Compare Microsoft CRM options | Advantage Business Systems

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Compare Microsoft CRM options

When deciding on which Microsoft CRM options are right for your business, here at Advantage we have 3 different options to choose from.

Start your CRM journey with Advantage today

What to look for when comparing Microsoft CRM options?

As mentioned above, we’ve got 3 options available at Advantage. The first one is designed for those that are currently using Dynamics 365 Business Central and want to add some CRM functionality to their software. The second and third one are different licensing options available for Dynamics 365 Sales which is Microsoft’s premier CRM solution.

Business Central: Relationship Management

Overview:

Business Central is Microsoft’s premier ERP solution aimed at the SME market. It has been created to help businesses to manage their finances and operations with a basic CRM to track pre-sales.

This solution is designed to improve the production of accurate finances.

Quick Start Business Central from just £9,500 + £1,999 for Business Central Relationship Management or sold separately

Why would you choose this?

If you are looking to change software purely to better manage your finances and operations but you need basic CRM functionality such as tracking & reviewing contacts and opportunities.

Also, if you don’t need to integrate it with Office 365 and you don’t require more advanced CRM functionality in the long term.

Sales Professional

Overview:

Sales Professional is Microsoft’s premier CRM offering. It seamlessly integrates with all things Office 365 & offers useful CRM functionality such as contacts, accounts, leads, prospects, opportunities.

Furthermore, it is also easily integratable with Business Central.

Quick Start CRM from just £10,000

Why would you choose this?

The main justifications for choosing a new CRM system would be to improve your sales processes, visibility and reporting as well as taking advantage of your existing Office 365 tools to drive more sales for your business.

Good integration with Outlook is also important to allow you to manage emails, tasks, appointments and to contact your customers via email.

The added flexibility might not be required at first but there is if you need to customise your CRM solution further down the line.

Also, you might want to look at upgrading your CRM solution as your business requirements change and you need something more tailored for your changing business.

Sales Enterprise

Overview:

Sales Enterprise is the more comprehensive CRM offering from Microsoft. Giving you all the features and Office 365 collaboration that you had with Sales Professional but with the added extras of having the ability to customise processes and entities to allow you to tailor your CRM system.

Furthermore, it provides much more comprehensive sales features as business units, sales goals and much, much more.

Why would you choose this?

The main justifications for considering a new CRM system would be to build a solution that meets all your business requirements without question. In addition to improving sales processes, you’d want to build custom entities to have a better overview of your data that is needed for your industry or sector.

Again, you may not need this straight away but further down the line you may look at other applications such as Customer Service, Project Operations and much, much more.

What is the difference in functionality between the above Microsoft CRM Options?

	Business Central: Managing Relationships	Sales Professional	Sales Enterprise
Functionality
Contact Management	Customer & Vendor Contacts Only
Account Management	Customer & Vendor Contacts Only
Lead Management
Opportunity Management
Pipeline Tracking
Production Management	Yes (Additional Module needed)
Price Lists	Yes (Additional Module needed)
Task/Activity Management	Limited
Contact & Account History	Limited
Marketing Lists	Limited
Sales Cycles & Stages	Limited
Sales Campaigns
Sales Goals
Territory Management
Forecasting
Product Families & Relationships
Competitor Tracking
Sales Teams
Sales Playbooks
Knowledgebase
Embedded Intelligence
Business Units
Integration with Office 365
Email Tracking	Limited
Appointments
Task Tracking
Standard Power BI App available
Licensing
License Needed	D365 Business Central Essentials	D365 Sales Professional or D365 Sales Enterprise Attach	D365 Sales Enterprise or Sales Enterprise Attach
Team Member License Available
More Storage Space Per User			250MB Database + 2 GB File Capacity
PowerApps Entitlement			Unlimited
Implementation Costs	£1,999 as part of new or existing BC implementation	£10,000 as part of Quick Start CRM implementation	Contact Advantage for a quote

Transform the way you work

The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.