Improve deal management experiences
Customize resource-based costing and pricing; Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
Leverage deal structures tailored for project-based organizations; Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models that meet your customers’ cash-flow requirements.
Shorten the deal cycle; After generating a high-level estimate, use standardized templates to quickly develop a detailed estimate, schedule, and monetary values for the quote.
Manage your pipeline with a unified sales dashboard; Consolidate your customer data into a single view using the built-in integration with Dynamics 365 Sales to get actionable insights for personalized customer engagements.