

O Marketing é um dos oito aplicativos funcionais dentro do Dynamics 365 que permite aos usuários registrar interações com clientes usando materiais de vendas, como páginas da web, e-mails, promoções e eventos – incluindo quando os prospects são contatados por telefone ou fax.

Bot de mensagens

Com um bot do Messenger, é fácil configurar mensagens automatizadas sem precisar depender de programas caros como Hootsuite ou Sprout Social, onde você tem controle limitado sobre o conteúdo e a frequência das mensagens.

Microsoft Dynamics vs Salesforce vs Messenger Bot: Qual é o melhor para o seu negócio?

O melhor software de CRM é aquele que se adapta às suas necessidades e orçamento. O Salesforce é uma opção popular para empresas que precisam de uma solução de CRM em nível empresarial, mas não é a única escolha disponível. O Microsoft Dynamics 365 também existe desde 1974, com sua mais nova iteração adaptada aos modelos de negócios modernos — incluindo integração de IA e compatibilidade com o Office365. O Messenger Bot pode fornecer um serviço completo sem precisar que os funcionários gastem tempo em tarefas como entrada de dados ou catalogação de alterações de inventário.

A resposta depende das necessidades da sua empresa e de quanto dinheiro você está disposto a investir nesse tipo de sistema!

Comece gratuitamente hoje com o Messenger Bot!