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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 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 […]

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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 […]

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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 […]

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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 […]

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Improve RFP follow-up (and wrap-up more business)

Sales is a tricky business. Sometimes, you have a hot prospect who closes in a day, and other times, well, that person who downloaded your brochure, or who seemed good to go at a trade show, or attended a webcast, or put out an RFP you replied to… they just went nowhere. Some of the […]

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Can CPQ (sales proposal automation) improve Dynamics CRM adoption?

Your Dynamics CRM is loaded with features and functionality that are proven to improve and speed how you do business on most every level. The sad fact is that your sales team likely only uses 10 - 20% of them. This problem isn't unique to Dynamics CRM or any business technology platform: it's pretty much […]

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What part of Dynamics CRM does the public see? Your sales proposals.

There are some things CRM does exceptionally well: in most cases, sending professionally designed, optimized sales proposals and automating and reporting on every customer interaction within the proposal process isn’t one of them. Rather, isn’t three or four of them. And that’s ok. Your Dynamics CRM system is designed to manage customer relationships, often of […]

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Sales proposals: CRM’s blind spot?

Name something your CRM system does well: stores contacts (yes); details customer relationships and interactions (Yes!); reports on leads, opportunities, and sales (YES!!); creates, sends, and tracks sales proposals (ummm... sorta). We don't know exactly why configure price quote solutions (a.k.a., CPQ, quote-to-cash, or sales proposal automation solutions) aren't standard in most CRMs (including our […]

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Proposal automation in your CRM: the top 6 or 7 things to look for

If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM […]

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The best CPQ integration for Dynamics

It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.” Templates that reinforce a […]

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