Articles By: Martin Spritzer, IQX

Post-COVID selling using D365

In all of its communications, Microsoft hammers home the message about how Dynamics enables a 360-degree view of your customers — and it’s true.   With D365 Sales, D365 Customer Insights, D365 Marketing, and D365 Finance — as well as connectors to platforms like LinkedIn and extensions to automate customer touchpoints ranging from social posts …

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Sales quotes in Dynamics: magic in, garbage out?

Everyone knows that if you put garbage leads or info into your CRM, you’ll have garbage on the back end, too. What about if you put magic in, though? Shouldn’t you get magic out? Not necessarily.  Here are some ways things can go off the rails during the sales process in D365, and how you …

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What beats a 360-degree view of each customer? A 360-degree view of each sale.

A big promise of Microsoft Dynamics 365 is a “360-degree view of your customers,” and that’s great: who could disagree? And if you’re in sales, perhaps the most important part of the customer relationship where you really need all 360 degrees is when a customer actually becomes a customer — when they sign their first …

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What does CPQ actually look/work like in Dynamics?

Over-promise, under-deliver. Vaporware. Pie in the sky. People selling business technology, especially in the initial “generating interest” stages, tend to write all kinds of checks that their posteriors can’t cash. Case in point: when they talk about what “integrates seamlessly” with Dynamics, and “expedites workflows,” and “optimizes throughput” within your CRM solution. We’re a CPQ …

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Turn D365 into a Customer Relationship MAXIMIZING Solution

What do we really want out of customer relationships? Yes, we all want to ensure customer satisfaction. Yes, we all want to keep customers engaged with our brand and products. But let’s cut the malarkey: we mainly all want revenue. (And satisfied, engaged customers are the revenue drivers.) Today, we’ll share a few tips on …

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How to reduce RFP response times in D365

With RFP responses, the thinking is the early bird gets the worm… but being early isn't a guarantee. Sometimes, focusing purely on a speedy RFP response results in a sloppy RFP response, and the early bird leaves empty-handed (or is that empty-winged?). Getting a winning pitch in front of a client requires speed, professionalism, and …

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Light at the end of the funnel: managing remotely, managing by proposal

The CRM is a sales manager’s “eyes upon the world.” Every lead your team is working, every opportunity in the pipeline, every task and activity can be seen, and acted upon. Whether they’re working remotely, as most every sales rep is doing in these trying times, or on-site. New to managing remotely? Here’s where you …

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A few problems in B2B sales that D365 + CPQ can fix

It happens to every B2B sales organization: flatlining. Not as in “dead,” but as in hitting a plateau, an even line, maintaining. And while holding steady doesn’t sound too bad for most things in life, in B2B sales, if you’re not growing, you’re dying. Let’s take a look at a few problems fueling flatlining in …

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Sales enablement & Dynamics

Sales enablement is more than a buzzword: it’s a process and practice, and one defined by its platforms. Dynamics 365 Sales (or most any of the Dynamics CRM platforms) offers a solid foundation for sales enablement. But it often requires extending your solution via integration of CPQ and Dynamics. Adding CPQ to Dynamics enables sales …

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Sales secrets buried in Dynamics

Sales, as the inimitable Alec Baldwin said in Glengarry Glen Ross, is a tough racket. It’s about finding the right customers, and finding them before the competition does. And the sales rep who uses all Dynamics has to offer natively — and extends it with the right applications and tools — has a huge advantage …

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