Dynamics 365 CRM vs TeamWave

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Our analysts compared Dynamics 365 CRM vs TeamWave 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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TeamWave is a cloud-based integrated solution that helps its users with essential business processes like collaboration, contact management, marketing automation, sales and time tracking. Its robust functions include numerous modules for companies to effectively deliver projects, meet sales targets and support their customers.

It offers businesses visibility into sales deals at different stages, sales pipelines and date filtering capabilities. Users can forecast sales with a timeline view that arranges ongoing deals alongside closed deals. Some of its other inclusions help prepare tasks, manage priorities and add comments, notes and attachments to tasks. Its time tracking module monitors time spent on projects, non-billable and billable hours. It also offers email integrations with MailChimp, Gmail and Microsoft.
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$65/User, Monthly
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Tailored to your specific needs
$39 Monthly
Get a free price quote
Tailored to your specific needs
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Chromebook
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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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  • Comprehensive Business Management: Handle multiple business processes with comprehensive packages. Take control of project management, CRM and HR management with its unified solution while streamlining workflows and processes.  
  • Enhanced Collaboration: Foster enhanced collaboration between individual employees and teams. Converge employees or teams on a single page to brainstorm ideas or communicate. 
  • Improved Support: Support functions help sales teams perform their tasks efficiently with minimal difficulties. Provides fast access to estimates, invoices, milestones, client contact information and tasks. 
  • Boosts Productivity: Ensure data consistency by sharing information with multiple parties while removing information duplication. Boost productivity with smooth integrations and eliminate multiple logins. 
  • Integrations: Integrate with popular third-party modules like MailChimp, Dropbox, Google Drive, Google Calendar, Google Contacts, UberConference, Zapier and more to seamlessly complete workflows. Auto-sync email data with Gmail, MailChimp and Microsoft. 
  • Mobile Application: Accessible via Android or iOS devices, including smartphones and tablets, to make deals and receive information on-the-go. Quickly find tasks, deals, people or information. 
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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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  • Sales Management: Get a full picture of the company's sales deals at various stages, sort deals by their prospective closing dates and make intelligent sales decisions. Choose columns and their display order with a list view of deals. Set advanced filters, export data, sort and drag columns or edit in bulk. Focus on the right deals and activities with forecasting tools for effective sales planning. 
  • Customizable CRM: Customize CRM to accommodate a company’s unique sales processes. Prepare customized pipelines for business segments and territories while defining pipeline stages. Control employee access to each pipeline. Sort deals using powerful filters while adding data by creating custom fields. Construct custom features and integrate with external modules using APIs. 
  • Contact Management: Gain a bird’s eye view of employees and clients. Segment contacts using customized tags to add context while searching. Create custom fields to store information about each contact. Keep contacts private or share with teams to keep them updated. Import contacts from Gmail, spreadsheets, Outlook, vCard or any CSV file and add valuable contact information from Google+ or Linkedin.  
  • Project Management: Organize workflows and teams, communicate across the company and nullify the chances of things slipping through the cracks. Divide projects into manageable tasks and arrange tasks according to priority. View files, emails, conversations or any other project data in one place. Collaborate with teams to finish tasks on time. Keep project specifications, documents, wireframes or licenses for internal purposes until they need to be presented. 
  • HR Management: Focus on employees, not documentation with its intuitive HR tools. Automate processes to boost productivity while putting valuable employee feedback into action. Track vacations, leaves or time-offs smartly by creating a simple leave request and approval process. Capture national and company holidays on the team calendar, along with important events. Control employee access to internal data with advanced visibility settings and user permissions. 
  • Reporting and Dashboards: Generate ad-hoc or standard reports using company data. Forecast sales revenue using company’s historical sales information, salespersons’ estimates and analysis of market trends. Get graphical representations of historical and current trends of an organization’s KPIs for instant decision making. 
  • Campaign Management: Prepare and launch multi-channel marketing campaigns targeting individuals or groups and track initiative effectiveness. Manage and track marketing leads through a customer inquiry process while filtering leads, lead grading, distribution and qualifications. Measure the ROI of various marketing initiatives. 
  • Records Management: Store all employee data, including addresses, emergency contacts and more at a single location for easy access. Allow employees to create personalized bio pages with contact information and job descriptions to share their stories with coworkers. 
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Product Ranking

#4

among all
CRM Software

#391

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Excellent User Sentiment 47 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.

92%
of users recommend this product

TeamWave has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.6 (21)
5.0 (1)
3.7 (1433)
4.6 (24)
4.3 (3779)
n/a
n/a
4.7 (19)
4.5 (23)
n/a
3.9 (569)
3.8 (3)

Awards

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TeamWave 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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Centralized platform: TeamWave provides a single platform to manage contacts, sales pipelines, projects, and team collaboration, eliminating the need for multiple tools.
User-friendly interface: Users praise TeamWave for its intuitive and easy-to-navigate interface, making it simple for teams to adopt and use effectively.
Visual sales pipeline: The platform's visual sales pipeline allows users to track deals, identify bottlenecks, and make informed decisions to move deals forward.
Effective project management: TeamWave enables users to create projects, assign tasks, set deadlines, and track progress, ensuring projects stay on schedule and within budget.
Seamless team communication: The built-in communication features, such as discussions and file sharing, facilitate efficient collaboration among team members.
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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 express frustration over the inflexibility of the platform, particularly when it comes to tailoring the system to their specific workflows. For example, customizing sales pipelines to reflect unique business processes can be challenging.
Reporting Limitations: Generating comprehensive reports, especially for sales analytics, is cited as a significant drawback. Users desire more in-depth reporting features to gain better insights into their sales performance and customer interactions.
Mobile App Functionality: While TeamWave offers a mobile app, users report that its functionality is limited compared to the desktop version. This can hinder productivity for teams that rely heavily on mobile access to their CRM data.
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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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Over the past year, user reviews for TeamWave have been largely positive, with many praising its all-in-one approach to managing CRM, project management, and HR tasks. Users frequently highlight its intuitive interface and seamless integration capabilities as standout features. Compared to similar products like HubSpot and Zoho CRM, TeamWave is often lauded for its affordability and ease of use. One user mentioned that the software "offers a comprehensive suite of tools without the steep learning curve," making it accessible for small to medium-sized businesses. However, it's not all smooth sailing. Some users have pointed out that while TeamWave excels in providing a broad range of functionalities, it sometimes lacks the depth found in specialized tools. For instance, its project management features, though robust, are not as advanced as those offered by Asana or Trello. Another common critique is the occasional lag in customer support response times, which can be frustrating for users needing immediate assistance. What sets TeamWave apart is its holistic approach. The ability to manage CRM, projects, and HR in one platform is a significant differentiator. This integration is crucial for businesses looking to streamline operations without juggling multiple software solutions. One user noted, "The seamless transition between CRM and project management has saved us countless hours and reduced errors." TeamWave is particularly well-suited for small to medium-sized enterprises that need a cost-effective, user-friendly solution to manage various business functions. Its all-in-one nature makes it ideal for teams that prefer simplicity and integration over specialized, standalone tools. In summary, while it may not offer the depth of some competitors, its breadth and ease of use make it a compelling choice for many businesses.

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