Why are companies choosing Dynamics 365 over other CRM competitors?
A business's budget is one of the most critical factors when evaluating software solutions. Microsoft makes Dynamics 365 licensing much simpler to understand when compared to other CRM competitors.
On the surface, Salesforce's essentials license appears to have a very attractive low-cost entry point, but businesses should examine the details carefully.
When it comes to a complete end-to-end sales solution, Microsoft clears the field in terms of both functionality and cost.
What about Microsoft’s licensing encourages companies to stop exploring other CRM systems?
The truth is that Microsoft offers all the capabilities needed to drive success for all businesses at any scale. Microsoft has a wildly attractive collaboration model that directly impacts productivity and visibility where it counts. It also has huge cost-saving implications for user licensing.
A tremendous opportunity exists for businesses that already use Microsoft 365. All Dynamics 365 users with a Microsoft Teams license will be able to view key portions of the data through their Dynamics applications, without paying for a license. This enhances productivity and collaboration across the organization.
It's about cost-effective licensing and better collaboration. Your sales team might need a full Dynamics 365 Sales license, but the rest of your staff can use what they already have. As a result, everyone will have access to the sales team's progress, forecasts, and business intelligence to make timely adjustments and decisions. This truly is a game changer!
When we work with clients how do we consult with them so that they are not overbuying licenses?
When HSO begins a project, we always try to figure out how our solution can have a positive impact on the business, what license should each person have? So rather than overbuying licenses, we suggest that clients base their decision based off their business needs.
As your business grows, and you in turn need additional licenses - you already know what the costs will be. There are no surprises.
Should existing systems within the company influence the choice of CRM?
Many users rely on several applications, and the importance of having a unified ecosystem is becoming more necessary. Dynamics 365 has been engineered to be an add-on to Microsoft office. Since most companies use Microsoft office for their business needs anyway, having the capability to easily connect to the Dynamics platform is transformational! This unified approach ensures that all business functions are interconnected, providing a 360-degree view of operations and facilitating better decision-making. Valuable programs like Copilot, Word, PowerPoint, and Excel are also integrated into Dynamics so you can leverage seamless collaboration, enhanced productivity, and data-driven insights across your business processes.
How does Dynamics 365's AI capabilities compare to those of its competitors?
Microsoft Dynamics 365 CRM stands out in the competitive landscape with its robust AI and Copilot capabilities. Dynamics 365 integrates advanced AI tools that enhance various business functions, from sales to customer service. The Copilot feature acts as a real-time collaborator, helping users generate content, automate routine tasks, and gain actionable insights through natural language processing.
Compared to competitors, Dynamics 365 offers seamless integration with other Microsoft products, providing a unified experience across different platforms. This integration, combined with continuous updates and innovative features, positions Dynamics 365 as a versatile and powerful solution for businesses looking to leverage AI in their CRM systems.
What would your advice be to a business that is considering Dynamics 365?
We advise our prospects who are leaning more towards other CRM competitors to identify the needs and expectations of your business. It is important that you evaluate what management tools and programs you are currently using and how they are used. There is a wide range of solutions on the market but the right CRM for you should complement and enhance your existing system.
Next, we always advise our prospects to think about whether the solution is built to scale with company growth. Leveraging AI and tools like Copilot can provide the flexibility and capability to grow alongside your customer database and business. This ensures that the investment you make today will continue to deliver value as your company evolves, adapting to future needs seamlessly.
Although there is a laundry list of items to consider, the most important feature a prospect should look for is whether they will continue to have the support they need after go-live. Some CRM solutions seem deceptively inexpensive until the road gets rough. HSO firmly believes it is important to have someone to turn to when things go amiss.
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