Dynamics 365 & DealHub

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itcelerator

28 November 2024

DealHub x Microsoft Dynamics 365

Accelerate your sales thanks to the seamless integration between Dynamics 365 and DealHub

For many businesses, Dynamics 365 is the preferred choice for CRM, customer relationship management, and sales automation.

However, as sales processes become more complex, requiring product configurations, advanced pricing structures, and detailed quotes, Dynamics 365 can encounter certain limitations. This is where DEALHUB CPQ comes in to complement Dynamics 365 and meet the specific needs of quoting and configuration – Configure, Price, Quote (CPQ).

By integrating DEALHUB CPQ with Dynamics 365, ITCelerator offers a powerful solution that provides advanced features: product configuration, dynamic pricing, personalized and automated quotes, and much more.

Discover how this synergy can transform your sales process, making it faster, more accurate, and more scalable.

DEALHUB CLM

Why integrate Dynamics 365 and DealHub?

Unified Sales Process

Integrating Microsoft’s CRM, Dynamics 365, with DealHub simplifies and unifies the sales journey, from lead capture to deal closure. With a single, consistent pipeline, each opportunity is managed efficiently, regardless of its entry point.

DEALHUB CPQ

Advanced Pricing Structures

The interoperability between Dynamics 365 and DealHub enables companies to meet the demands of an international audience with ease. By adjusting prices by region and offering accurate quotes, this integration ensures unmatched flexibility to align with the specifics of different markets.

 

Automated Document Creation

With DealHub, you can create proposals, quotes, and contracts tailored to each transaction in just minutes. This automation eliminates manual errors and significantly reduces the time spent on documentation.

quote-to-cash-process

Smooth and Compliant Approval Workflows

DealHub, integrated with Dynamics 365, enables the implementation of role-based and locally specific approval processes. This ensures smooth and compliant management, which is essential for complex sales.

 

Real-Time Currency Conversion

For companies with international operations, real-time currency conversion allows reflecting current rates at each step, ensuring accurate and transparent transactions.

Rich and Accurate Insights for Better Decision-Making

The integration combines Dynamics 365’s reporting capabilities with DealHub’s granular data. This provides a comprehensive and detailed view of the sales processes, forecast accuracy, and revenue potential, allowing decisions to be made based on reliable data.

ITCelerator, Your DealHub Integration Partner

At ITCelerator, our CPQ experts are highly skilled in integrating Dynamics 365 and DealHub.

We guide you through every step of this transformation to maximize the efficiency of your sales process and ensure a smooth and accurate experience.

If you would like to explore the potential of this integration and discover how it can revolutionize your business operations, contact us today.

Intégration DEALHUB

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