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

Microsoft

3.9 out of 5.0 (7 ratings)

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  • 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.


  • 5 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    CRM - Emphasis on the "R"

    Overall Comment

    Product was very customizable/configurable.

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

    Understand your current business processes FIRST.

    What do you like most about the product or service?

    Flexibility.

    What do you dislike most about the product?

    Flexibility.

    What one thing do you wish the vendor did differently?

    Provide more onsite assistance.

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

    Incorporate more organizational change management.

    Integration & Deployment - Overall comment

    Deployment was challenging due to our internal resources.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    CRM Dynamics is at the fore-front of CRM systems

    Overall Comment

    Solid CRM system that has continuously improved over last several year.

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

    Understand integration needs and complexity required.

    What do you like most about the product or service?

    Usability.

    What do you dislike most about the product?

    Lack of scalable OOB content management capabilities for large enterprises.

    What one thing do you wish the vendor did differently?

    Focused on mobile security earlier.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Implementation may require significant customization depending on your requirements

    Overall Comment

    We purchased the product as a platform to build upon as our needs as a law firm differ somewhat from mainstream use of CRM systems. The implementation has gone very well so far. We used a Microsoft Partner to assist with the implementation and training. We are in the process of final configuration and development of a custom interface to help general usability.

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

    Even if you plan to do the implementation and customization in-house it is worth having a partner assist and at least provide enough training for developers and support staff to enable them to do what is needed.

    What do you like most about the product or service?

    It seems infinitely customizable. After a few days of training our developers appear to be comfortable doing what is needed to customize and integrate with the system.

    What do you dislike most about the product?

    The interface is somewhat quirky and unintuitive.

    What one thing do you wish the vendor did differently?

    Nothing comes to mind.

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

    Stronger involvement from our Marketing department. Determining what would address specific functionality out-of-the-box vs. customization was sometimes difficult to determine.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Implementation was fairly easy. I feel like the product needs some improvement.

    Overall Comment

    It was a good experience. Not excellent. We are fairly new to it though.

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

    Sales pitch makes it sound like you can do anthything in CRM. Not the case.

    What do you like most about the product or service?

    Cloud, fairly easy to use, integration with office 365.

    What do you dislike most about the product?

    I don't like the rollup functionality on the Parent child relationships with accounts. I feel like they stopped half way.

    What one thing do you wish the vendor did differently?

    Needs more features.

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

    I think we would make the same decision.

    Product capabilities - overall comment

    The capabilities are descent. I think there is a lot of room for improvement.

    Service & support - overall comment

    Pretty dissatisfied with CRM support when it comes to microsoft. It takes a while for responses and the support we get usually isn't very good.

    Integration & Deployment - Overall comment

    I think the integration and deployment went well.


Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(6)
3.8

Ability to understand your organization's needs

(7)
4.0

Timely and complete response to product questions

(7)
4.0

Pricing and contract flexibility (pricing and terms)

(7)
3.7
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(6)
4.0

How long did your deployment take?

0 - 3 months (<3)

3 - 6 months (<6)

6 - 9 months (<9)

I don't know


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

(5)
4.4

Ease of integration using standard APIs and tools

(6)
3.8

Quality and availability of end-user training

(7)
3.9

Ease of deployment

(7)
3.7
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(4)
3.5

Did you purchase a support package from vendor?

Yes


Timeliness of vendor's response

(6)
3.8

Quality of technical support

(6)
3.7

Quality of peer user community

(3)
3.7
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(7)
3.9
Section
1

Additional Context

What was the nature of your involvement?

Application Lead

Business Analysts

Vendor Management

Analytics Team Leader

Development/Integration

Executive Sponsor

Functional Assessment

Technical Assessment

Technical assessment

Vendor/Product Selection

Other...


Why did you purchase the software or service?

Create internal/operational efficiencies

Drive revenue growth

Enhance decision making

Improve business process agility

Improve business process outcomes

Improve customer relations/service

Reduce time to market

Drive innovation

Improve compliance and risk management

Other...


What were the key factors that drove your decision?

Product functionality and performance

Overall cost

Pre-existing relationships

Product roadmap and future vision

Breadth of services

Financial/organizational viability

Strong services expertise

Strong consulting partnership

Strong customer focus

Strong user community

Other...


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

North America