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 …
Posts Tagged ‘proposal templates’
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, …
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 …
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 …
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 …
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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 …
3 ways to close more business using Dynamics, CPQ, and a whitepaper on RFP responses Read More »
"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 …
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 …
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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 …
Can CPQ (sales proposal automation) improve Dynamics CRM adoption? Read More »
