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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘CPQ’

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 you get magic out? Not necessarily.  Here are some ways things can go off the rails during the sales process in D365, and how you […]

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What beats a 360-degree view of each customer? A 360-degree view of each sale.

A big promise of Microsoft Dynamics 365 is a “360-degree view of your customers,” and that’s great: who could disagree? And if you’re in sales, perhaps the most important part of the customer relationship where you really need all 360 degrees is when a customer actually becomes a customer — when they sign their first […]

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

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 […]

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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. But let’s cut the malarkey: we mainly all want revenue. (And satisfied, engaged customers are the revenue drivers.) Today, we’ll share a few tips on […]

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Effective Guided Selling for Remote Sales Teams Using Microsoft Dynamics 365 for Sales

In the current economic climate, you may be evaluating your sales processes to uncover areas that could be streamlined for greater efficiency and better results. Now is the prime opportunity to dig into your sales metrics and technology stack to make improvements. You may be asking yourself the following questions: Can every member of my […]

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Sales secrets buried in Dynamics

Sales, as the inimitable Alec Baldwin said in Glengarry Glen Ross, is a tough racket. It’s about finding the right customers, and finding them before the competition does. And the sales rep who uses all Dynamics has to offer natively — and extends it with the right applications and tools — has a huge advantage […]

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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 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 […]

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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 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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