Updated · Originally published
The ability to efficiently is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience.
However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take to add an inventory item to an Opportunity or Quote in Microsoft Dynamics 365 for Sales. Add multiple items to a quote and the time really adds up!
According to , only 38% of companies are sending out accurate price quotes. What's more, if the pricing in the system is inaccurate or reps use outdated discounts, then calculation errors, inconsistency, and legal compliance issues cause delays in submitting quotes.
When there are many variables to consider, sales reps often find themselves manually computing prices and then using tools such as Excel or Word to submit a quote or proposal. This tedious process leads to several issues, including:
- pricing and discounting errors
- discrepancies in pricing and legal policies
- inconsistency in how the organization’s brand is represented
- wasted time and effort on generating customized quotes
So how can a Sales organization and increase Sales productivity?
Take a look at our video to learn how to simplify your quoting in Microsoft Dynamics 365 for Sales.
3 Ways to Streamline the Quoting Process
Implement Playbooks and Guided Selling
Configurable wizards walk salespeople step-by-step through each customer engagement, so salespeople create personalized quotes within minutes.
Send Digital Proposals
Employ instead of Word or Excel. With a digital proposal, one point of interaction replaces multiple files. Your customers can share proposals with internal stakeholders with just a couple of clicks.
Leverage Insights to Optimize Every Deal Stage
Real-time alerts on customer engagement allow salespeople to quickly identify customer intent and track deal progress. They can see which content is resonating and use these insights to inform their conversations with prospects.
integrated with Microsoft Dynamics 365 for Sales automates the sales quoting process, making sales quoting simple and fast. Send accurate, branded, professional sales proposals, and track buyer interaction with those quotes.
Read the full article .
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. to learn how DealHub will accelerate your sales process and help your team close deals faster.