Dynamics 365 CRM vs Salesforce Sales Cloud

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Our analysts compared Dynamics 365 CRM vs Salesforce Sales Cloud 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

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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Salesforce Sales Cloud is a customer relationship management (CRM) solution designed to help businesses of all sizes manage their sales processes more effectively. It offers a range of features to simplify lead management and boost sales.

Key benefits include AI-powered lead scoring, customizable dashboards, reporting tools and mobile access for on-the-go sales teams. Sales Cloud stands out for its scalability, making it suitable for businesses ranging from small startups to large enterprises. 

Users appreciate Sales Cloud for its user-friendly interface and extensive customization options. Many find Einstein’s AI capabilities to be game-changing for their sales strategies. However, some users note that there can be a steep learning curve for advanced features, and costs can add up quickly with additional modules and user licenses.

Its pricing starts at $25 per user per month for the Starter plan, suitable for small teams. More advanced plans range from $100 to $500 per user per month, offering more refined features. While not the cheapest option on the market, Salesforce can be a worthwhile investment for its comprehensive toolset and scalability Salesforce provides.

Salesforce Sales Cloud is a good choice for businesses looking for a flexible solution, provided they're able to handle the potential complexity and cost associated with a top-tier CRM platform.

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$65/User, Monthly
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Tailored to your specific needs
$25/User, Monthly
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Tailored to your specific needs
Small
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Windows
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Android
Chromebook
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Cloud
On-Premise
Mobile
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Mobile

Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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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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  • Get Industry-Leading Expertise: Salesforce Sales Cloud, with an analyst rating of 87, ranks third on our list of best CRMs. It’s highly adaptable to diverse business needs and displays strong user satisfaction across different industries and company sizes.
  • Detect Anomalies With AI: With a score of 100 from our analysts for its AI-based anomaly detector, Sales Cloud’s Einstein Analytics identifies unusual patterns in customer data, compares observed values to predictions and sends real-time alerts on detecting anomalies.
  • Manage Cases Through Automated Routing: You can create, assign and track customer requests easily, while support agents can use tailored features like custom list views, custom Lightning pages and quick action buttons to resolve issues faster.
  • Build Custom Apps To Fit Your Needs: Sales Cloud scored a 100 in our analysis for its highly customizable apps. You can build and share apps with your own branding, incorporating standard and custom objects, validation rules and calculated fields.
  • Integrate With Content Management Systems: You can connect Salesforce Sales Cloud with platforms like WordPress and Drupal to streamline your content and CRM processes without needing a third-party integration.
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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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  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.
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Product Ranking

#4

among all
CRM Software

#2

among all
CRM Software

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Analyst Rating Summary

we're gathering data
87
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96
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86
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Dynamics 365 CRM
Salesforce Sales Cloud
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 96 86 100 92 96 91 97 48 92 100 95 96 100 0 25 50 75 100
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86%
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80%
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86%
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86%
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14%
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88%
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80%
20%
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81%
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89%
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88%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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88%
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12%
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User Sentiment Summary

Great User Sentiment 5825 reviews
Great User Sentiment 43983 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.

88%
of users recommend this product

Salesforce Sales Cloud has a 'great' User Satisfaction Rating of 88% when considering 43983 user reviews from 5 recognized software review sites.

4.6 (21)
4.9 (14)
3.7 (1433)
4.4 (20425)
4.3 (3779)
4.4 (18506)
4.5 (23)
4.5 (1787)
3.9 (569)
4.2 (3251)

Awards

No awards.

SelectHub research analysts have evaluated Salesforce Sales Cloud and concluded it earns best-in-class honors for Team Collaboration.

Team Collaboration Award

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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Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
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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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Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.
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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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Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

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