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Optimize Dynamics 365 Sales to Reduce Quote Times From Two Days to Two Hours
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Improve visibility across your organization
Enable sales, customer service, marketing and management to all work in concert by creating visibility into key metrics, activities and workflows
Streamline your quoting process
Shorten time to quote, create more effective quotes and capture valuable quoting analytics
Understand your customers like never before
Go from reactive to proactive and deliver personalized experiences with an AI-powered customer data platform
GUIDE: Master the Complex Task of CRM Deployment
How to Properly Scope a CRM Implementation
Implementing a CRM system can be one of the best decisions your company ever makes. However, defining a CRM project scope can be very challenging. In this guide, we leverage our expertise with Microsoft Dynamics 365 to show you how to master the complex task of CRM deployment and maximize the performance of your future CRM system.
FEATURED:
Success Story: Generating Quotes in Less Time
New Dynamic created a quoting system within Dynamics 365 Sales that added immediate structure and speed to the quoting process, enabling GES to take quoting from as long as three days and more, to as little as 30 minutes or less.
Dynamics 365 CE Expertise for ERP Partners
New Dynamic often works with Microsoft ERP service providers to deliver a comprehensive Dynamics 365 business applications solution that includes D365 CRM functionality. Our flexible and collaborative approach makes us an ideal partner.
What our Customers Say
“The pipeline management platform designed by New Dynamic has helped us streamline new business visibility for the management team and key leaders. Our internal meetings are less stressful and more productive because we can see what's coming and be more proactive when it comes to winning new business opportunities.”
“The investment we’ve made with New Dynamic has paid for itself multiple times already in terms of time savings and the significant sales increases we’ve seen across our various product lines. We understand our customers’ needs better, we’re tailoring our quotes more precisely, and we’re doing more cross-selling. We had the vision to make Dynamics 365 the hub for all our selling activity and New Dynamic made it happen.”
“New Dynamic simply presented as more knowledgeable, more responsive, and more credible than the other firms we looked at, including some of the biggest names in this space. They got done in weeks, what others estimated would take months. They had a better plan and offered better value all the way around.”
“Our quotes are complicated and have
always required a series of phone calls
and emails in the past, for everything from
pricing options to credit checks, to delivery
logistics, it took too long and had too many
manual requirements. New Dynamic came
in with a process mapping and automation
plan using Dynamics 365 Sales that
matched our needs and took our average
quote times from two days to two hours,
and it’s been a gamechanger for us.”
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