We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to support customers using Salesforce, we realized that the technology wasn’t for everyone. As a result, our team of consultants and technologists searched for an alternative solution to offer our customers.

If you happen to be one of the businesses currently using Salesforce CRM, you likely feel frustrated for the following reasons: 

  1. The high cost of Salesforce CRM ownership
  2. The limitations of Salesforce CRM software
  3. The time and effort to migrate Salesforce a more affordable and flexible CRM 


That’s where 
TrellisPoint can help. As CRM experts, we know your pain. Fortunately, we also know how to fix it. A migration from Salesforce to Microsoft Dynamics 365 doesn’t have to be difficult. In fact, as more companies have chosen to migrate, we’ve developed an expertise in handling Salesforce to Dynamics migration projects. If you’re considering making the leap, here are a few things you know.


Migrating from Salesforce CRM to Microsoft Dynamics
 won’t take as long as you think. 

Leveraging decades of experience with CRM systems, we’ve developed a turn-key solution to seamlessly migrate your data from Salesforce CRM to the latest innovative Microsoft Dynamics 365 solution. We’ve done all the work ahead of time, pre-mapping all out-of-the-box data fields in both systems, so you don’t have to factor vast amounts of time and resources into planning your migration. In most cases, your migration project can be completed within 4-6 weeks! 


Migration won’t break your budget.
 

Budgeting your project is always a prime factor in your cost-benefit analysis when deciding to switch CRM platforms. We have great news on this front! Migrating from Salesforce CRM to Microsoft Dynamics may not be as costly as you think. A good range to budget is approximately $14,000-$19,000 for a full migration and can cost much less depending on the depth of the use cases that require support. As a Microsoft Partner, we’re also able to offer you a free 30 day trial which includes transferring up to 10,000 contacts for you to experience Microsoft Dynamics firsthand.

Ongoing licensing is another factor to consider when budgeting for your CRM migration project. The cost difference between the two platforms is significant. From our experience, most Salesforce customers are paying over $150/per month per user for Salesforce licenses. But, we’ve also heard of some paying nearly $300 per month/user for access to additional security roles and unlimited Sandbox space – not to mention the additional costs to license integrations. Our customers using Microsoft Dynamics 365 for Sales, pay a fraction of that, paying on average $95 per month/per user for unlimited integrations, a mobile experience, and 10x the storage. 

Review Dynamics 365 Pricing 


Pick the right partner and you
 don’t have to worry about data loss. 

Knowledgeable partners will be able to navigate their way around both systems. Our experienced team can match most of your data quickly and accurately – but also do it via our proven method that ensures you don’t lose crucial information such as record history, sales opportunities or quotes. Of course, there will be data that you choose not to transfer to your new CRM, but it’s a choice, not an oversight. This is an important point because many customers use the migration process as a tune-up for UI and associated processes.  

At TrellisPoint, we approach every migration as a new installation. We work closely with you to identify your current needs, make recommendations for functionality improvements, clean up data, and ultimately design a CRM solution tailored for your business – complete with the right fields, entities and workflows in place to drive the most impact.


Microsoft Dynamics 365 for Sales: 
 A Solution to your Salesforce CRM woes. 

It’s clear to see why Microsoft’s CRM offering is a fast-growing threat to Salesforce. Based on performance in the areas of —deployment, customization, integrations, resources and support, and cost, TrellisPoint recommends the Microsoft Dynamics 365 platform as the more cost effective, high-performing CRM of choice for businesses. From its deep integrations, with Microsoft solutions ingrained in nearly every facet at the enterprise level, to its lower long-term cost of ownership, it’s simply the best value—sharing the same core capabilities of Salesforce, without the higher price tag behind the brand name. 

If you’re ready to make the switch, contact our team of CRM professionals for an initial consultation. If you’re still unsure, we’ll be happy to review the details of your Salesforce installation and the benefits that come along with migrating to Microsoft Dynamics 365 for Sales, as well as the 30-day free trial.