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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 ‘sales proposals’

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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What part of Dynamics CRM does the public see? Your sales proposals.

There are some things CRM does exceptionally well: in most cases, sending professionally designed, optimized sales proposals and automating and reporting on every customer interaction within the proposal process isn’t one of them. Rather, isn’t three or four of them. And that’s ok. Your Dynamics CRM system is designed to manage customer relationships, often of […]

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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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Proposal automation in your CRM: the top 6 or 7 things to look for

If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM […]

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The best CPQ integration for Dynamics

It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.” Templates that reinforce a […]

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Sales enablement: CRM is the engine; CPQ is the gas

Is sales enablement just a buzzword? It may have started out that way — after all, it was a whole new paradigm shift — but sales enablement is now firmly established. It’s a principle. It’s a process. It’s a platform. In our opinion, a business that is truly practicing the principles of sales enablement has […]

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CPQ + CRM = YES

MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much as possible. And nowhere is automation more critical or more impactful than in the sales proposal process. Enter configure, price, quote; a.k.a., CPQ. A fully […]

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