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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘Automate Quotes’

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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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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Efficiency and Productivity are Keys to Sales Operations Improvement in 2020

Did you hit your sales targets in 2019? If you did, congratulations!  If you didn’t, you are probably looking back at what went wrong and searching for opportunities to do better in 2020.  There’s as much to learn from what went right, as from what went wrong. It’s likely that the areas where you met […]

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How to Simplify Sales Orders in Microsoft Dynamics 365 for Sales

Salespeople face a frustrating hurdle in the sales process - manually creating sales orders. Sales reps work hard to establish a relationship and trust with a potential customer and learn what motivates them and their needs. Then they spend time generating a proposal, negotiating terms, and coming to an agreement. But that’s not the end […]

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How to Accelerate Your Sales Cycle: CPQ Integrated with Microsoft Dynamics 365 for Sales

How important is it to you to respond quickly to customers’ requests for price quotes, and to produce accurate proposals that reflect their unique specifications? Sales leaders we’ve spoken with agree that delivering accurate quotes in a timely manner helps their teams close deals faster. If you agree, then integrating leading-edge technology that ensures your […]

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Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors

In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key […]

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3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales [Video]

The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience.  However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]

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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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Automate Your Quotes And Estimates

Completing all the research, calculations, and paperwork for quotes, jobs, and estimates can be overwhelming. Getting it done quickly and accurately to ensure profitability can be an ongoing source of stress. If you are rushed and not equipped with the right information, mistakes will happen and things  will likely fall through the cracks. With an […]

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