No matter which version of Dynamics CRM you're using (a.k.a., Dynamics CE, according to Microsoft, but really better known as D365 Sales, or D365 Marketing, or D365 Customer Service by the people who use it daily), its basic benefits — the fundamental reasons businesses lean on a CRM — have held steady over the decades.
It integrates easily with other solutions: Office, marketing automation or ESP platforms, ERP, configure, price, quote (CPQ) solutions, and more.
It both reduces the opportunity for error and saves uncountable hours by automating many daily tasks.
It’s fully customizable for every person using it — everyone in your enterprise can enjoy the same features and benefits, but have their own “flavor.”
And, assuming you’re using D365 in the cloud, it empowers your team to get their work done from anywhere at any time, and enables your business to save time and money by never having to upgrade or update again.
Now… it’s time to put our cards on the table: we’re a company that makes a single sign-on CPQ-Dynamics integration.
And when we look at the fundamental benefits Dynamics CRM delivers, we can’t help but see a bit of ourselves therein. If you’re in sales and making proposals, we’re sure that when you add IQX to Dynamics, you’ll see them, too.,
Integration into platforms and processes
Far too often, when people talk about “integration,” they’re thinking mostly about the back-end: are there ways to seamlessly connect this platform with that application? Will my CRM and ERP talk to each other? But integration is as much, if not more, about seamlessly connecting people’s workflows with your systems.
The good news is that integrating IQX with Dynamics is a light lift: the single sign-on integration has already been built and IQX engineers address most every set-up task (such as uploading product and pricing configurations).
The great news is that as a single sign-on integration, IQX “feels” like another feature embedded in your CRM. Reps simply click a tab in the system to create, optimize, and send professional sales quotes in minutes.
Automation of everything (mostly)
Dynamics CRM helps automate business critical-tasks — everything from dashboarding to event-tracking. IQX does the same for sales quotes.
Used to be that if a rep wanted to send a sales quote out of Dynamics, they had to build it in Word or Excel, import, attach, etc. With IQX, they simply build that quote right in their CRM.
Additionally, reps enjoy more robust quote tracking tools than come standard with D365 CRM, helping to ensure their quote pipeline keeps moving.
Customize to your heart’s content
You customize your CRM to meet your needs and preferences, and can do the same with IQX.
From choosing a view to “land on” when you open, to the sales proposal templates that best meet your needs (and win you business), to the steps you wish to track, there are very few elements you can’t customize.
And if you’re a sales manager, you can customize your reps’ instances, too, setting limits on discounts and/or enabling only certain product / pricing bundles.
Cloud power!
The benefits of the cloud are essentially the same no matter what platform or applications you may have on it. But with business tech, like CRM and CPQ, the benefits are both more immediate and more impactful.
All contacts, all contracts, all tasks, all signatures — it can all be done remotely. But the best parts may be easily scalable licensing (just add a seat and login: no “installs”), and never having to worry about maintenance or upgrades ever again. And that means less time spent on the infrastructure, and more time spent driving business.
With D365 and IQX working in harmony in the cloud, you’ll enjoy a customer relationship MAXIMIZING solution, and empower your reps to greater successes nearly immediately.
