Microsoft Dynamics 365 for Sales vs Method CRM Comparison

Remove All	88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Microsoft Dynamics 365 for Sales CRM Software (1387 Ratings)	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Method CRM CRM Software (367 Ratings)	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Zoho CRM CRM Software (6128 Ratings)	95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Pipedrive CRM CRM Software (6249 Ratings)
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Remove All	88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Microsoft Dynamics 365 for Sales CRM Software (1387 Ratings)	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Method CRM CRM Software (367 Ratings)	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Zoho CRM CRM Software (6128 Ratings)	95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Pipedrive CRM CRM Software (6249 Ratings)
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Overview

Summary

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships. ..show more

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
Customization Helps to customize the system for use in industry-specific use cases
Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
Document Management Ability to store and manage various information and documents in electronic format.
IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
Lead Management A systemized and organized way of managing all your leads and their conversation.
Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
List Management Enables management of multiple lists and communications with them
Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
Referral Tracking Track and manage your referred customers.
Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
Sales Force Automation Streamlined management of the sales cycle from lead to close
Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

Redmond, Washington

Ontario, Canada / +1 888-925-6238

Pleasanton, California - 94588 / +1 877-834-4428

New York, NY

API

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Dynamics 365 Sales Professional $65 /User/Month Core sales force automation and Microsoft 365 integration Features Lead and opportunity management Marketing lists and quick campaigns Products, price lists, and product bundles Quotes, orders, and invoices CPQ and data enrichment solution discovery Live org charts Mobile app Microsoft 365 integration Outlook Exchange Excel Teams OneDrive / SharePoint OneNote Reporting and analysis Export to Excel, advanced analytics with separate Power BI license Real-time sales reports and dashboards Portals2 (Add-in) Customization and extensibility3 Application customizations Viva Sales (Add-in) Dynamics 365 Sales Enterprise $95 /User/Month Industry-leading sales force automation with contextual insights and advanced customization capabilities Features Includes features of Dynamics 365 Sales Professional plan, plus Forecasting Product, relationships, and hierarchies Cases (for Sales) Business card scanner1 Assistant (standard cards) Email intelligence (email engagement and auto-capture) Sales playbooks Competitors, sales goals, and territory management Partner relationship management Microsoft 365 integration Knowledge management Customization and extensibility3 Custom applications4 (Microsoft Power Apps) Workflow automation5 (Microsoft Power Automate) Contextual insights6 Predictive forecasting Pipeline intelligence Predictive scoring Relationship analytics Connection insights (who knows whom) Notes analysis Assistant customization and premium cards Sales accelerator6 Intelligent work list Up next widget Sequence designer Embedded email and phone dialer Conversation intelligence6 Call transcription Keyword, sentiment, and emotion analysis Competitive products and brand analysis Pipeline analysis Seller behavior and top seller analysis Coaching tools Personalized seller dashboards Outbound calling and Teams meeting scheduler for conference calls Viva Sales Dynamics 365 Sales Premium $135 /User/Month Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers Features Includes features of Dynamics 365 Sales Enterprise plan Microsoft Relationship Sales $162 /User/Month Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise Features Requires a 10-seat minimum Includes features of Dynamics 365 Sales Premium plan, plus LinkedIn Sales Navigator Embedded Sales Navigator in Dynamics 365 Sales Activity sync from Sales Navigator Accounts, leads, and contacts saved to Sales Navigator Smart Links View Price Page	Contact Management $28 /User/Month Simple lead and customer management to help you close deals and drive repeat business. Features QuickBooks integration Lead management Contact management Online portals Communication & productivity Reports Customization Integrations Support Administration & extras Professional customization services (Additional Cost) CRM Pro $49 /User/Month Powerful QuickBooks CRM to help you simplify your sales process and get paid faster. Features QuickBooks integration Lead management Financial management Contact management Sales pipeline Online portals Communication & productivity Reports Customization Integrations Support Administration & extras Professional customization services (Additional Cost) CRM Enterprise $85 /User/Month For growing businesses who want to automate every workflow from sales management to customer service. Features QuickBooks integration Lead management Financial management Contact management Sales pipeline Online portals Communication & productivity Reports Customization Integrations Support Administration & extras Professional customization services (Additional Cost) View Price Page	Standard $20 /User/Month Automate and optimize your sales cycle Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Automation and Process Management Workflow rules Email notifications Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Marketing Automation Email templates Email authentication Mass email Social profile integration Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Professional $35 /User/Month Improve customer acquisition and accelerate growth Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Enterprise $50 /User/Month Manage global CX operations with the complete CRM Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) Ultimate $65 /User/Month Scale exponentially with dedicated BI capabilities Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Zoho Analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) CRM Plus $69 /User/Month Unify sales, service, and marketing on one platform Features Eight apps, all features included Users have access to all apps Fully integrated CRM Flex $14 /User/Month billed Yearly Build a custom sales, service, and marketing bundle Features Select the apps you need Select editions and users for each app Fully integrated View Price Page	Essential $24 /User/Month Get organized and set up simple sales processes quickly Features Lead, deal, contact, calendar, and pipeline management Seamless data import and 400+ integrations Advanced $39 /User/Month Never miss the next step with easy-to-use email and automations Features Includes features of Essential plan, plus Full email sync with templates, open and click tracking, and group emailing Automation builder, including email sequences Meeting, email, and video call scheduling Professional $64 /User/Month Optimize performance with more customizations and reporting Features Includes features of Advanced plan, plus Streamlined lead routing and account access controls for teams Document and contract management with e-signatures Revenue forecasts and deeper reporting capabilities Extra deal and field customization options Power $79 /User/Month Empower larger teams with flexible collaboration and support Features Includes features of Professional plan, plus Project planning, tracking, and delivery Phone support Scalable control of account permissions and visibilities Ideal for increasingly busy pipelines and complex team structures Enterprise $129 /User/Month Experience Pipedrive without limits and have ultimate peace of mind Features Includes features of Power plan, plus Enhanced security preferences Complete access to all features Unlimited reports and customizations Double the number of automations per seat View Price Page

Compare Microsoft Dynamics 365 for Sales vs Method CRM