“Searching for a cloud CRM solution that can give you the most comprehensive and a unified view of your business? Read this blog and discover which CRM software can be the best fit for your business.”
To derive business growth, companies look for easy ways to provide exceptional customer experiences.
For this, businesses take help from enterprise-grade centralized, data-driven business applications for customer relationship management (CRM) like Microsoft Dynamics CRM (now known as Microsoft Dynamics 365 Sales), Salesforce, and alike.
Let’s dig deep and figure out:
- What CRM is
- Which is the best CRM software in today’s digital space
- How can a CRM application help a business stay connected to customers
- How can a CRM platform unify sales processes and improve profitability, and more
What is CRM (Software or System)?
CRM refers to ways (using a tool like a CRM system) of managing a company’s relations and interactions with current and prospective customers.
The goal of CRM technology is simple: “improve business relations to advance the growth of an organization“.
CRM software usually consists of contact management and sales management and helps with marketing, service (or customer service), lead ranking, and customer case management.
For example, Dynamics 365 for Sales is an amazing CRM platform for big-size companies and includes functionalities to foster teamwork, accelerate revenue growth, predict and manage pipelines, sales tracking, improve customer experience (CX), and more.
Why do Small Businesses need CRM Software?
Small businesses often struggle to find a “low-cost, high productivity” CRM solution to drive desired sales.
Here are some ways in which a company can use CRM software to:
- Monitor sales funnel to drive more sales
- Monitor real-time sales data
- Gain insights for planning the next steps
- Enable automation for workflow optimization
- Learn about customer journeys to make an impact
- Unify multiple platforms for strong customer engagement
- Gain a competitive edge and agility to grow
The List of Best CRM Software for Businesses In 2023
Here are the top CRM solutions for your businesses:
- Dynamics 365 Sales: It is a cloud-based, highly secure CRM platform. This CRM solution is the best for large enterprises that operate their operations in multiple locations (since it’s available in more than 130 countries and regions)
- Salesforce: Comprehensive CRM solution for small and medium size businesses (SMBs)
- Zoho CRM: Best for Startups and companies that are starting out
- Monday: Best suited for small and creative teams
- Zendesk Sell: Best for small organizations that strive to provide better CX
Which is the best CRM Software for Businesses?
Anything becomes best for you or your businesses if it can solve your most critical issues.
The same is with choosing a CRM platform that can show you the ways of doing business in smarter ways such as helping sales teams accelerate revenue using data-driven insights in a collaborative sales workspace.
Plus, you also need to keep your business size in mind since it matters a lot when there’s a ton of money at stake.
For instance, if your business is into automobile manufacturing and operates in multiple locations with different breeds (supply chain, distribution, finance, and more), investing in Microsoft Dynamics 365 Sales can be the best choice.
If your businesses is of small and medium size but deals with complex sales processes, Salesforce might be the best fit. And for startups and other small teams, there are several options like Zoho CRM, Zendesk Sell, Monday, and more.
Note: If you find it difficult to make an informed decision to select a CRM from plethora of options, talk to your cloud solution provider (CSP) like Dynamics Square. They keep a strong team to solve all your queries. Contact Now!
How can Dynamics CRM or Dynamics 365 Sales Help Businesses?
The choice between D365 Sales (formerly Dynamics CRM) and other CRM platforms will deviate towards the specific use case your business may have. If you are a company or a firm looking to grow its products and reach out to untapped potential, Microsoft Dynamics 365 Sales can be the better choice.
That said, you may still have questions like why should I choose Dynamics CRM and how it can help boost my business’ growth?
Let’s answer your why in this way –
Microsoft has invested billions of dollars in its cloud-computing ecosystem that hosts Dynamics 365 Suite. This business suite has 11 core business management modules built on Azure platform and powered by Artificial Intelligence (AI) and Dynamics 365 Copilot (OpenAI’s GPT4-based language model).
With these powerful business modules, you can manage every aspect of your business. You can manage your sales, service, and marketing, and bring automation to talent management, finance and operations, supply chain management, and retail.
Why select Dynamics 365 Sales:
- Easy learning curve
- Seamless integration with other Microsoft products such as Office 365, Outlook, OneNote, Microsoft Teams, Microsoft Loop, Microsoft Viva Sales, and other third-party add-ons (on Microsoft AppSource) and integrations.
- Built-in AI for context-driven suggestions, data analytics, and report-sharing options.
- Highly secure for any businesses.
- Helps with customer insights, customer invoices, marketing, and order management.
- Allows easy customization, extensibility, and more tools to scale growth
Dynamics 365 Sales Pricing
Microsoft Dynamics 365 offers three main sales plans and two main customer service plans. Microsoft designed these plans to cover all breeds of business management:
Main Sales Plans
Sales Professional: Available at $65 per user/month and offers core sales force automation and Microsoft 365 Automation.
Sales Enterprise: At $95 per user/month and offers industry-leading sales force automation with contextual insights and business-centric customization options.
Sales Premium: At $135 per user/month and adds prebuilt, customizable intelligence solutions designed for your business’s sellers and admins.
Customer Service Plans
Customer Service Professional: At $50 per user/month and offers core customer service capabilities.
Customer Service Enterprise: At $95 per user/month and provides more advanced customer service capabilities.
Note: If your business is already using Dynamics 365 products, this plan is discounted to $20 per user/month and these plans are billed annually.
CRM Software FAQs for Businesses
How do Dynamics 365 and Salesforce vary from one another?
Though CRM products like Salesforce are sleek and have a modern interface; Microsoft Dynamics 365 Sales is an upgrade of Dynamics CRM and comes with intuitive, yet classic interface.
Moreover, Salesforce is designed to help small to medium-sized businesses, while Dynamics 365 Sales is for larger businesses spread across the globe.
Why choose Dynamics 365 Sales?
Dynamics 365 Sales uses Microsoft Viva Sales (a powerful combination of Copilot and generative AI) to enhance the seller experience.
If you are looking for an edge in your sales team, this cloud-based sales platform can be your final destination for years of resolution.
An innovative CRM solution like D365 sales that is flexible to customize can help you to:
- Determine and engage with right customers
- Improve interaction with existing customers
- Thoroughly learn about the customer journey
- Increase the productivity of your sales and marketing team
Get in touch with your Microsoft Solution Partner to reveal the best suited CRM module from Dynamics 365 apps.
Is Dynamics the same as Salesforce?
No. Dynamics CRM (now Dynamics 365 sales) is a tried-and-true product of hard work from the top 5 companies in the world, while Salesforce is a Silicon Valley success story. Both cater to different sizes of businesses. Dynamics 365 sales can be the best selection for big organizations, whereas Salesforce may be a good fit for small and medium sized enterprises (SMEs).
What is the easiest CRM?
It is difficult to answer since it depends on the sizes of a business, complexity of sales operations, and use cases. For instance, CRMs like Zoho, Salesforce, or alike can go with small and medium size organizations, while Dynamics 365 Sales is for organizations that are searching for ways to grow their product.
Thus, it is recommended to get in touch with your Microsoft Dynamics 365 Partner like Dynamics Square, share your business needs, and make an informed decision.
Can small businesses use CRM?
Yes. CRM software is a backbone to win new customers and make strong interaction with the current customers. Solutions like Dynamics 365 Sales, Marketing, and Customer Engagement are specially designed to manage contacts and marketing campaigns, identify sales opportunities, monitor sales related activities on a unified interface.
CRM solutions are key to informed decision-making for anyone at your company who might need it anytime.
Contact your Dynamics 365 Partner for a suitable CRM solution for your enterprise.
How to choose CRM for small business?
Small startups run on a confined budget and require a highly efficient yet cost-effective CRM solution like Salesforce, Zoho, Monday, Zendesk Sell, or HubSpot CRM. However, if you want basic capabilities for your startup business, you can opt for Microsoft Dynamics 365 Business Central.
Remember, if you have a complex set of operations with a large customer base, Dynamics 365 Sales may be the right option.
Schedule a 1:1 meeting with our Microsoft Consultants for a strategic decision.
CRM solutions from Microsoft Dynamics 365 are well-built and well-designed and are extensively integrated with third-party applications, hundreds, if not thousands, of apps/add-ons available on AppSource. Other cloud CRM solution providers do not offer the same. Plus, the learning curve is easy because of its easy-to-understand user interface. Even an inexperienced individual can learn to use Dynamics 365 within a few days.
Further, Microsoft Dynamics 365 Sales is the best CRM application for larger and more established organizations. In addition to that, businesses that already use the Microsoft Office suite extensively can avail themselves of amazing discounts on subscriptions.
Finally, if you’re looking for a CRM solution that makes it easier for your employees to do more with less by easily accessing data to collaborate and increase productivity, get in touch with us and reveal a business-centric CRM for your business.