Microsoft Dynamics CRM vs Salesforce Sales Cloud comparison

Microsoft and Salesforce are both solutions in the CRM category. Microsoft is ranked #1 with an average rating of 8.0, while Salesforce is ranked #2 with an average rating of 8.1. Microsoft holds a 14.1% mindshare in CRM, compared to Salesforce’s 11.3% mindshare. Additionally, 92% of Microsoft users are willing to recommend the solution, compared to 93% of Salesforce users who would recommend it.

Microsoft Dynamics CRM

Read 73 Microsoft Dynamics CRM reviews

4,333 Views
4,156 Comparison Views

92% willing to recommend

Salesforce Sales Cloud

Read 112 Salesforce Sales Cloud reviews

5,423 Views
2,841 Comparison Views

93% willing to recommend

Microsoft Dynamics CRM

Salesforce Sales Cloud

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Executive SummaryUpdated on Oct 8, 2024

Salesforce Sales Cloud and Microsoft Dynamics CRM compete in the CRM solutions category. Salesforce Sales Cloud appears to have an advantage in flexibility and scalability, while Microsoft Dynamics CRM is preferred for seamless integration with Microsoft tools.

Features: Salesforce Sales Cloud offers comprehensive analytics, advanced forecasting, and extensive customization options. Microsoft Dynamics CRM provides strong integration capabilities, precise data synchronization, and suite compatibility with other Microsoft products.

Room for Improvement: Salesforce users mention a steep learning curve, the need for efficient navigation, and streamlined processes for quick adaptation. Microsoft Dynamics CRM users seek improved customization flexibility, simpler system updates, and a more intuitive interface.

Ease of Deployment and Customer Service: Salesforce Sales Cloud ensures swift deployment but has a complexity that requires significant acclimatization, with mixed feedback on support services. Microsoft Dynamics CRM delivers straightforward deployment in Microsoft environments yet requires intricate initial setup, with customer service regarded for prompt assistance.

Pricing and ROI: Salesforce Sales Cloud's pricing is considered high, though ROI is positive when fully leveraged. Microsoft Dynamics CRM offers competitive pricing, particularly for organizations using Microsoft solutions, delivering satisfactory ROI due to lower costs and integration advantages.

To learn more, read our detailed Microsoft Dynamics CRM vs. Salesforce Sales Cloud Report (Updated: October 2024).

Buyer's Guide

Microsoft Dynamics CRM vs. Salesforce Sales Cloud

October 2024

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Categories and Ranking

Microsoft Dynamics CRM

Ranking in CRM

1st

Ranking in Sales Force Automation

2nd

Average Rating

7.8

Number of Reviews

Ranking in other categories

CRM Customer Engagement Centers (1st), Local Government CRM (1st), Marketing Management (2nd)

Salesforce Sales Cloud

Ranking in CRM

2nd

Ranking in Sales Force Automation

1st

Average Rating

8.4

Number of Reviews

112

Ranking in other categories

Opportunity Management (2nd), Conversation Intelligence Software (3rd)

Mindshare comparison

As of October 2024, in the CRM category, the mindshare of Microsoft Dynamics CRM is 14.1%, down from 14.7% compared to the previous year. The mindshare of Salesforce Sales Cloud is 11.3%, up from 8.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.

CRM

Q&A Highlights

it_user128490

IT Leader at a tech services company with 1,001-5,000 employees

Aug 08, 2017

What are the pros and cons of MS dynamics vs. Salesforce CRM?

Lots of good information already presented! We work mainly with Dynamics CRM and BPM'Online, but have done a little bit with Salesforce, and it also pays to know your competition. Features - comparable, but it depends upon what you want to do. For example, SFDC has better reporting overall in my opinion, as there are some limitations to the built-in reporting for MSCRM. And sending a quote to a customer is way more difficult that it should be in MSCRM. Usability - comparable, but SFDC forms seem to load much faster than MSCRM forms. Performance & Availability - depends if you go MS cloud or on-premise. Cloud would be similar availability, but probably slower loading for MSCRM. Cost Model - MS wins. you can get the full CRM suite for $110 per user per month that includes Sales, Project Automation, Field Service, Customer Service. And their native mobile app. Compatibility with different mobile devices - MSCRM has a native mobile app for Android and iOS that works mostly well, especially for looking up data. Can take a while to load after changes have been made. There are some very good 3rd parties that enhance this option. Integration with other back end ERP - probably comparable to SFDC, but it can also depend on the ERP backend and if you are using MS Cloud or On-Premise. Usually a 3rd party integration tool is used to assist in this, unless you can just program to hit the CRM APIs as needed. Hope this helps! Good luck!

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Featured Reviews

Arun Srivastav

CEO at Planfirma Technologies Private Limited

Feb 19, 2024

Easy to use and integrates well with emails, WhatsApp, and SMS gateways

The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products. Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers. One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.

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Richard Mottershead

Enterprise Architect at a non-profit with 501-1,000 employees

Apr 24, 2024

Infinitely customizable, good end-to-end sales and customer management processes but lacks good documentation

Essentially, it's the CRM solution for managing customers and leads. The features that had the most significant impact on our sales efficiency include flexibility, regular updates, and very good end-to-end sales and customer management processes. AI and machine learning are on the agenda for next year. Initially, it will be very silo-based, but eventually, we'll be integrating MIBI data into our solution. Sales Cloud's reporting and analytics capabilities influenced our sales strategy quite a lot. We can build every report as a dashboard, and there are various sorts of things. We are using Tableau as our MIBI analytic solution, which is also owned by Salesforce these days.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable."

"The solution's return on investment is worth it."

"When you have a vanilla, straightforward version, it is easy to use."

"The most valuable feature of Microsoft Dynamics CRM is its performance."

"The most valuable feature is the reporting tab."

"I like the fact that I can keep track of everything I do in relation to my own job."

"This is a scalable solution."

"The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports."

More Microsoft Dynamics CRM pros

"Salesforce Sales Cloud is a stable solution."

"The most significant features of Salesforce Sales Cloud that boosted our sales productivity are workflow management and integrated commentary. Workflow management allows us to progress from exploration and qualification to closing a sale. The integrated commentary feature lets us open conversation threads around a sale and bring in team members, enhancing collaboration."

"The user interface is pretty simple."

"The dashboards and dashboard customization are great."

"I can see activity per customer. I can find out quickly and easily who was the last person I talked to, when it was, and what we were talking about."

"It is nice to have the install base information at your fingertips when you look up a company."

"There is a ton of information on the dashboard. Reports are also there for us. We can analyze information across the team and across a period, such as quarterly or annually."

"The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful."

More Salesforce Sales Cloud pros

Cons

"The performance could be improved."

"Microsoft Dynamics CRM's customer support could be improved as tickets usually take a long time to resolve."

"Microsoft Dynamics CRM is not that customizable, you can customize it, but a lot of it is still pre-built in a way that you have a lot of details in there that you don't need."

"It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins."

"The UI could definitely be improved."

"The integration capability with other systems could be improved, particularly the Lead Generation system."

"The tool should be micro-services-based. If it's not already implemented, the architecture could be enhanced by transitioning to a microservices-based model. This would allow each module to be managed independently, reducing downtime and enabling teams to work autonomously on specific services."

"The solution could have better dashboards and the Microsoft operating system could be more intuitive."

More Microsoft Dynamics CRM cons

"They should also include ATP and CTP functionality."

"The solution can be difficult to understand for customers of Salesforce."

"As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers."

"The setup of Salesforce Sales Cloud is complex. You need specialists in that area to be able to have a good setup. Once it's set up properly, running it is seamless. That's the most beautiful thing about Salesforce Sales Cloud."

"The product lacks to offer some AI capabilities."

"I don't like the way parent-child relationships work in transactions between records in Salesforce Sales Cloud. NetSuite is a little bit more user-friendly in that sense. Salesforce Sales Cloud requires that you build everything from scratch. I don't like that. It leaves a lot of thinking and solutions to the consultants and the process is more prone to errors."

"As a cloud solution with web browser, it's different than my classical way of thinking. It's modern, but for older people, maybe it's not that understandable. It could be more user-friendly, maybe with an option to switch between interfaces."

"The performance is sometimes slow. There is too much information and this makes it difficult to find the answers we are looking for."

More Salesforce Sales Cloud cons

Pricing and Cost Advice

"The solution is open source and is free. However, it does require a Dynamics 365 subscription."

"My organization pays for the license, and I do not know how much it costs."

"We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it."

"It's kind of pricey. It's about $50 or $60 per user."

"The solution is expensive."

"Microsoft Dynamics CRM is an expensive solution."

"I'm not aware of any licensing costs for Microsoft Dynamics CRM."

"Licensing fees are paid on a monthly basis."

More Microsoft Dynamics CRM pricing and cost advice

"It's expensive, storage being the most costly aspect."

"Implementation and add-ons may be additional costs."

"My understanding is that Salesforce is a little bit expensive, but in terms of the efficiencies, automation, and visibility, I think it's definitely value for money."

"The overall price of Salesforce Sales Cloud could be better, it is more expensive than other competitors. There is an annual license for Salesforce Sales Cloud."

"In terms of investment value and return of the investment, Salesforce right now is pretty good on the Western markets where the price of the employees is pretty high."

"Sales Cloud is expensive."

"We pay a yearly subscription fee."

"Being license based, the license varies by type. The pricing is considered average."

More Salesforce Sales Cloud pricing and cost advice

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Answers from the Community

it_user128490

IT Leader at a tech services company with 1,001-5,000 employees

Aug 8, 2017

What are the pros and cons of MS dynamics vs. Salesforce CRM?

2 out of 7 answers

it_user107976

Lead Consultant at a tech services company with 5,001-10,000 employees

Jul 3, 2014

Microsoft Dynamics CRM - *Pricing based on your needs *99.9% Service Level Agreement (SLA) *Microsoft had a pre-developed reporting engine within SQL Server called SQL Server Reporting Services (SSRS) *MS Dynamics CRM Online is a true Microsoft Outlook application, not just a plugin Salesforce.com - *Enterprise Edition - $125/user/month , Salesforce Mobile Classic - $50/user/month *No Service Level Agreement (SLA) *Salesforce is repealing Outlook features; for example, users can’t manage opportunities and leads anymore *Salesforce doesn’t have a concept of a fluid user interface for Leads –> Contacts –> Opportunities

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it_user81639

Senior Consultant with 51-200 employees

Jul 3, 2014

Please see the following article: http://learnsf.wordpress.com/2011/05/22/comparing-salesforce-with-microsoft-dynamics-xrm/ A few anecdotes to consider: *The few MS Dynamics customers I know report that it has a lot of bugs, quirks and really cumbersome to customize *In one quote/evaluation I've seen, MS Dynamics had a final quote that was one third of a similar Salesforce quote (that is, same number of users, type of licenses, etc)

Read full answer

See all 7 answers

Top Industries

By visitors reading reviews

Computer Software Company

14%

Financial Services Firm

11%

Government

10%

Manufacturing Company

Educational Organization

75%

Computer Software Company

Financial Services Firm

Manufacturing Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about Microsoft Dynamics CRM?

The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.

See all answers

What needs improvement with Microsoft Dynamics CRM?

Microsoft Dynamics CRM needs to improve its integrations.

See all answers

What is your primary use case for Microsoft Dynamics CRM?

We use the solution for sales productivity and marketing.

See all answers

What do you like most about Salesforce Sales Cloud?

The features of Sales Cloud most useful for testing and running email campaigns are highly valuable.

See all answers

What needs improvement with Salesforce Sales Cloud?

We do have a backlog, and we're currently working on addressing it. However, we're trying to overcome some limitations with the standard Salesforce features. We're exploring options to find a techn...

See all answers

What is your primary use case for Salesforce Sales Cloud?

Salesforce offers a comprehensive suite of CRM functionalities to support various aspects of sales and customer relationship management. I am currently focused on managing APAC roadmaps and strateg...

See all answers

Comparisons

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Compared 23% of the time

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Compared 15% of the time

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Compared 12% of the time

monday.com vs Microsoft Dynamics CRM

Compared 4% of the time

Oracle CX Sales vs Microsoft Dynamics CRM

Compared 4% of the time

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SAP CRM vs Salesforce Sales Cloud

Compared 32% of the time

IQVIA Orchestrated Customer Engagement vs Salesforce Sales Cloud

Compared 7% of the time

Oracle CX Sales vs Salesforce Sales Cloud

Compared 5% of the time

Oracle E-Business Suite vs Salesforce Sales Cloud

Compared 4% of the time

SAP ERP vs Salesforce Sales Cloud

Compared 3% of the time

More Salesforce Sales Cloud Competitors

Product Reports

Buyer's Guide

Microsoft Dynamics CRM

October 2024

Download Microsoft Dynamics CRM product report

Buyer's Guide

Salesforce Sales Cloud

September 2024

Download Salesforce Sales Cloud product report

Also Known As

Dynamics CRM, MS Dynamics CRM

Sales Cloud, SFDC, Salesforce

Learn More

Microsoft

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Salesforce

Overview

Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

Salesforce Sales Cloud is the most widely used of sales tools and sales automation software, speeding and streamlining all phases of sales from lead management to analytics and forecasting. Thanks to Salesforce Sales Cloud, more than 100,000+ customers and 2 million subscribers worldwide can manage people and processes more effectively, pursue more business in less time, and close more deals.

Sample Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.

Coca-Cola Enterprises, Kuoni Global Travel Services, Financial Times, Just Eat, Jobsite, H.R. Owen, PlayerLayer, O2, DMGT, Philips, Xtreme.ie, Business Stream, Remote Asset Management, Dialogue Group

Buyer's Guide

Microsoft Dynamics CRM vs. Salesforce Sales Cloud

October 2024

Free Report: Microsoft Dynamics CRM vs. Salesforce Sales Cloud

Find out what your peers are saying about Microsoft Dynamics CRM vs. Salesforce Sales Cloud and other solutions. Updated: October 2024.

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