Sending accurate sales quotes and communicating with buyers about those quotes can be a challenge when working in Microsoft Dynamics 365 for Sales. You shouldn’t have to spend extra time updating pricing and product lists or configuring discount rules. And, manually sending quotes is an error-prone process that’s frustrating for sales reps and buyers alike.
Key Features of Price Quote Software for Microsoft Dynamics CRM
There are many factors to consider when choosing the right quote generation software for Microsoft Dynamics CRM. You want to create a fluid user experience, improve sales process efficiency, and boost sales team productivity. Let’s explore how a CPQ, integrated natively with Microsoft Dynamics 365 for Sales, can help you achieve those goals.
Sync with the Microsoft Dynamics CRM User Experience
The ideal CPQ will sync with Dynamics allowing easy generation of pricing, proposals, and quotes, all through a single sign-on. The single sign-on makes the
Guided Selling Increases Efficiency
Sales reps have many responsibilities when generating product quotes. They must know their company’s current products and pricing and follow discounting rules. They need to be attuned to opportunities to up-sell and cross-sell. They also need to quickly share content with buyers at crucial moments in the sales process. A sales rep can accomplish all of this with a CPQ that incorporates a
Powerful and Customizable
Sales reps want to easily view the quotes in their pipeline and verify the most recent action on each quote. Visibility of the funnel stages and status of each quote enables sales reps to locate bottlenecks and quickly make adjustments to keep deals on track.
Can Handle Complex Pricing Models
For finance, telecommunication, and manufacturing companies, pricing and quotes can become complex, and CPQ extends the capabilities of Dynamics. The best CPQ will be able to manage pricing options for subscriptions, add-ons, leases, and bundles and provide a streamlined quote-to-contract process.
Data Analysis and Actionable Insights
Analyzing each stage of the sales process provides insight into the buyer’s journey and reveals data on how customers are responding to proposals and quotes. They can also see which methods of communication are most effective, and what prices and discounts have the best close rate. This data can guide sales strategies and pricing.
Expands with Your Business
As your company grows, your sales tools must grow with you. You want a vendor who is committed to CPQ and will support your business expansion. Continuous updates and improvements that focus on customers’ needs will guarantee the CPQ software evolves with your long-term business growth.
Price Quote Software Built for Microsoft Dynamics CRM
We strive to break down the barriers between marketing and sales, manager and sales team, and customer and sales rep with a
We invite you to learn more about what Configure Price Quote software can do for your business. Download our
Article by: Gideon Thomas - VP Marketing & Growth, DealHub.io |
DealHub Configure-Price-Quote solution is rated the #1 CPQ software for ease of use, easiest setup, and best support. Sales teams configure quotes and proposals faster with fewer errors. DealHub’s highly intuitive CPQ minimizes administrative tasks, empowers sales teams to engage more effectively with buyers, and streamlines sales operations to reduce the sales cycle and increase revenue. Operates natively within Microsoft Dynamics 365 for Sales and includes: dynamic sales playbooks, interactive content sharing, document generation, contract management, and e-signature.