CRM Vendor Selection

CRM Vendor Selection

Choosing the right CRM platform for your business can be a downright confusing proposition. There are so many variables to choose from including vendors, subscription/purchase levels, and deployment models. As both a Gold Certified Salesforce partner and Gold Certified Microsoft Dynamics CRM partner, Sonoma Partners is uniquely positioned to help you make the right choice.

  • Salesforce Salesforce is a cloud-based CRM system designed for ease of use, no hardware requirements, and quickness of deployment. In addition, it offers several native mobile apps right out of the box that work on the most popular devices. It has rapidly risen to become one of the biggest names in the cloud computing industry, and is now the most popular CRM platform currently used in North America.

  • Microsoft Dynamics CRM Microsoft Dynamics CRM is a lower-priced alternative that is perfect for firms who already use a large number of Microsoft products. It integrates natively with such commonly use applications as Outlook, Word, and Excel and has a user interface that is instantly recognizable.

What about Dynamics 365?
On November 1st, 2016, Microsoft announced the release of Dynamics 365. This new platform aims to provide users with a seamless experience across each of Dynamics' applications, allowing users to quickly jump from one application to another within the same session and further unifying CRM and ERP capabilities.

Along with the new naming of the products and unification of Microsoft's CRM, ERP, and Office suites, the release of Dynamics 365 includes other new features.

Check out the following blog posts to learn more:
- Dynamics 365 App Module
- Dynamics 365 Site Map Designer
- Dynamics 365 Editable Grids

If you're curious how Dynamics 365 can help your organization, drop us a line.

We can help you get started with a CRM Vendor Assessment session where we analyze your current technology environment, your preferences for cloud-based vs. on-premise deployment, and identify whether Salesforce or Microsoft Dynamics CRM is the right platform for you.

No matter which platform you decide to go with, Sonoma Partners has over a decade of deployment experience to make sure your project goes right the first time.