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Associate at a venture capital & private equity firm with 51-200 employees
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Looking for a CRM that would best integrate with Office 365

We are looking for a CRM that would best integrate with Office 365, and would be happy to hear about other options as well.

Is anyone using Microsoft Dynamics for deal flow management (of VC or other) and could recommend it?

PeerSpot user
8 Answers
PeerSpot user
Salesforce certified system admin at a cloud provider with 51-200 employees
15 September 15

There is an app that provides excellent integration between Office 365 and Salesforce.

Real User
14 September 15

I agree with the responses which state that a detailed review of goals, priorities is the proper approach to take before getting to far down the product review path. If you don't you will find yourself in a maze of options with no way to discern one from the other in terms of value to your organization.

Also, every vertical has a list of proprietary CRM software tools which have been developed to solve a particular problem. In addition, there are many verticals which have developers who have chosen to build on top of or integrate with a platform such as with Dynamics CRM and

Dynamics CRM is a suitable horizontal CRM platform for many businesses to modify and configure to their specific needs. And, it certainly provides the one requirement outlined above of Office 365. This is a very standard integration for many CRM software options today. But, again, it's not enough to dictate one over the other.

PeerSpot user
Practice Leader - Integration at a tech services company with 1,001-5,000 employees
14 September 15

To be very direct, you are looking at the wrong problem. I will not buy a CRM which integrates with Office 365. I will buy a CRM for my business need and then look at Office integration. Integrating CRM should not be a problem. Having said that Dynamics being an MS solution will probably come pre-integrated or will have readily deployable connector. Likewise Most CRMs will have this integration supported in some way. I have seen this supported for SFDC. What will also help is to know, what use cases are you looking for in Office 365.

PeerSpot user
Associate at a venture capital & private equity firm with 51-200 employees
15 September 15

Firstly thanks to everyone. Secondly I will split my answer in to two; (1) our needs and (2) about the approach.
We are a VC, we are currently using a CRM we are not pleased with, and we just moved our organization to 365. We are looking for simple CRM functions to manage our deal flow (i.e. the investment and screening process of companies coming to raise money form us). We currently have 7 stages for the process: (1) initial contact, (2) first meeting, (3) due diligence, (4) hot (5) rejected (6) follow up (7) invested - this stage turns the opportunity to a portfolio company which than needs to simple documents management functions (we upload board minutes and such). We need simple alerts and task management and other functions we came across in practically any CRM we looked into. However, and this bring me to the second poiint, while looking at different options and doing pilot and trials, we realized that without a really good integration we will simply go bad to our bad habbits of not updating the process well enough, as it requires to much managing. This is why we have made the integration into 365 the MUST feature we need, and on;y one that do we will then compare and decide based on the fit to our process.
Thanks again,

14 September 15

Dynamics CRM does integrate natively with Office 365. Other CRM products will integrate too but will require some add on integration work. Dynamics CRM is also a development platform (xRM) and is used by financial industry for various LOB applications/processes. Although the selection of CRM system should be determined by your business needs foremost - Dynamics CRM is a great platform that should work for you.

PeerSpot user
Marketing at a comms service provider
14 September 15

Salesforce is a good choice, many customers had done this integration without a problem.

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it_user306741 - PeerSpot reviewer
User at Tata Consultancy Services
Real User
14 September 15

I have personally not worked on any one of them hence cannot give the perfect answer.

Please have a look at the below

PeerSpot user
Business Analyst at StackEdge Consulting
14 September 15

Hi Yonatan,
Before recommending any CRM, I would like to know certain details about your business
1. Business process.
2. What functionalities do you need other than integration of Office 365.
3. How much is your budget.
Also, please have a look at this where you can evaluate different CRM's as per your requirement.
Please do write if you need more help on this.

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I'm interested to hear from other users who have recently done so.
2 out of 8 answers
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Technical Associate at a real estate/law firm with 10,001+ employees
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Salesforce offers everything on cloud and no software installation on local necessary. Plus visualization dashboards in Salesforce are very attractive. But it's cloud platform is the biggest reason for its success.
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One reason relates to the Salesforce AppExchange. Salesforce has a huge range of 3rd party applications that can extend it's capabilities without the need to carry out any coding yourself. I am currently building solutions that incorporate automated document generation and distribution along with web forms that capture customer satisfaction directly into Salesforce and saves a huge amount of manual effort.
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