CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CPQ’

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 […]

continue reading...

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 […]

continue reading...

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. […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

3 ways to close more business using Dynamics, CPQ, and a whitepaper on RFP responses

Closing more business means improving your sales proposal process, and here are three ways to help make that happen: Integrate a configure, price, quote solution into your CRM (CPQ and Dynamics for the win!) Populate that solution with branded, vertically targeted templates (Look sharp, work smart!) Write good RFP responses (yep: good!) with help you'll […]

continue reading...

How to Extend the Value of Microsoft Dynamics for Sales with CPQ

Microsoft Dynamics 365 for Sales packs a powerful punch as a CRM and sales enablement software. What’s needed to really make it a heavyweight champion is the integration of CPQ software. Configure Price Quote software, or CPQ, enables sales teams to generate accurate quotes based on product configurations and pricing rules. CPQ extends the value […]

continue reading...

How Effective is Virtual Reality at Trade Shows?

Many manufacturers view virtual reality (VR) as an effective business tool to present and educate their (configurable) products to conference attendees on the trade show floor. Visual Product Configurators with Virtual Reality is a solution suite quickly being adopted by businesses to deliver an immersive experience that showcases product attributes, demonstrates benefits, and leaves a […]

continue reading...

Why Dynamics resellers need CPQ as an arrow in the quiver

If you're a Dynamics reseller, you know it's a dog-eat-dog world out there. Sometimes, it's more like a dog-undercut-dog-leave-dog-broke-THEN-eat-dog world. In any case, safe to say the business tech world is competitive even for the most experienced ISV or reseller. And while it's often been said that there's no silver bullet to solving a customer's […]

continue reading...
 

 
 
Show Buttons
Hide Buttons