Articles By: iQuoteXpress

iQuoteXpress's Logo Is it possible to cut quote times by 90%?

Yes, dear reader, it is. We saw a case study recently about a technology services company that reduced sales quote creation times by over 90% by adding a leading CPQ […]

iQuoteXpress's Logo The missing piece of the D365 pie

To be fair, it’s not technically missing: there are options for making sales proposals in Dynamics without adding a dedicated app. Just like there are options for making pie: apple, […]

iQuoteXpress's Logo A key component in any D365 sales enablement/BI/B2B2C strategy

If you're using Dynamics 365 Sales, you're also hopefully using a CPQ (configure, price, quote) solution therein (single sign-on, ideally, like this CPQ for Dynamics). More importantly, you are using […]

iQuoteXpress's Logo 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 […]

iQuoteXpress's Logo 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 […]

iQuoteXpress's Logo 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 […]

iQuoteXpress's Logo 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. […]

iQuoteXpress's Logo 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. […]

iQuoteXpress's Logo 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 […]

iQuoteXpress's Logo 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 […]


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