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 […]
continue reading...Posts Tagged ‘sales proposals’
A few problems in B2B sales that D365 + CPQ can fix
It happens to every B2B sales organization: flatlining. Not as in “dead,” but as in hitting a plateau, an even line, maintaining. And while holding steady doesn’t sound too bad for most things in life, in B2B sales, if you’re not growing, you’re dying. Let’s take a look at a few problems fueling flatlining in […]
continue reading...How to Remove Contract Management Roadblocks Inside Microsoft Dynamics CRM
Contract management plays a vital role in business operations. Contracts dictate business strategies and relationships between organizations and vendors. During the sales process, a considerable amount of time is spent ensuring contracts reflect corporate policies, fulfillment capabilities, regulatory requirements, and financial interests. An efficient contract management process ensures contracts are created, negotiated, approved, and carried […]
continue reading...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 […]
continue reading...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. […]
continue reading...[Whitepaper] The right RFP response tech and tactics to closing business with D365
Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.) How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?” Most businesses are […]
continue reading...Quote-to-cash in Dynamics 365
Whether you’re using D365 for Sales, D365 CE, or even a more tailored version (e.g., D365 for Field Service) if you’re in sales or marketing, chances are excellent that you’re using D365 to build and send sales quotes. While there are a handful of tools built in to Dynamics (and Office), competitive companies are extending […]
continue reading...Digital transformation extends to RFP responses
As a Microsoft customer or partner, you're likely neck-deep in digital transformation efforts: moving just about everything to Azure; increasing adoption and usage of Dynamics CE and other business-critical tech; and improving data collection, analysis, and usability across the enterprise. And at the front line of any enterprise is where a business meets its public, […]
continue reading...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 […]
continue reading...5 Ways to Close Deals Faster Using Contract Management Software Integrated with Microsoft Dynamics CRM
According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]
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