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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Microsoft Dynamics 365 for Sales logo
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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Follow Up Boss logo
CRM Software

4.5 32 user ratings

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Overview

Description Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships. Read more Follow Up Boss is a smart lead management solution that is developed to enhance the growth of companies by easing up the process of lead management. With Follow Up Boss, users can get all of their leads at one single platform and take full control of their follow up. They assist you in working smarter, delivering a top-class customer experience and sign as many deals as possible. You can instantly assign leads to the agents and get back to respond to new leads. The agents, under your guidance will then proceed on with the calling and setting rendezvous. On their platform, they automatically fetch prospect leads from more than 200 sources and potential lists to guess your next possible call lead. Using pre-developed action plans and drip campaigns and a smart on boarding team, things get started easily. They replace your business phone system and automatically direct leads to your team. With their support and your work, you can easily convert all your customers into highly interested leads. They have three plans for their customers; GROW, PRO, AND PLATFORM costing 69 dollars, 499 dollars and 1000 dollars respectively. You can get a free trial of 14 days to try their services. Read more
Pricing Options
  • Free Trial Available
  • Starts at $65.00.
  • Free Trial Available
  • Starts at $58.0.
SW Score & Breakdown

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    81%
  • Momentum
    64%
  • Popularity
    71%

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    94%
  • Reviews
    75%
  • Momentum
    64%
  • Popularity
    85%
SaaSworthy Awards # 15 Fastest Growing # 20 Fastest Growing # 12 Most Popular

Features

Total Features
25 Features
22 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 16 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 14 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    3.6/5 1,387 user ratings
    4.5/5 32 user ratings
    Rating Distribution
    • Excellent

      22.1%
    • Very Good

      40.2%
    • Average

      22.1%
    • Poor

      8%
    • Terrible

      7.6%
    • Excellent

      68.8%
    • Very Good

      21.9%
    • Average

      3.1%
    • Poor

      3.1%
    • Terrible

      3.1%
    User Sentiments

      Customization Options, Extensive Integrations with Microsoft Products, Comprehensive Sales Management Features, Robust Reporting Capabilities

      Complex User Interface, Occasional Performance Issues, Limited Third-Party Integrations, Steep Learning Curve

      User-friendly interface, Comprehensive CRM Features, Excellent Customer Support, Extensive Integrations

      Mobile App Functionality, Lack of Transaction Management Features, High Pricing, Limited Data Reporting Capabilities

    Review Summary

    Overall, Microsoft Dynamics 365 is a highly-regarded CRM platform praised for its ease of use, customization capabilities, and integration options. Users particularly value its user-friendly interface, seamless integration with other Microsoft products, and the ability to tailor the system to specific business needs. However, some reviewers have expressed concerns regarding the complexity of certain features and occasional performance issues. Additionally, the cost may be a deterrent for some organizations.

    Users praise Follow-Up Boss's user-friendly interface, ease of setup, and robust feature set, including lead management, email tracking, scheduling, and reporting. It integrates seamlessly with various CRMs and email providers. Reviewers also commend its customer support, noting its responsiveness and helpfulness. However, some users express concerns about occasional technical glitches and a learning curve for some features. Overall, Follow-Up Boss is a highly rated sales engagement platform valued for its user-friendliness, powerful features, and excellent customer support.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $65.00.
    • Free Trial Available
    • Starts at $58.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Dynamics 365 Sales Professional $65.00 $65.00 per user / month

    Dynamics 365 Sales Enterprise $95.00 $95.00 per user / month

    Dynamics 365 Sales Premium $135.00 $135.00 per user / month

    Microsoft Relationship Sales $162.00 $162.00 per user / month

    Grow $58.00 $69.00 per user / month

    Pro $416.00 $499.00 per month

    Platform $833.00 $1,000.00 per month

     
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    Screenshots & Videos

    Screenshots
    + 3 More
    People
    + 8 More
    Videos Video Thumbnail Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: Redmond, Washington Located in: San Francisco, California Founded in: 2011
    Contact Details

    Not available

    https://dynamics.microsoft.com/en-us/sales/overview/

    +1 855-888-9769

    https://www.followupboss.com/

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