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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 ‘guided selling’

What does CPQ actually look/work like in Dynamics?

Over-promise, under-deliver. Vaporware. Pie in the sky. People selling business technology, especially in the initial “generating interest” stages, tend to write all kinds of checks that their posteriors can’t cash. Case in point: when they talk about what “integrates seamlessly” with Dynamics, and “expedites workflows,” and “optimizes throughput” within your CRM solution. We’re a CPQ […]

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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 enablement & Dynamics

Sales enablement is more than a buzzword: it’s a process and practice, and one defined by its platforms. Dynamics 365 Sales (or most any of the Dynamics CRM platforms) offers a solid foundation for sales enablement. But it often requires extending your solution via integration of CPQ and Dynamics. Adding CPQ to Dynamics enables sales […]

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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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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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