Updated · Originally published
While Salesforce.com provides a basic set of tools to create reports and dashboards, there are significant limitations. Users must go back to the home or specialized pages to access dashboards. There is no automatic notification that a dashboard needs to be refreshed, so users can be looking at old data without knowing it. Perhaps most importantly, the combinations of data that can be compared or tracked are limited by the design of the database.
Data visualization is one of Microsoft Dynamics CRM’s real strengths. Dashboards are easy to create on any combination of fields to provide individualized insight. It doesn’t matter if it is a campaign, understanding your customers, analyzing sales, or driving results. You can bring all the data you want into a single view to fit the business and the viewer.
Not all dashboards are created equal. Data is the new currency of business, and you'd better have a crystal clear window into every aspect of your information to remain competitive in a fast-changing world.
Remember:
Microsoft Dynamics CRM
- Inherits security and data privileges
- Allows charts, lists, iFrames display
- Real-time data
Salesforce.com
- No security or data inheritance
- Only reports can be displayed
- Lag of 30-60 minutes
There are more reasons Microsoft Dynamics CRM is the better investment.
If you are interested in comparing the value and benefits of Microsoft Dynamics CRM versus Salesforce for your organization, contact ForgeXRM.
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By Ryan Plourde, ForgeXRM,
