Dynamics 365 CRM vs GoldMine

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Our analysts compared Dynamics 365 CRM vs GoldMine based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 CRM Software Tool
GoldMine Software Tool

Product Basics

Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Suitable for businesses of all sizes, GoldMine Premium CRM offers a central platform to manage customer and prospect relationships efficiently. It ensures improved productivity and streamlined operations, and helps save money.

Users can leverage it for contact management and customer support. They can also manage marketing programs and sales pipelines. A database is available at several tiered levels for organizations with different requirements. Capabilities include sales automation, a help desk and call center and CTI applications, along with enhanced features like easy-to-use interface, marketing automation, web self-service, channel management, knowledge management and analytics.

Pros
  • Intuitive interface
  • Robust contact management
  • Strong email integration
  • Customizable features
  • Affordable pricing
Cons
  • Limited reporting options
  • Dated user interface
  • Lacks some advanced features
  • Potential for data syncing issues
  • Customer support could be better
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$65/User, Monthly
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$25 Minimum 3 Users, Monthly
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Tailored to your specific needs
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Windows
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Chromebook
Windows
Mac
Linux
Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain a 360-Degree View: Sales and marketing benefit from a single source of customer data to provide a consistent experience for buyers. Customer service teams also get a view of every customer’s journey across all touchpoints. 
  • Execute Multichannel Campaigns: Target a number of channels for lead generation, including email marketing, events, SMS, landing pages and more. A connector to lead gen forms for LinkedIn enables audience targeting, lead nurturing and buyer journey creation using LinkedIn information. 
  • Deliver Exceptional Service: Predictive care tools and AI insights provide customer service agents with data to tackle issues proactively and reach the best outcomes. Other tools include intelligent case routing, gamification elements that encourage high performance, self-service options, agent performance metrics and more. 
  • Boost Conversion Rates: Scoring models help determine which contacts are most likely to convert, and smart scheduling capabilities ensure reps reach out at the best time. Sales reps can view lead score, lead trend and lead grade metrics to determine the status of each contact and target the hottest opportunities for better win rates. 
  • Personalize Messaging: Leverage embedded insights to use the most relevant, personalized messaging. Use in combination with segmentation to ensure tailored content reaches the right audience. Customize landing pages using prospects’ data. 
  • Connect With LinkedIn Sales Navigator: Create trust with contacts and conduct relationship selling using relevant data and rich profiles, such as related leads. 
  • Optimize Content: Know which contacts open emails, reply, click links and interact in other ways through metrics. Make informed email strategies, provide relevant content and reply with timeliness. Understand customer needs accurately using customer surveys. 
  • Use Other MS Tools: Microsoft Dynamics 365 has Office 365 apps built in, facilitating work with familiar tools like Excel and Outlook. 
  • Streamine Processes:: AI-driven prompts simplify data entry for records, and playbooks centralize sales techniques, ensuring more focus on selling. 
  • Coordinate Marketing and Sales: Ensure a smooth hand-off from marketing to sales, and automatically send leads to sales reps once lead scores reach the predetermined level. 
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  • Visibility: Build a central repository of information to boost productivity and share important contact and company details across departments. 
  • Central Platform: Manage interactions, schedules, relationships, customer service, sales forecasts and marketing campaigns — all from one place. 
  • Mobility: Ensure flexibility and real-time access with on-premise and cloud deployment. Access it via the cloud, web, local PC and smartphone. 
  • Enhanced Performance: Streamline work and improve performance by connecting with all popular third-party applications. 
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  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
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  • Streamlined Central Database: Achieve complete automation with assigned calls, tasks, emails and other activities. Manage the central database efficiently, drive business activities and track operations. 
  • Dashboards: Enjoy fast and easy access to significant metrics across all parts of the business. Completely customizable dashboards, charts, datasets and colors help maintain complete control of data. 
  • Sales Forecasting: Access sales forecasting in real time, import sales leads from various sources and assign those to sales reps for follow up. Track forecasted sales and opportunities through sales stages. 
  • Contact Management: Build targeted email lists with selection criteria and upload those to a Constant Contact account. Also, perform other activities like scheduling and reporting. 
  • Customer Service Management: Understand customers to provide better service and capture customer inquiries for follow up, ensuring timely responses. Design a strategic customer service plan as well. 
  • Integrations: Integrates with leading business applications for accounting, marketing and other relevant tasks. QuoteWerks, wMobile, Constant Contact and Connect Leader are a few examples. 
  • Custom Fields and Templates: Exclusive to GoldMine Premium. Access all significant data via custom fields and industry templates. Easy DIY customization ensures every field is reportable and searchable. A host of templates ensures a consistent look and feel as well as speeds up repetitive tasks. 
  • Marketing Campaign Manager: Provides tools to: 
    • Target the right contacts for every campaign and send marketing messages to groups and individuals with greater efficiency and ease.
    • Monitor each campaign’s pipeline in real time in order to generate more qualified leads and eventually convert those into sales.
    • Perform thorough campaign analysis by leveraging different dashboards and analysis functionalities to determine which campaigns are productive and which ones need to be refined.
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Product Ranking

#4

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CRM Software

#30

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Good User Sentiment 370 reviews
82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

72%
of users recommend this product

GoldMine has a 'good' User Satisfaction Rating of 72% when considering 370 user reviews from 5 recognized software review sites.

4.6 (21)
5.0 (10)
3.7 (1433)
3.6 (172)
4.3 (3779)
3.6 (153)
4.5 (23)
4.3 (7)
3.9 (569)
3.2 (28)

Synopsis of User Ratings and Reviews

Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Intuitive Interface: Easy to learn and navigate, even for non-technical users.
Robust Contact Management: Powerful features for organizing and tracking leads, contacts, and opportunities, including detailed contact profiles, activity tracking, and customizable fields.
Seamless Email Integration: Send and receive emails directly within Goldmine, streamlining communication and keeping all customer interactions in one place.
Customization Options: Tailor Goldmine to your specific needs with custom fields, workflows, and reports to match your unique business processes.
Cost-Effective Solution: Affordable pricing plans compared to other CRM options, making it a viable choice for businesses of all sizes.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Limited Reporting Options: Basic reporting capabilities compared to more advanced CRMs, making it difficult to gain in-depth insights.
Dated User Interface: Interface can feel clunky and outdated compared to modern CRM platforms.
Lacks Advanced Features: Missing some features found in other CRMs, such as marketing automation or social media integration.
Potential Data Syncing Issues: Users report occasional data syncing problems between Goldmine and other applications.
Customer Support Could Be Better: Customer support can be slow or unresponsive at times.
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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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Users describe Goldmine as a reliable workhorse for contact management and sales pipelines, but with a touch of aging clunkiness. Its strengths lie in simplicity and affordability, appealing to businesses who prioritize functionality over flashy interfaces. "It's not the prettiest CRM, but it's like the old truck that always gets you there," one user remarked. "Organizing contacts and tracking activities is a breeze, and the email integration saves me tons of time." The robust contact features are a clear favorite, with praise for detailed profiles, activity history, and customizable fields. "Goldmine lets me build a complete picture of my leads and customers, which helps me tailor my approach and close deals faster," shared another user. However, modernization emerges as a recurring critique. The interface is often described as dated and clunky, lacking the sleekness of newer competitors. "It feels like stepping back a decade," commented one reviewer. "Navigation isn't intuitive, and reports are basic at best." This perceived lack of sophistication extends to feature limitations. Compared to newer CRMs, Goldmine is sometimes seen as missing advanced functionalities like marketing automation or social media integration. "It's all about core sales functions," a user explained. "If you need fancy bells and whistles, look elsewhere." Ultimately, Goldmine finds a niche with users who value practicality and affordability. Those who prioritize ease of use, strong contact management, and a straightforward approach to sales pipelines find it a dependable companion. However, for businesses seeking a modern, feature-rich CRM experience, Goldmine might feel like a step back in time. "It's like a trusted old friend," concluded one user. "Maybe not the most exciting companion, but always there when you need it and gets the job done."

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