Expert Panel: The Future of Agile Selling with DealHub and Dynamics 365

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The way B2B businesses buy your products and services has changed drastically over the past five years, but many sales organizations are still selling the way they did 20 years ago. Forward-thinking companies have redesigned their sales processes and the way they manage opportunities, using next-generation CRM and CPQ applications.

In this expert panel Rick McCutcheon, Dynamics 365 MVP, hosts deal management experts and thought-leaders for a conversation on how to build state-of-the-art selling processes. This session focuses on the future of managing opportunities and creating a deal management environment that fits the needs of both the modern buyer and modern seller, using the familiar lens of people/process/technology.

Panel discussion points:


  • Creating a buying experience for your customers that fits the way they want to purchase your products and services
  • Aligning sales teams around more consistent pricing + discounting patterns
  • Recognizing and speaking to the various personas involved in B2B deals


  • Streamlining your deal management process for better interactions between internal selling teams and the buyer
  • Improving the accuracy of quotes, proposals and sales commissions
  • Gathering the right data now, for future use in analysis and intelligence


  • Ways to craft an agile CPQ interface that will drastically improve your quote to cash process
  • Designing a CRM interface that your salespeople will not just use, but that they will love
  • Why sales user adoption is so critical to CRM + CPQ value realization
  • Improving data intelligence to better understand the alignment of the buyer and the seller

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DealHub offers the most complete and connected revenue workflow for your organization. Our zero-code, purpose-built platform empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline...READ MORE