configure price quote

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 …

Post-COVID selling using D365 Read More »

Through the COVID crisis, growth in the SaaS sector continued to hold steady. Indeed, the pandemic shines a spotlight on the need for digital transformation in sales, revenue operations, and finance. Spend on SaaS solutions continues to grow to meet the increasing demand for technology to enable remote sales and finance teams.  As Satya Nadella …

How to Accelerate Your Time-to-Revenue Inside Microsoft Dynamics 365 for Sales Read More »

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 …

Efficiency and Productivity are Keys to Sales Operations Improvement in 2020 Read More »

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 …

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

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 …

Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors Read More »

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 …

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

Sending accurate sales quotes and communicating with buyers about those quotes can be a challenge when working in Microsoft Dynamics 365 for Sales. You shouldn’t have to spend extra time updating pricing and product lists or configuring discount rules. And, manually sending quotes is an error-prone process that’s frustrating for sales reps and buyers alike. …

Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features Read More »

  Microsoft Dynamics 365 for Sales users gain tremendous efficiency and productivity by running their business on one platform that provides a single source of truth about prospects and customers. Consider how much stronger your ROI would be if you could also automate the product pricing and quoting process from within Microsoft Dynamics, while gathering …

6 Problems CPQ Solves for Microsoft Dynamics 365 for Sales Users Read More »

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