Insightly vs Dynamics 365: Which CRM Offers Better Marketing Dashboards
When it comes to selecting a customer relationship management (CRM) software, one of the most important factors to consider is the quality of its marketing dashboards. With so many software options available in the market, it can be challenging to identify a platform that offers the features, functionality, and value your business needs. In this post, we'll compare two popular CRM software, Insightly and Dynamics 365, to determine which one offers better marketing dashboards.
Insightly
Insightly is a cloud-based CRM system that offers users the ability to manage contacts, leads, and projects all in one platform. The software provides a comprehensive, easy-to-use marketing dashboard that enables businesses to organize and analyze data from different marketing channels, including email, social media, and website traffic.
Pros
- Insightly marketing dashboard provides users with an overview of marketing methodologies, including email campaigns, website analytics, and social media engagement.
- The platform supports integrations with other marketing tools such as Mailchimp, Google Analytics, and QuickBooks, which improves the accuracy of data collection and reporting.
- Insightly's mobile app allows users to access the marketing dashboard on their smartphones, enabling remote monitoring of the company's marketing KPIs.
Cons
- The Insightly platform is less robust than some of its competitors, making it less feasible for larger enterprises with intricate marketing requirements.
- There are limitations to the integration options for connecting your campaigns in Insightly with other software and tools.
Dynamics 365
Dynamics 365 is Microsoft's cloud-based CRM software that offers businesses all-inclusive tools to manage their customer relationships. With Dynamics 365, the marketing dashboard provides insights and analysis of data from various marketing channels.
Pros
- Dynamics 365 is known for its comprehensive marketing capabilities, including personalized marketing experiences based on customers' preferences, their behaviors, and interests.
- The platform provides a range of reporting options and advanced analytics tools, making it ideal for larger businesses with complex marketing requirements.
Cons
- Dynamics 365 pricing plans is often comparatively more expensive than some of its competitors, and it can be challenging to find a suitable plan for smaller businesses.
- The software isn't easy to use when compared to some other platforms in the market, which can make the onboarding process difficult for new users.
The Verdict
Both CRM platforms offer exceptional marketing dashboard functionalities. However, Dynamics 365 is more suitable for medium to larger businesses as it can cater to the requirements of substantial marketing operations. Insightly, on the other hand, is more fitting for small to medium-sized companies with less intricate marketing requirements.
Ultimately, your choice of CRM software will depend on your business's specific marketing requirements, budget, and existing marketing infrastructure.