If you're here, you realize very well that selection of the best customer relationship management software is critical to your business' image as well as continuity.

I'd like to give you an experience based Microsoft CRM vs Goldmine CRM review, so that you can match up the right platform with your requirements.

We'll first go over a brief overview of the CRM software provided by both Microsoft as well as Goldmine and then proceed to compare them on the basis of their utilities and what you need.


# 1 : The Microsoft CRM Platform

With it's service intensive "Dynamnics" CRM, Microsoft has tried to segment your marketing efforts into targeted groups of your consumer base. The idea being that it's easier to stear your sales funnels to a targeted group with a common set of needs, when the same effort is accounted for the same consumers in your customer service.

Ultimately, your lists of leads and continuity customers, along with their service history and analytics, can be ported into multiple formats that will be used in different formats of sales accounts, workflows and moving sales plans (hence the name "dynamics").

These will be used by your customer service team to form important cases and feed them into your consumer knowledgebase. It also allows you to manage several contracts and updates on them, all integrated into one complex byt powerful platform!

That's a pretty strong usage strategy for a CRM, I'd say.

Microsoft CRM uses .NETAJAX technology, which makes using it comparable to using a seperate client program. Easy to use SQL data.

With experience of having worked on it in different firms, what I've seen is that people use the Microsoft CRM due to it's tight integration with Outlook, Word & Excel and the user interface. Also,firms that had their data on Exchange and SQL preferred it.

The only places where the team didn't choose Microsoft was because they avoided everything from Microsoft and it was just a general negative feeling that would often lead to many problems.

Long run Cost:

Per user – Moderate
For large lists – Moderate
For multiple service divisions – Moderate


> Excellent Remote Access
> Intuitive interface
> MS product compatibility
> High level of customizability
> Easy extensions with the API
> Strong data structures with lower coupling


> Still a lot of clicking to get tasks done
> Restricted web interface

# 2 : The Goldmine CRM Software Package

This platform too focuses on list division, but the primary and stronger focus is on sales-automation and project scheduling. It's intensive. Even the calls monitored will have their own clocking module running separately with respect to project progress and consumer queries!

Though an advantage, many have found that for smaller servicing requirements, going over the entire reporting and synchronization process a number of times can, and does, get cumbersome. For bigger projects and a large number of customers for every product/service, it can work wonders.

Since this is again Windows based, some firms like to have it sitting right next to their Informix and Oracle databases. It gets easy to work with their tables when modifying them in windows with Goldmine.

Long run Cost:

Per User – Moderate to Slightly High
For Large Lists – Moderate
For multiple service divisions – High


> Many 3rd party tools and add-ons
> Lots of features and modular orientation
> What it does it tends to do well


> User interface is complicated and overloaded
> Bad usability
> Not as customizable as Microsoft CRM


With the servicing part known to you, let's compare these on a technical basis, something many people writing a Microsoft CRM vs Goldmine CRM review goof-up with bias when giving their opinion. So hang tight…

# 1 : Ease of Use

Goldmine = BAD
Microsoft = EXCELLENT

# 2 : Ability to customize

Goldmine = Moderate, can add custom fields and views
Microsoft = Excellent, as it is really a development platform that you can add custom fields, views, tables and integrate it with your other key business applications

# 3 : Interface

Goldmine = Client platform on windows and has been improved with Premium Edition
Microsoft = Web based (better networking utlization)

# 4 : Software Complexity

Goldmine = MODERATE with a somewhat convoluted data structure
Microsoft = EXCELLENT

# 5 : Training

Goldmine = Needs tough training
Microsoft = Needs less training effort as it has Office look and feel

That said, I would finally give you my ideal choice. I have used both extensively and am truly better off with the Microsoft CRM. But again, that's my experience saying.

Your performance needs and target market will ultimately dictate what you'll love.

Both solutions offer free 30 day trial version so I would suggest that you try both and see which product you prefer.

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Copyright 2002-2011 RB Data Services Links Customer Relationship Management (CRM) Certified Consultants - Microsoft Dynamics CRM. Salesforce.com and GoldMine Software