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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’

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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