I paid $35,000 + $15,000 a year for Microsoft Dynamics CRM...it's too complex. Please show me Infusionsoft."
(First posted 10/24/29) When I did my first review of Microsoft Dynamics 365 vs. Keap CRM it wasn't pretty for the gang from Redwood. After meeting with a prospect a couple of months later who gave me the quote above I just had to share these additional points for those still researching Microsoft Dynamics CRM vs. Keap.
The company the prospect worked for was a vibrant, growing marketing firm that was looking for at least 50 seats between the sales, marketing, and operations divisions of his firm.
Microsoft Dynamics 365 (50 Users)
Keap (50 Users)
HubSpot
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The owner told me:
I purchased Microsoft Dynamics CRM in 2004 for $35,000. Their annual updates are $15,000. Back then they didn't have a hosted solution. Around 2006, after we just couldn't get the reporting done well and realizing it was all just so complicated, we shut off their accounting module.
Now, 8 years later, our staff have still never really adopted it so we need a CRM our people will use."
Keep in mind, the meeting I had was with the sales manager.
Our first few minutes went so well that he went to get the owner. Then they brought in the Director of Operations who said...
We need this (Keap CRM) like we need air. I can see a 3x to 4x increase in sales as soon as we automate our marketing and sales the way you just described."
In the Fall of 2011, Keap retained me to do a little email copywriting for them and I penned the tagline "Automate. Integrate. Dominate."
They tweaked it a bit and now you'll see them say "Automate. Integrate. Celebrate."
Whichever you choose—Dominate or Celebrate—you first need to automate and integrate your marketing and sales efforts if you are ever going to reach your true potential.
Regardless of the size of your business, you need processes that are run efficiently to maximize your earnings.
The more you can automate the easier it is to create predictable profits.
It was true with Henry Ford in December 1913, and it's true for you today.
This is why I recommend you pause your CRM search and begin with my Process Before Login exercise.
Once you're done with that contact me to discuss your results and how I can help you negotiate your best deal on Keap or HubSpot.
I did, after all, write the book on Infusionsoft.
Now go sell something.