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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’

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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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 […]

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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 […]

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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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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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[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 […]

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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 […]

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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, […]

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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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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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