Freddy AI for CX
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By Use Case
Analyzing aspects like record management, built-in phone, pipeline, automations and more
When it comes to managing your leads, contacts, accounts, and deals, both Freshsales and Microsoft Dynamics hit the mark. But, Freshsales 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. Freshsales CRM also auto-enriches your customer profiles with their public information like social media profiles, photo, 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.
Freshsales 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 Freshsales 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 Freshsales, you get a 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 Freshsales CRM; whereas, in Microsoft Dynamics, you have to scout for third-party integrations to enjoy this benefit. The pipeline view in Freshsales 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, Freshsales 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 Freshsales 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 the Microsoft Dynamics 365 Marketing, which is an additional cost to the Sales plans. But in Freshsales, 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. Freshsales 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 Freshsales, creating workflow automation is as easy as their function. Simply define rules and triggers and let them run like clockwork. Freshsales 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.
Note: Data as of 1st October 2018
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