Loading product reviews...

crm-lead-management microsoft All Markets > CRM Lead Management

Microsoft

3.9 out of 5.0 (15 ratings)

Reviews Distribution

5 Stars
4 Stars
3 Stars
2 Stars
1 Star
We don't have any qualitative reviews for this vendor yet


View other vendors in this market
We have aggregated ratings data on Microsoft but all of our reviewers have opted out of sharing their qualitative review feedback. In certain cases we allow reviewers to withhold their qualitative review feedback from public view, in order to protect their confidentiality.
  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Ongoing programme, but good results so far

    Overall Comment

    Overall a robust implementation with good support from the vendor.

    What one piece of advice would you give other prospective customers?

    Don't underestimate the customer data challenge.

    What do you like most about the product or service?

    Range of functionality

    If you could start over, what would your organization do differently?

    Implement a different approach to selecting our implementation partner - this took a couple of attempts to get right.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    very easy implementation, ease of customization. issue with Microsoft office integration

    Overall Comment

    The product performed up to expectations and was easily integrated within the business without major change management. One criticism would be around the complexity of integration with Outlook which is a shame withstanding the fact that it is a Microsoft product.

    What one piece of advice would you give other prospective customers?

    roadmap of versioning between the microsoft products. Ensuring the right carrot is available for the salesforce to use to the tool

    What do you like most about the product or service?

    user friendlyness, ease of installation, little change management needed to understand the tool

    What do you dislike most about the product?

    complexity of integration

    What one thing do you wish the vendor did differently?

    gave us a QUICK solution on Outlook integration other than "move to office 365"

    If you could start over, what would your organization do differently?

    Again, I would have checked the integration or how to integrated SEAMLESSLY with Outlook as the major barrior from the salesforce remains around the fact that they now have to track to agendas. One on the CRM and the other in Outlook. Futhermore, the pricing integration with SAP is yet to be simple.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Tool easy to use if business ownership is there

    Overall Comment

    The business was not prepared to own the activities of what it took to maintain the tool. We are going through a reimplementation process next year and believe that the software has all of the capabilities we need.

    What one piece of advice would you give other prospective customers?

    Clarity on the business processes needed to ensure information is accurate.

    What do you like most about the product or service?

    Microsft owned

    What do you dislike most about the product?

    Nothing specific

    What one thing do you wish the vendor did differently?

    I've heard the cloud version had performance issues in the past, not sure where they are at today from a performance perspective.

    If you could start over, what would your organization do differently?

    Business drive the project and ownership of tool versus IT


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Microsoft Dynamics CRM has streamlined our business and improved productivity

    Overall Comment

    Microsoft Dynamics CRM is one of the best on the market and has a host of tools that allows each business to tailor fit the system to meet their specific needs. I have worked with other CRMs like Clientele and SalesForce. While both of those have their merits, Dynamics overall has the best features while remaining easily customizable. Leveraging the Dynamics CRM has allowed our business to streamline the lead to opportunity process and close deals faster. We have been able to expand the services provided to our sales team through dashboards, views, and user managed reporting. The system integrates seamlessly with Excel and MS Word for an excellent user experience. Since our initial implementation we have been able to roll out several more entities that cover our real estate team, our franchise administration team, and our operations team. The system is easy and intuitive to navigate and as a result it has become the hub for all of our franchisee data, contractual data, and through integration with SharePoint a repository for our franchisee related documents.

    What one piece of advice would you give other prospective customers?

    Business Analysis, make sure that each department is engaged and understands what the system can do. Capture their requirements, and then review them. If something does not make sense, show the stakeholders a better alternative. This system is very powerful, and often people will structure their requests around something they have used in the past. Make sure they know how CRM would handle it and how effecient things can become.

    What do you like most about the product or service?

    Its flexibility, you can pretty much do anything with the data and build many custom entities, reports, views, dashboards, etc. Once trained, it is a very comfortable and logical system to work in.

    What do you dislike most about the product?

    Probably should have more color options, the blue and gray can be a bit bland. It's a great tool, there is very little to dislike and I cannot think of any functional item.

    What one thing do you wish the vendor did differently?

    Support could be quicker, but this largely depends on the arrangement you have with MS and with the level of severity. Generally MS has been very good to deal with regarding CRM.

    If you could start over, what would your organization do differently?

    If we started this project over again I think we would spend more time helping all units of the business understand the capabilities of Dynamics CRM. I think a larger involvement would allow us to have launched more entities initially and given the tool the exposure within the business to broaden acceptance and system knowledge earlier in the process. The third party we used began with a set of custom code that was originally CRM 4.0, we should have had the vendor re-create that code so that it was compliant for our 2013 upgrade. This caused some extra work during that time. Once updated though migrating to 2015 was a snap.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    SaaS Implementation but be Aware of Potential Integration Complexity

    Overall Comment

    SaaS implementation. Primary vendor sub-contracted to third party for development and integration into ERP. Added complexity.

    What one piece of advice would you give other prospective customers?

    Have a clear understanding of all required integrations going into the implementation. Spend adequate time in the Design phase to flesh out these details.

    What do you like most about the product or service?

    Flexible, comprehensive.

    What do you dislike most about the product?

    Not yet implemented. Will know once implementation is complete.

    What one thing do you wish the vendor did differently?

    Not sub-contract out some of the critical work elements.

    If you could start over, what would your organization do differently?

    Choose a MS partner with experience supporting larger organizational implementations. Not allow for a sub-contract relationship, as this caused confusion and added a layer that created communication issues.

    Service & support - overall comment

    Service adequate. Not yet in production so can't speak to support element yet.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Try to minimize customization

    Overall Comment

    none

    What one piece of advice would you give other prospective customers?

    don't customize

    What do you like most about the product or service?

    user interface

    What do you dislike most about the product?

    does not handle customizations well

    What one thing do you wish the vendor did differently?

    better explained the consequences of customization

    If you could start over, what would your organization do differently?

    not customize so much; use more soa

    Service & support - overall comment

    fine


  • 5 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    "Dynamic" Microsoft Dynamics

    Overall Comment

    Very mature implimentation documentation, partners and resources

    What one piece of advice would you give other prospective customers?

    Resist customizations.

    What do you like most about the product or service?

    Flexibility for reporting, views, etc.

    What do you dislike most about the product?

    Security model, esculations

    What one thing do you wish the vendor did differently?

    Not use as much Xm code to customize

    If you could start over, what would your organization do differently?

    Think thru the security model for future needs while setting it up.

    Service & support - overall comment

    Support is timely and helpful.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Dynamics is sufficient for most uses--integrations with major platforms need improvement.

    Overall Comment

    Dynamics is unwieldy and difficult to work with--this is likely due to the number of custom integrations that we had to build. Also, it doesn't integrate seamlessly with HubSpot and other applications.

    What one piece of advice would you give other prospective customers?

    Make sure you identify current as well as future needs. It's difficult to switch CRM platforms once you make an investment in any one solution from a vendor. In many cases, customizations are unavoidable if your business has unique requirements.

    What one thing do you wish the vendor did differently?

    Improve the number of integrations applications supported.

    If you could start over, what would your organization do differently?

    If we didn't build so many custom integrations, we would have adopted Salesforce instead.

    Product capabilities - overall comment

    Product addresses most needs, but the lack of extending views and CRM to partners and VARs impact usefulness.

    Service & support - overall comment

    N/A


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Implementation was easy.

    Overall Comment

    Implementation and use was easy for the development staff and reduced development cost.

    What one piece of advice would you give other prospective customers?

    ensure customers have a clear understanding of the requirements needed.

    If you could start over, what would your organization do differently?

    ensure the use cases for using CRM adequately covered the majority of customer needs.

    Service & support - overall comment

    I have no interaction with the support aspect.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Avoid on-premise and go to CRM cloud

    Overall Comment

    On-premise installation required much effort to maintain. Looking to migrate to CRM cloud.

    What do you like most about the product or service?

    CRM is a popular product and there is a large user community to draw experiences from.

    What one thing do you wish the vendor did differently?

    Make available architects help migrate to CRM cloud.

    If you could start over, what would your organization do differently?

    Less customization and put more effort to migrate to cloud version. Fully utilize other capabilities of the product rather than using it as primarily a form data capture application.

    Service & support - overall comment

    We find that we often know more about the software than the people assigned to help us fix isues.


Show More Reviews

Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(14)
3.9

Ability to understand your organization's needs

(15)
3.7

Timely and complete response to product questions

(15)
3.9

Pricing and contract flexibility (pricing and terms)

(15)
3.7
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(13)
3.8

How long did your deployment take?

0 - 3 months (<3)

3 - 6 months (<6)

6 - 9 months (<9)

9 - 12 months (<12)

12 months or more

I don't know


Availability of quality 3rd-party resources (integrators, service providers, etc.)

(12)
4.3

Ease of integration using standard APIs and tools

(11)
3.6

Quality and availability of end-user training

(13)
3.9

Ease of deployment

(14)
3.7
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(12)
3.5

Did you purchase a support package from the vendor?

Yes

No

I’m unsure


Timeliness of vendor's response

(14)
3.7

Quality of technical support

(13)
3.5

Quality of peer user community

(8)
3.9
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(15)
3.9
Section
1

Additional Context

What was the nature of your involvement? Multiple responses allowed.

Application Lead

Vendor Management

Executive Sponsor

Implementation, Maintenance or other IT support

Analytics Team Leader

Business Analysts

Development/Integration

Functional Assessment

Technical assessment

Business Analyst

Data Steward

End User Support Manager

Technical Assessment

User Training

Vendor/Product Selection

Other...


Why did you purchase the software or service? Multiple responses allowed.

Improve customer relations/service

Create internal/operational efficiencies

Improve business process outcomes

Enhance decision making

Improve business process agility

Drive revenue growth

Reduce time to market

Cost management

Drive innovation

Improve compliance & risk management

Improve compliance and risk management

Other...


What were the key factors that drove your decision? Multiple responses allowed.

Product functionality and performance

Overall cost

Product roadmap and future vision

Financial/organizational viability

Pre-existing relationships

Strong consulting partnership

Strong customer focus

Strong services expertise

Strong user community

Breadth of services

Other...


In which region(s) did your deployment take place? Multiple responses allowed.

North America

Europe, Middle East and Africa

Asia/Pacific

Latin America