Comparison shopping HubSpot vs Zoho or Zoho vs Pipedrive can quickly leave you swimming in browser windows full of feature sets, trying to understand the real differences. In this post, our team at Cobalt has done a side-by-side-by-side-by-side comparison of the collaboration capabilities in some of today’s strongest CRM platforms for small-to-medium sized organizations.
There are so many tools, features, benefits and more to weigh as you are looking for your team’s next CRM solution. One of the things we’ve seen in the last 20+ years with our CRM clients is that collaboration inside and beyond your CRM is crucial. When collaboration tools are easy to use and boost efficiency, that translates into stronger marketing outreach, customer touchpoints, sales conversions — and happier sales and marketing teams.
Take a look at our HubSpot vs Zoho vs Pipedrive vs Dynamics 365 collaboration comparisons and get in touch if you want to see exactly how Dynamics 365 Sales + Marketing could help your organization.
Feature #1: CRM and Meeting/Chat Tool Integration
First up in our HubSpot vs Pipedrive vs Zoho vs Dynamics collaboration comparison is what you can expect from meeting and chat tool integrations.
Create and join Meetings directly from the CRM
Access and update sales records seamlessly within the context of a meeting
Captures notes seamlessly during a meeting, and have those notes automatically sync to the CRM
Leverage premium conversational intelligence for real-time call analysis and insights during a meeting
Within Microsoft Teams meetings, staff members now have access to records from Dynamics that they can reference for contextually relevant conversations with potential customers or clients.
Additionally, there are streamlined note-taking capabilities between Teams and Dynamics that allows staff members to be more efficient, productive, and drive revenue while increasing data integrity.
Lastly, conversation intelligence takes real-time call data and creates insights for more valuable customer conversations.
Feature #2: Embedded Chat Messenger for Stakeholder
What about chat capabilities for key internal and external stakeholders? Microsoft Dynamics has a unique value for teams in this collaboration category as well.
Chat feature within the CRM allows you to send messages, attachments, emojis, and more
Contextual chat list displays based on CRM record data, which links chats to CRM records
Intelligent chat recommendations which suggest internal and external contacts to collaborate with
Using the Microsoft Teams chat embedded within the CRM, your staff can quickly communicate and collaborate with key stakeholders. This allows deals to be closed more efficiently by allowing staff to access key conversations with internal and external stakeholders and CRM data all within one window.
Feature #3: Collaboration Between Team Members Viewing the Same Record
When you’re working quickly in the depths of your CRM’s contacts and records, it can be a prime opportunity for connecting with other team members. Here is how the HubSpot vs Zoho vs Pipedrive vs Dynamics 365 comparison looks for this feature.
View all staff members who are active on the record
Start a chat with other staff members on the same record
Get context next time when they are working on the record
The ability to start a linked chat based on the co-presence of a record is a unique feature in Dynamics 365. It drives collaboration with staff members who are working on or have a stake in the same business activity.
Feature #4: Pre-configured Digital Workspace Templates
Let’s look at one more helpful comparison today: digital workspaces.
Sales team members can assign templates to opportunity records, which creates a workspace in a collaboration platform with pre-defined folders, apps, and organizational structure
Admins can configure templates to meet the needs of their organization
Templates come with first time guides that help acquaint team members to their new workspace
Templates come with a set-up wizard that recommend which team members should be added to the workspace
Digital workspaces have become an increasingly popular tool in the past few years but are rarely well integrated with CRM platforms. Using D365 templates and Microsoft Teams, you can use your business data and Microsoft platforms to make collaboration more efficient. Templates, referred to as Deal Room Templates, allow you to quickly assemble your team, share the correct information, seamlessly set up your workspace, and save you tons of time.
Collaboration: HubSpot vs Zoho vs Pipedrive vs Dynamics 365
The collaboration tools and the value Dynamics 365 brings to the table for your team are strong contenders in a very competitive CRM field. But what else is important for your organization as you choose your next CRM? Pricing and licensing options? Ease of use? The initial migration process?
Let our team at Cobalt schedule a custom product showcase for your team. We would love to hear what your question and priorities are — and show you exactly how Dynamics 365 Sales + Marketing with Cobalt will make a difference for your CRM users and customers. Schedule your product showcase now.