Dynamics 365 CRM vs Membrain

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Our analysts compared Dynamics 365 CRM vs Membrain based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 CRM Software Tool

Product Basics

Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Membrain is a cloud-based software solution by Upstream that lets users execute their sales operations and continually improve sales strategy with coaching. Known for its sales enablement capabilities, it offers prospecting, lead scoring, contact management, pipeline management, communication management, content management and sales analytics.

Built for B2B organizations with a long sales cycle, it guides sales teams through each stage of the sales pipeline for optimal performance and drives better execution through coaching and strategy.
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$65/User, Monthly
Get a free price quote
Tailored to your specific needs
$65 Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain a 360-Degree View: Sales and marketing benefit from a single source of customer data to provide a consistent experience for buyers. Customer service teams also get a view of every customer’s journey across all touchpoints. 
  • Execute Multichannel Campaigns: Target a number of channels for lead generation, including email marketing, events, SMS, landing pages and more. A connector to lead gen forms for LinkedIn enables audience targeting, lead nurturing and buyer journey creation using LinkedIn information. 
  • Deliver Exceptional Service: Predictive care tools and AI insights provide customer service agents with data to tackle issues proactively and reach the best outcomes. Other tools include intelligent case routing, gamification elements that encourage high performance, self-service options, agent performance metrics and more. 
  • Boost Conversion Rates: Scoring models help determine which contacts are most likely to convert, and smart scheduling capabilities ensure reps reach out at the best time. Sales reps can view lead score, lead trend and lead grade metrics to determine the status of each contact and target the hottest opportunities for better win rates. 
  • Personalize Messaging: Leverage embedded insights to use the most relevant, personalized messaging. Use in combination with segmentation to ensure tailored content reaches the right audience. Customize landing pages using prospects’ data. 
  • Connect With LinkedIn Sales Navigator: Create trust with contacts and conduct relationship selling using relevant data and rich profiles, such as related leads. 
  • Optimize Content: Know which contacts open emails, reply, click links and interact in other ways through metrics. Make informed email strategies, provide relevant content and reply with timeliness. Understand customer needs accurately using customer surveys. 
  • Use Other MS Tools: Microsoft Dynamics 365 has Office 365 apps built in, facilitating work with familiar tools like Excel and Outlook. 
  • Streamine Processes:: AI-driven prompts simplify data entry for records, and playbooks centralize sales techniques, ensuring more focus on selling. 
  • Coordinate Marketing and Sales: Ensure a smooth hand-off from marketing to sales, and automatically send leads to sales reps once lead scores reach the predetermined level. 
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  • Seamless Operations:  Users can streamline their sales operations, benchmark their processes and track activities and goals from a central platform, making it easier to keep everyone on the same page. 
  • Improve Sales Effectiveness:  With well-defined sales processes and coaching, users can build and scale their sales strategy for effective and sustainable growth. 
  • Increase Win Rates:  Sales playbooks, coaching and integrated sales content ensure that sales executives follow a logical yet personalized approach to sales with each assigned lead, improving their win rates. 
  • Increase Revenue:  With continual optimization of sales processes, improving win rates, faster ramp-up times and larger deal sizes, Membrain helps users boost their revenue. 
  • Team Collaboration:  The platform facilitates team communication and coordination between sales team members from a central system. 
  • Mobile App:  Membrain has fully-featured Android and iOS apps for users to manage work on-the-go. 
  • Integrations:  Apart from pre-built integrations with key players, Membrain offers hundreds of third-party integrations through Zapier. 
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  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
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  • Accounts and Contacts:  Users can store and manage their individual contacts as well as organize contacts belonging to an organization into accounts. They can also leverage global search tools for quick access to information about any contact or account. Users can also create smart lists with filters, groups and inline edits. 
  • Data Enrichment:  Membrain offers automated data enrichment for contacts and accounts and fills in details like addresses, phone numbers and social media accounts with a single click. Users just have to add the website or email address for a given account or contact. 
  • Custom Fields:  Users can add custom fields to their contacts and accounts to add specific information as required. Custom fields are automatically added to filtering and grouping parameters for better segmentation and targeted communication. 
  • Sales Pipeline Overview:  This system offers a flexible and visual overview of the sales pipeline to its users, along with drill-down details on each opportunity and actionable guidance to close a given deal. Users can manage multiple pipelines and filter and group through different stages of each pipeline to find relevant information. 
  • Customizable Sales Process:  Users can define their sales process from first communication to winning and managing a deal. Custom benchmarks, actionable steps, KPIs and best practices can be added with a simple drag-and-drop feature to build a workflow. 
  • Integrated Sales Content:  Managers can embed sales enablement content like templates, collateral, training and coaching materials within workflows, to ensure that their sales executives take the right action at the right time, and improve their performance. 
  • Membrain Guide:  With Membrain Guide, users can access real-time intelligence and actionable guidance for any given opportunity, using a set of pre-defined to complete their goals. 
  • Sales Performance Management:  Managers can configure important KPIs for individual and team-level sales goals such as quota, sales cycle, deal size, win rates and more. It can also track performance against these metrics in real-time with a visual interface. 
  • Membrain Meet:  Membrain Meet is a scheduling feature within the platform that helps users set up meetings and sync them with their calendars with a single click. 
  • Email Management:  Membrain integrates with all major email providers to organize incoming mails, offer pre-written and customizable email templates for specific purposes, and track recipient engagement. It also highlights important emails by Prospects and Opportunities, so that sales executives can follow up as required. 
  • Task Management:  Membrain offers an intuitive task management system that curates meetings and other important tasks from the workflow and calendar and sets up automated reminders and notifications. 
  • Prospect Management:  Users can define and identify their ideal customer profiles to identify high-value prospects that fit their criteria in multiple prospective campaigns to build an active stream of leads. These leads can be further qualified and scored based on data. 
  • Sales Playbook:  Managers can build multiple customized sales processes and create situational playbooks to assist their sales team through various sales situations. Similarly, managers can also map out deal-level strategies and manage stakeholders involved in the decision-making team for a given deal or account. 
  • Sales Analytics+::  Once important metrics pertaining to an individual or team level are defined, the Sales Analytics+ feature tracks them and provides a real-time visual representation of data. It also offers actionable insights, helping users identify trends and patterns while adjusting their strategy to improve performance. 
  • Dashboard:  This solution offers a customizable drag-and-drop dashboard that presents all relevant sales information in an intuitive visual manner. The live dashboard can also be shared with external stakeholders directly or used to pull reports and create presentations for external sharing. 
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Product Ranking

#4

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CRM Software

#80

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CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Excellent User Sentiment 20 reviews
82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

96%
of users recommend this product

Membrain has a 'excellent' User Satisfaction Rating of 96% when considering 20 user reviews from 2 recognized software review sites.

4.6 (21)
n/a
3.7 (1433)
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4.3 (3779)
4.8 (10)
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4.8 (10)
4.5 (23)
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3.9 (569)
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Awards

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Membrain stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Visual Sales Pipeline: Users praise Membrain's visually intuitive sales pipeline, which allows them to easily track deals and understand their progress at a glance.
Sales Process Enforcement: Membrain helps enforce consistent sales processes by guiding salespeople through each stage and ensuring they complete necessary tasks, leading to improved sales execution.
Actionable Insights: Users appreciate Membrain's ability to provide actionable insights into sales performance, allowing them to identify bottlenecks, track key metrics, and make data-driven decisions to optimize their sales strategies.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Limited Customization: Users have expressed frustration over the inflexibility of Membrain's customization options, particularly when it comes to sales process templates. They feel restricted by the pre-defined templates and find it challenging to tailor them to their specific workflows.
Steep Learning Curve: The platform's complexity and non-intuitive interface have been cited as major drawbacks. New users often find it difficult to navigate and utilize the software's full potential without extensive training and support.
Reporting Limitations: Generating comprehensive and insightful reports can be cumbersome in Membrain. Users desire more flexibility and granularity in reporting options to gain deeper insights into their sales performance and pipeline.
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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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User reviews from the last year suggest that Membrain is a powerful tool for businesses looking to streamline their sales processes, but it may not be the right fit for everyone. Users praise Membrain for its robust features, particularly its ability to visualize the sales pipeline and automate tasks, which helps sales teams stay organized and focused on closing deals. For example, users highlight the platform's intuitive drag-and-drop interface for managing deals and its customizable sales process templates as major strengths. However, some users find Membrain's pricing to be a significant barrier, especially for smaller businesses or startups with limited budgets. Additionally, some users have reported a steep learning curve, suggesting that Membrain may not be the most user-friendly platform for those new to CRM. While Membrain offers comprehensive customer support, some users have expressed frustration with the platform's lack of a mobile app, which can hinder productivity for teams on the go. Ultimately, Membrain seems best suited for established businesses with complex sales processes and the resources to invest in a sophisticated CRM solution. Its focus on sales pipeline management and automation makes it a valuable asset for sales-driven organizations looking to optimize their performance and drive revenue growth.

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