Powertrak Blog

Create Sales Quotes and Invoices in Microsoft Dynamics CRM

Powertrak CPQ For Sales QuotingPowertrak is an advanced Configure-Price-Quote (CPQ) solution that is designed to help sales professionals create and send professional-looking sales quotes, orders, and invoices to partners or customers – all from within Microsoft Dynamics 365.

Our guided selling software makes it easy for your team to sell products and services by walking users through a step-by-step process to configure orders and build accurate quotes. For complex product orders, Powertrak takes the ‘doubt’ out of selling. Sell the correct products at the correct price!

80 Percent Reduction in Quote Generation Time

HelpSystems, a global provider of systems and network management, security, and business intelligence software, selected Powertrak CPQ software to power its quoting processes. With Powertrak's guided selling, the company’s internal sales professionals are now creating sales quotes 500% faster than compared to its legacy system.

Powertrak’s configure-price-quote solution enables the company’s sales professionals from all divisions to rapidly build accurate quotes and orders right from within their Microsoft Dynamics CRM interface.

Sales Quoting Automation Benefits

  • Full Integration into Microsoft Dynamics 365 (CRM)
  • Extension into Powertrak Portal (Same architecture)
  • Create quotes on multiple devices (PC, laptop, tablet)
  • Decrease time spent on quoting
  • Increase sales and quote delivery time
  • Quote Generation Management (Keep track of multiple quotes per customer)
  • Predefined rules allow for margin and discount adjustments
  • Visibility into sales history
  • Build a quote using an interactive 2D and 3D Product Configuration Designer

Register for a Powertrak DemoRegister for a Sales Quoting Software Demonstration. If you’re evaluating Sales Quoting and Invoicing Software to power your sales quoting and ordering process, please request a private or group demonstration to discover what makes Powertrak different from everything else! Be sure to ask us about our flexible pricing model!

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