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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Dynamics CRM for Sales

Make a Success of Your CRM Implementation Project

If you’ve decided to implement a new or updated CRM solution, you might think your job is over when you’ve selected a full-featured, flexible CRM system such as Microsoft Dynamics 365/CRM. But really, there is some important work ahead. As important as it is to choose the right product, it’s equally important that it be […]

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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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How to Extend the Value of Microsoft Dynamics for Sales with CPQ

Microsoft Dynamics 365 for Sales packs a powerful punch as a CRM and sales enablement software. What’s needed to really make it a heavyweight champion is the integration of CPQ software. Configure Price Quote software, or CPQ, enables sales teams to generate accurate quotes based on product configurations and pricing rules. CPQ extends the value […]

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How Microsoft Dynamics 365/CRM Adds Value to Your Business

Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]

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How to Use Your Microsoft Dynamics Sales Data to Power Marketing Automation Platform Campaigns

You probably already know that the purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. In fact, if you’re not mining the sales data being generated by those leads, then you risk leaving additional sales and […]

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“Dynamic” RFP responses: set yourself apart

If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a […]

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BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area

If you are looking for a business technology partner, you might be familiar with Clutch. Clutch is a data-driven field guide to business buying decisions. They interview real clients, collect data, and compare competitors to help you find a firm ideally suited for your project. Clutch has made its reputation by connecting all sized and […]

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Easier ROI in CRM (via CPQ)

If you're in sales, you likely use your Dynamics CRM solution to send sales proposals. And, if you're like most salespeople, you probably view these documents as necessaries, a cost of doing business, etc. Which they are. But there's more. Seeing proposals as simply a cost may be misguided. Imagine if, instead, you thought of […]

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Modern Workplace Technology Webinar – Untangle, Secure, Improve

It's hard to imagine any aspect of the workplace that hasn't been disrupted by new technology. From unified operations applications, customer engagement platforms, remote collaboration technologies suites, the digital business landscape is defined by countless options integration possibilities. But in reality, a high percentage of businesses aren't sure which of these technologies matter, and why. […]

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Opportunity Grid Accelerator for Dynamics 365

Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]

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