Number of Seats/Users: SP CRM Core offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows SP CRM Core that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from SP CRM Core. SP CRM Core reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: SP CRM Core offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from SP CRM Core. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: SP CRM Core often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase our internal data shows that SP CRM Core tends to perform very well for organizations already deep into Microsoft 365, especially those looking to avoid the cost and complexity of “big name” CRM suites.

From what our Spendbase clients share, a few clear themes stand out:

What clients like most

• Microsoft 365-native experience
• Centralizes links, data, and processes inside SharePoint and Teams
• No need to jump between tools; people stay in the workspace they already know
• Fast time to value
• “Pretty much ready to go out of the box” is a common sentiment
• Limited need for custom development or external consultants
• Cost efficiency
• Seen as a strong middle ground between basic tools (like spreadsheets/Outlook add-ons) and high-end CRMs like Salesforce or Dynamics
• Uses existing Microsoft 365 licensing, so there’s no big extra platform cost

Where clients see limitations

• Not a Salesforce/Dynamics replacement for complex use cases
• Advanced enterprise-grade CRM features may be missing
• Best suited to organizations that don’t need very deep sales automation or complex multi-country setups
• SharePoint-centric UX
• Works great for teams comfortable with SharePoint
• Can feel less polished than dedicated standalone CRMs for users expecting a very “consumer-style” UI

Ideal fit according to our data

Spendbase clients reporting the best outcomes usually fit this profile:

• Already standardized on Microsoft 365
• Need structured deal and pipeline tracking beyond spreadsheets
• Want central, easy access to customer info, links, and documents
• Are price-sensitive or see full-scale CRM suites as overkill

Discount and savings insights

From a Spendbase discount perspective, our internal benchmarking suggests:

• Organizations often save significantly vs Salesforce/Dynamics when total cost of ownership is considered (licenses + implementation + admin overhead).
• There’s good leverage in negotiations when you can clearly show:
• Existing Microsoft 365 investment and user counts
• Planned consolidation of scattered tools into SP CRM
• Right-sizing licenses and avoiding overlapping CRM tools is where most clients unlock additional savings.

In short, our clients see SP CRM Core as a practical, budget-friendly way to turn their Microsoft 365 stack into a usable CRM, trading some advanced features for simplicity, speed, and lower total cost.