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.
Seamlessly connect Microsoft Dynamics with servicePath CPQ+ for a robust, fully integrated Quote-to-Cash solution.
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
It’s time to adopt a CPQ platform that is faster, more secure and provides the financial visibility you need. See what servicePath can do for your organization.
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