Without the right tools and processes, your sales team will struggle to operate efficiently and close deals. When sellers rely on disconnected systems or spend too much time on manual administrative tasks, it becomes difficult for them to focus on building strong customer relationships and driving revenue.
The cost of this sales friction is high. Delays and inefficiencies not only cause missed opportunities but also contribute to low morale and high turnover. B2B selling is complex, and sales reps often feel frustrated and ill-equipped when they’re held back by outdated tools and disconnected workflows.
One of the most common and costly bottlenecks we’ve seen is the quoting process. When quotes are inaccurate, delayed, or difficult to generate, both the seller and the buyer suffer.
Fortunately, there’s a better way. In this article, we explore three ways Microsoft Dynamics 365 CRM users can streamline the quoting process to improve seller efficiency and deliver a more seamless, customer-focused buying experience.
1. Establish trust and credibility by sending accurate quotes quickly
Sales is built on trust, and nothing erodes that trust faster than errors or delays in a price quote.
With DealHub CPQ integrated natively with Microsoft Dynamics 365, sales reps can generate accurate quotes within minutes. Preconfigured pricing rules, discounting models, and approval workflows ensure quotes are fast and error-free. This kind of efficiency sends a clear message to buyers: your team is responsive, professional, and equipped to deliver what they need.
CPQ also removes the need for repetitive back-and-forth communication caused by incorrect or incomplete quotes. By getting it right the first time, your reps enhance their credibility and demonstrate a commitment to the buyer’s time and business.
Customer-centric benefit: Buyers get the accurate, personalized information they need—fast. That’s a key driver of trust, satisfaction, and long-term relationships.
2. Free reps to focus on delivering value
Salespeople should be spending their time selling, not wrestling with disconnected tools, spreadsheets, or administrative busywork.
Unfortunately, many sellers spend more time on manual tasks than on engaging with prospects. This not only slows down the sales cycle but contributes to poor sales performance and missed quotas.
By digitizing and automating quote generation, approval workflows, and product configuration, CPQ technology removes those roadblocks. DealHub CPQ enables multi-dimensional pricing so reps can easily offer buyers several quote variations tailored to their preferences, such as pricing tiers, bundling options, or quantity-based discounts. This empowers sellers to act as trusted advisors and have more strategic conversations.
Customer-centric benefit: Instead of waiting days for a quote or clarification, buyers get timely, consultative input that helps them make better purchasing decisions.
3. Deliver timely, relevant, and personalized quotes in a digital sales room
Speed and personalization are expected in B2B sales.
DealHub CPQ delivers every quote through a branded DealRoom, a digital microsite personalized for each buyer. Within the DealRoom, buyers can view their quote, explore relevant sales collateral. Internal stakeholders and buying teams collaborate in one central location. And because it integrates seamlessly with Dynamics 365, all buyer interactions and engagement data are stored automatically in your CRM.
With real-time insights into who’s viewing and sharing content, reps can follow up at the perfect moment, increasing their chances of closing the deal. DealRoom also includes e-signature capabilities, making it easy for buyers to take action when they’re ready.
Customer-centric benefit: Buyers experience a seamless, branded, and collaborative buying journey tailored to their needs and timeline.
How CPQ enhances the buyer relationship
The buyer journey now begins long before the first sales call. Buyers do their homework; they expect sellers to do the same.
DealHub CPQ, built for relationship selling, empowers reps to lead with insight. Guided selling tools and pre-built playbooks make it easy to align each proposal with the buyer’s specific pain points and goals. This transforms quoting from a transactional step into a consultative experience.
As highlighted in Microsoft’s article on CPQ partner apps, a seamless configure-price-quote process inside Dynamics 365 is essential for delivering a standout buyer experience. DealHub is proud to be a featured Microsoft CPQ partner, available in the AppSource.
One fluid sales motion: DealHub + Microsoft Dynamics 365
The real power of CPQ lies in how it unifies your sales motion. With DealHub and Microsoft Dynamics working together:
- Sales reps are equipped to sell, not stuck managing tasks
- Buyers receive fast, relevant, and accurate quotes
- Sales leaders gain visibility into buyer engagement and pipeline performance
- Every interaction strengthens the buyer relationship
By eliminating friction and aligning every step of the sales process around the customer experience, your team will close deals faster and win more business.
Ready to elevate your sales process?
If you’re using Microsoft Dynamics 365 for Sales and looking to deliver a more customer-focused, efficient sales experience, it’s time to integrate CPQ.
DealHub operates natively within Microsoft Dynamics 365 and includes:
- Configure-Price-Quote (CPQ)
- Document Generation
- Contract Management
- E-signature
- Real-time Engagement Analytics
- Predictive Sales Playbooks
- Interactive Content Sharing
- Subscription Management and Billing
We invite you to learn more about DealHub CPQ integration with Microsoft Dynamics 365 for Sales and how we can empower your sales team to build better buyer relationships through our award-winning price quotation software.
