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Posts Tagged ‘CPQ’

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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5 Ways to Close Deals Faster Using Contract Management Software Integrated with Microsoft Dynamics CRM

According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]

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

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. […]

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6 Problems CPQ Solves for Microsoft Dynamics 365 for Sales Users

  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 […]

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Tracking sales proposals in Dynamics

If you're in marketing, you can probably skip this article. But if you're in sales and reliant on Dynamics to help close new business, take three minutes and read further. Dynamics CRM, as many of us know, is often positioned as a classic "Swiss Army Knife" type of tool. Need to manage contacts? It can […]

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Sales Efficiency: 5 Reasons CPQ for Microsoft Dynamics Surpasses Excel

  There is a common problem in many organizations today, and it arises from the use of spreadsheets to organize and manage business processes. Excel has served companies well for more than 30 years, and it continues to be useful for many purposes, including organizational management and finances. But, there are limitations to its use […]

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