Martin Spritzer, IQX

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 …

Post-COVID selling using D365 Read More »

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 …

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

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 …

What does CPQ actually look/work like in Dynamics? Read More »

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 …

Turn D365 into a Customer Relationship MAXIMIZING Solution Read More »

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 …

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

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 …

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

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 …

Sales enablement & Dynamics Read More »

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