Nimble CRM vs Dynamics 365 Sales

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

Nimble CRM Software Tool

Product Basics

Nimble is a one-stop solution for managing and organizing contacts, setting reminders, building and maintaining relationships, finding opportunities, and meeting goals. It provides complete information on the customer's history and their deal status. Users can set up a structured to-do list for teams.

It allows users to engage and interact with prospects and customers on a personalized level, enabling them to stay connected across the entire customer journey.
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Dynamics 365 Sales streamlines customer relationship management (CRM) for businesses, automating tasks and centralizing data to empower sales teams. Tailored for mid-sized to large organizations, it excels in managing complex sales pipelines, forecasting revenue, and generating reports. Key benefits include increased productivity, improved lead conversion rates, and enhanced customer insights. Popular features include contact management, opportunity tracking, marketing automation, and real-time analytics. User reviews praise its flexibility, scalability, and seamless integration with Microsoft's suite of productivity tools. However, the learning curve can be steeper compared to simpler CRM solutions, and pricing scales with user licenses and functionality, potentially reaching enterprise-level costs.

Pros
  • Extensive features
  • Powerful customization
  • Seamless Microsoft integration
  • Robust reporting tools
  • Mobile accessibility
Cons
  • Steeper learning curve
  • Potentially high costs
  • Complex setup process
  • Occasional performance issues
  • Limited customization for some features
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$9 Monthly
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Tailored to your specific needs
$65/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Medium 
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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

  • Auto Set-Up: Simplifies the task of getting the software up and running, as it automatically sets itself up based on user requirements. 
  • Unified Workspace: Gather all information and unify it for easy access through the Nimble dashboard. 
  • User-Friendly: Easy to work from wherever and through whichever app is needed. Access emails, social media, contacts and more on the go, all from one dashboard. 
  • Team Tracking: Stay updated on team activities with a segregated table for in-progress, scheduled and completed tasks. 
  • Increased Sales: The sales navigator enhances productivity by tagging sales reps in deals so they can meet sales targets. 
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  • Efficient Contact Management: Track contacts and visualize relationships using interactive organization charts. Build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. Easy access to a LinkedIn Sales Navigator widget ensures contacts are kept up to date. 
  • Significant Sales Insights: Receive tailored and actionable insights by monitoring daily actions and communications, using a collection of action cards. Get reminders for upcoming activities, email messages, about-to-expire opportunities and inactive contacts or accounts. 
  • AI-Driven Insights: Ensure personalized customer experiences with a 360-degree view, maximize customer lifetime value and make informed business decisions using AI-driven insights. Automates workflows, unifies data by resolving customer identities using AI and machine learning-based recommendations, and helps discover new audience segments. 
  • Improved Relationships: Get recommendations on how to move sales forward based on customer interaction data, profiles and insights, and ways to secure a warm introduction. Personalize sales documents using embedded Office 365 tools and improve sales engagement by combining customer data with survey insights from Microsoft Forms Pro. 
  • Real-Time Prescriptive Insights: Sales reps can react to risks and opportunities promptly using real-time insights with adaptive AI that senses changes in buyer needs and trends. Email engagement, a mobile assistant, predictive forecasting and relationship health scores provide actionable insights about customer and prospect relationships. 
  • Mobility: Access data on the go. Configure dashboards, forms and charts, create notes, and access a relationship assistant. Includes offline sync and Excel export. Mobile and tablet apps support iOS, Android and Windows 10. 
  • Predictive Forecasting: Managers can project how much a sales team can sell and estimate organization revenue based on deal closure probability. AI-enabled predictive forecasting leverages both historical and pipeline data that use subjective bottom-up projections alongside objective data-driven forecasts. 
  • Accurate Prospect Information: Sales reps can quickly gather information about prospective customers using a business card scanner. It reads basic information from the card and populates data in lead or contact records. 
  • Improved Conversion Rate: Improve conversion and win rates with automated lead and opportunity scoring based on advanced scoring models, and identify customers most likely to convert and buy. 
  • Event Management: Control different aspects of events, including registrations, speakers, sessions and venue logistics from an event portal. Facilitate lead generation and registration conversion. 
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  • Smart Social Search: Automates the process of collecting contact information and details from social media pages, providing helpful business insights. 
  • Today Page: Provides organization by listing and arranging priority clients, reminders and updates on an intuitive board. 
  • Single Engagement Platform: Engage on multiple sites through one platform. Syncs and integrates data and activity from commonly used apps such as Gmail, Pipedrive, social media channels, Mailchimp and many others. 
  • Sales Intelligence: Simplifies the process of reaching out to prospects. Sorts by company size, industry, location, revenue and other key details to ensure sales and marketing efforts target the right types of businesses. 
  • Prospect Building: Understand customer relationship insights by quickly scanning the sales funnel, calendar, social signals and tasks at hand. 
  • Emailing and Tracking: Provides insight into customer activity by keeping track of opened emails and clicks. Shows the number of times a prospect has opened a particular message, directly from Gmail. 
  • Auto Sync: Removes data entry tasks via automatic syncing of data and insights that help engage customers. 
  • Contact Discoveries: Filters out old data and updates with the latest information using the Enrichment Credits feature in the Nimble Prospector App. 
  • Sales Forecasts and Analytics: Deal forecasting and pipeline analytics can predict the team’s historical and predictive revenue in greater detail to identify which deals need attention. 
  • App Integrations: Makes it easy to work anytime, anywhere with over 100 integrated apps along with additional add-ons that facilitate business collaboration. 
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  • Lead Management: Reps can connect with customers, create and define leads, and work with business process flows to manage them throughout their lifecycle. It also provides information about qualifying and disqualifying the leads. 
  • Opportunity Management: Create, use and manage opportunities to convert more leads. Shows options for creating opportunities and their relationships with other records. 
  • Interactive Dashboards: Get an overview of actionable business data, collected from views, lists and charts, viewable across the organization. Available in multi-stream and single stream format, catering to different levels of complexity and number of data sources. Offers global and timeframe filters, along with interactive charts to provide relevant records count, such as cases by priority or by status. 
  • Sales Playbook: Guides team members on how to respond to events when a decision-maker of an ongoing deal leaves an organization. Provides repeatable, winning sales techniques, and contextual reference materials. 
  • Power Apps: Generate, customize, share and run mobile apps with little or no code. Apps can be shared with the other users in the organization. 
  • Power BI Integration: Identify opportunities on a single dashboard, analyze the pipeline and view sales across a variety of metrics to gain actionable insights. Connect to hundreds of data sources like Excel spreadsheets, on-premise systems, big data, streaming data, cloud services and more. 
  • Partner Relationship Management: Recruit, onboard and strengthen partner channels so that partners can have a quick view of interactions across opportunities, cases and other relevant information. 
  • Collaboration: Sales teams can collaborate on deals across functions and geography, with customer information and document sharing directly from Microsoft Teams. The system integrates with Microsoft Office and libraries on SharePoint, enabling quick and easy quotes, RFPs and email sharing. 
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Product Ranking

#17

among all
CRM Software

#457

among all
CRM Software

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Analyst Rating Summary

54
81
50
90
72
100
83
93
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Nimble CRM
Dynamics 365 Sales
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 50 72 83 37 80 50 76 0 51 17 47 37 42 90 100 93 72 77 71 97 40 92 100 87 77 83 0 25 50 75 100
43%
0%
57%
71%
14%
15%
46%
8%
46%
100%
0%
0%
83%
0%
17%
83%
17%
0%
40%
0%
60%
60%
20%
20%
71%
0%
29%
57%
14%
29%
43%
0%
57%
71%
0%
29%
75%
0%
25%
88%
13%
-1%
0%
0%
100%
0%
0%
100%
43%
5%
52%
81%
14%
5%
0%
0%
100%
100%
0%
0%
0%
11%
89%
78%
0%
22%
25%
13%
62%
75%
0%
25%
33%
0%
67%
83%
0%
17%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

54%
0%
46%
69%
0%
31%
71%
0%
29%
86%
14%
0%

User Sentiment Summary

Great User Sentiment 2505 reviews
Great User Sentiment 6028 reviews
89%
of users recommend this product

Nimble CRM has a 'great' User Satisfaction Rating of 89% when considering 2505 user reviews from 5 recognized software review sites.

83%
of users recommend this product

Dynamics 365 Sales has a 'great' User Satisfaction Rating of 83% when considering 6028 user reviews from 5 recognized software review sites.

5.0 (17)
4.6 (21)
4.5 (901)
3.7 (1485)
4.4 (1499)
n/a
n/a
4.3 (4139)
4.5 (32)
4.4 (65)
4.3 (56)
3.9 (318)

Awards

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SelectHub research analysts have evaluated Dynamics 365 Sales and concluded it earns best-in-class honors for Communication Channels.

Communication Channels Award

Synopsis of User Ratings and Reviews

Tracking: The platform offers seamless tracking of tasks and spreadsheets, according to 100% of users who reviewed this feature.
Easy to Use: Of the reviewers that mentioned the software’s usability, 71% suggested that the interface and its features make it easy for users to adapt to.
Automation: The system helps automate many tasks and eliminates the use of manual entries, according to 71% of reviews about automation.
Cost: Nimble provides good value for the money spent, as indicated by 100% of reviews mentioning cost.
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Streamlined Workflow: Intuitive interface and automation features save time and effort, boosting productivity.
Forecast Accuracy: Powerful analytics and reporting tools provide clear insights into pipeline health and sales performance.
360° Customer View: Centralized data and comprehensive customer profiles enable personalized interactions and stronger relationships.
Unified Ecosystem: Integrates seamlessly with other Microsoft tools like Outlook and Teams, streamlining workflows and boosting efficiency.
Adaptable to Growth: Scales to meet the needs of growing businesses and allows for customization to fit specific workflows.
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Integrations: Out of users who mention integrations, 60% suggested the platform offers very basic integrations, with third-party apps needed for additional integrations.
Mobile Application: The mobile app is very slow in comparison to the desktop version, according to 75% of reviews referencing the mobile app.
No Auto-Sync: The system requires third-party apps to integrate the sync function, as observed by 80% of users who wrote about this feature.
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Learning Curve: Initial setup and user adoption can require significant training and support.
Costly for Large Deployments: Pricing scales with user licenses and features, potentially reaching enterprise-level costs for extensive use.
Performance Glitches: Users report occasional lag or bugs, especially with large datasets or complex configurations.
Customization Constraints: Some features offer less flexibility for customization compared to other CRM solutions.
Data Migration Challenges: Migrating data from existing systems can be complex and require technical expertise.
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Nimble’s CRM solution is intuitive to use and automatically populates customer profiles, interaction histories, contact lists, email conversations and social media activity across various platforms. It offers efficient tracking and automates many tasks. However, reviews noted the mobile application lacks robust performance, and auto-sync feature along with basic integration adds complexity to using it. Its price point makes it best for small businesses that are looking for good value along with strong customer support.

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User reviews of Dynamics 365 Sales paint a picture of a powerful CRM with potential drawbacks. Fans praise its comprehensive features, from in-depth sales pipeline management to robust analytics. The seamless integration with other Microsoft products like Teams and Office 365 is a major draw for organizations already invested in the ecosystem. This unified experience boosts productivity and simplifies workflows, especially for sales teams accustomed to Microsoft tools. However, the complexity of Dynamics 365 Sales also presents a hurdle. The learning curve can be steep for new users, and some features lack the flexibility for deep customization compared to competitors like Salesforce. Additionally, the price tag scales with user licenses and features, potentially making it cost-prohibitive for smaller businesses or those with simpler sales needs. Ultimately, user reviews suggest Dynamics 365 Sales shines for mid-sized to larger organizations with complex sales pipelines and a commitment to the Microsoft ecosystem. Its strengths in data analysis, reporting, and integration outweigh the learning curve and cost concerns for many users. However, those seeking a more user-friendly or budget-friendly option may find alternative CRMs more suitable.

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Screenshots

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