Quote Manager CPQ
for Dynamics 365
Top 3 videos:
Become a Partner
Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes.
Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – all the setup, configuration and data is held in Dynamics.
Quote Manager can be customised using standard Microsoft Dynamics 365 features such as business rules, business processes, security, charts, views, and workflows.
We’re looking for Partners around the globe!
Become part of CRM Dynamics Ltd family!
Partner Benefits
Achieving more together
- Reseller margin for all solutions
- Guided partner onboarding program
- Strategic planning and free support
- Access to trainings and material
- Licenses for all our solutions
- Promoted on our channels
CASE STUDY
- France
Technomade and CRM Dynamics Ltd. announce new strategic partnership to offer new CPQ solution in France.
“ The collaboration initiated almost a year ago has resulted in the successful deployment of two major projects in France, with a high level of user satisfaction.”
Bruno REAL
CEO of Technomade
Quote Generation
Add products to the quote, customise the layout with comments and sub-totals, edit descriptions, add discounts and revise costs.
Quote Presentation
Attach PDFs and send emails or notes, and integrate with SharePoint.
Product Database
Images, guidance, pricing information can all be viewed in the quoting grid.
Product Bundles
Prices can be configured for the bundle or the sum of the associated items.
Configuration
Option products can also be added to a bundle with multi-select capability.
Order Processing
Orders can be split and purchase orders raised. Our stock control system manages stock, stock on order and stock in quotes.
Benefits Of Our Solution
Sales People
- Quick and easy quote creation within Microsoft Dynamics 365 – no other tools to learn.
- Quotes can be cloned.
- Search and filter by product code, category or price.
- Quoting is guided by the system with product bundles, configurations and options.
- Discounts can be applied at product line or across the whole quote.
- Quotes can be logically laid out and sent to the customer automatically.
- Standard CRM views, charts, dashboards and workflows can help to view tasks & performance.
Sales Managers
- Can provide metrics relating to individual sales performance e.g. no of quotes, quotes won vs quotes lost.
- Real-time sales dashboard with individual and team performance.
- Quote follow-up can be automated & managed via standard CRM views.
- Quote versioning, up-to-date pricing, stock visibility ensures commercial integrity is maintained.
- All sent quotes are automatically sent into Dynamics to give full audit trails.
- Quote discount rules can be applied and authorised by managers.
Product Managers
- Real-time quote performance data is available.
- Products can be configured.
- Bundles and configuration can be added.
- Product options can be added, upsell, cross sell options.
- Stock levels to quoted product thresholds can trigger alerts.
- Security roles control who can update and add product data.
- Price Changes are logged in an audit trail.
- Importing and updating the product database is easy with a single Excel spreadsheet.
- Differential pricing available.
Purchasing
- Integration with our purchase order system (see more details below).
- Items can be divided up by supplier and sent automatically for reordering.
- Purchasing data can be visualised in dashboards and automated alerts and emails can streamline the process.
- Security roles control who can update and add product data – a full audit trail of data changes can be applied to the product catalogue.
- Stock management information allows the automation of replenishment.
Purchase Order Management And Stock Control Solution
This solution works with our CPQ/Quoting Solution and provides a sales order processing solution
Quotes > Orders > Invoices.
Our order system allows for multiple orders to be generated from one won quote, this is needed if there is a shortage of stock or if delivery needs to be scheduled over time.
We soon will have Purchase Orders > Delivery Notes > Packing Lists > Stock Management.
Need More Details?
Get In Contact
We are here to assist.
Contact us by phone: 01908 929555
Email: [email protected]
or via our Social Media channels.