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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 ‘rfp responses’

What beats a 360-degree view of each customer? A 360-degree view of each sale.

A big promise of Microsoft Dynamics 365 is a “360-degree view of your customers,” and that’s great: who could disagree? And if you’re in sales, perhaps the most important part of the customer relationship where you really need all 360 degrees is when a customer actually becomes a customer — when they sign their first […]

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Turn D365 into a Customer Relationship MAXIMIZING Solution

What do we really want out of customer relationships? Yes, we all want to ensure customer satisfaction. Yes, we all want to keep customers engaged with our brand and products. But let’s cut the malarkey: we mainly all want revenue. (And satisfied, engaged customers are the revenue drivers.) Today, we’ll share a few tips on […]

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How to reduce RFP response times in D365

With RFP responses, the thinking is the early bird gets the worm… but being early isn't a guarantee. Sometimes, focusing purely on a speedy RFP response results in a sloppy RFP response, and the early bird leaves empty-handed (or is that empty-winged?). Getting a winning pitch in front of a client requires speed, professionalism, and […]

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Write on! Tips to improve RFP responses in Dynamics

If you're sending sales proposals and contracts out of Dynamics (whether or not you're using IQX, our contract management solution integrated with Dynamics CRM), there are some composition tips and tricks that can help make every proposal more presentable and every contract more compelling. And we've detailed most of them in this free whitepaper, "RFP […]

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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 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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