OmniConnect
OmniConnect provides managed connectors between Microsoft Dynamics 365 Business Central and eCommerce or POS systems.
CodeunitPaid
PrecisionLender
by Q2ebankingMicrosoft 365Paid
Prices CRM opportunities in PrecisionLender and returns pricing details to Microsoft Dynamics.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Provides sales and coaching information to bankers while they shape deals. Relationship managers can create an opportunity in a CRM system, price it in PrecisionLender, and view the pricing details in the CRM. The CRM connector supports Microsoft Dynamics and uses Single Sign On.
Key capabilities
from the Microsoft Marketplace listingDeal pricing
Prices CRM opportunities in PrecisionLender.
CRM synchronization
Sends PrecisionLender pricing details back to the related CRM opportunity.
Sales coaching
Presents sales and coaching information to bankers while they shape deals.
CRM connectivity
Integrates with existing LOS and CRM systems, including Microsoft Dynamics.
Use cases
- A relationship manager creates an opportunity in the CRM, prices it in PrecisionLender.
- Bankers use deal-level information while structuring opportunities.
Who it's for
Relationship managers and bankers.
In the catalog
480 plugins in Sales
Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«PrecisionLender puts actionable insights in front of your relationship managers when it matters most. Our sales and coaching solution presents actionable, in-the-moment insights and coaching to bankers as they’re shaping deals. This allows them to structure opportunities that improve profitability, win deals, and …»