• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

3 ways to close more business using Dynamics, CPQ, and a whitepaper on RFP responses

July 11, 2019   CRM News and Info
crmnav 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:

  1. Integrate a configure, price, quote solution into your CRM (CPQ and Dynamics for the win!)
  2. Populate that solution with branded, vertically targeted templates (Look sharp, work smart!)
  3. Write good RFP responses (yep: good!) with help you’ll find here.

CRM & CPQ integration: Tiger Woods doesn’t work on his tennis game

As you likely know, Dynamics CRM does a ton of great stuff: manages sales workflows, customer segmentation, and don’t get me started on the LinkedIn Sales Navigator Application Platform (a.k.a., SNAP).

But when it comes to sales proposal automation, most B2B sales reps will tell you that they often work outside Dynamics. It’s not that the system can’t send proposals, but let’s just say it’s not a rock star in doing so. And that’s ok because:

  1. that’s not Dynamics’ core functionality, and
  2. there’s an app for that (CPQ).

Let your tech play to its strengths: use Dynamics to manage prospect and customer relationships, and use a CPQ application (integrated with Dynamics, of course) to create, send, and track your sales quotes.

There’s a reason Tiger Woods (or, as of this moment, Dustin Johnson) doesn’t work on his tennis game: he works on his strengths as that’s where the ROI is.

Better be on-brand and on-point

Think of the last sales proposal you sent or received. Was there anything memorable about it, or was it more like a Word doc?

B2B sales is crazy competitive, and if that proposal didn’t stand out in a crowd, it was forgotten. (And, as a great man once said in slightly different and more profane words, you can forget about coffee.)

After choosing the right CPQ for Dynamics, populate it with proposal templates that both build your brand and target the markets you serve.

Brand building in a sales proposal is primarily about having a professional look and feel. If you’re like most sales people, design is not your forte, which is why a professional designer is definitely a smart investment. Spend a couple hundred dollars, get a dozen templates, and you’re basically good to go:

  • you choose a template targeted to the vertical market of the customer,
  • populate it with product and pricing configurations (your CPQ vendor should be able to help set this up: we do, anyway),
  • and then you only need to write it, send it, and track it.

Worried about the writing part?

Today, in what we’ll call The Gilded Age of Acronyms and Emojis, writing well has become a lost art. Heck, most of us can’t even write good anymore. But the truth is that it’s often how a proposal is written that helps close a sale.

If you’re in the Dynamics business, you know that sales cycles can go months or longer. This means the prospect has plenty of time to truly dig into your proposal. They don’t simply skip to the products and pricing: they take a deep dive. And if there’s a typo or a grammatical error or just terrible, self-centered writing, you can bet that it will be noticed.

Help is available via this whitepaper on killer RFP responses. Because while most every sales rep is a solid communicator in person and on the phone, we could all use a little help with the written word.

Thanks for reading all the way to the end! If you have questions about adding CPQ to Dynamics, or improving RFP responses, drop me a line.

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Business, Close, Dynamics, more, responses, using, Ways, whitepaper
  • Recent Posts

    • WATCH: ‘Coming 2 America’ Movie Review Available On Amazon Prime & Amazon
    • IBM launches AI platform to discover new materials
    • 3 Ways a Microsoft Dynamics 365 Supply Chain Management and EDI Integration Enhance E-Commerce CRM Strategy
    • The Neanderthals
    • What the swarm of new Azure announcements mean
  • Categories

  • Archives

    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited