Comparing SalesForce with MicroSoft Dynamics xRM

MicroSoft Dynamics (xRM)

SalesForce.com (SF)

Design * offers more options during entity creation* to make changes to a field, it has to be deleted then recreated and if there are forms/views with that field, such dependencies have to be deleted first * easier to create entities (objects)* fields can be changed/deleted and all the related forms are automatically updated

* Master-Detail relationships include cascaded deletes and detail roll-ups (sum, count, average, etc) but M-D relationships can’t be chained, which results in having to implement them as Lookups and lose the benefit of summarization offered by Master-Relationships

Data Manipulation * smarter data import tool with lookup of foreign keys by ID or description* doesn’t have the UpSert function (update existing records and insert new ones) that SalesForce has

* uses SQL Server

* smart data import (lookup of foreign keys)* requires external tool and has the little quirk of having to use UpSert instead of Insert

* the UpSert function updates existing records and insert new ones in one run

* the SF query language (SOQL) has limitations

Infrastructure * can be hosted on premises* no Governor limits if hosted in house

* on premises installation/configuration takes a long time

* there is no option to host SF on premises* subject to Apex Governor Limits because SF is a multi-tenant platform

* automatic upgrades twice a year, each release with a lot of new features

Bugs * error messages popup often although requiring only a retry from the same screen without closing/reopening * no bugs found
Speed * slow, not very responsive * very responsive
Usability * the user interface is familiar to MS Office users but it is very busy

* can be embedded in Outlook

* integrated with Sharepoint

* very basic/light-weight mobile web app (will likely require 3rd party for mobile access)

* offers a much cleaner/simpler interface* all users like it

* Outlook and Sharepoint integration requires a lot more effort

* SF is mobile ready

Customization /Programming * .net:  Visual Studio, C#, VB* seems very flexible * requires unit tests to publish triggers and classes* default filter screens can be customized only to a certain degree and beyond the basics, it requires coding

* requires creation of report types, then reports that use them

* Apex is very similar to Java and C#

* subject to Apex Governor Limits

* limited deployments to Production in a given period as per the contracted level of service

Workflows * offers more types of process steps and seems more cohesive than SF * there are 2 types:  approval process (triggered by the user) and workflow (triggered when a record changes in a specific way)
Forward thinking considerations * MS is one of the world’s largest R&D spenders * clearly the leader in CRM

* SF spends 8% of revenue in R&D while (2008 data) and 5x as much in sales and marketing

* SF buys many other companies and integrate their proven technologies into the platform

* customer base is very large

* the company leader is a visionary

Cost * measured roughly 1/3 to 1/2 of SF’s cost in 1, 3 and 10 years for a high number of users* can be paid monthly * entry price is cheaper (Group edition with 5 users)* annual upfront payment

The above is based on my experience with a proof of concept application and online research. Feel free to comment and add your corrections or a different point of view.

Pertinent links:

– MS Dynamics 2011 vs salesforce.com
Developer frustration
MicroSoft Dynamics CRM vs SalesForce – How do you choose?
Microsoft Dynamics CRM vs. Salesforce.com vs. Microsoft Office Business Contact Manager
– Comparing Microsoft Dynamics CRM To Salesforce
MicroSoft Dynamics CRM vs SalesForce (MS partner)
– Evaluating Software Vendors (from a MS shop)
– Microsoft Dynamics CRM: Much More Than Meets the Eye – Part 2 and Part 3
– Salesforce vs. Microsoft CRM: Relationship Management Applications
– Why We Chose to Work with Salesforce.com

Posted on 05/22/2011, in No category. Bookmark the permalink. Leave a comment.

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