Microsoft CRM vs Salesforce – Review and CRM Comparison


In this article, we compare and contrast the key differences between Microsoft Dynamics CRM and Salesforce.com.

With the latest revision of Microsoft Dynamics CRM, the race between Microsoft CRM and Salesforce has grown even tighter. If you are considering the investment into Salesforce CRM and you haven’t looked at Microsoft CRM, first consider the information below.

If you are a business that utilizes Microsoft Office applications, including Microsoft Outlook, choosing Microsoft Dynamics CRM over Salesforce.com is a probably the way to go.

Here are the key differentiators that make Microsoft Dynamics CRM the better investment:

1) Value Matters CRM 5.0 TCO Total Cost of Ownership of Microsoft Dynamics CRM 2011

  • Microsoft CRM Online – $65/user/mo. – one version, includes everything
  • Salesforce Professional – $65/user/mo. (Very LIMITED functionality)
  • Salesforce Enterprise – $125/user/mo. (Salesforce most popular, and the only version that Compares to MS CRM 2013)
  • Salesforce Unlimited – $250/user/mo.

2) Hidden Costs – aka, the Salesforce Tax

  • MS CRM Online – $54/user/mo. – one version, includes everything
  • Salesforce – Data Storage (5GB) – $1,000/year
  • Salesforce – Mobile $50/user/mo.
  • Salesforce– Knowledge Base – extra $/user/mo.
  • Salesforce – Customer Portal – extra $/user/mo.
  • Salesforce – Partner Portal – extra $/user/mo.
  • Salesforce – They have no SLA available. Microsoft CRM has a 99.9% uptime, financially backed SLA.

3) Office Experience

  • MS Dynamics CRM Online is a true Microsoft Outlook application, not just a plugin
  • Salesforce is repealing Outlook features; for example, users can’t manage opportunities and leads anymore
  • Salesforce doesn’t have a concept of a fluid user interface for Leads –> Contacts –> Opportunities

4) Dashboards

  • Microsoft CRM inherits security and data privileges…Salesforce does not.
  • Microsoft CRM allows charts, lists, iFrames to be displayed…Salesforce only reports
  • Microsoft CRM dashboard data is real time…Salesforce has a lag of 30-60 minutes

Microsoft CRM allows for unlimited data refreshes. Salesforce limits refreshes.

Microsoft Dynamics CRM Dashboard

5) Inline Analytics

  • Microsoft CRM offers Inline Analytics…Salesforce does not have a parallel offering
  • Salesforce users must leave their task or process…open reports or dashboards..and hope that they don’t get distracted

6) One-Click Drill Down

  • Microsoft CRM Online reports offer One-Click drill down…Salesfoce does not have a parallel offering
  • Salesforce users can click on a static image of a chart to pull up the full report. From the full report they can drill down…7-15 clicks vs. 4 clicks with Microsoft CRM

7) User Interface Customizations

  • Microsoft CRM offers a new drag and drop capability for end users that is easy to user
  • Salesforce offers User Interface personalization…but users can’t revert changes
  • Salesforce personalization features are for power users and administrators only

Need to decrease the number of users? Salesforce does not allow the number of user subscriptions purchased to be decreased during the subscription term.

Now this does not mean that Salesforce is not a good solution but consider the above we do believe that Microsoft Dynamics CRM 2013 is a much better investment, at a much lower cost for pretty much the same functionality.

Free On Demand Webinar: Microsoft CRM vs Salesforce

Join us for our free On-Demand Webinar (replay) as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.

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Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google