Proposal Automation In Your CRM And What To Look Out For – Nishant Rana’s Weblog

CRM is a very versatile tool that’s often used for B2B sales and all its aspects, including tracking opportunities, leads, contracts, consolidating collaterals, documents and keeping contacts, tasks and events under one platform.

One of the most-overlooked essentials in B2B is the sales proposal process. But a timely CPQ, or Configure, Price, Quote software built in right on your CRM can give you that boost you’ve never had.

Thinking of adding CPQ to CRM? Consider these 7 elements to…

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Proposal Automation In Your CRM And What To Look Out For – Nishant Rana’s Weblog

Blog Syndicated with Nishant Rana’s Permission

Author: Nishant Rana

• Microsoft Certified Professional in Microsoft Dynamics CRM (CRM 3.0 to CRM 2016), Microsoft SharePoint (2007 and 2013) and Microsoft .NET with 10+ years of experience. • 10 years of working experience with Microsoft Dynamics CRM starting with CRM 3.0 to CRM 2016 on various project aspects: analysis, designing, developing, leading team etc. • An avid blogger who likes to learn, help, share and contribute in Community. • Author of “Nishant Rana’s Weblog” (https://nishantrana.wordpress.com/), technical blog on Microsoft .NET technologies with more than 2.5 million hits and 800 followers. The blog is also recognized as one of the top 35 blogs on Microsoft Dynamics CRM. • Twitter account https://twitter.com/nishantranaCRM with more than 500 followers, which includes MVP(s) and experts in Microsoft Dynamics CRM. • Technical Reviewer of following books on Microsoft Dynamics CRM. https://nishantrana.wordpress.com/books-reviewed/

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