servicePath™ CPQ+
& Microsoft Dynamics CRM™

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Accelerate Growth: servicePath™ – The CPQ Platform Trusted by Market Leaders.

Seamlessly connect Microsoft Dynamics with servicePath™ CPQ+ for a robust, fully integrated Quote-to-Cash solution.

Harness the power and versatility of the world’s largest CRM system with servicePath™’s easy-to-use configure, price and quote (CPQ+) platform to help give your sales team the advantage over your competition. Rapidly create winning proposals from within Microsoft Dynamics while leveraging servicePath™’s business rules, configured products, workflows and quote engine.
  • No additional licenses required
  • Real-time synchronization of Organization, Contact and Opportunity
  • Support for production and sandbox environments
  • Single sign-on to Microsoft Dynamics and servicePath™
  • Integration with pipeline reports with reporting down to the Price Element level

100% Cloud-Based Integration

servicePath™, like Microsoft Dynamics, runs entirely in the cloud. No software needs to be downloaded for end-users. Integration is simple and straightforward. What’s more, servicePath™ engineers are dedicated to maintaining and improving your integration. The best part? You don’t need developers to operate and maintain optimal operational efficiency.

  • Step 1: Build business rules, configured solutions and pricing into servicePath™
  • Step 2: Connect servicePath™ to Microsoft Dynamics
  • Step 3: Utilize servicePath™’s powerful quoting engine through drag-and-drop in Microsoft Dynamics
  • Step 4: Close deals and win more business

Generate Original & Automated Proposals From Within The CPQ+ Platform

Easily stand out from the competition with unique proposals by using servicePath™’s customizable proposal templates from within Microsoft Dynamics. Create business documents that truly reflect your unique company style and professional appearance.
  • Generate aesthetically-pleasing proposals from within Microsoft Dynamics with a single click
  • Utilize a cohesive branding strategy to reinforce your credibility
  • Customize proposal templates to fit your unique style
  • Add images and diagrams from your own library into your proposals

Obtain Seamless Integration & Reduce Internal Friction

Eliminate workflow inefficiencies and get your management team on the same page without the need to copy and paste data from one system to another. With servicePath™’s seamless integration with Microsoft Dynamics you can drag and drop fields right onto your reports, saving you both time and money.
  • Forecast Values directly from servicePath™
  • Price Element Category presented as aggregate value for all products
  • Instantly access the latest proposal that is in your customer’s hands

Accelerate The Quote-to-Cash Process & Increase Margins

Empower your sales team with easy-to-use quote-creating tools within the Microsoft Dynamics interface. Send proposals and close deals with speed with an effective and streamlined quote-to-cash process.
  • Access to all of servicePath™’s quoting and solution-building functionality
  • Create multiple versions of quotes to give customers options to consider
  • Drag products into the solution within Salesforce
  • Choose the servicePath™ quote to include in forecasts

Talk to a servicePath™ CPQ+ Expert

Discuss your requirements with a CPQ Architect to discover how servicePath™ CPQ+ can help transform your sales process.

Our approach goes beyond just the servicePath™ CPQ+ platform, we focus on understanding your unique challenges and defining the right approach that will give your business the competitive edge it needs.