It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.”
CPQ isn’t rocket science: if your customers know how to navigate their CRM system, they can handle a CPQ system.
Think of it as a world within a world, a CRM for sales quotes only, one where what’s being tracked and stored are not this rep’s activities or that account’s contacts, but this quote’s reply times and that one’s bundles.
Just remember to position your CPQ offer correctly: what you’re selling when you’re selling CPQ is not a new piece of tech — it’s really a new process, one that can help even a small team save tens and even hundreds of thousands of dollars every year (check out this sales quote calculator).
Not all systems are created equally. Look for all of the above (and scalable pricing, too!) when you add CPQ to CRM.
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