Posts Tagged ‘proposal templates’

iQuoteXpress's Logo Post-COVID selling using D365

In all of its communications, Microsoft hammers home the message about how Dynamics enables a 360-degree view of your customers — and it’s true.   With D365 Sales, D365 Customer Insights, D365 Marketing, and D365 Finance — as well as connectors to platforms like LinkedIn and extensions to automate customer touchpoints ranging from social posts …

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DealHub's Logo Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers …

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iQuoteXpress's Logo 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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iQuoteXpress's Logo What’s missing from D365 for Sales?

The Microsoft stack has just about everything a B2B sales rep requires for success. Keywords there are “just about.” We’re going to talk about three things Dynamics 365 (D365 for Sales, primarily) does really well in helping you discover and drive new business, and one thing it’s currently missing that can make a huge difference. …

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iQuoteXpress's Logo Good, better, best for sales quotes in Dynamics 365

There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics.   Why is …

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iQuoteXpress's Logo 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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iQuoteXpress's Logo "Dynamic" RFP responses: set yourself apart

If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a …

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iQuoteXpress's Logo 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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iQuoteXpress's Logo 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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