Dynamics 365 CRM vs NetSuite CRM

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Our analysts compared Dynamics 365 CRM vs NetSuite CRM 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
NetSuite 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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NetSuite CRM is a cloud-based software offering a real-time, 360-degree view of customers. It ensures a continuous flow of information for opportunities, sales orders, fulfillment, renewal, upsell, cross-sell, and support. Some of its capabilities are sales force automation, marketing automation, partner relationship management, quotes and order management, and sales forecasting.

It supports businesses of all sizes across a broad spectrum of industries. Integration with existing e-commerce and ERP offerings eliminates the costs of having multiple applications for each business unit.
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Windows
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Android
Chromebook
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On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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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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  • User-Friendly Integration: Ensure code-free integration with third-party cloud environments and on-premise applications leveraging SOAP, CSV and REST web services using the SuiteTalk feature. Create lightweight custom mobile apps and website-to-NetSuite integrations. 
  • Improved Customer Satisfaction: Boost retention by enabling customers to complete transactions, submit support issues, receive answers and update profiles. They can manage orders, view order histories, receive automatic confirmation for service requests and check support documentation. 
  • CRM Functionality on Mobile: Handle tasks from anywhere using mobile solutions for iOS, Android and Windows devices, including the SuitePhone app. Check forecasts, manage leads, create expense reports, generate quotes and orders, access reports, and manage activities and meetings. Also customize apps to unique business needs. 
  • Efficient Data Tracking: Sales, marketing and service team members can monitor personalized KPIs, call resolution time, call volume and trends through real-time, role-based dashboards. They can also access the latest reports, and analyze renewing maintenance and customer satisfaction. 
  • E-Commerce Integration: Streamline data flow and enhances accuracy by using a single system of record that houses customer interactions, information and transactions. Measure and monitor all online interactions with customers or prospects, automatically. 
  • Convenient Updates: Apple users never have to miss critical info or updates, with real-time key alerts to their Apple Watch. 
  • Seamless Case Management: Gain insights into the value of each customer, lead and client, ensuring better visibility into case management, with time tracking tied to customer records. Also, track the exact time spent by team members on individual interaction. 
  • App Store: Leverage capabilities for specific industry and business needs through a collection of bundles developed by NetSuite or by its third-party developer program. It’s also possible to develop customized solutions to match specialized requirements. 
  • Accurate Forecasting: Sales reps and managers can forecast deals accurately and compare against pipelines at each level. Capabilities like multiple forecasts help evaluate accuracy, while “Mood Ring” forecasts help capture prediction as an override. Additionally, calculate close probability, the weighted amount for opportunities and quotes, and projected amount. 
  • Improved Data and Decisions: Probability-based forecasting helps managers and sales reps understand pending orders, quotes and opportunities, and make necessary adjustments. 
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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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  • Opportunity Management: With detailed information and a complete pipeline view of opportunities, the sales team can streamline sales and customer buying processes. They can access prospect information, potential revenue, notes, meeting records and status. 
  • Contact Management: Centralized data makes it easier to manage and create contacts through sales portals, as well as view leads, tickets and the opportunities associated with them. A pipeline view facilitates lead tracking, along with full details of all interactions. 
  • Quote and Order Management: Streamline quote and order tasks with an integrated quote-to-order, cash and fulfillment solution. Automatically process quotes with back-end financials, convert those into approved sales orders and include shipping rate calculations, automated tax, and pricing and discounting rules. Also access sales and projections of recurring revenue in forecasts and variances. 
  • Quota Management Sales reps can create and track quotas by item, class, location or department. It’s also possible to set quotas based on company sales goals. 
  • Incentive Compensation Management: Integration with an incentive management module offers visibility into incentives through automated compensation management. 
    •  Set up commission schedules monthly, quarterly, biannually and annually. 
    •  Apply configuration rules to determine commission based on sales, quotas, profitability, quantity and more. 
  • Lead Management: Manage lead generation and measure campaign ROI by tracking lead-to-revenue score with aligned marketing and sales functions. Automate lead capture from multiple sources like search engines, websites, direct mail, email and events. 
  • Campaign Management: Create and track targeted marketing campaigns based on purchase trends, demographics, support histories and response patterns. Ensure personalized marketing using data segmentation, and analyze marketing campaigns such as direct mail, events, email and multichannel campaigns in a single application. 
  • SEO-Optimized Website: Optimize web pages with meta tags, image-alt tags, customizable titles and short search engine descriptive URLs for dynamic pages. It’s possible to preserve search rankings for both static HTML and dynamically generated web pages by creating permanent (301) redirects. 
  • Web Forms: Create landing pages with a drag-and-drop interface, capture leads directly from the website and populate them automatically in real time. A routing engine directs the captured leads to sales reps. 
  • Partner Management: Align partner activities in PRM with order management and sales activities in CRM using a single application. Partners can register, measure conversion rates and acquisition costs, and track leads and marketing campaigns. Resellers can place and track orders with transparency. 
  • Case Management: Offers online self-service with case submissions, tracking and routing of customer support cases, based on case type, product, partner, customer and issue. 
    •  Enable greater availability and cater to customer preferences by routing across multiple communication channels such as phone, email, web and fax. 
    •  Prioritize cases and track them through default statuses such as not started, escalated, in progress, closed and reopened. 
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Product Ranking

#4

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#39

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CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Good User Sentiment 605 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.

74%
of users recommend this product

NetSuite CRM has a 'good' User Satisfaction Rating of 74% when considering 605 user reviews from 5 recognized software review sites.

4.6 (21)
4.7 (14)
3.7 (1433)
3.4 (276)
4.3 (3779)
n/a
n/a
3.9 (180)
4.5 (23)
4.4 (62)
3.9 (569)
3.5 (73)

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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Robust CRM: The feature-rich platform helps track sales orders and activities, set reminders, manage leads, forecast revenue, as well as connect HR, timesheets and invoices, says every user referencing this aspect.
Customization: More than 90% of reviewers talking about this feature think easily customizable reports, fields and options are a benefit.
Integration: Integration with systems such as Tableau and Power BI ensures information visualization, according to almost 80% of users mentioning it.
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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: There’s a lot to learn to utilize the platform to its fullest, note almost 70% of users mentioning this aspect.
Slow: Every user talking about speed mentions the software goes down at times, causing loss of productivity.
Cost: The system is quite expensive according to every user referencing pricing.
Limitations: All reviews about limitations mention hidden menus, confusing dashboards, and difficulty tracking client interactions at a macro level and scheduling routes.
Complicated: According to every user referencing complexity, the platform is confusing for users without prior knowledge as well as for small companies.
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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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NetSuite CRM offers a 360-degree view of customers in real time. With a wide range of features, it ensures a continuous flow of information for opportunities, fulfillment, renewal, upsell, cross-sell and support. It’s highly customizable and integrates with major platforms, including BI tools for helpful visualizations, as most users note. However, there’s a steep learning curve and reviews note the system is highly complex. It can be sluggish at times, is a bit expensive and has some feature limitations to be fixed. Overall, it’s a complete CRM platform with robust functions best suited to larger companies that have the technical resources and budget to use it effectively.

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