Why Microsoft Dynamics CRM Beats Salesforce.com For Outlook To CRM Integration – Reason # 1, Synchronization

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For most of us, Outlook is the first application we fire up and the last application we shut down each day.  Love it or hate it, Outlook is where we manage our activities and communications all day every day.  So it is no surprise when the research consistently shows that the most important area of functionality for CRM users is integration to Outlook.

For this reason, both Salesforce.com and Microsoft Dynamics CRM offer functionality that integrates Outlook to their respective CRM systems.  When evaluating CRM packages, you will want to make sure you understand how the Outlook integration is implemented for each system and most importantly what impact this will have on your users.  Software demonstrations don’t always paint a complete picture as each vendor breezes through their set examples.  What you really need is to hear from someone who uses both Dynamics CRM and Salesforce.com with Outlook.  

Do you know anyone like that?     I do.     Me.

This is the first in a series of blogs discussing specifically why Microsoft Dynamics CRM beats Salesforce.com for Outlook to CRM integration.  Stay tuned for more…

Reason # 1 – Synchronization

When the Salesforce.com synchronization starts, it  virtually disables Outlook so that you cannot be productive while it is running.  This is further exacerbated by the fact that the process doesn’t already know which items have been added, modified, or deleted and so it must first compare all records every time it synchs to determine which records need to be synched.  This might present you with an opportunity to go refill your coffee except for the fact that the synchronization process might stop periodically and ask you to resolve a conflict before continuing with the remainder of the synch.  Because of these issues I have had to revise how often it synchs on my computer to only once or twice a day to minimize disruption, which means that my Outlook (and therefore mobile phone) items are not as up to date as they could be.

In contrast to Salesforce.com, the Microsoft Dynamics CRM for Outlook synchronization process runs in the background on a pre-defined schedule (every 15 minutes out of the box) as you continue to work in Outlook unhindered.  It knows which records in CRM and Outlook have changed and so it only has to touch those records during the synchronization process, taking less time and system resources.  It uses its built-in rules to resolve conflicts without having to ask what to do each time.  The result is an unobtrusive synchronization process that keeps your Outlook and CRM data in synch and up to date.

 By NexusTekColorado Microsoft Dynamics CRM Partner

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