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Gartner Magic Quadrant 2020 - Sales Force Automation
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The core objective of using CRM is straightforward—build and improve relationships with customers. For businesses to accomplish this, CRM must enable sales reps to free up time, automate tasks, and improve productivity. And, Microsoft Dynamics—an archaic CRM accompanied by a bloated cost structure—is far from “gets the job done.”
If you’re looking for a Microsoft Dynamics CRM alternative, invest in a modern, simple, and powerful CRM software like Freshworks CRM.
“The look and feel is friendly and easy to navigate. This is important when you spend so much time on a CRM. Mass mailing - easy; saving templates - easy; daily calls and appointments - easy, and the visual pipeline is great too. I like it when you add a Company URL, and it populates account name, address, etc. Also, links to social profiles in contacts. Overall, the best CRM I have used (previously used about five, including MS Dynamics).”
““We travel a lot, and the app is very useful during those trips. We log sales activities directly from the mobile, and add notes too. A quick way to reach the CRM.””
““Workflows simplifies our process and improves our work performance. In fact, only 5% of our updates are manual tasks. We optimize and manage the large share using workflow automation in Freshworks CRM (formerly Freshsales).””
Note: Data as of 1st October 2018
Freshworks CRM was awarded the Great User Experience Award by Finances Online in the CRM software category. The clean, simple, and intuitive UI contributes significantly to the quality of user experience. Bloated CRM software like Microsoft Dynamics can be obtuse when it comes to performing simple tasks like opening records and apps. A new window or tab opens for every click action forcing you to go back and forth breaking the user experience. One of the top challenges for CRM users is insufficient training on the system. Microsoft Dynamics has a steep learning curve that requires extensive training. With Freshworks CRM, your sales team need little to no training to get started. The aesthetically designed and pleasing interface on every screen and the workflow simplicity of each feature offers a seamless experience for sales teams to adopt and consistently use the CRM.
More is not better; more is just more. When it comes to CRM systems, less is more. An ideal CRM solution comes with basic and must-have sales features needed by businesses of all sizes already built-in, so users don’t have to look for third-party applications. Then there are others that are chock-full of features that bloat the product, get in the way, and deter your team from using it altogether. Which is why Freshworks CRM is an all-in-one SaaS CRM that comes with the features you need. This gives sales teams leverage to improve performance and reach full business potential. Unlike Microsoft Dynamics, Freshworks CRM comes built-in with—email, phone, user behavior analytics, sales reporting and analytics, sales campaigns, workflows, and other holistic features so you don’t have to go out and buy separate solutions.
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To improve customer relationships, businesses must focus on delivering a consistent experience through every phase of their journey. One of the main purposes of a CRM system is to provide visibility into customer touchpoints, conversations, and opportunities so you can monitor and take actions. Freshworks CRM presents a 360-degree view into each of your customers to understand how they are engaging with your business. The visual sales pipeline in the CRM paints a full picture into your sales opportunities across stages allowing you to track the progress of each deal, filter and sort deals, perform sales activities and forecast your sales. Microsoft Dynamics lacks this capability to guide decisions about your open opportunities in a single view. There’s nothing like having a snapshot of all your deals to quickly know where each deal is in your sales process. Freshworks CRM fulfills this need for sales managers to visualize and manage deals in multiple sales pipelines.
It’s important to factor in cost to choose the right CRM for your business. According to a 2018 Forrester study, Riding the next wave in SaaS CRM, the top three challenges CRM buyers listed were related to total cost of ownership— upfront, incremental and hidden costs, and half of the buyers stated cost as the key driver for replacing their CRM. With Microsoft Dynamics, you’re looking at exorbitant costs just for implementation, not included in the plan. This will start at $10,000 and can exceed $250,000 for mid-size companies. As for Freshworks CRM, the cost of the CRM solution is fair and square—there are no hidden costs. You have four pricing plans to choose from, aside from a freemium CRM. Each plan is configured with features to suit teams and businesses of varying sizes at affordable subscription costs. So, as your business scales, our plans scale with your needs.
When it comes to managing your leads, contacts, accounts, and deals, both Freshworks CRM and Microsoft Dynamics hit the mark. But, Freshworks CRM has a leg up by giving you the flexibility to customize your module by renaming them to suit your business specific terminology. You may refer to leads as prospects or contacts as customers. This feature removes confusion among sales teams and helps you work more efficiently. Freshworks CRM also auto-enriches your customer profiles with their public information like social media profiles, photos, company, etc., saving you the manual work of discovery. Leads can be auto-assigned to sales reps based on predefined rules. Microsoft Dynamics lacks these built-in automation features and imposes the need for third-party tools.
Freshworks CRM has a robust email management system. It allows you to integrate any email provider (Gmail, Outlook, and other) with the CRM system so you can access your emails without having to switch applications. When you connect your mailbox, emails are synced to your Freshworks CRM inbox and automatically linked to relevant records. In Microsoft Dynamics, the native email integration is with Outlook. Unless you’re an Outlook user, integrating your email is available only through server-side synchronization. Besides, you can’t sync contacts, tasks and appointments. Whereas with Freshworks CRM, you get seamless sync with G Suite at zero cost. You can also track and schedule emails within the CRM.
Creating a visual sales pipeline with all your opportunities spread across by stages is a built-in feature in Freshworks CRM; whereas, in Microsoft Dynamics, you have to scout for third-party integrations to enjoy this benefit. The pipeline view in Freshworks CRM provides a summary of your opportunities with quick actions like call or email contact, create a task, view extended deal information, etc. without having to leave the pipeline view.
Hands down, Freshworks CRM beats Microsoft Dynamics. One-click to call, auto-log, record, transfer and mask calls, buy toll-free numbers, set welcome and voicemail messages, and add call notes are the advantageous capabilities of the Freshworks CRM built-in phone. With Microsoft Dynamics, phone-related functions are available only via Skype or other third-party tools. This means switching between your CRM and another application.
This feature is available only in Microsoft Dynamics 365 Marketing, which is an additional cost to the Sales plans. But in Freshworks CRM, it’s a built-in feature at no extra cost. You can customize your lead scoring model to categorize your leads into hot, warm and cold. Assign scores by adding and subtracting points based on lead’s interaction with your company. Give your sales reps the means to focus their time and effort to pursue the right leads using lead scoring in Freshsales.
Context before conversation allows for a more meaningful engagement with prospects during their buying journey—what pages on your website interested them, how are they using your app, did they open your email. Freshworks CRM tracks your user behavior starting from their first touchpoint. You can see the pages they visited, how many times, and content downloaded. It also offers the ability to track user activities in your web app. Microsoft Dynamics lacks the ability to track website and app events without subscribing to the Marketing plan at additional cost.
Automation is a time saver and makes lives easier. It eliminates the need for manual work and improves the team's efficiency. In Freshworks CRM, creating workflow automation is as easy as its function. Simply define rules and triggers and let them run like clockwork. Freshworks CRM offers intelligent workflows to automate sending emails, follow-up on tasks, generate invoices, automatically qualify leads in your funnel, and more. Microsoft Dynamics also offers automation, but it makes configuring them a complex task for sales reps. And, if you want real-time workflows, you need to learn to code.
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