The ability to efficiently
However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take
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
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
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.
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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.