SherpaDesk vs Dynamics 365: Which is a better fit?

Randal: Hi, I'm Randal managing partner for SherpaDesk. I give it five stars. For more reviews like this, click below. I considered Zendesk and I considered Freshdesk. I did use Freshdesk for a while and I switched from it because it was too complicated. I needed something that was very simple. I didn't need a lot of bells and whistles, although it does have them. And it needed to talk to the other programs that I use, which was so easy to set up. In doing my trial, I found that I was up and running in so little time and I was able to have a fully working system, which we eventually tweaked, very tightly integrated into our ecosystem that just made everything work and talk to each other. The first thing we needed to do is integrate SherpaDesk with our billing software so that we not lose any money on the table by forgetting to bill a ticket. At first, we were using FreshBooks and again, the installation and the synchronization was very easy. And what I liked is that I was able to approve every single ticket to make sure there're no errors so by the time billing came around, all I had to do was create my invoices in my other platform. I've also switched to QuickBooks. And again, I had to start all over the process, but it was so simple. I just had to synchronize the companies and it's the same thing. I approve my time entries and they get synchronized to my platform where I can do the invoicing very quickly. That was the biggest thing for us is that integration with our accounting so that the whole process takes as little time as possible, as I can do other things. And the other thing that I needed to do is have a ticketing system that be integrated with our RMM, which is Ninja. And again, there's an integration there. Might not be as perfect as I'd like it, but it does work. And one thing about working with SherpaDesk is that they're always very open to suggestions. And they're all always improving. I'm always impressed by what they do. It's very easy to go in there to do some extra configuration. For example, I can create tickets directly into the platform using specific emails that are created, which allows me to, for example, set up a security platform, like an MDR goes directly into a security ticket with a high level, whereas all my other automated tickets are created with a low level. I can really customize how the tickets are coming in, how they're classified, which makes it easier for my technicians to pick the right ones as a priority. My recommendation is try it. They have one free account, for life, so you're only paying for your extra technicians. And once you get it going, you connect it to whatever programs that you're using, you'll see how easy it is. The clients enjoy it because all they do is send an email to our support@email and a ticket is automatically created. We can communicate with them on that level and you have an archive. If you have a problem that you've encountered before, you can use a search function to go in there and really find what you did to fix that so that it can be done again. Really, it's just about trying it. I've tried a lot of other platforms. The pricing is really simple. I don't like companies who overcharge or have these nebulous, mysterious pricing schemes. It's right on the website and you know exactly how much you're paying per technician. The price is reasonable. It's such a big, powerful tool. It's something that we use every single day. We would not be able to do business without it.

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.