G2 reviewers report that Dynamics 365 Sales excels in its customization options, allowing users to tailor the platform to their specific needs. Many users appreciate the robust environment, which enhances their sense of security and efficiency in tracking leads.
Users say that Act! stands out for its user-friendly interface, making it easy to navigate and utilize. Reviewers highlight the intuitive design that streamlines daily operations, significantly boosting their work efficiency.
According to verified reviews, Dynamics 365 Sales has a strong focus on lead tracking and automation, with users noting that it effectively addresses issues related to follow-ups, ensuring no opportunities are missed. This feature is particularly praised for enhancing sales performance.
Reviewers mention that Act! offers a straightforward setup process, which many find easy to manage. Users appreciate the quick onboarding experience, allowing them to get started without significant hurdles.
G2 reviewers highlight that while Dynamics 365 Sales has a higher overall satisfaction score, Act! has a slight edge in ease of use, with users enjoying its search features and overall simplicity in daily tasks.
Users report that Dynamics 365 Sales provides excellent support quality, with many finding the chat feature particularly helpful for resolving issues quickly. In contrast, Act! users have noted that while support is good, it may not be as responsive as they would like.
If you are using Act! Pro then the only sensible option is to use the Handheld Contact addon as this offers a really effective solution. A 'subset' of your...Read more
Assigning contacts to users?
2 Comments
JM
It all comes down to how you want to implement this territory management.
You can set security roles for the users and contact entries to enable or...Read more
Will it integrate with my ERP?
1 Comment
IM
Act! CRM can integrate with your ERP (enterprise resource planning) system, depending on which ERP system you are using.Read more
you must have the "System customizer" and/or "System Administrator" role, If you do you can Click on the "Form Editor" when you have a contact open, you will...Read more
What is Microsoft Dynamics CRM competitive advantage?
3 Comments
BM
Dynamics CRM has the advantage of being a part of Microsoft. Some see that as a pro, others a con. Nonetheless, it is a full featured CRM just like several...Read more
I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
1 Comment
G2
To set up and customize your sales pipeline in Dynamics 365 Sales:
Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead,"...Read more
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