Posts Tagged ‘Automate Quotes’

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 …

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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 …

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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. …

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DealHub's Logo 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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DealHub's Logo 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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DealHub's Logo 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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DealHub's Logo 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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DealHub's Logo 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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iQuoteXpress's Logo 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 …

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FIELDBOSS's Logo 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 …

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