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 …
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 …
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 …
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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. …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
