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Dynamics 365 or Zoho CRM – Comparison – Choose the best

When it comes to comparing software, it gets quite difficult to analyze that which one is best. However, there are so many discussions available today on CRM software, but most of the experts are becoming biased as they focus on one rather than differentiate and compare software.

People find it hard to work on Dynamics to Zoho CRM Migration, as there is a lot of confusion in relating the best features. So, putting unbalanced comparisons aside, let’s consider the two magic quadrants that have been released and announced by Gartner.

The Authentic Comparison Begins

  1. Quadrant for both CRM Customer Engagement Center

Here, Zoho CRM doesn’t feature on this but it provides a simple and quick Customer Service module that is worth considering. The Microsoft Dynamics are in the Leader quadrant, as they offer solutions such as Machine Learning and Field Service.

  1. Quadrant for the Sales Automation

In this category, Zoho scores highly in cost, Functional Capabilities, and Product Extensibility. Zoho is working quite hard to make sure that there are greatly improved features to enhance the user experience. Though, there are some problems with the Outlook Integration, Customer Service, and Implementation Partners, of which there some that are providing high-quality service.

Here Dynamics has a strong command of better, Product Customization and Customer Experience Strategy. Microsoft’s investment into AI and Azure capabilities is an area which motivates both customers as well as vendors. The Dynamics 365 is still limited in Functional Capabilities; Online Services convert to Azure and System Performance.

  1. What sets these two apart?

Zoho is following big CRM sellers, as Dynamics is following smaller vendors. It is quite clear from Zoho’s positioning as well as impressive new products which they are looking to develop a business ecosystem. This will allow small to medium-sized companies and large companies, to select Zoho as an alternative to Dynamic in CRM, Productivity, and Accounting Software in both long as well as short-term purposes.

  1. Dynamics Vs Zoho CRM – 2018

The Microsoft Dynamics started their CRM development with only Enterprise in mind as well as only recently have begun tailoring their services for the SMBs, due to Office 365. However, this platform is powerful regarding security and scalability. From the day one, Dynamics have leaned heavily on their partner channel to increase their production to cater for the shortfalls in the functionality. Their core approach was settled to be Up-down one by starting with Enterprise as well as working their way down to SMB. This technique is available if you are a market professionally only. One major advantage that there is no recent lack of Microsoft Stack Developers.

On the other hand, Zoho started with the end-user focus. It is in the Niche category as well as have focused much effort on creating great software users passion. In result, they have a set of exceptional features and are starting to increase scalability as well as customization.

The native features comparison – Zoho & Dynamics 365

Features of Zoho

  • Forms
  • Social Media
  • Sign
  • Survey
  • Sales IQ
  • Campaigns
  • SalesInbox
  • Contact Manager
  • Sites
  • Sprints
  • Motivator
  • Mail, Cliq, Docs, Writer, Projects, Connect, Bugtracker, Meeting, Vault, Wiki

Features of Dynamics 365

  • Various 3rd Party Tools (no native form-builder as yet)
  • Social Engagement (Native)
  • Adobe / DocuSign integration. (3rd Party)
  • CafeX (3rd Party)
  • Outlook App
  • Voice of the Customer (Native)
  • ClickDimensions (3rd Party) / Adobe Marketing Cloud (3rd Party)
  • Dynamics 365 Customers and Outlook App
  • Dynamics 365 Project Services
  • In order of comparison to the Zoho: Outlook, OneDrive, Skype for Business/ the SharePoint Online, Microsoft Project with the integration to Dynamics 365 Project Services, the Office 365 Groups/Teams, Azure Services, the Dynamics 365 Knowledge Management.

The Cost – Zoho CRM vs Dynamics 365

The price models are quite similar accordingly to the features as:

  • Zoho Ultimate ($100/user/month
  • Dynamics Customer Engagement Plan ($115/user/month)

Assessment & Recommendation

If you are looking for something affordable and quick with rich feature, then Zoho would be the best choice. On the other side, if you want an extensively customizable CRM software to automate the business process, then Microsoft Dynamics would be the best suitable option for you. For further details and package plans, it is essential to hire professional Zoho Consultants and authorized Zoho Partners.