Microsoft Dynamics CRM vs WalkMe comparison

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Executive Summary

We performed a comparison between Microsoft Dynamics CRM and WalkMe based on real PeerSpot user reviews.

Find out what your peers are saying about Microsoft, Salesforce, Zendesk and others in CRM Customer Engagement Centers.
To learn more, read our detailed CRM Customer Engagement Centers Report (Updated: March 2024).
765,234 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pricing and Cost Advice
  • "We have to buy a separate license in order to implement the social listening feature."
  • "It's kind of pricey. It's about $50 or $60 per user."
  • "I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
  • "There is a license required to use Microsoft Dynamics CRM."
  • "The price of the solution is good but could be cheaper."
  • "We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
  • "Pricing for this software could be cheaper."
  • "The solution is open source and is free. However, it does require a Dynamics 365 subscription."
  • More Microsoft Dynamics CRM Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
    Top Answer:The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how… more »
    Top Answer:We use Microsoft Dynamics CRM to control sales advancements in our company.
    Top Answer:WalkMe doesn't publicly advertise its pricing, you'll have to go and get a quote to learn that for yourself. But here's something to help with your question - they do have different prices, separated… more »
    Top Answer: WalkMe is a digital adoption platform that integrates with Salesforce. What it does, and I guess how it improves Salesforce, is by giving users visibility of how sellers are using Salesforce. This… more »
    Top Answer:Hello, a walkthrough by WalkMe is a detailed process explanation of certain software. The process is useful for overcoming business challenges, such as technology adoption, regulatory compliance… more »
    Ranking
    Views
    709
    Comparisons
    687
    Reviews
    38
    Average Words per Review
    408
    Rating
    7.6
    Views
    835
    Comparisons
    646
    Reviews
    0
    Average Words per Review
    0
    Rating
    N/A
    Comparisons
    Also Known As
    Dynamics CRM, MS Dynamics CRM
    Learn More
    Overview

    Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

    One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

    In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

    Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

    WalkMe is a top-ranked digital adoption platform provider that offers a codeless solution to organizations of all sizes to enhance the impact of their digital transformation strategy and increase user adoption. WalkMe also offers its services to enterprises, employees, customers, and products, assisting them in the transformation of user experience in the digital world. Through AI, analytics, guidance, and automation, as well as engagement, WalkMe helps users to complete tasks within different mobile applications, websites, and enterprise software.

    Through their digital adoption platform, WalkMe allows organizations total visibility into the usage of applications and user behavior, to allowing them to improve digital adoption and increase results. Using the WalkMe digital console, organizations are able to create a data-driven experience and improve their strategies toward digital transformation.

    WalkMe offers its users an integration center through which companies can use the digital adoption platform for different applications. Some of these include Salesforce, Segment, Amazon S3, Google Analytics, Slack, Gainsight, CVS, and Webhooks, and several others. The solutions that WalkMe provides for integrating with different software are categorized into four major sections and include guidance, (for creating walkthroughs for users for different platforms), engagement, (to notify users of different steps they should take), insights, (helping to improve different processes based on data), and automation, (helping system owners build automated processes with no coding).

    WalkMe Features

    As a digital adoption platform, WalkMe provides different features to help its clients achieve optimized performance for its users. Some of these features include:

    • Data features: Providing its users with detailed insight for digital adoption, WalkMe offers various data- and visibility-related features. They include management dashboards, enhanced by AI, as well as AI-based data entry diagnostics, workflow analytics, and KPI management. The automatic reports from all of these functions provide insights for user behavior and assist companies to improve their services.

    • Action features: WalkMe offers no-code solutions for building and designing across applications and workflows. Organizations don't have to seek the help of developers to assist them with problem-solving, as the build feature of WalkMe helps them act promptly without the need for any coding expertise or knowledge. Similarly, they can take advantage of the design feature, which, through a conversational interface, automation, tooltips, and screen guidance, can apply changes to the user interface.

    • Experience features: The digital adoption platform offers various features to enhance the experience. They include personalization across workflows or devices for users; integrations; omnichannel experience through the web, desktop, and mobile; ensuring intuitive access and application adaptation to different platforms; and a technology feature, leveraging machine learning and AI for identifying user behavior.

    WalkMe Benefits

    As a high-rated digital adoption platform, WalkMe offers its clients various benefits, through the solutions and features it offers. Some of the benefits of this platform include:

    • Smart walk-throughs and tips for users to clarify processes and elements.
    • Analytics platform for product usage insight.
    • Self-help player menu for companies to organize resources easily.
    • Digital adoption solutions for enterprises, employees, customers, and product adoption.
    • Individualized offers for users, based on their needs and requirements.
    Sample Customers
    Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
    More than 1,500 enterprises globally, including over 30 percent of Fortune 500 companies: Amazon, Microsoft, T-Mobile, Cisco, CenturyLink, BMO, PayPal, Clarizen, Hulu, DB Schenker, Delta Air Lines
    Top Industries
    REVIEWERS
    Computer Software Company29%
    Financial Services Firm19%
    Manufacturing Company10%
    Comms Service Provider6%
    VISITORS READING REVIEWS
    Computer Software Company15%
    Government11%
    Financial Services Firm10%
    Manufacturing Company7%
    VISITORS READING REVIEWS
    Computer Software Company15%
    Financial Services Firm14%
    Manufacturing Company9%
    Government8%
    Company Size
    REVIEWERS
    Small Business52%
    Midsize Enterprise28%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise16%
    Large Enterprise58%
    REVIEWERS
    Small Business70%
    Midsize Enterprise20%
    Large Enterprise10%
    VISITORS READING REVIEWS
    Small Business16%
    Midsize Enterprise10%
    Large Enterprise73%
    Buyer's Guide
    CRM Customer Engagement Centers
    March 2024
    Find out what your peers are saying about Microsoft, Salesforce, Zendesk and others in CRM Customer Engagement Centers. Updated: March 2024.
    765,234 professionals have used our research since 2012.

    Microsoft Dynamics CRM is ranked 1st in CRM Customer Engagement Centers with 68 reviews while WalkMe is ranked 2nd in Digital Adoption Platforms. Microsoft Dynamics CRM is rated 7.6, while WalkMe is rated 9.0. The top reviewer of Microsoft Dynamics CRM writes "Intuitive APIs, customizable design, but dashboards could improve". On the other hand, the top reviewer of WalkMe writes "We were able to simplify and expedite the customer on-boarding and adoption process. It's complex, though, for a non-technical person and training takes 2 hours". Microsoft Dynamics CRM is most compared with ServiceNow, SAP CRM, Salesforce Sales Cloud, Siebel CRM and monday.com, whereas WalkMe is most compared with Oracle Guided Learning, Whatfix, Google Analytics, Pendo and AppLearn ADOPT.

    We monitor all CRM Customer Engagement Centers reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.