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sales-force-automation microsoft All Markets > Sales Force Automation

Microsoft

4.2 out of 5.0 (27 ratings)

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  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM, Dynamics CRM Online

    Implementation was relatively easy, but needed alot of custom configuration

    Overall Comment

    Very helpful to have Vendor support on site before and during implementation to discuss needs/wants/workflow to help configure it for our organization, as well as troubleshoot on-site for issues that arose.

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

    Need to focus on the groups/departments that will use the application

    What do you like most about the product or service?

    Fairly easy to use once it has been configured

    What do you dislike most about the product?

    Alot of custom configuration needed (at least for our organization)

    What one thing do you wish the vendor did differently?

    Vendor needed more commitment to our project

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

    Product would be customized more for the Support and IT side, opposed to our Network Management group who have underutilized the application


  • 5 out of 5.0, Reviewed

    Product(s): Dynamics CRM Online

    Smooth Implementation with the assistance of 3rd party Partner.

    Overall Comment

    Microsoft was diligent in following up at the completion of the implementation.

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

    Prepare users for anticipated expectation level.

    What do you like most about the product or service?

    The efficiencies created, and the ability to expand or integrate with other vendors.

    What do you dislike most about the product?

    There are a number of out of the box features that can be cumbersome and confusing. It would be best to turn off these features as the product allows.

    What one thing do you wish the vendor did differently?

    None.

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

    We would probably eliminate one workflow that was later deemed redundant in nature.


  • 4 out of 5.0, Reviewed

    Product(s): Other...

    Implementation and Training were Seamless User Experience was Excellent

    Overall Comment

    Vendor is very capable and responsive, though expensive.

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

    Know the skillsets of your users and organize appropriate training for them. In out case, the users were not very familiar with the use of excel reports. This required additional training and cost which were not anticipated in the original plans. I advise knowing your users and understanding the training needs prior to engaging the customer. I might be helpful to include the training needs in an RFP if this is your approach.

    What do you like most about the product or service?

    Very user-friendly and easy to navigate. The users are very happy and have requested additional modules of the application.

    What do you dislike most about the product?

    Nothing at this point

    What one thing do you wish the vendor did differently?

    Communicated more effectively with the customer.

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

    The vendor's communication approach was not very effective. Recommendation is for internal resource to oversee implementation and make sure that the communication between the vendor and customer is in tact. This was very helpful to us.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Flexible system that allowed us to mould to fit our customer centric selling approach

    Overall Comment

    Dynamics provided a flexible platofrm that allowed us to easily tailor the look and feel of the screens to follow our sales process

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

    The ease of screen modification ment that we were able to create a CRM process for the external sales tema that exactly mirrored the Customer Centric Selling process that we have adopted - this reinforced the selling process and also made the CRM system seem familiar and easy to use - aiding the implementation into the sales team who have resisted previous CRM attempts.

    What do you like most about the product or service?

    Ease of customisation, simple clear screens, good dashboards (easy to create and use)

    What do you dislike most about the product?

    Some glitches with shared mailboxes.

    What one thing do you wish the vendor did differently?

    Explained some of the difficulties implementing the system with some of our older IT platforms (but maybe we didn't explin this well enough)

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

    I would have made the change earlier. Show the sales team how the account management and tak amanagement functions help make their lives easy - this isn't about adding to their workload so that senior managers can watch over them!


  • 5 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Quick implementation of core CRM solution

    Overall Comment

    Deployment of an on-prem CRM worked well. The only issues we ran into was with ADFS. Moving through mulitple versions of CRM have gone without any major issues. We were already heavy users of MS SQL, so this was the logical decision to make.

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

    Seperate the CRM front end deployment from the SQL deployment, especially if you are hosting other databases in the same server.

    What do you like most about the product or service?

    Customizations of CRM can be done by a non-developer.

    What do you dislike most about the product?

    The move towards a touch screen interface without the option to change the UI can cause user adoptions issues for non-mobile device users.

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

    Better code management and code updates. Stay only 1 or so rollback behind Microsoft. Falling behind multiple versions can cause issues when you need to update.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM Online

    Dynamics CRM

    Overall Comment

    Implementation was okay. Would have been easier to upgrad if we had been on the latest version of On-Prem. Since go live...complaints on speed and have had some challenges with Microsoft keeping the application up one day. That is the biggest frustration.

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

    Know your network bandwidth if moving from on-prem to online version.

    What do you like most about the product or service?

    Never have to do an upgrade ourselves again and will never risk falling to far behind on versions.

    What do you dislike most about the product?

    Microsoft not necessarily adhering to uptime policy. Minimal problem, but when it did happen it shook a lot of faith.

    What one thing do you wish the vendor did differently?

    Wish they had more practice.

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

    Nothing. Had to be done.

    Service & support - overall comment

    nice product...easy to budget.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM Online

    Microsoft CRM Online keeps getting better all the time, too bad the partners can't keep up

    Overall Comment

    The Microsoft CRM Online tool has a great mobile and web experience. My biggest issues are that Microsoft keeps improving the product but the partner community just doesn't seem to be able to keep up.

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

    While the solution has alot of functionality, we really had to scale back the training and documentation so we wouldn't overwhelm our users with too much too fast.

    What do you like most about the product or service?

    Having different options for different users. Phone, Tablet and Browser all have their place. Phone and Tablet help simplify for occasional users while browser dashboards can be configured for power users.

    What do you dislike most about the product?

    The level of integration to other Office 365 admin tools is not there yet. Can assign licenses to user just like other O365 services but then have to go in and have each user acknoledge their O365 email address doesn't make sense.

    What one thing do you wish the vendor did differently?

    Microsoft needs to do a better job of being prepared to support new Apple iPhone OS updates. They seem to trail by a few weeks causing compatibility issues. BYOD users tend to get the updates quickly and then have issues for a few weeks until MS catches up.

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

    The only thing I could have done differently is to wait for the partners to catch up before starting the project. However, I'm not sure how that strategy would work long term. We could be waiting for quite a while.

    Service & support - overall comment

    The service from Microsoft can vary. Generally good in helping with product issues. But the having the mobile app support be weeks behind Apple's release is a real issue.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM Online

    Implementation was easy, integration with outlook didn't work well

    Overall Comment

    The product web version worked well. One of the key selling point was Outlook integration which does not work well because of all the plugins that outlook has and how they interact with each other. Mobility features are still not very well developed

    Service & support - overall comment

    We used one of the MS dynamics partner and have been getting required service and support. Our MS support is included with the overall MS suite.


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    CRM fast tracks (really) legacy application

    Overall Comment

    Project was featured in Microsoft case study.

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

    Have a better long-term M&O support model in place

    Service & support - overall comment

    Overall rating above average


  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM Online

    With MS Dynamics, Sales process is more streamlined and transparent.

    Overall Comment

    Implementation and user profile setup was very easy. Overall it is good that we can have all the information related to the client at a single place. We can keep track of our daily activities and act on them. Makes the job easy with reminders and notifications.

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

    Great application, easy to navigate interface, definitely within the pricing budget.

    What do you like most about the product or service?

    User interface and navigation.

    What do you dislike most about the product?

    Slow and takes time.

    What one thing do you wish the vendor did differently?

    Social media integration.

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

    Not to maintain any excel sheets for daily activities.

    1 of 1 peer(s) found this review helpful.


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Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(24)
4.3

Ability to understand your organization's needs

(27)
4.1

Timely and complete response to product questions

(26)
4.2

Pricing and contract flexibility (pricing and terms)

(25)
4.1
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(27)
4.3

How long did your deployment take?

3 - 6 months (<6)

0 - 3 months (<3)

6 - 9 months (<9)

12 months or more

9 - 12 months (<12)


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

(25)
4.4

Ease of integration using standard APIs and tools

(26)
4.3

Quality and availability of end-user training

(26)
4.2

Ease of deployment

(26)
4.3
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(26)
4.3

Did you purchase a support package from the vendor?

Yes

No


Was the support package worth it?

Yes

I'm unsure


Timeliness of vendor's response

(24)
4.3

Quality of technical support

(24)
4.3

Quality of peer user community

(22)
4.3
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(27)
4.3

SFA system’s performance

(24)
4.5

Tablet Capabilities

(25)
4.2

Smartphone Capabilities

(22)
4.1
1 2 3 4 5
Section
1

Additional Context

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

Executive Sponsor

Vendor/Product Selection

Development/Integration

Implementation, Maintenance or other IT support

Functional Assessment

Vendor Management

Application Lead

System Administrator

User Training

Technical Assessment

Analytics Team Leader

Business Analysts

Analytics User

Business Analyst

End User Support Manager

Technical assessment

Other...


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

Create internal/operational efficiencies

Enhance decision making

Improve customer relations/service

Improve business process agility

Improve business process outcomes

Drive revenue growth

Drive innovation

Cost management

Reduce time to market

Improve compliance and risk management

Improve supplier or partner relations

Improve compliance & risk management

Other...


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

Product functionality and performance

Overall cost

Pre-existing relationships

Product roadmap and future vision

Strong user community

Financial/organizational viability

Breadth of services

Strong consulting partnership

Strong customer focus

Other...


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

North America

Europe, Middle East and Africa

Asia/Pacific

Latin America