CPQ and Microsoft Dynamics 365 for Sales: Digital Pricing Transformation Do’s and Don’ts


Sales automation tools are essential for business application managers to ensure smooth and efficient workflows for their sales teams. Configure Price Quote (CPQ) software is a customer-focused solution that aids sales and marketing efforts, enabling better productivity and collaboration. A digital pricing transformation using a CPQ for Microsoft Dynamics 365 for Sales is vital for achieving sales targets and organizational success. Here are five mistakes and five good ideas to implement when undertaking a digital pricing transformation using CPQ. Don't rely on numerous separate tools, avoid in-house software development, plan for scalability, ensure support for complex deals, and minimize manual tasks. Involve sales reps in tool selection, balance autonomy and guardrails, consider maintenance, prioritize low-code solutions, and monitor post-implementation performance.


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