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Compare Salesforce Essentials vs Microsoft Dynamics 365 for Sales

Comparison Summary

For Salesforce Essentials vs Microsoft Dynamics 365 for Sales comparison, Our AI algorithm looked at 8039 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Salesforce Essentials and Microsoft Dynamics 365 for Sales to solve their respective business needs.

Pros and cons of Salesforce Essentials and Microsoft Dynamics 365 for Sales

Salesforce Essentials is more suited to businesses that require Engagement Management and Helpdesk Management with Social Media where as Microsoft Dynamics 365 for Sales is focused towards Engagement Management and Contact List Management .

logo Salesforce Essentials

Focus area

Software Failure Risk

  • medium

logo Microsoft Dynamics 365 for Sales

Focus area

Microsoft Dynamics 365 for Sales is better than Salesforce Essentials for

Software Failure Risk

  • low

About

Build stronger customer relationships, with the CRM built for small business

Sales Force Automation | Microsoft Dynamics 365

Age

1999

1975

Financials

IPO

IPO

Business Need

Total Processes
(we found evidences for)

82

97

Total Goals
(we found evidences for)

16

14

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


helpdesk management


sales document management

contract management

proposal & quote management


knowledge management


contact list management

creating contact list


communication management

tracking & monitoring communications

sending & publishing communications




workflow management


customer case management


pipeline management



sales call management

meeting management


training & onboarding


community building


conversion management


social media management

managing social media account

social media analytics

engaging on social media




customer feedback management

measuring customer satisfaction



relationship management


lead qualification

lead qualification: demographic

lead qualification: technographic


campaign management

campaign analytics

campaign monitoring


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management




lifetime value management



sales review & feedback



competitive intelligence







sales quota management


follower management


create learning path


courses & assessment

create learning path


revenue cycle management


billing and invoice management


license management



social media marketing


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Increase customer life time value

  • Improve efficiency

  • Improve brand engagement

  • Build brand awareness

  • Grow market share

  • Increase average basket value

  • Improve digital and social presence

  • Improve internal communications

  • Scale best practices

  • Launch new products

  • Establish thought leadership

  • See 13 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Scale best practices

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Increase customer life time value

  • Launch new products

  • Manage risk

  • Enter new markets internationally or locally

  • See 11 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • on premises

  • social media

  • mobile

  • mobile app

  • games

  • promotions

  • blogs

  • user generated content

  • out of home

  • brochure

  • Facebook

  • review sites

  • Amazon

  • video

  • events

  • trade shows

  • newsletter

  • LinkedIn

  • See 20 more
  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • on premises

  • social media

  • mobile

  • mobile app

  • games

  • promotions

  • blogs

  • user generated content

  • out of home

  • brochure

  • Facebook

  • review sites

  • Amazon

  • video

  • events

  • trade shows

  • newsletter

  • LinkedIn

  • See 20 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting