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How to Build an Advanced CPQ Process for Your Sales Team

How to Build an Advanced CPQ Process for Your Sales Team

by Erika | Jul 18, 2024 | Implementation & Integration

Every sales rep knows: sending accurate quotes in a timely manner is a challenge. This is especially true for companies that sell big, complicated, and/or highly customizable products. There are so many things that can go wrong during the quoting process. This is a...
What Is Lean Manufacturing? Meaning, Benefits & How to Reduce Waste

What Is Lean Manufacturing? Meaning, Benefits & How to Reduce Waste

by Erika | Jul 10, 2024 | Implementation & Integration

Waste is a problem—especially in the manufacturing industry. According to the EPA, manufacturers produce 1,800 pounds of waste per employee. That’s a lot of defective products, cardboard boxes, and plastic packaging that ends up in landfills. Of course, physical...
Dynamics 365 F&O vs. Other ERP Solutions: A Comprehensive Comparison

Dynamics 365 F&O vs. Other ERP Solutions: A Comprehensive Comparison

by Erika | Jun 19, 2024 | Implementation & Integration

Many organizations use simple ERP solutions for basic reporting, invoicing, and expense tracking—some even rely on Excel. But despite its popularity as one of the most widely used business applications globally, relying on Excel for these complex processes can result...
What is Dynamics 365 Finance & Operations?

What is Dynamics 365 Finance & Operations?

by Erika | Jun 4, 2024 | Implementation & Integration

Sales teams are under increasing pressure. New technologies, fierce competition, and consumer needs that change on a dime mean teams constantly have to be on the ball. Pivoting is the new norm, which can be a real head spin if you do it all manually. Imagine having to...
Salesforce CPQ Is Slowing You Down — Here’s What to Use Instead

Salesforce CPQ Is Slowing You Down — Here’s What to Use Instead

by Erika | May 29, 2024 | Implementation & Integration

  Salesforce CPQ (Configure, Price, Quote) has powered quoting engines for years. With the end-of-sale news, a lot of current customers have been left wondering, “where does that leave us in 2025 and beyond?” Since it’s not available to new customers anymore, the rest...
CRM and CPQ: 5 Reasons You Should Be Integrating Them To Lower Costs and Drive Better Efficiencies

CRM and CPQ: 5 Reasons You Should Be Integrating Them To Lower Costs and Drive Better Efficiencies

by Erika | May 22, 2024 | Implementation & Integration

Customer relationship management (CRM) software wears many hats. It allows stakeholders to report on progress and sales staff to nurture leads and close deals. But, like anything, it has its limitations. It’s a useful, unified space for sales staff to unlock customer...
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