You Know You Need A New CRM But How Do You Choose One?

Published May 6 2019 by Natasha Spurr
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There are numerous factors that play a role in determining what CRM platform your company should implement. You might be frantically googling for days who to choose and with every search stems hundreds of articles exclaiming “Pick me! Pick me!” In the midst of your search, you may notice two contenders more so than others: Microsoft Dynamics 365 for Customer Engagement and Salesforce – for this reason we will be focusing on these two CRM platforms throughout this blog series. What you may find helpful in your search is not a simple list of who you should choose but a list of reasons why you should select them.

What factors should you be paying more attention to when conducting research and coming to a purchase decision? It’s a serious decision for your organization, therefor your research should be taken seriously too. Here are some factors to consider.

Microsoft Dynamics 365 and Salesforce are closely matched when looking at availability of elements like: accounts and contacts, lead management, sales forecasting, sales performance management, marketing automation, social CRM, reporting & analytics, case management, territory management, customer self-service, app marketplace and custom workflows.

However, when deciding how to choose, your decision should stem from a deeper understanding of the platform. There are two primary elements that should be considered when determining how to choose.

  • Familiarity and ease of adoption

How familiar is your organization when the technology you are about to implement? For instance, many businesses already use Microsoft Office which contains well known applications like Outlook, Word, Excel, PowerPoint and OneNote. With Microsoft Dynamics 365, the familiarity is still there when using its business software system.

  • Integration

              How well will your new CRM system integrate with technology you need day to day?

With Microsoft Dynamics 365 employees can do business deals right from Outlook and utilize Skype for Business to make sales calls, as well as host online meetings. Dynamics 365 also includes business applications that can be used on a single instance. With Salesforce, there are more limited actions that can be taken. You can still utilize Outlook however, there is no data synchronization. In addition, you will need a lot of 3rd party applications that come at additional costs.  

Take in to consideration these factors when deciding how to select the best CRM platform for your organization. If you’re interested in learning more. Download our free eBook to explore the difference between the two leading enterprise CRM providers. Take a look at part two in this series, Why Dynamics 365's Business Intelligence Outshines Salesforce.



Natasha is an experienced CRM professional with a unique ability to work across both marketing and sales functions. As CRM Marketing Manager at Edgewater Fullscope, Natasha has helped the organization to achieve multiple global partner awards and leadership status across the UK and beyond.

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