While CRMs merely track activity and historical data, Q for Sales offers an in-depth qualitative analysis, revolutionizing your understanding of meetings, deals and sales methodologies. It doesn’t just tell you what happened during an interaction–it provides insights into how and why it happened, setting it apart from any other solution.
When connected with Microsoft Dynamics, Q makes these insights available everywhere your team meets and works.
The Q for Sales + Microsoft Dynamics integration provides end users with the ability to view account- and opportunity-level information from within Q for Sales. As meetings are processed, Q will automatically associate meetings with Accounts and Opportunities.
Once a meeting has been associated with an Account and Opportunity, Q’s bi-directional integration will log Past Meetings and Action items within CRM on the Account or Opportunity Record. This reduces the amount of time required to update CRM with the activity.
Dynamics can be connected using OAuth 2.0. The connection options are outlined below.