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1 One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All rights reserved. Salesforce vs. Dynamics 365 CRM-Product Comparison Gain valuble insight in to the custmer lifecycle.

Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

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Page 1: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

1One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

Salesforce vs. Dynamics 365CRM-Product ComparisonGain valuble insight in to the custmer lifecycle.

Page 2: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

2

Customer Relationship Applications

Microsoft Dynamics 365

Salesforce.Com

One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

On Premises Cloud

Cloud

Deployment:

Deployment:

Page 3: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

3One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

Customer Engagement Plan - $115/user/mo.Team Member - $8/user/mo.Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement (SLA)

Subscription renewed monthly. No long term commitment, pay only for the user license as needed! Microsoft Professional Support Included.

1) If the cost of data storage is X with MS CRM (Cloud) ($9.99/GB)2) No extra cost for Mobile users

1) Data is real time2) Inherits security and data privileges3) Allows charts, lists, iFrames to be displayed4) One-Click drill down5) OOB Integration - Power BI – Interactive Dashboards

1) Dynamics 365 App for outlook is a true Microsoft Outlook application. One Click Install to all user devices.

2) Features like “Excel online” helps user update to CRM records from Excel online.

3) Great user experience across MS products (i.e. Office, Lync, Skype, Yammer, SharePoint)

CRM Offering Comparison

Microsoft Dynamics 365

Price:

Contract term (Cloud):

Additional Costs (Cloud)

Dashboards

Office Experience

Page 4: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

4One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

SFDC Unlimited - $300/user/mo.SFDC Enterprise - $150/user/mo.SFDC Professional - $75/user/mo.SFDC has no financially backed Service Level Agreement (SLA)

A year-long contract is required and renewed annually. SFDC does not allow the number of user subscriptions purchased to be decreased during the subscription term Support Included with Additional Fees or Subscription

1) Data Storage 2X higher than Microsoft ($125/500MB)2) SFDC – Mobile $/user/mo. or Subscription

1) SFDC has a lag of 30-60 minutes2) SFDC does not have any of Inherit security3) Only reports4) Does not have a parallel offering

SFDC is repealing Outlook features; for example, users can’t manage opportunities and leads anymore

CRM Offering Comparison

Salesforce.Com

Price:

Contract term (Cloud):

Additional Costs (Cloud)

Dashboards

Office Experience

Page 5: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

5One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

Strengths

Major Features Weaknesses

• Best Pricing with Innovative Features• Complete Suite of Microsoft Office Family• Affordable Implementation \

Development cost and Maintainance• Strong Product Support

• Lead Management• Einstein Lead Scoring• Opportunity Score• Manage Customer and Sales• Product and Pricebook• Collaborate with Chatter• Process Builder• Einstein Account Insights

• Expensive cost of Implmentation and Resource(Developer) Maintainance.

• Complexity in User Interface.

• Expensive Licenses Cost and Storage

Page 6: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

6One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

Strengths

Major Features Weaknesses

• Pioneer with experience in Product Lifecycle

• Multiple Third Party apps and Integration

• Large Customer Presence

• Lead Management• Einstein Lead Scoring• Opportunity Score• Manage Customer and Sales• Product and Pricebook• Collaborate with Chatter• Process Builder• Einstein Account Insights

• Still evolving with Product Integration with ERP

• Dependency on Microsoft Ecosystem

Page 7: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

7One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

Proposed Recommendation

Charter Global Expertise

Complete Suite of Microsoft Dynamics 365 Family

Strong Implementation Team

Highly Scalable to any Business Need

Guaranteed Best Licensee Cost

Best ROI with Value for Money

Dedicated Support and ROI

Microsoft Gold Partners

Easy Customization and Development \ Maintenance

Azure Machine Learning with Strong Business Features

Microsoft Dynamics 365

Page 8: Salesforce vs. Dynamics 365...Customer Engagement Plan - $115/user/mo. Team Member - $8/user/mo. Dynamics 365 - Financially backed by a 99.9% percent uptime Service Level Agreement

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One Glenlake Parkway, Suite 525, Atlanta, GA 30328 © Charter Global, Inc., Atlanta, Georgia. All r ights reserved.

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