三种提升销售的CRM解决方案：Microsoft Dynamics与Salesforce与Messenger Bot

CRM是任何希望改善销售的企业的重要工具。但市场上有这么多CRM解决方案，决定哪个最好可能会很困难。本文讨论了今天可用的三大CRM系统，并分析了它们的优缺点。

CRM代表客户关系管理。该系统由企业用于管理与客户、供应商、员工等的关系和互动。

让我们比较一下今天企业的三大CRM解决方案：

微软动态365

微软的解决方案是一个基于云的平台，提供从分析到销售管理的所有功能。它包括市场营销自动化、电子邮件活动和客户细分等功能，并能够通过潜在客户评分来优化投资回报。该系统的缺点是没有任何客户支持集成。

Salesforce

Salesforce提供的CRM能够集成客户服务、市场营销自动化和社交媒体，以及用于数据驱动决策的分析。缺点是它不提供电子邮件活动或潜在客户评分，而这些是微软Dynamics 365所具备的，但可以通过其他功能如AppExchange进行补偿，用户可以下载应用程序。

通讯机器人

该CRM解决方案是一个新产品，通过Facebook Messenger工作，并将客户服务与数据驱动决策的分析相结合，帮助企业更快地做出更明智的决策。它还包括电子邮件活动、潜在客户评分、市场营销自动化、社交媒体集成，甚至在电子商务网站上进行交易的能力。该CRM的缺点是没有像Salesforce那样的分析或客户服务集成。

让我们比较Messenger Bot与微软Dynamics CRM与Salesforce各平台的功能：

微软Dynamics CRM与Salesforce的易用性和用户可访问性

用户界面在选择适合您业务的CRM工具时非常重要。例如，如果您的团队不擅长网络或对计算机的使用经验很少，微软Dynamics CRM将更易于使用，因为它具有熟悉的Windows界面。

Salesforce的用户界面基于Lightning Experience方法，这意味着它类似于Salesforce Classic，但具有更新的设计和新功能。

Messenger Bot是一个聊天机器人，存在于Facebook的消息应用程序中，可以添加到您与客户的对话中。

Messenger Bots为使用社交媒体但不使用智能手机或平板电脑的人提供了与您作为企业主互动的替代方式。然而，它们仍然是新技术，因此存在一些限制，可能无法以您满意的方式配置或自定义用户体验。

您业务的最佳解决方案将取决于您的团队可用和使用的设备类型、他们与计算机的工作时间，以及他们的社交媒体活动是否发生在Facebook的Messenger应用程序中。

分析

CRM解决方案的分析对于理解什么有效以及需要改进的地方至关重要。

微软Dynamics没有内置的分析功能，但可以与Microsoft Excel或Power BI连接，以获取销售趋势的见解。Salesforce包括一套分析工具，帮助跟踪市场营销活动并识别需要改进的领域。Messenger Bot提供关于潜在客户质量和转化率等的预构建报告，以便每天让您的团队了解业务状况。

想法：微软Dynamics没有分析功能，但可以与Excel或Power BI连接。Salesforce包括一套分析工具，帮助跟踪市场营销活动并识别需要改进的领域。Messenger Bot提供关于潜在客户质量和转化率等的预构建报告，以便每天让您的团队了解业务状况。

提示：考虑哪个CRM解决方案对您来说是最具成本效益的，以及根据您前期投资的金额与年度订阅费用，您将从中获得什么。

潜在客户管理

潜在客户管理是CRM最重要的方面之一。这将使您能够跟踪、管理并将潜在客户转化为客户。

潜在客户是指一个人可能有兴趣购买或投资他们的时间和金钱的东西，但他们还没有准备好。很多人认为，当某人填写公司网站上的表单并自愿提供一些关于自己的信息（如电子邮件地址）时，这就算是“潜在客户”，但实际上并不是；此时这些人只是潜在客户。如果他们填写更多关于自己的详细信息——联系信息、行业特定数据等——并通过向已经下载与公司或产品线相关内容的人提问来表示兴趣，他们就会成为合格的潜在客户。

微软Dynamics的潜在客户管理

在潜在客户管理方面，微软Dynamics是行业内的佼佼者。它开创了CRM，并且与Microsoft Office 365的集成意味着您可以直接在Word或Outlook中完成大部分所需的工作。虽然Salesforce可能是一个非常适合主要关注市场营销自动化功能（如电子邮件活动）的小型企业的解决方案，但这并不是微软Dynamics的强项。作为行业领导者，他们拥有超过30年的经验，构建了一个全面的系统，提供任何公司成长所需的一切——从能够在电话和聊天会话中提供即时帮助的客户服务代表，到能够确保您的销售团队在恰当的时机拥有所需信息的客户经理。

Salesforce的潜在客户管理

Salesforce在潜在客户管理方面也是一个不错的选择，但有两个主要原因使得微软Dynamics可能是您业务的更好选择：首先，微软Dynamics在这一领域拥有超过30年的经验，因此他们能够在其CRM系统中整合更多功能；其次，Salesforce尚未与Office 365集成，这意味着如果您想直接从这些程序中访问任何有关潜在客户的信息，您需要单独使用Outlook或Word。不过，他们确实计划最终整合这些功能，因此我们预计这个问题很快就会解决。

Messenger Bot的潜在客户管理

虽然Messenger Bot在潜在客户管理方面可以提供与微软Dynamics或Salesforce相同的一些功能，但Messenger Bot主要是一个市场营销自动化工具，因此不提供完整的联系历史等功能。

工作流程

工作流程对于任何CRM的有效性至关重要。微软Dynamics和Salesforce中的工作流程自动化功能都很全面，但在实施之前，您应该记住一些关键差异：

在 微软动态工作流程可以用于自动化任务，例如结束一次外拨销售电话或生成季度报告供您老板审阅。这类自动化过程不需要用户交互，只需点击一个按钮。

在 Salesforce, workflows must be manually triggered by users from within their own accounts (e.g., when customer support agents reply to emails). This more manual approach may come with benefits, including not triggering unwanted alerts if everything is proceeding according to plan; however, it also means that the staff in question will need to log in and out of the system between different tasks.

在 通讯机器人, workflows can be used for any number of CRM-related needs. The workflow automation features are not as robust or functional as Microsoft Dynamics or Salesforce; however, they’re still an effective way to streamline your business process by automating certain tasks with no user interaction required beyond clicking on a button.

The most important factor when it comes to selecting a CRM is whether you prefer hands-off automation (Microsoft Dynamics) that requires minimal staff intervention, more manual but less time-intensive processes which require logging back and forth from a platform (Salesforce), or simple workflow automation tools that require no user interaction (Messenger Bot) – though it’s worth noting that the functionality and features of these three CRMs are not comparable.”

自定义功能

CRM customization is a key consideration in deciding which CRM solution to choose. Microsoft Dynamics has the most flexibility with customization, since it can be tailored for specific industries and companies. Salesforce doesn’t have as many options but does offer pre-built templates that are designed with different customer segments in mind. Messenger Bot tends to work best if you’re looking for an off-the-shelf option that’s easy to set up without any advanced technical skills required; however, this will also mean less customization than other platforms offer.

The platform you choose will help determine how much customization is possible, and may even have a major impact on your ability to grow the CRM in the future if it doesn’t offer enough flexibility for changes. It’s important that any decision about which solution to adopt be based not only on what’s currently available but also on whether or not there are plans for expansion down the line because this can affect both how well your needs are met as well as cost considerations such as ongoing fees and support contracts required by different platforms.

It’s worth noting at this point that while some providers offer free trials of their software, others charge an annual fee just for access during the trial period; so be sure to ask upfront before committing yourself to a CRM tool.

客户服务

Customer service is one of the most important aspects of a CRM solution for any company. Customer service is responsible for helping customers with their inquiries and needs, as well as solving customer problems.

Salesforce’s customer service comes with Service Cloud that operates on Salesforce Chatter in case you have an issue to report or want questions answered quickly. The interface allows agents to search by account, email address, contact name/number, chat message ID, or internal knowledge base articles (which can be created within your instance). Agents also have access to hundreds of pre-written responses which they can send via text messages without having to type anything out themselves – this saves time and energy spent typing if there are common questions asked frequently

Microsoft Dynamics has built-in customer service that integrates with MS Office 365. This integration provides agents more power in terms of the tools they have available to them. For example, there is a secure browser window where you can access and navigate through any website without leaving your chat window

Messenger Bot will automatically detect when customers are unsatisfied and provide upsell options or other resources for cases like these. Customers also receive an instant notification on their phone with how much time passes between each message being sent so they know if it was worth waiting around for someone to respond – this feature could potentially improve response rates by letting people know what to expect

In the end, customer service is a vital aspect of any CRM solution. Salesforce and Messenger Bot both have very good options for their customers when it comes to this department, but Microsoft Dynamics has some catching up to do if they want to be in contention with those two

Email

Email is one of the most integral communication tools in today’s business ecosystem. High-performing sales teams use email as a way to stay productive, connecting with leads and quickly responding to prospects’ questions–sometimes even before they’ve been asked them. The three CRM solutions below offer different methods for managing your email correspondence more efficiently:

Microsoft Dynamics 365 has an easy-to-use interface that offers templates preloaded with default text, making responses efficient and time-saving without sacrificing quality content or personalized messaging. Templates are customizable so you can change current messages or create new ones from scratch. List management allows users to add contacts to groups based on needs such as location, company size, industry verticals, etc., which provides quick access when sending emails out to a whole department or company. The Dynamics 365 email also offers auto-responding to help you stay on top of your inbox and get back to prospects in the time it takes them to respond instead of spending hours manually replying one by one.

Salesforce CRM is synced with Microsoft Outlook, which allows for quick access from within your familiar interface without needing an extra browser tab open as Messenger Bot does. You can customize templates so that they’re specific to your business needs–even going as far as changing fonts, colors, and images if necessary–and sync contacts directly from the app rather than having to wait for each new contact’s information to be inputted into Salesforce manually (which saves both time and data). Plus, with SalesForce’s email, you can schedule reminder emails to be sent out at the specific date and time of your choosing.

Using a Messenger Bot allows for quick response times so that if someone mentions wanting more information on your products or services, they’ll receive an instant message in their inbox with links leading them right where they need to go–saving both time and data. You can customize the bot’s behavior based on what best suits your needs as well: some bots might only send reminders about deadlines while others may wish to lead prospects through the buying process from beginning to end without ever having been asked for anything in particular.

Which CRM solution is best? While each has its own features, it ultimately comes down to which one will best suit your needs.

Messenger Bot与微软Dynamics CRM与Salesforce的定价

Pricing is another factor to consider before you purchase a CRM tool. Microsoft Dynamics CRM cloud offers several plans. Customer Service Professional plan is at $50/user/month, while Customer Service Enterprise is at $95/user/month. Field service is at $95/user/month and Remote Assist is at $65/user/month. For customer insights, the pricing starts at $1,500/tenant/month.

Salesforce, on the other hand, has four pricing tiers. Essentials Plan is $25/user/month, Professional Plan is $75/user/month, Enterprise Plan is $150/user/month, and Unlimited Plan is $300/user/month.

Lastly, Messenger Bot is the most affordable at only $4.99 for the first 30 days and $9.99 for the succeeding months.

常见问题

何时在您的业务中使用Salesforce？

Salesforce is an amazing CRM solution that can help you improve your sales process and reach your goals. The software offers a wide range of features for managing every aspect of the business, including customer service, marketing campaigns, human resources management, etc. Yet it can be pricey to keep up with the updates as they happen.

If all you’re looking for is better lead generation or email automation then Messenger Bot might work just fine for you– especially if don’t have budget constraints.

Messenger Bot与Salesforce与微软Dynamics CRM比较：哪个平台最适合您的业务？

CRM platforms can help you manage your sales process and reach your goals. It’s important to choose the right one for you, depending on the needs of your business.

Microsoft Dynamics CRM offers more than just sales and marketing features. It can help you save time with the automation of tasks, as well as an opportunity to reach out with intelligent insights about your customer’s data thinking process.

Salesforce is a powerful CRM that has everything customers need for managing their business– but it might be too pricey if not budget-constrained.

Messenger Bot will work great for lead generation or email automation when budgets are tight. Messenger Bots provide streamlined simplicity while still providing all the basic features necessary for business success such as support tickets, data management, and reporting tools, etcetera.

The best CRM platform depends on what you want it to do in order to improve sales. Choose wisely!