Microsoft Dynamics CRM’s organized contact management interface helps filter and target customers.
By recording data of customers’ spending patterns and demographic information, this feature enables users to build a detailed picture of customers’ tastes, needs and buying habits.
Dynamics 365 uses segments to target customer journeys. Most customer journeys start with a segment tile, which establishes the collection of contacts who will experience that journey. Users can combine multiple segments and define target groups by setting up customized segments and lists. Each list or segment represents a collection of contacts that you can use to target a customer journey.
Users can also utilize marketing lists in the subscription center to enable contacts to manually opt-in or opt-out of various types of newsletters and other marketing communications. Microsoft Dynamics CRM allows users to record the replies they get from potential customers in response to a specific marketing campaign to make sure your team can act on responses.
When comparing Microsoft Dynamics vs Salesforce, Sales Cloud similarly allows the sales team to create and execute campaigns based on marketing strategies for a targeted customer base. This allows the user to perform sophisticated lead scoring. This marketing automation feature delivers segmented data to inform more active, targeted campaigns — the ads that show up on each customer’s browser, the emails they receive announcing new products, etc.
Rather than sending out one massive, impersonal email to all of your customers, you can send out targeted messages to appeal to each segment. An effective customer segmentation approach is to try to make each communication you send relevant to the customer, and Salesforce excels in this area.
SugarCRM effectively develops, executes and monitors marketing campaigns across multiple channels. Its customer targeting features help users identify the correct targets for individual campaigns through segmenting and data mining of customer information.
Once a campaign is initiated, SugarCRM tracks response rates for individual activities, giving marketers a 360 degree view of their leads. That said, looking at Salesforce vs Microsoft Dynamics vs SugarCRM relative to this functionality, SugarCRM does not include competitor tracking features, which the other two do provide.
Salesforce has the advantage here as it provides the most detailed breakdowns of potential leads. This helps improve churn and develop customer engagement that can become a long-lasting relationship.