Articles By: Martin Spritzer, IQX

What’s missing from D365 for Sales?

The Microsoft stack has just about everything a B2B sales rep requires for success. Keywords there are “just about.” We’re going to talk about three things Dynamics 365 (D365 for Sales, primarily) does really well in helping you discover and drive new business, and one thing it’s currently missing that can make a huge difference. …

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[Whitepaper] The right RFP response tech and tactics to closing business with D365

Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.) How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?” Most businesses are …

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Where does "digital transformation" meet your customers? Usually in your sales quotes.

It’s no secret: Microsoft is keen on digital transformation, “reimagining how you bring together people, data, and processes.” And while many companies are implementing best practices in Microsoft digital transformation (we’ll call it MDT for short, here), just as many customers of those companies are greeting MDT with a collective shrug, saying, “Well, that’s great …

Where does "digital transformation" meet your customers? Usually in your sales quotes. Read More »

Quote-to-cash in Dynamics 365

Whether you’re using D365 for Sales, D365 CE, or even a more tailored version (e.g., D365 for Field Service) if you’re in sales or marketing, chances are excellent that you’re using D365 to build and send sales quotes. While there are a handful of tools built in to Dynamics (and Office), competitive companies are extending …

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Digital transformation extends to RFP responses

As a Microsoft customer or partner, you're likely neck-deep in digital transformation efforts: moving just about everything to Azure; increasing adoption and usage of Dynamics CE and other business-critical tech; and improving data collection, analysis, and usability across the enterprise. And at the front line of any enterprise is where a business meets its public, …

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Write on! Tips to improve RFP responses in Dynamics

If you're sending sales proposals and contracts out of Dynamics (whether or not you're using IQX, our contract management solution integrated with Dynamics CRM), there are some composition tips and tricks that can help make every proposal more presentable and every contract more compelling. And we've detailed most of them in this free whitepaper, "RFP …

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Good, better, best for sales quotes in Dynamics 365

There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics.   Why is …

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Driving more CRM revenue by adding CPQ

If you're a Dynamics partner or reseller and you're not offering configure, price, quote (CPQ) software as an extension of Dynamics CRM, you may be a missing out on a huge revenue opportunity. As importantly, you may not be fully equipping your CRM customers for success. "What's CPQ anyway?" CPQ is a sales proposal automation …

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Tracking sales proposals in Dynamics

If you're in marketing, you can probably skip this article. But if you're in sales and reliant on Dynamics to help close new business, take three minutes and read further. Dynamics CRM, as many of us know, is often positioned as a classic "Swiss Army Knife" type of tool. Need to manage contacts? It can …

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3 ways to close more business using Dynamics, CPQ, and a whitepaper on RFP responses

Closing more business means improving your sales proposal process, and here are three ways to help make that happen: Integrate a configure, price, quote solution into your CRM (CPQ and Dynamics for the win!) Populate that solution with branded, vertically targeted templates (Look sharp, work smart!) Write good RFP responses (yep: good!) with help you'll …

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