The market is flooded with solutions that claim to be the best for many reasons. Either it will be the best in its segment or have unique features to fulfil the specific functions of a business.
As for a business, the primary need would be to have a solution that meets the basic requirements with the best features. A comprehensive solution that effectively improves sales and customer service will be at the forefront or top priority for many organizations.
If so, CRM or customer relationship management software might be a choice.
A CRM solution effectively manages the relationships your customers have with your business. CRM helps you manage and follow up sales leads and convert them into customers by maintaining good relationships with customers. Also, you can create and deploy effective marketing campaigns to attract customers.
CRM software is fit for all business types and sizes, and you can choose the right one according to your business needs. Thanks to many big names in the industry, you can take advantage of the best CRM for small business.
Here we compare the best CRM systems Microsoft Dynamics 365 CRM and Zoho CRM based on various aspects like pricing, features and integration.
What is Microsoft Dynamics 365 CRM?
Dynamics 365 is a complete customer relationship management solution that covers apps for managing sales, customer service, marketing, and field service. Microsoft CRM streamlines key processes in sales, marketing, and customer service departments. With the support of MS Dynamics CRM, your business will not miss growth opportunities and revenue.
What is Zoho CRM?
Zoho CRM carries features that make customer management seamless. As a popular CRM designed for industries of all sizes and types, Zoho CRM integrates functions to optimize sales, marketing, and service processes. It seamlessly integrates with other Zoho Business software solutions and helps businesses achieve their service goals. Also, it connects with third-party apps like LinkedIn and Google Drive.
Which CRM is right for you?
CRM software is designed to manage, track and store information related to both existing and potential customers. It manages to keep the system in a centralized place which an organization’s business teams can centrally access insights they need to improve business processes.
When it comes to choosing the best CRM software in the market, confusion arises. A comparison between these two CRMs will help you get an idea about choosing the right one.
Here is a comparison of both CRM software based on features, pricing, and integration.
CRM Features
MS Dynamics CRM
Dynamics 365 CRM integrates the modules for sales, marketing, and customer service.
Sales
Dynamics 365 CRM empowers sales agents to engage effectively with customers, increasing the chances of winning more sales deals. Sales teams can create targeted sales campaigns and identify prospective customers who are more likely to convert.
The AI capabilities track customer relationships and provide insights into customer needs, preferences, and behavior, enabling teams to deliver personalized experiences.
Marketing
MS Dynamics CRM comes with advanced marketing features that allow marketing teams to create effective marketing campaigns to generate leads. It supports real-time marketing and outbound marketing strategies to target customers.
Customer Service
Customer service teams can connect with customers through various channels. Through chatbots, teams can improve engagement across all interactions. Also, by providing personalized services, agents can increase cross-sell and up-sell opportunities with relevant content and insights.
Agents can easily connect with customers through their preferred channels and resolve their concerns quickly, providing a better customer experience.
ZOHO CRM
Zoho CRM features are classified in terms of marketing automation, sales automation, and analytics features.
Marketing automation
Zoho CRM efficiently targets customers and identifies the most valuable ones through customer segmentation, lead nurturing, and event management. Additionally, you can seamlessly integrate Google Ads into CRM, allowing you to measure the effectiveness of your Google Ads investment directly from the system.
Sales Automation
Zoho CRM enables effective management of your sales pipeline, allowing you to identify and score leads before passing them on to the sales team. It also includes features such as deal management, contact management, and account management, providing sales teams with better control over the sales process.
Analytics
Zoho CRM enables users to unlock deeper insights into business performance through dashboards, reports, and charts. By analyzing key business indicators, organizations can make informed decisions and accurately forecast sales.
Pricing
The two CRM’S have different pricing structures.
Microsoft D365 CRM is licensed on a subscription-based pricing model. It comes with all the core features. You have the option to either purchase individual Dynamics 365 apps or opt for a CRM package that includes D365 apps for sales, marketing, and customer service.
To know more about the pricing structure of Microsoft CRM, you can contact LITS SERVICES.
Zoho CRM also comes with different pricing models for different packages. The packages are classified as standard, professional, enterprise and ultimate categories.
To know more about the pricing structure of Zoho CRM, you can visit Zoho website.
Integration
Integration is an important feature to consider when implementing CRM within your business, especially since you use other apps and systems to manage various business functions.
Microsoft Dynamics 365 CRM seamlessly integrates with Microsoft technologies like Microsoft 365, Microsoft Power Platform, Azure, other Dynamics 365 apps, and third-party apps and systems.
Zoho CRM integrates with LinkedIn, Google Drive, Microsoft Outlook, Google Calendar, MailChimp, and others.
Which CRM is ideal for you?
Both CRMs cover the essential features for managing customer relationships, sales, and customer service. Additionally, they offer advanced capabilities to optimize processes. The choice depends on your preferences for features, pricing, and integration.
However, if you wish to implement Microsoft CRM, you can contact our Dynamics 365 professionals. You get access to world-class Microsoft cloud features like generative AI, analytics and reporting to help secure your business.