CRM Software Logo

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

 
 

Posts Tagged ‘Dynamics CRM for Sales’

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...

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...

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...

BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area

If you are looking for a business technology partner, you might be familiar with Clutch. Clutch is a data-driven field guide to business buying decisions. They interview real clients, collect data, and compare competitors to help you find a firm ideally suited for your project. Clutch has made its reputation by connecting all sized and […]

continue reading...

Easier ROI in CRM (via CPQ)

If you're in sales, you likely use your Dynamics CRM solution to send sales proposals. And, if you're like most salespeople, you probably view these documents as necessaries, a cost of doing business, etc. Which they are. But there's more. Seeing proposals as simply a cost may be misguided. Imagine if, instead, you thought of […]

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...

How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

continue reading...

Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

continue reading...

Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

continue reading...
 

 
 
Show Buttons
Hide Buttons