We performed a comparison between Microsoft Dynamics CRM, Salesforce Sales Cloud, and Zoho CRM based on real PeerSpot user reviews.
Find out what your peers are saying about monday.com, Microsoft, Salesforce and others in CRM.
"The initial setup is very easy."
"Technical support is completely good."
"Microsoft Dynamics CRM is a stable solution."
"Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business."
"The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to."
"Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side."
"Dynamics is easy to use. There are several fields I can filter."
"Microsoft Dynamics CRM has the same features as Salesforce CRM, but what I like about the solution is that it's customizable. It's also one of the top-rated CRMs in the market. I also like that the coverage system of Microsoft Dynamics CRM is very, very broad, which means you can do a lot with it versus what you can do with Salesforce CRM."
"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."
"It is a good platform that shows consolidation of information for our customer base."
"The scalability is good."
"The dashboards and dashboard customization are great."
"Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications."
"It is an open the platform with API integration with other systems. Salesforce, it is not a software. It is very famous and available. When you are creating leads, generating leads, opportunities, it is wonderful in the reports as well. Dashboards are amazing."
"The ability to work on it from anywhere is most valuable. All you need is a computer, a browser, and an internet connection to access your instance. It can be accessed from anywhere, which is pretty cool and user-friendly."
"The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management."
"It has helped to manage, move forward, and also customize my processes. It has helped me with my sales pipeline, sales process, and performance."
"Its initial setup process for the cloud-based version is straightforward."
"For the most part, the solution is stable."
"I am impressed with the product's information on customers."
"The camera feature is valuable because it provides a look and feel."
"The best thing about Zoho CRM is that it is integrated with other Zoho applications."
"I like the solution's reminder feature which is helpful for big projects. There are many tasks that run at the same time. The reminder feature makes things easy for me since I use Zoho's mobile version as well."
"I like that it is easy to get data in and out of it. We can export and import CSV files. I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children."
"It could be less complicated for smaller organizations."
"Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."
"The overall price of Microsoft Dynamics CRM could improve."
"There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use."
"The product is very old."
"The solution could improve by having better integration documentation."
"The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments."
"This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments."
"Sometimes they refresh the production environment, which can be a bit of a challenge."
"I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it."
"In the next release, I would like to see more integration."
"It would be nice if they had an ERP offering or a firm strategic partnership with a best-in-class ERP. So rather than say they're just ERP agnostic, you would pick whichever ERP you want, which is very generic. I think it would have a lot of merit if they partnered strategically with a best-in-class trusted ERP platform or acquired an ERP platform."
"When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security."
"When importing from other apps, it gets messy."
"The built-in functionality is a little dated."
"The solution's scalability has some limitations."
"I would like to see more integrations and customization options in the next release."
"In Creator, you can do calculations and change another field immediately after you enter any value. If you add the quantity or price in any field, you can immediately change the total in Creator. The same functionality is not directly available in CRM because it is prebuilt."
"I have issues with the tool's scalability."
"The solution can improve by having a policy that allows us to integrate with the cloud."
"They should provide an option to customize modules."
"The process of creating reports is not very user-friendly - it takes time, and it's confusing."
"I would like to see better integration with Zoho Creator."
"Since Zoho CRM is not made for the enterprise kind of company, its stability for enterprise businesses could be improved."
