Dynamics 365 CRM vs Maximizer CRM

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Our analysts compared Dynamics 365 CRM vs Maximizer CRM 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
Maximizer 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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Maximizer CRM is a sales and marketing solution that provides functionalities such as client management, a sales pipeline, customer support, campaign management, marketing automation and more. With about 90% customer satisfaction, it offers insights for business growth. A custom API and integration options add value to processes.

It helps increase sales, build relationships, provide customer support and fit business needs with different deployment options based on requirements. Users can access it on mobile devices to access information and send updates on the go.
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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
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Android
Chromebook
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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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  • Enhanced Customer Relationships: Maximizer CRM enables businesses to track customer interactions and preferences, fostering stronger, more personalized relationships.
  • Improved Sales Efficiency: By automating routine tasks and providing sales teams with detailed customer insights, Maximizer CRM helps close deals faster and more effectively.
  • Centralized Data Management: All customer information is stored in a single, easily accessible location, reducing data silos and improving data accuracy.
  • Better Decision Making: With robust analytics and reporting tools, Maximizer CRM provides actionable insights that help businesses make informed decisions.
  • Increased Productivity: Task automation and streamlined workflows free up time for employees to focus on high-value activities, boosting overall productivity.
  • Enhanced Collaboration: Team members can easily share information and collaborate on projects, leading to more cohesive and efficient teamwork.
  • Scalability: Maximizer CRM grows with your business, offering flexible solutions that can be tailored to meet evolving needs without significant disruptions.
  • Customer Retention: By tracking customer satisfaction and proactively addressing issues, businesses can improve retention rates and foster long-term loyalty.
  • Cost Savings: Automating manual processes reduces operational costs and minimizes the need for additional resources, leading to significant savings over time.
  • Regulatory Compliance: Maximizer CRM helps businesses adhere to industry regulations by maintaining accurate records and providing audit trails.
  • Mobile Accessibility: With mobile access, sales and support teams can manage customer relationships and tasks from anywhere, ensuring continuity and responsiveness.
  • Customizable Dashboards: Users can create personalized dashboards that display the most relevant information, enhancing focus and efficiency.
  • Lead Management: Maximizer CRM helps track and nurture leads through the sales funnel, increasing the likelihood of conversion.
  • Customer Segmentation: Businesses can segment their customer base for targeted marketing campaigns, improving engagement and response rates.
  • Integration Capabilities: Seamless integration with other business tools and applications ensures a cohesive and efficient workflow across the organization.
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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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  • Customer Insights: Gain access to dynamic dashboards, built-in templates, click-through records, visual reports, goal tracking views, exporting capabilities and more to monitor and boost team performance. 
  • Sales Management: Provides unified, easy-to-use sales tools that can be customized as per requirements. Manage accounts, route leads, collaborate sales opportunities and gain visibility into sales pipeline and revenue. 
    • Sales Pipeline Management: Offers proactive sales management along with a collective view of the sales process, making it easy to carry out internal and external sales activities. 
    • Contact Management: Displays contacts, notes and key documents in a unified dashboard. Includes quick search capabilities, company affiliation and a search recall feature. 
    • Pipeline Visibility: Access sales reports, personalized dashboard, forecasts, critical metrics, goal tracking and alert notifications for sales processes. 
    • Partner Relationship Management: Grow a channel partner network, assign partners, track performance and manage campaigns through a partner portal. 
  • Marketing Automation: Drive leads, improve campaign tracking, manage prospect interactions, automate campaigns, track results and calculate marketing ROI, all on one platform. 
  • Third-Party Integration: Provides native third-party integrations that boost productivity, provide deeper customer insights and more. Also offers custom integrations and API for easy business functionality. 
  • Mobile App: Offers pipeline visibility, quick access, key information edits, connectivity, calendar access and more, all on the go. 
  • Deployment Options: Gives the option for both cloud and on-premise deployment so businesses can choose what fits best for them. It also offers data security. 
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Product Ranking

#4

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#48

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CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Good User Sentiment 1054 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.

79%
of users recommend this product

Maximizer CRM has a 'good' User Satisfaction Rating of 79% when considering 1054 user reviews from 6 recognized software review sites.

4.6 (21)
5.0 (11)
3.7 (1433)
3.9 (425)
4.3 (3779)
4.0 (327)
n/a
4.0 (275)
4.5 (23)
4.3 (6)
3.9 (569)
4.0 (10)

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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Easy to Use: Of all the users mentioning the platform’s usability, 66% say that it’s robust, easy to adapt to and very intuitive.
Customization: The software is highly customizable and fits well for each business solution, according to 75% of users reviewing this feature.
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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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Customer Support: Customer service takes a long time to respond and offers a poor response, suggest 66% of users referencing support.
Maximizer Response: Customer support response time is under 3 minutes online and within 5 minutes via telephone support.
Integration: The system lacks proper email integration functionality and offers minimal integration with other technology, a downside according to 75% of users reviewing integrations.
Maximizer Response: Maximizer integrates with Outlook and through Zapier, we integrate with thousands of other applications.
User Interface: The UI is outdated and could use some updates, in the opinion of 75% of users reviewing this capability.
Maximizer Response: Our Business Intelligence tool: Insights is actuallly one of the industry leaders in UI/UX.
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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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Maximizer CRM empowers companies with a number of features such as contact management, lead management, customer service, business analytics and more. It’s highly customizable and easy to use. However, the UI is a little outdated and could use some improvement. The platform also needs more integrations to be able to work seamlessly, and reviewers report that customer support could be quicker and more helpful. Large and mid-size organizations looking for customized marketing and sales may find it to be a decent choice.

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