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Microsoft Dynamics CRM vs Salesforce: How Important is Analytics?

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Updated · Originally published

If analytics are important in guiding your business strategy, it’s critical that you understand the limitations that Salesforce.com imposes on the export of data to Excel. Based on a proprietary platform, Salesforce.com’s database architecture restricts the ability to search and export data without expert assistance.

Not only are the dashboards and reporting within Microsoft Dynamics CRM flexible and easy to use, but the ability to connect directly to Power BI for sales and marketing is a must-have for organizations that want to combine the power of their data for predictive analytics.

With Power BI, you can integrate data from all sources and turn it into rich information that can predict what your customers will buy, spot trends in buying patterns, and match data from outside sources for even bigger insights. The future of business strategy lies with data consolidation and analysis.

Remember:

Microsoft Dynamics CRM

  • Inline analytics
  • Easy one-click drill down with inherited access and security

Salesforce.com

  • No inline analytics
  • Drill down from static image takes 7 to 15 clicks.

SFDC 7

There are many more differences to consider. If you are interested in comparing the value and benefits of Microsoft Dynamics CRM versus Salesforce.com for your organization,  Contact ForgeXRM.

ForgeXRM + Microsoft

ForgeXRM develops innovative solutions that drive productivity and empower businesses to achieve more with the Microsoft Power Platform and Dynamics 365.

With our deep specialization, industry-leading CRM solutions for Insurance and Wealth Management, and Add-Ons for Project Management and our configurable XRM Grid Control, we accelerate innovation and empower businesses to maximize their CRM investments.

Contact ForgeXRM today. We’d love to connect and learn more about your goals and explore how ForgeXRM + Microsoft can support your organization’s needs.

By Ryan Plourde, ForgeXRM, www.forgexrm.com

 

 

Ryan Plourde

By Ryan Plourde, Principle and Owner, ForgeXRM

As Founder of ForgeXRM, I bring 30+ years of experience helping businesses streamline operations and strengthen relationships through CRM/XRM solutions built on Microsoft Dynamics 365 and Power Platform. My focus is on delivering tailored software solutions that solve real business problems, whether you're managing people, products, or processes. Previously, I founded AbleBridge, a leading Microsoft Partner/CRM solutions provider acquired by Crowe LLP, where I led the firm’s Microsoft practice.