TechFabric’s Post

🔄 Frustrated with Your CRM’s Quoting Process? There Is a Better Way Does your team scramble to assemble quotes, piecing together data from multiple systems? Imagine a process where quotes are created faster, more accurately, and stored in a central location—no more juggling departments or delayed responses. Check out our recent blog [Link] on how Dynamics 365 can totally transform your sales quote process, why D365 is so different from other CRMs and learn how it can help you gain: ✨Efficiency: How to centralize and automate the end-to-end quote process, reducing manual work by over 65%. ✨ Accuracy: Using pre-configured templates and dynamically populating data to dramatically reduce human error. ✨Traceability: Leveraging built-in integrations between D365 and Office to create organization wide visibility and streamlined approvals throughout the process. ✨Flexibility: Customize everything from workflows to documents to versioning so your CRM truly works the way your company does. In a crowded CRM landscape, Dynamics 365 is built to adapt to your business. Ready to discover a better way? 🚀Read On! https://buff.ly/4htHaNF #Dynamics365 #CRM #SalesAutomation #DigitalTransformation #TechFabric #Efficiency

  • Dynamics 365 CRM

Dynamics offers so many powerful "out-of-the-box" features but the real strength and why we recommend it so often is its ability to be customized. So "transforming sales quotes" isn't just about automating steps and efficiency, you'll gain that for sure, but more importantly in an environment that can be totally customized to how your org and sales teams work. If this is a constant pain point, take a closer look at this post and Dynamics 365 to see how it (and the right implementation) can solve for you - speed up the process, create total consistency across all quotes, streamline approvals, etc. If this sounds like your "holy grail" and too good to be true, it isn't. It's being implemented in thousands of companies today.

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Shahzad Sarwar

Hands-on Practice Lead/Fractional Strategy Consultant/Entrepreneur

1mo

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