by Chris Scott | Apr 26, 2017 | Blog, Dynamics 365, Microsoft Dynamics, Microsoft Dynamics CRM and Salesforce.com, Salesforce.com
As CRM consultants, Celedon Partners frequently receives requests from clients interested in migrating from an existing CRM solution to Microsoft Dynamics CRM or to Salesforce. Of those, one of the more challenging source systems to work with is Sage ACT!. This system…
by Michael Philbrick | Aug 9, 2016 | Microsoft Dynamics CRM and Salesforce.com
If you have digested the previous three posts, it really comes down to a few key points. Which Way is the Wind Blowing? Politics is always involved. You are likely to have someone in a decision-making capacity that already has a bias going into the game; or a…
by Michael Philbrick | Aug 9, 2016 | Microsoft Dynamics CRM and Salesforce.com
What is customization? How does it differ from configuration? At what point will you need developers, if at all? Who is going to transform the out-of-the-box implementation into a solution that follows your business flow? In my opinion, the extent of customization…
by Michael Philbrick | Aug 9, 2016 | Microsoft Dynamics CRM and Salesforce.com
In a perfect world, the initial evaluation should not be influenced by cost and deployment. There are many ways on both platforms to control the costs and balance the budget while maximizing return on investment. The ROI is, of course, the key. A poorly implemented…
by Michael Philbrick | Aug 8, 2016 | Microsoft Dynamics CRM and Salesforce.com
It’s been a while since I wrote my last comparison post. I am at the point where most of the major features have been addressed and I am left with a choice: either I can focus on the minutia or wrap up this series. When it comes to world class CRM’s, Microsoft…
by Chris Scott | Oct 27, 2015 | Blog, Microsoft Dynamics CRM and Salesforce.com
Microsoft Dynamics CRM and Salesforce both offer proprietary languages to query the respective platform’s databases. In this post, I will provide a comparison of FetchXML (Microsoft) and SOQL (Salesforce) and how they relate to Transact SQL (T-SQL, Microsoft’s…