{"id":6171,"date":"2020-11-02T14:08:09","date_gmt":"2020-11-02T13:08:09","guid":{"rendered":"https:\/\/e.keyrank.de\/configure-in-crm\/"},"modified":"2026-10-02T14:09:32","modified_gmt":"2026-10-02T12:09:32","slug":"configure-in-crm","status":"publish","type":"page","link":"https:\/\/www.encoway.de\/en\/features\/configure-in-crm\/","title":{"rendered":"Integrate encoway CPQ into your CRM system"},"content":{"rendered":"\t\t
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CRM and a configurator<\/a> \u2013 how does that fit together? There are many established CRM systems on the market that you can use to map your sales processes, control release workflows and map all your sales funnel management activities. But this sales support often reaches its limits, especially in the capital goods industry. Whenever you want to offer configurable machines instead of discrete items. However, you do not have to choose between a good CRM and a powerful configurator.<\/p>

The best of both worlds<\/h3>

Simply combine the advantages of both systems. You can seamlessly integrate encoway CPQ<\/a> into your CRM processes. This means that you leave the \u201cgood\u201d parts of CRM, such as master data administration, workflows, and management of the sales funnel, in your trusted CRM. For all processes relating to the configuration and price calculation you simply use the special encoway software. And best of all, both systems are so closely interlinked that the user often does not even realise that they are operating two applications simultaneously.<\/p>

A standard interface allows the exchange of current work progress between the two systems. For example, the CRM can trigger an approval workflow if the user wants to offer too high a discount. Conversely, encoway CPQ<\/a> takes country factors into account that result from customer data in CRM during configuration.<\/p>

CPQ integrated into Microsoft Dynamics CRM<\/h3>

encoway provides a fully integrated standard interface for the Microsoft CRM system. Here, the complete installation is supplied as a \u201csolution\u201d. In addition, encoway CPQ<\/a> can be visually seamlessly integrated into Microsoft Dynamics CRM. The quickest way to get two systems working in harmony!<\/p>

CPQ integrated in Salesforce<\/h3>

Salesforce customers are also able to integrate our configurator into their CRM. Manufacturers of components, machinery and equipment requiring a high level of complexity are able to use encoway CPQ<\/a> in their familiar Salesforce environment to put together an optimal solution quickly, simply and without errors.<\/p>

As a CRM customer, you can also benefit from our SAP expertise: Use our SAP LO-VC add-ons<\/a>, export configurable SAP materials to the encoway platform and configure this in compliance with SAP. Only in this way can you ensure automated document creation in your SAP ERP.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Useful information about CRM integration<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\teBook | The modern customer: How digitisation presents challenges for the sales team\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Read in the eBook how a CPQ solution can help you to open up new sources of revenue and offer real added value.<\/p>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tWhite Paper | If you lose time, you lose orders\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Read in our white paper, how CPQ can help to ensure efficent quotation management and create successfull quotations that meet the specific customer requirements.<\/p>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t

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\"Digitaler-Vertrieb-Baukastenprodukten\"<\/div><\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tDigital distribution of modular products\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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The 7 main reasons why you can rely on encoway CPQ for your digital sales and marketing strategy.<\/p>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Integrate encoway CPQ into your CRM system<\/p>\n","protected":false},"author":1,"featured_media":21641,"parent":33990,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_theme","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-6171","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nCRM and a configurator \u2013 how does that fit together?<\/title>\n<meta name=\"description\" content=\"Combine CRM and configurator: seamlessly integrate encoway CPQ into CRM processes in Microsoft CRM or Salesforce. \u25ba Watch the webinar now\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.encoway.de\/en\/features\/configure-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integrate encoway CPQ into your CRM system\" \/>\n<meta property=\"og:description\" content=\"Combine CRM and configurator: seamlessly integrate encoway CPQ into CRM processes in Microsoft CRM or Salesforce. \u25ba Watch the webinar now\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.encoway.de\/en\/features\/configure-in-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"encoway\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-02T12:09:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.encoway.de\/wp-content\/uploads\/encoway-CRM-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"550\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/\",\"url\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/\",\"name\":\"CRM and a configurator \u2013 how does that fit together?\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.encoway.de\\\/wp-content\\\/uploads\\\/encoway-CRM-1.jpg\",\"datePublished\":\"2020-11-02T13:08:09+00:00\",\"dateModified\":\"2026-10-02T12:09:32+00:00\",\"description\":\"Combine CRM and configurator: seamlessly integrate encoway CPQ into CRM processes in Microsoft CRM or Salesforce. \u25ba Watch the webinar now\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.encoway.de\\\/en\\\/features\\\/configure-in-crm\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.encoway.de\\\/wp-content\\\/uploads\\\/encoway-CRM-1.jpg\",\"contentUrl\":\"https:\\\/\\\/www.encoway.de\\\/wp-content\\\/uploads\\\/encoway-CRM-1.jpg\",\"width\":1920,\"height\":550,\"caption\":\"Mission Complete Concept. 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