Infusionsoft is a great, easy to use CRM. However, if you want your company to grow efficiently, we think Microsoft Dynamics 365 is a better option.
If you use Infusionsoft, why should you consider Microsoft Dynamics 365?
Infusionsoft is a great CRM system, and it has gained traction in the market recently. It has some features around marketing automation, including their drag-and-drop campaign builder that works quickly and easily within your CRM system.
In fact, these features have forced us to improve our game with Microsoft Dynamics 365. We now include several drag-and-drop features and other changes to help compete with Infusionsoft. You should have a look at both systems, side by side. That will be the best way to understand your requirements, and which system will be the best fit for you.
Now, both Microsoft Dynamics 365 and Infusionsoft can be quite expensive. I know companies that have invested up to six-figure sums in both systems. This is because they understand that the more they invest in the right system, the more they can use that system to drive operational efficiency.
Why spend thirty-thousand pounds on one system, if you can spend fifteen-thousand pounds on a different system that works smarter?
Equate system functionality with head counts, and this way of thinking will help you decide in which system you should invest.
If you already use Microsoft Office, such as Outlook, Word, Excel, PowerPoint, or Skype for Business, the integration with Microsoft Dynamics 365 is seamless – you are already on the Microsoft platform. The integration with Dynamics 365 even simpler if you use Office 365. You want to make sure that you have the right platform for the future of your business.
If you later want to add field service management for technical people on the road, a service desk function for customer service, or project management tools, these features are included in Microsoft Dynamics 365 and will make your system future-proof. It can meet your needs now, but also in five or ten years. All of this functionality comes within a single cloud-based database. You can even add client portals, as well, to give your clients access to restricted information.
You also want to consider automation. Through Microsoft Dynamics, you can put workflows in the system to complete processes automatically on your behalf. Reminders and follow-ups can be controlled within the system. With dashboards, reports, KPIs, and reporting functionality, you will have all the tools you need to grow a successful business.
I hope this has been useful in highlighting the benefits of choosing Microsoft Dynamics 365.