Ontraport vs Dynamics 365 For Marketing

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

Ontraport Software Tool
Dynamics 365 For Marketing Software Tool

Product Basics

Ontraport provides a cloud-based set of solutions that help small businesses handle marketing and sales processes. The all-in-one design allows users to seamlessly switch between tasks and access information from a central location.

Users can leverage the capabilities to store and track contacts, send multichannel messages, automate sales processes, create landing pages, analyze metrics, engage in e-commerce activities and more.
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Dynamics 365 For Marketing empowers businesses to automate repetitive marketing tasks, personalize customer journeys, and gain insights into campaign performance. This cloud-based solution caters to mid-sized and enterprise organizations, particularly those already invested in the Microsoft ecosystem. Key benefits include streamlined email marketing, lead nurturing through automated workflows, and real-time customer analytics. Popular features encompass landing page creation, social media management, and marketing automation journeys. User experiences highlight ease of integration with existing Microsoft tools, robust reporting capabilities, and a user-friendly interface. However, some users mention initial setup complexity and limitations in email design flexibility. Pricing starts at a mid-range monthly cost per user, with additional tiers offering increased functionality and storage. Consider evaluating your organization's marketing needs and desired level of customization before making a decision.

Pros
  • Seamless integration
  • Intuitive interface
  • Robust reporting
  • Personalized journeys
  • Real-time analytics
Cons
  • Initial setup complexity
  • Limited email design
  • Learning curve
  • Potential cost
  • Customization constraints
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$24 Monthly
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Tailored to your specific needs
$1,000/User, Monthly
Get a free price quote
Tailored to your specific needs
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Chromebook
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Mobile
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On-Premise
Mobile

Product Assistance

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

Product Insights

  • Small Business Expertise: Founded by a small business owner, it’s designed to address the specific challenges faced by individuals and small companies. 
  • User-Friendly: Leverage easy-to-use software, even without technical knowledge. Includes an intuitive interface, drag-and-drop functionality, lots of prebuilt features, templates and visual builders. 
  • Simpler Business Management: Streamlines business processes and consolidates information by combining all the tools a small business needs into one system. 
  • Data Migration Support: If needed, a setup specialist can help migrate data (emails, contacts, pages) from old platforms without losing any information. This support is available for all plans except Basic. 
  • Free Trial: Try free for 14 days to see if it’s a good fit. 
  • No Long-Term Commitment: The pricing plans are month-to-month by default, providing flexibility based on needs. However, discounted annual plans are also available. 
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  • Enhanced Efficiency: Automate time-consuming tasks like email marketing, lead nurturing, social media posting, and customer segmentation, freeing up your team for strategic initiatives.
  • Personalized Customer Journeys: Create tailored experiences across multiple channels based on customer behavior, preferences, and demographics, leading to increased engagement and conversions.
  • Data-Driven Insights: Gain actionable insights into campaign performance, customer interactions, and lead quality through comprehensive dashboards and reporting, enabling data-informed decisions.
  • Seamless Integration: Connect seamlessly with other Microsoft Dynamics 365 apps, such as Sales and Customer Service, for a unified view of customer data and shared insights across teams.
  • Improved Lead Nurturing: Develop targeted nurture campaigns that automatically deliver relevant content and offers to prospects based on their interests and actions, fostering stronger relationships and moving leads through the funnel efficiently.
  • Enhanced Customer Engagement: Deliver personalized messages and experiences that resonate with customers across multiple touchpoints, fostering loyalty and repeat business.
  • Optimized Campaign Performance: Track campaign results in real-time, identify what's working and what's not, and make adjustments quickly to maximize ROI.
  • Increased Sales Productivity: Equip sales teams with qualified leads, contextual insights, and personalized content to improve their effectiveness and close more deals.
  • Enhanced Customer Satisfaction: Deliver exceptional customer experiences through personalized interactions, timely responses, and relevant content, leading to increased satisfaction and retention.
  • Boosted Marketing ROI: Make informed decisions based on data-driven insights, optimize resource allocation, and drive measurable results from your marketing efforts.
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  • Marketing Automation: Strengthen marketing efforts while automating daily tasks throughout the customer lifecycle. Create unified campaigns, set up marketing funnels, personalize customer journeys, send messages on multiple channels and build a variety of automated user paths. 
  • Lead Management: Visual elements and intuitive tools make it easy to track, store and update leads. A complete view of customers from lead score to engagement history helps make data-based decisions. Import leads from multiple sources, including API, SMS, direct import and lead-capture forms. 
  • Segmentation: Send the right content and campaigns to the right audience using behavior-based tagging, automatic lead assignment to campaigns and multiple segmentation criteria. 
  • Sales Force Automation: Sales team can simplify all sales-based activities and processes with task automation and pipeline management. Features help bring the most important information forward, identify the best leads, equally distribute leads and keep everything organized. 
  • Email Marketing: Drive higher engagement with contacts by seamlessly connecting and following up with them. Analytics tools optimize efforts for better results while a private IP ensures a strong email reputation. Offers a mobile-responsive design, templates, scheduling, SMS reminders and opt-ins, and automated lead assignment. 
  • Landing Pages: Build landing pages without knowing code or hiring a developer thanks to drag-and-drop tools, templates and predesigned elements. Pages are mobile-responsive and can connect with contact databases to provide dynamic content and personalize each visitor’s experience. 
  • Analytics: Provides reports and real-time analytics, measuring things like campaign performance, engagement, customer lifetime value (CLTV), UTM data, A/B results and conversion rates. 
  • Process Automation: Save time, standardize processes and scale more effectively using this suite of tools to automate time-consuming tasks. Supports blending manual and automated tasks for full control. 
  • E-Commerce: Seamlessly manage business online, giving customers a smooth shopping experience. Includes upsells and add-ons to boost revenue. Also offers integration for payment gateways such as Stripe and PayPal, coupons, web forms, and automated management for scenarios like refunds. 
  • Referral Programs: Drive more sales by providing partners with referral management capabilities. Supports end-to-end management to offer incentives, set commission rates, measure results, integrate with WordPress sites via plugin and centralize data storage.  
  • Membership Sites: Provides a single, hassle-free platform to get the site up and running quickly. Includes prebuilt page templates, free hosting, an Ontraport domain, a user-friendly page builder and automated management for things like access levels and registration. Supports WordPress integration if needed. 
  • Integrations: Integrates with dozens of third-party applications for e-commerce, help desk, accounting, forms, learning platforms, reporting and tracking, video, social media, webinars, voice and SMS, API connectors and more. 
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  • Customer Journey Management: Create a strong buyer pipeline by running webinars and meetings seamlessly. Use prospects’ preferences and behavior to personalize their experience. 
  • Campaigns: Create assets quickly using design tools, templates and reusable content blocks, attracting the right prospects using telemarketing, events, emails and more. 
  • Sales and Marketing: Create a single view of prospects by unifying data across leads, opportunities and contacts. Identify and target the most promising opportunities using insights, influence customers using relevant content, reduce costs, and increase conversion chances by tracking important leads. Ensure smooth collaboration using shared tools and calendar. 
  • Email Tools: Compare and choose the right messages using A/B testing, improve open rates using spam scores and an automated scheduler, and define target audiences. 
  • Analytics: Increase campaign effectiveness using marketing analyzers and dashboards, and understand customer needs in detail through response information. 
  • Adaptable Platform: Simplify deployment processes using a no-code visual editor, integrate data from third-party apps, and inform target segments by using segmented APIs and customer journeys. 
  • Compliance: Built-in features help comply with privacy regulations. Add channels to extend campaign reach, as well as request, capture and store consent. 
  • Third-Party Integrations: Integrates with certain pre-built solutions such as HootSuite, Dynamics 365 Connector, TeleSign, Infobip SMS and Viber, Simple Marketing Hub, and Sprinklr Modern Care. 
  • Dynamics 365 Product Integrations: Integrations with related Microsoft apps enable things like commerce, provide a customer data platform, support customer service tasks, aid smooth sales navigation, and offer customer insights. 
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Product Ranking

#12

among all
Marketing Automation Software

#30

among all
Marketing Automation Software

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User Sentiment Summary

Great User Sentiment 189 reviews
Great User Sentiment 3929 reviews
81%
of users recommend this product

Ontraport has a 'great' User Satisfaction Rating of 81% when considering 189 user reviews from 3 recognized software review sites.

86%
of users recommend this product

Dynamics 365 For Marketing has a 'great' User Satisfaction Rating of 86% when considering 3929 user reviews from 4 recognized software review sites.

4.2 (96)
4.0 (3)
n/a
4.3 (3872)
4.1 (60)
n/a
n/a
4.4 (24)
3.5 (33)
3.3 (30)

Synopsis of User Ratings and Reviews

User-Friendly: Of users mentioning the platform, 60% describe it as intuitive, easy to use and powerful.
Highly Customizable: All users reviewing this aspect suggest it offers a full range of capabilities and can be personalized to fit tailored requirements.
Workflow Management: Useful metrics are available to help guide workflows and delegate work based on results, say 72% of users who review this feature.
Campaign Management: Nearly 85% of users reviewing this feature find benefit from its data tracking, data management, open and click-through rates, sales data, form creation and useful metrics.
Customer Service: Customer support is very diligent and is well-versed with product knowledge, in the experience of 87% of users citing support.
Timely Updates: More than 65% of users referencing this aspect agree that the platform is continuously evolving and improving with every update.
Community Support: All reviews on this subject appreciate the dedicated Facebook community that provides insights and lets users offer feedback on improvements.
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Integration: Seamless integration with other Microsoft Dynamics 365 apps, creating a unified customer view and streamlined workflows.
Personalization: Robust segmentation capabilities and user-friendly journey builder for creating personalized experiences across email, web, social, and more.
Reporting: Comprehensive dashboards and customizable reports with real-time insights into campaign performance and customer engagement.
Automation: Streamlined automation of tasks like email sends, lead nurturing, lead scoring, and social media posting, saving time and effort.
Ease of Use: Intuitive interface and drag-and-drop functionality make it relatively easy to learn and use for users of varying technical abilities.
Customer Support: Access to extensive resources, training materials, and responsive support from Microsoft.
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Not Budget-Friendly: Despite being for small businesses, the software price is more suited for larger companies, according to 75% of users referencing price.
Slow Reporting: The reporting feature is not very robust and has a fixed time frame that restricts deriving reports as per requirement, state 87% of users talking about this.
Lacks Integration: In 66% of reviews on this topic, users note the platform isn’t fully compatible with browsers like Safari and lacks integrations such as payment gateways, making it difficult to process campaigns.
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Setup Complexity: Initial configuration and setup can be time-consuming and may require technical expertise, especially for complex implementations.
Learning Curve: The extensive features and functionality can take time to master, requiring a learning curve for new users.
Email Design Limitations: Some users find the email design capabilities to be somewhat restrictive compared to other marketing automation platforms.
Customization Constraints: While customizable, certain aspects of the platform may not be as flexible as some users would like, potentially limiting specific use cases.
Potential Cost: Pricing can be considered mid-range to expensive, depending on the number of contacts and features required, potentially making it less accessible to smaller businesses.
Integration Challenges: While integration with other Microsoft Dynamics 365 apps is seamless, integration with external systems may require additional effort or third-party connectors.
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Ontraport is an all-in-one platform providing combined CRM and marketing automation, with intuitive features for a host of needs. Users report a high level of customization, along with excellent service and community support, as chief benefits. The platform also offers useful features such as campaign management, workflow management and time-saving automation. However, the price and lack of basic integrations and compatibility are drawbacks. Users also find the reporting features are slow, making it difficult to run campaigns. The system overall is a solid pick particularly for small businesses with a big enough budget that wish to upscale operations and deliver marketing outcomes.

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Dynamics 365 for Marketing garners mixed reviews from users in the last year, showcasing its strengths in integration and personalization but also revealing areas for improvement. Proponents laud its seamless integration with other Microsoft Dynamics 365 apps, creating a unified customer view and streamlined workflows. "It's like having all my marketing tools under one roof," one user shared. This tight integration is particularly valuable for B2B and complex B2C organizations already invested in the Microsoft ecosystem. Users also appreciate the robust segmentation and journey builder capabilities, enabling personalized experiences across email, web, and social media. "I can tailor campaigns to specific customer segments, which has boosted engagement and conversions significantly," commented another user. This focus on personalization stands out compared to some competitors, giving Dynamics 365 an edge in customer-centric marketing. However, some users find the initial setup and configuration to be complex, requiring technical expertise for larger implementations. Additionally, the platform's extensive features come with a learning curve, potentially overwhelming new users. Compared to more user-friendly competitors, this can be a significant drawback for less tech-savvy teams. Limitations in email design flexibility also emerge as a pain point for some reviewers, who miss the creative freedom offered by certain competitors. While Dynamics 365 provides adequate design tools, it may not cater to highly customized templates or advanced visual effects. Pricing can also be a hurdle, with the mid-range to expensive tiers potentially putting it out of reach for smaller businesses. Users seeking a cost-effective alternative may find better options elsewhere. Overall, Dynamics 365 for Marketing shines in its seamless integration and focus on customer-centric personalization, making it a strong contender for B2B and complex B2C organizations within the Microsoft ecosystem. However, potential users should be aware of the initial setup complexity, learning curve, and email design limitations, and weigh these against its strengths before making a decision.

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