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Zoho CRM vs Microsoft Dynamics
Unsure about the differences between Zoho CRM vs Microsoft Dynamics? Wondering which one better fits your business needs? Need help evaluating how they compare across key selection criteria? Interested in understanding their strengths, weaknesses, and future roadmap? If so, you’ve come to the right place.
This independent research note, free from CRM vendor influence, delivers concise insights in just over ten pages. It provides a snapshot of both systems, highlighting their ideal market positions and the segments where they have proven success.
It also explores their pros and cons and how they stack up against each other, as well as their positioning in the overarching CRM market.
We compile this report by continuously tracking CRM systems and companies within the CRM ecosystem using a diverse range of sources. These include surveys, interviews, panel discussions, proprietary databases, customer inquiries, industry reports, vendor briefings, and user forums. Designed for digital transformation executives leading CRM initiatives and CRM software product executives strategizing their R&D investments, this guide also serves as a valuable resource for CRM practitioners looking to shape their careers.
Questions this report will answer:
In what ways do the data models of Zoho CRM vs Microsoft Dynamics 365 reflect the design philosophies of Salesforce?
Why is Microsoft Dynamics 365 CRM typically a better fit for mid-to-large-sized companies?
Which platform offers more advanced capabilities for centralized compliance and global operations?
How do customization options differ between Zoho CRM’s low-code/no-code tools and Microsoft’s full object-level overrides?
For companies prioritizing fluidity in data models, why might Microsoft Dynamics CRM not be the best fit?
What are the key differences in how Zoho CRM vs Microsoft Dynamics handle marketing automation and customer data platforms?
What are the practical impacts of Dynamics 365 requiring operational and financial data entry for CRM users?
How do the overall CRM strategies of Zoho CRM vs Microsoft Dynamics reflect their broader product ecosystems and customer focus?
This is Our
Case Study
A brief walkthrough of a recent customer who went through the process of developing the strategy to transform their current eCommerce operations to include a buy-online-and-pick-up-in-store and buy-in-store-ship-to-home business model.
Problem
A leading fashion retailer with more than 30 stores throughout the United States was struggling with the customer experience and accommodation of business models such as buy-online-pick-up-in-store due to disconnected eCommerce and fulfillment systems. They needed omnichannel experience that could transform their experience and help them compete with their larger peers.
Solution
They hired ElevatIQ to assess their as-is and to-be state and come up with the strategy to enable the needed experience. Through the series of workshops and secondary research of their data, ElevatIQ formulated a strategy with the changes in business processes, information architecture, and systems.
Outcome
The strategy resulted in a clear alignment of their executive teams with a refined understanding of their business processes and operations. The strategy also resulted in a clear understanding of the investments and solutions required to implement the strategy.
