Digital Quote Manager Connector for Microsoft CRM

Site
Web

Integrate Digital Quote Manager
with Microsoft Dynamics CRM!

DQM Integration

Features

Task bar buttons are added to CRM so a quote can be created or re-opened directly from the Account record.
Contact information in CRM is automatically populated into new quotes in DQM. You will never have to re-type your Account's information.
Quotes are linked to the CRM Account record automatically. Managers can now run reports to see the status and details of all quotes produced. Use quote data in your filtered searches to create follow up or marketing lists.
Follow up activities can be automatically scheduled for each quote on the rep’s calendar. Now you can easily have visibility into all of the forecast and no quotes are able to fall through the cracks.
When saving a quote, a link to the quote is automatically created in CRM. You can quickly see all of the quotes and launch them directly from within Microsoft CRM.
Updating quote information in DQM will automatically update the corresponding quote in CRM.
In addition to Quotes being created in CRM to match quotes in DQM, the DQM Connector also creates a corresponding Opportunity with a rolled up value of the quotes related to the Opportunity. The quotes and opportunities are linked together using built-in CRM relationship functionality.

Download our product overview flyer or our product presentation. Contact us for more information.

Screenshots

Friday, April 06, 2012

The concept of Net Promoter Score is simple… it is a research tool used to gauge customer satisfaction and loyalty. It asks the question, “What is the likelihood you would recommend our company to a friend or colleague?” Research has shown that a company’s rate of growth is directly correlated with the probability of endorsement from customers. This score provides useful insight that can help you increase your customer satisfaction, and this information is inserted directly into Microsoft CRM by means of your current connector.