Keap 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.
Why Consider Microsoft Dynamics 365 over Keap (formerly Infusionsoft)?
If you’re currently using Keap (formerly Infusionsoft) as your CRM system, you might be wondering why you should consider switching to Microsoft Dynamics 365. Keap, formerly known as Infusionsoft, is undoubtedly a powerful CRM tool, gaining significant popularity in recent years, particularly for its advanced marketing automation features, including the drag-and-drop campaign builder. However, it’s essential to explore what Microsoft Dynamics 365 has to offer and how it might be the right fit for your business needs.
Competitive Features in Microsoft Dynamics 365
Microsoft Dynamics 365 has evolved to compete directly with tools like Keap (formerly Infusionsoft). One of the notable enhancements in Dynamics 365 is the introduction of user-friendly drag-and-drop features and other functionalities designed to streamline your CRM processes, similar to what Keap offers. Comparing these two systems side by side is the best approach to determine which aligns better with your specific requirements.
The Cost-Effectiveness Factor
Both Keap (formerly Infusionsoft) and Microsoft Dynamics 365 can require substantial investments. Many businesses have invested five, six, or even seven figures in these systems, understanding that the right investments in technology can significantly impact operational efficiency. It’s crucial to think beyond the initial cost and consider how the CRM system can help you avoid hiring additional personnel, which can be a significant ongoing expense. Investing, for example, £15,000 in the system might enable you to achieve the same results as hiring a new employee for £30,000.
Seamless Integration with Microsoft Office
A key advantage of Microsoft Dynamics 365 is its seamless integration with Microsoft Office products like Outlook, Word, Excel, PowerPoint, and Skype for Business. If you’re already using these tools, the transition to Dynamics 365 is smooth. Additionally, if your business relies on Office 365, integrating it with Dynamics 365 is straightforward. This synergy between Microsoft products can enhance productivity and collaboration within your organization.
Future-Proofing with Service Management
When considering a CRM system, you must also think about your long-term business goals. Microsoft Dynamics 365 offers features like service management for field personnel, service desk functions for customer support, and project management capabilities. These components are essential for ensuring that your CRM system can adapt to your evolving business needs over the next several years.
Unified Cloud-Based Database
All the functionality you need, from service management to automation, can be found within one unified cloud-based database in Microsoft Dynamics 365. You even have the option to add a client portal to provide restricted access to your clients and customers, offering a powerful tool for enhancing customer interactions.
Automation and Control
Dynamics 365 provides automation capabilities, allowing you to create workflows and processes that handle reminders, follow-ups, and complex tasks automatically. You have full control over when and how these actions are executed, making your CRM system a powerful tool for managing communications and tasks efficiently.
Robust Reporting and Analytics
To grow a successful business, you need insights into your operations. Dynamics 365 includes dashboards, reports, KPI tracking, and extensive reporting capabilities. These tools empower you to make data-driven decisions and monitor your progress effectively.
In conclusion, Microsoft Dynamics 365 offers a comprehensive and integrated CRM solution that can meet your business needs not only now but also in the future. When considering a CRM system, it’s essential to evaluate both short-term and long-term benefits, cost-effectiveness, integration possibilities, and how well the system aligns with your growth objectives. Dynamics 365 stands as a powerful contender in this regard.