To be fair, it’s not technically missing: there are options for making sales proposals in Dynamics without adding a dedicated app. Just like there are options for making pie: apple, …
Posts Tagged ‘sales proposals’
A key component in any D365 sales enablement/BI/B2B2C strategy
If you're using Dynamics 365 Sales, you're also hopefully using a CPQ (configure, price, quote) solution therein (single sign-on, ideally, like this CPQ for Dynamics). More importantly, you are using …
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Sales quotes in Dynamics: magic in, garbage out?
Everyone knows that if you put garbage leads or info into your CRM, you’ll have garbage on the back end, too. What about if you put magic in, though? Shouldn’t …
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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 …
What beats a 360-degree view of each customer? A 360-degree view of each sale. Read More »
What does CPQ actually look/work like in Dynamics?
Over-promise, under-deliver. Vaporware. Pie in the sky. People selling business technology, especially in the initial “generating interest” stages, tend to write all kinds of checks that their posteriors can’t cash. …
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How to Accelerate Your Time-to-Revenue Inside Microsoft Dynamics 365 for Sales
Through the COVID crisis, growth in the SaaS sector continued to hold steady. Indeed, the pandemic shines a spotlight on the need for digital transformation in sales, revenue operations, and …
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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. …
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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, …
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 …
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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 …
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