Connect Tacton CPQ with Microsoft Dynamics 365

Release the combined power of Microsoft Dynamics 365 and Tacton CPQ

With seamless out-of-the box connections between MS Dynamics and Tacton, you foster a more responsive, cost-effective and customer-centric business. Tacton CPQ’s Connect-to-Anything provides a SaaS-hosted, no-code platform to connect Tacton with MS Dynamics for various use cases. Without the involvement of your IT departments.

Sell advanced industrial equipment with the help of Tacton CPQ – directly in MS Dynamics CRM

MS Dynamics CRM empowers your sales reps to keep track of customers and sales, but configuring and pricing advanced industrial equipment is simply too much a feat for a CRM. That’s why you need a CPQ.

With our connectors – all hosted by Tacton – you sync Accounts and Opportunities across the two systems. Your sales reps configure, price and quote with Tacton CPQ – without the need to involve sales engineering. And when the solution is defined and ready to be shared with the customer, 100% accurate deal data and documents are automatically available in MS Dynamics for customer sharing, sales forecasting and pipeline analysis.

Automatically create accurate sales orders in MS Dynamics – directly from Tacton CPQ

Thanks to its configuration and pricing capabilities, Tacton CPQ ensures that every sold configured product fulfills the customer’s needs, but also that it is buildable and profitable. Once a customer has agreed to the deal, Tacton sends a correct sales Bill-of-Material to your MS Dynamics ERP automatically, without any human intervention. This radically improves order accuracy, reduces costly change orders and effectively removes any manual order handling costs.

Take manufacturing into consideration already at the time of sales

Your MS Dynamics keeps track of existing parts/ components, stock levels, delivery times, as well as manufacturing costs. Those considerations can be crucial when a sales rep and end customer configure a product. Based on the customer’s purchasing drivers, Tacton’s configurator can balance lead-times, cost and performance, to provide the optimal solution for the end customer. Making MS Dynamics data available to the CPQ can greatly enhance the buying process, order fulfillment and customer satisfaction.