BlueFolder vs Dynamics 365: Which is a better fit?

Aleksandr Y.: My name's Aleksandr. I'm the Chief Operations Officer for Made By WiFi, and I would rate BlueFolder a five out five. Before BlueFolder, we were using ConnectWise. The problems we were having with ConnectWise, was it was a bit too expensive for our needs and very cumbersome. It's a very complicated program that wasn't a right fit for a company of our size and of our needs. We chose BlueFolder because of the sales process. We found them to be very flexible with our needs. They gave us a demo, a free demo that they allowed us to hold onto for about two months. The setup process was incredibly easy and it fit our needs perfectly. There was no added fluff and there weren't any features that we didn't need to use, so we're fully utilizing the program. BlueFolder offered us a few instructional videos and sessions in order to get ourselves turned up, but the process was so easy. I got it done in one evening, importing a few spreadsheets, getting all my information up and running. I never even had to take the onboarding courses because it was pretty straightforward. We were up and running within a day. With BlueFolder, I would recommend really looking internally and considering your needs, in terms of how you want to use the program and how you want to integrate it too. It's limited, in terms of the integrations it offers, at least compared to what we were doing with ConnectWise before. And also, the program, like I said, it's limited in its functionality, so it may not be a perfect fit for everyone. Definitely go through the sales process, take the onboarding courses, and try to make sure that it fits your needs exactly. It's not going to offer you any fluff, but at the same time, there aren't a lot of extra features that some other programs offer that may be useful for certain companies.

Adoba: Hi everyone, my name is Adoba. I lead technical and product at Alphora, a team of roughly seven to nine. I rate Dynamics at a four out of five. So we use Dynamics most for sales and our marketing. The sales Microsoft relationship, sales is a big part of what we do. We also use the service part, which is the customer service. The marketing part of Microsoft Dynamics help us keep in touch with our customers and our sales reps with the product. So being in the Microsoft ecosystem is one of the best things with Dynamics. You have access to the entire product line that just works seamlessly together. Like I said, we do sales, CRM, marketing. All of those things are the individual products that we considered, but Microsoft was able to bring them together. The product for our sales, which we use the most, has really grown. The features that they've added has just been tremendous, and that's the best part about Microsoft Dynamics for us. I think there's always an issue with seat based billing, which is what we have with Dynamics today. I think that's just the biggest issue, and sometimes I think being part of the ecosystem of having access to Microsoft Dynamics to their products is an advantage but sometimes it can also be a disadvantage because, for us, we had everything siloed before in different other products but when we decided to use Dynamics we had to bring sales together into one product, bring marketing together into one product, bring our [inaudible 00:01:22] together into one product. That's sort of a disadvantage. I'm not sure how well these three things are able to work outside of each other if they're not connected under the same system so it was a huge consideration for us and I think for anyone who is wanting to use Dynamics.