Dynamics 365 CRM vs Siebel CRM

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Our analysts compared Dynamics 365 CRM vs Siebel 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
Siebel 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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Siebel CRM is a comprehensive software solution designed to manage customer interactions and relationships. It caters to mid-sized and large enterprises across various industries, particularly those with complex sales and service processes. Key benefits include improved customer acquisition, retention, and satisfaction through automated workflows, data-driven insights, and personalized experiences. Popular features include sales opportunity management, contact management, service request management, and reporting and analytics. User reviews highlight the platform's robust functionality, scalability, and customization options. However, some users report a steeper learning curve compared to other CRM solutions. Pricing varies depending on the deployment model, number of users, and additional modules required. Annual subscription fees typically range from tens of thousands to hundreds of thousands of dollars. Overall, Siebel CRM offers a powerful and comprehensive solution for managing customer relationships, particularly for larger organizations with complex needs. However, its steeper learning curve and higher price point might not be suitable for small businesses or those with simpler requirements.

Pros
  • Robust functionality
  • Scalable and customizable
  • Data-driven insights
  • Improved customer satisfaction
  • Automated workflows
Cons
  • Steeper learning curve
  • High price point
  • Complex for simple needs
  • Limited mobile functionality
  • Customization can be time-consuming
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Android
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Cloud
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Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
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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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  • Deploy in the Cloud: Available via the Oracle Compute Cloud Service (OCCS). Reduce TCO, scale environments as needed, accelerate the start-up time and achieve a minimum uptime of 99.95%. 
  • Increase Agility: A continuous release model ensures regular updates that provide faster access to new features and security improvements. Also simplifies the updating process to minimize maintenance costs. 
  • Build on a Flexible Platform: Siebel Open UI uses one framework that supports multiple use cases, such as mobile, touch and employee-facing, offering a tailored user experience based on role. 
  • Gain Sales Insights: Gain visibility into pipeline and sales performance. Seamless integration with the other Siebel applications helps phase deployments. Segment sales regions, identify where to take action and offer tailored coaching to team members. 
  • Make Better Decisions: A 360-degree, real-time view of all sales activities enhances decision making. 
  • Execute Multichannel Campaigns: Integrate workflows, collaborate on approvals and use financial models to optimize marketing spend. Easily track campaigns via a command center. Up-to-date customer info enables the creation of personalized, targeted campaigns. 
  • Enhance Customer Service: Contact center teams can view historical customer interactions and respond to emails automatically. They can also ensure timely, comprehensive service for any customer or employee problems via a native help desk. 
  • Facilitate Mobile Service: Manage field service activities such as scheduling and contract management, as well as streamline and improve claims processes. 
  • Connect CRM With Social Media: An integrated framework connects the system with Oracle Social Relationship Management Cloud Service. View all contact info, address issues on social networks, transfer social media leads into Siebel CRM and more. 
  • Extend Capabilities: Integration with Oracle’s BI applications provides a range of analytics functionality. Additionally, connect with the Oracle CX Cloud Suite to provide a unified ecosystem, ensuring customer-centric experiences. 
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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 Tools: On-the-go sales reps can access information while in person, respond to inquiries faster and increase sales. Capturing quotes and orders makes tracking products easier and offers insights that optimize product bundle targeting, prices, and cross-sell and upsell. 
  • Marketing Capabilities: Manage everything from events to email marketing and web marketing. Plan and track budgets while analyzing marketing activities via the resource management module. 
  • Dynamic Catalog: Define selling rules and maintain catalogs with this module. It integrates product selection and configuration to support comprehensive search options, configurations, and targeted upsell and cross-sell offers. 
  • Pricing Analytics: Make context-based decisions using consistent data. Determine product demand and gauge the overall effectiveness and pricing impact across various regions and offers such as discounts, incentives and more. 
  • Quote and Order Lifecycle Management: Ensure order completion, validity and accuracy. Support pricing and product configurations. Approve quotes, verify credit and payment, and analyze orders for greater understanding of the process and pipeline. 
  • Mobile Access: Maintain flexible access to key data: 
    • Remote capabilities support mobile devices such as laptops and tablets.
    • Siebel Mobile lets field workers view key data from iOS and Android devices as well as pagers.
    • The server sync feature integrates Microsoft Exchange Server and Siebel CRM’s database for automatic data syncing.
    • Wireless and handheld solutions cover mobility needs.
  • Loyalty Management: Build campaigns that drive loyalty without the need for IT expertise. Leverage marketing, analytics and service tools to boost profits and cut expenses while getting the most out of each customer relationship. 
  • Partner Management: Facilitate management of partner relationships by: 
    • Sharing information and streamlining processes for marketing, sales and other areas.
    • Overseeing partner relationships with tools for lead tracking, forecasting, partner progress assessments, complex pricing and channel operations management.
    • Supporting partner communities via a partner portal.
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Product Ranking

#4

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CRM Software

#24

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Good User Sentiment 485 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.

72%
of users recommend this product

Siebel CRM has a 'good' User Satisfaction Rating of 72% when considering 485 user reviews from 5 recognized software review sites.

4.6 (21)
4.8 (10)
3.7 (1433)
3.4 (367)
4.3 (3779)
4.6 (11)
4.5 (23)
4.2 (13)
3.9 (569)
4.0 (84)

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 Customer Data: Siebel CRM provides a single platform for managing all customer data, offering a 360-degree view of customer interactions and relationships across sales, marketing, and service.
Improved Sales Efficiency: Siebel CRM automates workflows, streamlines opportunity management, and provides data-driven insights to improve sales forecasting and close rates.
Enhanced Customer Service: Siebel CRM facilitates collaboration between different departments, ensuring consistent and efficient service delivery across all touchpoints.
Increased Customer Satisfaction: By providing a personalized customer experience and resolving issues quickly, Siebel CRM helps businesses improve customer satisfaction and loyalty.
Scalability and Flexibility: Siebel CRM can be easily scaled to accommodate the needs of growing businesses and can be customized to meet specific industry requirements.
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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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Steeper Learning Curve: Siebel CRM's extensive functionality can be complex to learn and navigate, particularly for users with limited experience with CRM systems.
High Price Point: The cost of licensing, implementation, and maintenance for Siebel CRM can be significantly higher than other CRM solutions, making it less accessible for small businesses and startups.
Limited Mobile Functionality: While mobile apps are available, some users report limitations in functionality and user experience compared to the desktop version.
Overkill for Simple Needs: For businesses with straightforward sales processes and limited customer data, Siebel CRM's extensive features may be unnecessary and cumbersome.
Customization Can Be Time-Consuming: Although highly customizable, tailoring Siebel CRM to specific workflows and needs can be a complex and time-intensive process.
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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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Siebel CRM receives mixed reviews, with users praising its robust features and scalability while criticizing its steep learning curve and high price point. One user noted that "Siebel is like the Cadillac of CRMs – powerful and feature-rich," but also acknowledged that "it's not for the faint of heart and requires significant training." Conversely, others found it overwhelming compared to simpler alternatives, lamenting that "it's like trying to drive a Formula One race car to the grocery store." When comparing Siebel to competitors like Salesforce, users often highlighted the difference in focus. They recognized Salesforce's user-friendliness and flexibility for small businesses, but believed Siebel offered deeper functionality and customization options for complex sales processes. One user commented, "Salesforce feels like a friendly neighborhood store, while Siebel is like a high-end boutique with everything you could ever need – but only if you can afford it and know how to use it." Ultimately, Siebel appears best suited for large enterprises with complex needs and the resources to invest in its implementation and ongoing maintenance. As one user summarized, "If you're a small business or have simple needs, there are better options out there. But if you're a large organization with a lot of data and complex workflows, Siebel is the most powerful and customizable tool on the market."

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