How CPQ and Dynamics 365 Work Together to Drive More Revenue

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Digital transformation is often seen as a grand, top-down endeavor, requiring massive adjustments that disrupt existing systems. Such thinking often presents a roadblock to positive change and progress.

However, it doesn’t have to be painful. The key to riding the second wave of digital transformation lies in the efficient execution of tasks that drive revenue. Let’s explore how Configure Price Quote software, specifically DealHub CPQ, can work in tandem with Microsoft Dynamics 365 Sales (your preferred CRM solution) to help your organization hit revenue targets, improve your sales strategy, and enhance the overall customer experience.

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Evolving CPQ into Digital Transformation Technology

Historically, CPQ tools were seen as calculators for generating sales quotes. This view has limited the transformative potential of CPQ in the eyes of managers and decision-makers. DealHub CPQ, on the other hand, has redefined CPQ by integrating it into every stage of the revenue pipeline, enhancing cross-departmental connectivity, and showing business leaders how it can be leveraged to revolutionize their operations.

CRM Integration

Digital transformation requires a single source of truth for customer data to be truly effective, and CRM data has traditionally remained separate from other sales tech stack tools. DealHub CPQ addresses this by natively connecting to Microsoft Dynamics. This cloud-enabled integration ensures instant data synchronization without any coding required. By linking your CRM to your sales cycle, you create a unified data stream, enhancing the accuracy and value of your sales pipeline.

Guided Selling Playbooks

DealHub CPQ’s guided selling playbooks turn sales quotes into the heart of your revenue pipeline. This feature fulfills the promise of digital transformation by seamlessly translating your sales strategy into actionable steps in the field.

How Dynamics 365 and CPQ Transforms Your Sales Processes

Implementing Your Sales Strategy

Traditional CPQ tools could not go beyond the estimate, often generating quotes without aligning with leadership’s deal expectations. DealHub CPQ addresses this issue by giving you a configurable, rules-based quoting engine that tailors quotes based on specific deal parameters. This ensures that each quote aligns with your broader sales strategy, and encourages sales representatives to take advantage of opportunities to upsell and cross-sell.

Delivering Consistent Customer Experiences

Digital transformation promises consistent customer experiences, yet old CPQ technology did nothing to manage communication between reps and customers to promote consistency. DealHub CPQ lets you incorporate specific assets into the master playbook, enabling your team to deliver unified messaging and quotes throughout the sales process. This not only improves the customer experience but also establishes a repeatable content pipeline that can be fine-tuned based on analytics.

Step-by-step quote to close process.

Maximum Revenue Impact with Guided Selling for CPQ and Dynamics CRM

DealHub CPQ offers a host of additional functionality that, when integrated with Microsoft Dynamics, give your sales reps everything they need to handle the most challenging contract negotiations.

Automated Discounting Approvals

Streamlining workflows is a core aspect of any digital transformation strategy. Traditional CPQ tools did not fully integrate into the contract negotiation process, leaving discounting on an honor system with too much room for reps to undercut margins just to land a sale. Worse, other processes were too rigid, requiring reps to seek permission for routine discounts. DealHub CPQ solves these issues by offering automated discounting approvals. You set a maximum discount threshold, and thereafter discounts below it are automatically approved, while those above the threshold are routed to management for review. This streamlines workflows, protects margins, and fosters cross-departmental collaboration.

Subscription Contracts

Predictable revenue pipelines are essential for success, and DealHub CPQ enhances this by simplifying subscription contract management. It allows you to create a single payment schedule for co-termed contracts, ensuring revenue consistency. Additionally, it integrates with DealRoom for contract lifecycle management (CLM), simplifying contract generation and negotiation.

Faster Sales Rep Onboarding

Onboarding new sales reps is crucial for closing the revenue gap, but traditional CPQ technology has often required extensive training before reps could contribute fully. DealHub CPQ expedites the onboarding process in three key ways:

  1. Guided Selling Playbooks: Reduce the need for extensive product configuration knowledge.
  2. Subscription Management: Automatically generate quotes with optimized upsell and cross-sell bundles.
  3. Automated Workflows: Eliminate the need for understanding complex decision-making processes during negotiations.

This streamlined onboarding process enables new sales reps to start selling more quickly.

DealHub CPQ + DealRoom Powers Digital Transformation

DealHub CPQ, combined with DealRoom, transforms the entire quote-to-close cycle as part of your digital transformation journey. This integration ensures that CPQ isn’t just an add-on but a core component of a seamless sales motion that connects your technologies and processes. With the ability to integrate with CLM, eSign, and virtual roundtables, you can achieve a truly unified sales pipeline.

Welcome to the future of digital transformation, where Dynamics 365, DealHub CPQ, and DealRoom enable sales teams to hit revenue targets and close the revenue gap seamlessly.

To experience the power of this transformative duo, contact DealHub today to schedule a demonstration and unlock the full potential of your sales strategy.


By DealHub |

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