Introduction
As businesses grow, the number of contacts they have to manage increases significantly. In this scenario, having a reliable Customer Relationship Management (CRM) software is essential to keep track of all interactions with customers and potential leads. Two of the most popular CRM software on the market are Pipedrive and Dynamics 365. In this blog post, we'll explore and compare their contact segmentation capabilities.
Pipedrive vs Dynamics 365
Pipedrive
Pipedrive is a sales-focused CRM software that offers a user-friendly interface and customizable workflows. It allows for effective lead tracking, deal management, and contact segmentation, among other features.
Pipedrive offers multiple ways of segmenting your contacts, including:
- Tags: assign tags to contacts, deals, or activities to categorize them.
- Filters: use predefined or custom filters to segment contacts based on specific criteria, such as deal value or geographic location.
- Custom fields: create custom fields to store additional information about contacts, and use them to segment and filter your database.
According to a survey conducted by Capterra, 83% of Pipedrive users find the software effective for contact management.
Dynamics 365
Dynamics 365 is a comprehensive CRM and Enterprise Resource Planning (ERP) software that provides a wide range of features for businesses of all sizes. It offers customizable dashboards, AI-driven insights, and powerful integration capabilities.
In terms of contact segmentation, Dynamics 365 offers these options:
- Lists: create static or dynamic lists of contacts based on predefined segmentation criteria.
- Advanced Find: use a query-based search tool to retrieve contact records based on specific fields and criteria.
- Views: create personalized views of your contact data to quickly access the information you need.
According to a survey conducted by TechValidate, 64% of Dynamics CRM users find the software effective for contact management.
Comparison
Both Pipedrive and Dynamics 365 offer robust contact segmentation capabilities. However, Pipedrive provides more flexible segmentation options, such as custom fields and activity-based tags. Dynamics 365, on the other hand, offers more powerful data mining and search capabilities through the Advanced Find feature.
In terms of pricing, Pipedrive starts at $12.50 per user per month, while Dynamics 365 starts at $20 per user per month.
Conclusion
When it comes to contact segmentation, Pipedrive and Dynamics 365 are both excellent options for businesses of all sizes. Pipedrive may be a better choice for small to medium-sized businesses that require flexible segmentation options, while Dynamics 365 may be a better choice for larger enterprises that need powerful data mining and search capabilities.
Regardless of which CRM software you choose, an effective contact segmentation strategy is essential to improve your business's marketing and sales efforts.