CRM, Marketing and Lead Management

Made for
Microsoft users and cross-team collaboration and communication
Not for
Simple campaign management or quick setup
 
$125 - $200/mo.
Pricing details

Features

Content creation

Your organization can easily design, test, and launch contextual, personalized email and SMS marketing campaigns in a visual editor. 

Promotion & distribution

  • Social Media
    • Twitter
    • Facebook
    • LinkedIn
    • Youtube
    • Instagram
  • Email 
  • SMS

Content analytics & tracking

  • Analytics Dashboard
  • Lead tracking and scoring
  • ROI and KPI tracking
  • Email and SMS messaging testing across devices

Collaboration

Strengthen your marketing and sales synergies by providing sales teams with visibility into the marketing calendar and provide actionable input. Sales can now get more insights into campaigns and targeting. And both sales and marketing can share the same view of the customer journey.

Monitoring

  • Identify key influencers
  • Sentiment analysis on social media, blogs and news sites

Pricing

Basic info

 
$125 - $200/mo.
 
Monthly subscription

Reviews

Sort by
 
Survey Response
Jul 31 2016

Custom Resporting and Reliable Support

4.0

Features: 
3.0
Ease of use: 
4.0
Support: 
5.0
Willing to refer: 
4.0
the reviewer
 
$51 - $250/mo. spend
 
Manufacturing
 
501-1000 Employees
 
Secaucus, NJ
Executive, Manufacturing Company
1
The Review

Recommendations:

I would say that, if they are in the market for a new/different CRM, this is probably a good place to start. If they are looking to use MS Dynamics in addition to their already existing CRM, they might want to opt for a trial period first, to see if it has what they are looking for.

Experience:

The largest issue that we have found with MS Dynamics is the integration between platforms. Microsoft offers an API which has some level of usage, but as we don't use exclusively MS products across our whole CRM system, we really like it when the software vendor offers a robust API, allowing us to pull any and all data that we need into custom reporting systems and custom mobile field portals for our employees who operate offsite. The API offered in Dynamics is just not giving us enough of the information that we need, and we are finding it difficult generating the reports that we so desperately need in this industry to gain an upper hand.

We moved into using MS Dynamics mostly because a C-level employee that was hired recently raved about its performance and payoff. We don't use it as a catch-all CRM because we have custom-made platforms that we use, and draw information from other applications to help our team meet their goals with exactly the tools they need. We have seen some integration improvements since rolling them into our platform, mostly due to the fact that a large decision-making employee base was recently hired who have a background in utilizing MS Dynamics.

Pros:

Seeing as it is made by the powerhouse Microsoft, it offers a lot of support, which is key for us. Downtime is not an option for us, and Microsoft has been great by offering very customized support for us.

Cons:

Again, coming back to the API support, we have found it lacking. We have received notice that MS is planning on increasing support and capability of the API, so that is a welcome change for us.

 
Survey Response
Apr 03 2016

Increased Productivity and Collaboration With Microsoft Dynamics

4.5

Features: 
5.0
Ease of use: 
4.5
Support: 
4.5
Willing to refer: 
5.0
the reviewer
 
Manufacturing
 
5001+ employees
 
Miami, FL
Director, Marketing
1
The Review

Experience:

When deciding which service to use, I got a group of the marketing staff and presented the benefits and problems with several services. Together we decided that Microsoft Dynamics was the best. We also took into consideration our positive opinion with Microsoft as we use other services from them, and we know that their services are very reliable so we decided to go with Microsoft Dynamics.

So far we have had a very good experience with this service, I am happy I made this decision. The features of Microsoft dynamics that I use are easy management from my office or at home and the analytics and reporting system to know how the business is doing and how can it improve. The collaboration tools help several members of various departments including marketing and production to keep in touch and provide information, which is vital to having a stable business.

After implementing this system onto the business I work for, I have noticed that, thanks to Microsoft Dynamics, we have become much more productive. The implementation was easy and smooth, and we got our employees quickly and easily adapted to it. It has done wonders and has been one of the best decisions I have done.

Pros:

It is simple to use, provides detailed feedback, and allows for collaboration among the staff. It is reliable and is constantly being updated and improved.

Cons:

The only ‘con’ for Microsoft Dynamics was getting used to administrating the system and making sure that it was secure and that the information on the platform was safe. We quickly worked with IT and got it going.

 
Survey Response
Mar 27 2016

Improved Sales Strategy and Performance

5.0

Features: 
5.0
Ease of use: 
5.0
Support: 
5.0
Willing to refer: 
5.0
the reviewer
 
Manufacturing
 
1001-5000 employees
 
Columbia, MO
Executive, Marketing
1
The Review

Experience:

They have an excellent support staff, and it's easy to use. They are proactive in contacting us with new ideas and suggestions. They are constantly innovating an improving the platform too. It has helped us improve sales strategy and performance. One of the best things about Dynamics is that you get real time information and collaboration. The business intelligence and reporting are outstanding. We use the reporting to adjust our strategies. We also use Microsoft Office and Skype, so using dynamics is seamless with these other programs. Our sales have increased and continue to increase the longer we Dynamics. This is credited to Microsoft constantly innovating and improving their product. They keep up with this ever-changing technology environment.

Pros:

It is well priced.

Cons:

My biggest concern is keeping down the price. At this time, I really can’t think of anything that could be done to improve it.

 
Survey Response
Mar 25 2016

Great For Creating Surveys, Charts and Graphs

5.0

Features: 
5.0
Ease of use: 
5.0
Support: 
5.0
Willing to refer: 
5.0
the reviewer
 
Manufacturing
 
501-1000 employees
 
Washington, DC
Manager, Marketing
1
The Review

Experience:

We selected Microsoft Dynamics as we had heard so many good things about this program. It does so much more than marketing. We need to get more advertising out there and let our clients or clients-to-be know that we are here and that we can help them with our products. We like to use the different sample surveys offered that we send to our clients at least once a year, as well as its social media capabilities. We like to find out what works and what doesn't. Our company likes to look at charts and graphs. These make our idea more appealing.

Pros:

The charts and graphs features are very easy to use and to set up. The surveys are simple too.

Cons:

There is nothing we dislike so far.

 
Survey Response
Mar 25 2016

Increased Productivity with Microsoft Dynamics

4.0

Features: 
4.0
Ease of use: 
4.5
Support: 
3.5
Willing to refer: 
4.0
the reviewer
 
Retail
 
1001-5000 employees
 
Tampa, FL
Executive, Marketing
1
The Review

Experience:

We chose it because the reviews were mostly positive. It has a very user-friendly interface, which we love. I would really like to see faster load times in its CRM function. It's easy to manipulate basic field traits, form the content layout, and to adjust business processes for form flow. The CRM has allowed us to have a great case tracking system in place. The average time it takes to work on a case has improved dramatically.

Pros:

It allows us to filter down to what we need at a micro level or do a major account overview. Being able to search by area, customer size and type has been extremely beneficial for my territory planning.

Cons:

I wish their mobile version were better. We have been using it on our iPads, but it is much less user friendly and has several issues that limit its efficiency.

 
Survey Response
Jul 31 2016

Increased Sales and Reach with Dynamics

4.5

Features: 
4.5
Ease of use: 
5.0
Support: 
4.0
Willing to refer: 
4.5
the reviewer
 
$51 - $250/mo. spend
 
Education
 
201-500 Employees
 
Las Vegas, NV
Director, Education Company
1
The Review

Recommendations:

Definitely worth the purchase. It will help propel sales and marketing. This is the best product of its kind on the market, it will change your business for the better in many ways.

Experience:

They had the best reputation and the best online reviews. We consider them the best value on the market. Microsoft Dynamics offers all the tools we need and they have helped improve our customer retention and marketing.

We use it to personalize customer experiences, market our brand, do some multi-channel marketing and use their sales module. It has performed much better than expected.

We reach many more people than before. Our sales have increased every quarter, and the marketing is reaching far more people than we expected.

Pros:

It’s easy to use, worth the cost, improves sales, and reaches the most customers. Microsoft is the leader, and they know what they are doing.

Cons:

It is a bit pricey. I would like a discount on long time usage. The interface could be streamlined.

 
Survey Response
Jul 31 2016

Lead Generation with Microsoft Dynamics

4.0

Features: 
4.0
Ease of use: 
4.5
Support: 
4.0
Willing to refer: 
4.0
the reviewer
 
Information Technology
 
201-500 Employees
 
Roslindale, MA
Director, Information Technology Company
1
The Review

Recommendations:

It’s a very stable software to have and many people will be pleased in utilizing it.

Experience:

Microsoft Dynamic provides us with the best marketing tools in order for us to succeed. We haven't encountered any major problems while using the software. We use the Axapta and NAV features of Microsoft Dynamics. Microsoft Dynamics has performed very well for us - no real problems with the software. It has helped us in generating leads.

Pros:

It’s fast and effective. It’s quite robust.

Cons:

There is nothing that I dislike about Microsoft Dynamics. The optimization is very good and nothing needs to be changed.

 
Survey Response
Jul 31 2016

More Clients Reached with Microsoft Dynamics

4.5

Features: 
4.0
Ease of use: 
4.5
Support: 
4.5
Willing to refer: 
5.0
the reviewer
 
$51 - $250/mo. spend
 
Education
 
1001-5000 Employees
 
Riverbank, CA
Associate, Education Company
1
The Review

Recommendations:

If they want to maintain current subscribers and grow as a company, this is a great and easy format.

Experience:

This is the one that suits the needs of our company the best. We haven't had any problems since I came on board. I am not currently using any features, as we are undergoing some changes. It has been a valuable tool for this company, and has allowed us to reach more clients.

Pros:

It is easy to use and has helped our company prosper by reaching more clients.

Cons:

I am perfectly happy with the performance of Microsoft Dynamics.

 
Survey Response
Jul 31 2016

New Customer With Microsoft Dynamics

5.0

Features: 
4.5
Ease of use: 
4.0
Support: 
5.0
Willing to refer: 
5.0
the reviewer
 
$251 - $1000/mo. spend
 
Automotive
 
501-1000 Employees
 
La Porte, IN
Manager, Automotive Company
1
The Review

Recommendations:

I would tell them having a better relationship with your customer is worth everything.

Experience:

It allows you to integrate your ideas and make them become reality. It helped us find what the main needs of our company were. We use it for mass email and double segmented template for newsletters. Microsoft Dynamics has performed very well. It has really opened the sales market for our company, and expanded training where we were lacking.

Pros:

Finding new customers where the market was limited because of resources. Makes our cloud more accessible.

Cons:

There isn't anything our company dislikes.

 
Survey Response
Jul 31 2016

Good, But Crashes on Old PCs

4.0

Features: 
4.0
Ease of use: 
4.0
Support: 
5.0
Willing to refer: 
3.5
the reviewer
 
Manufacturing
 
5000+ Employees
 
Molalla, OR
Senior Manager, Manufacturing Company
1
The Review

Recommendations:

Make sure you have new age computers for it to work well.

Experience:

We needed to solve a varied amount of issues. We use most of its features. It’s an amazing tool for everyone in the workplace who knows how to use it.

Pros:

It's easy for my employees to use.

Cons:

It crashes on the older PCs