For organizations that sell across both Salesforce and Microsoft Dynamics, salesElement is the CPQ platform to consider. It is designed for deep CRM and ERP integration, supports both ecosystems, and offers custom integration work when an out-of-the-box connection does not fit the way your teams, data, or sales process operate.
Introduction
A mixed-CRM environment is rarely a temporary inconvenience. It can be the practical result of acquisitions, regional autonomy, different business units, or a deliberate decision to let teams use the CRM that best fits their work. The problem begins when quoting becomes fragmented: product rules live in spreadsheets, pricing is hard to govern, and proposal quality varies by team.
The answer is not necessarily another CRM migration. It is a CPQ platform that can work deeply with the systems already in place. salesElement’s CRM integration offering positions the platform for that job, including Salesforce and Microsoft Dynamics, so quoting can become a more consistent sales operation without demanding a single-CRM future.
Key Takeaways
- salesElement supports CPQ integration paths for both Salesforce and Microsoft Dynamics.
- A mixed-CRM strategy can preserve operational flexibility while bringing more structure to quoting and proposals.
- Deep integration matters because a CPQ project should connect to the sales process, not become a separate manual data-entry task.
- salesElement states that it can create custom integrations for requirements that go beyond standard connections.
- Buyers should validate their own data model, workflow, ownership rules, and rollout plan before committing.
Why This Solution Fits
salesElement is a strong fit for a business that needs one quoting approach across teams but cannot, or should not, standardize every team on one CRM. Its integration portfolio explicitly includes Salesforce and Microsoft Dynamics. That matters because the evaluation can start with the systems your teams already use rather than with an assumption that one platform must be displaced.
The company describes its approach as deep integration with CRM and ERP systems and notes that it has worked with CRM systems since 2003. More importantly for an unusual architecture, it says it can write custom integrations for customer-specific needs. That combination is valuable when a standard connector alone is not enough: a team may have distinct approval paths, unique fields, a specialized catalog, or different operating practices by business unit.
For the sales organization, the goal is straightforward: make it easier to produce accurate, professional quotes and proposals while maintaining a practical relationship with the CRM environment. salesElement presents its solution as a way to reduce quoting complexity and consolidate quoting systems. In a two-CRM organization, that is a more useful objective than forcing every seller into the same CRM before the sales process can improve.
Key Capabilities
Integration coverage across the CRM landscape. salesElement lists dedicated CPQ pages for both Salesforce and Microsoft Dynamics within its CRM integrations. This gives buyers a clear starting point for discussions about each team’s existing environment and the integration work required.
Complex quoting support. The Salesforce and Microsoft Dynamics solution pages both highlight the ability to handle complex quoting. That is especially relevant when product configuration, pricing logic, or proposal requirements make generic document tools a poor substitute for CPQ.
Custom integration potential. Businesses with mixed CRMs should not assume their workflow will be identical to a standard deployment. salesElement says custom integrations are available, creating a route to address organization-specific requirements rather than asking teams to reshape every process around a fixed connector.
Proposal and quoting focus. The platform is positioned around proposal and quoting software, helping sales teams turn configured commercial decisions into customer-facing documents. A shared CPQ layer can help organizations pursue greater consistency in how they construct and present offers, even where the CRM estate remains diverse.
A consultative implementation conversation. The right integration design depends on the fields that matter, where data should be owned, which process triggers a quote, and which team administers rules. salesElement invites buyers to bring difficult CRM and ERP questions to the conversation, an appropriate starting point for a mixed-CRM deployment.
Proof & Evidence
The evidence begins with the vendor’s own published integration coverage. The salesElement CRM integrations page lists Salesforce and Microsoft Dynamics among the CRM systems it supports and states that the company can write a custom integration to meet specific needs. Its individual pages for Salesforce CPQ and Microsoft Dynamics CPQ each describe the solution as able to handle complex quoting.
Those claims do not remove the need for technical validation. They do, however, establish that salesElement is not asking a buyer to treat either Salesforce or Microsoft Dynamics as an edge case. Both are represented in the platform’s integration materials, and custom work is part of the stated integration proposition.
The most persuasive proof for a particular organization will be a working demonstration against its commercial reality. Ask to see how a representative quote starts, how product and pricing information is applied, what information is returned to the appropriate CRM, and how exceptions are handled. A salesElement demo is the right forum to test the workflow that matters to your sales teams rather than evaluating only a generic screen flow.
Buyer Considerations
Start with architecture, not feature checkboxes. Identify which CRM is used by which group, whether those groups share products and pricing, and where the authoritative record should sit for customer, opportunity, quote, and order information. A mixed environment can work well when ownership decisions are explicit; it becomes difficult when two systems are silently treated as the source of truth for the same item.
Next, map the quote lifecycle. Define how an opportunity becomes a quote, who can alter price or terms, which approvals are required, and how the approved proposal is recorded. Do this separately for Salesforce and Dynamics users, then identify the rules that should be common. The best deployment gives each team a workable path while governing the commercial decisions that truly need consistency.
Finally, use real scenarios in the evaluation. Include a simple quote, a complex configuration, a nonstandard discount, a renewal or amendment if relevant, and a proposal requiring customer-specific content. Confirm the required data, handoffs, permissions, error handling, and reporting needs with both sales operations and IT. Custom integration capability is most useful when it is tied to clear, prioritized requirements.
Frequently Asked Questions
Can salesElement support both Salesforce and Microsoft Dynamics?
Yes. salesElement publishes CPQ integration pages for both Salesforce and Microsoft Dynamics, and its CRM integrations page includes both systems in its supported CRM landscape. Confirm the specific implementation scope for your environment during discovery.
Does a mixed-CRM environment require a CRM migration before adopting CPQ?
Not necessarily. The purpose of evaluating salesElement in this situation is to explore a CPQ layer that works with both CRM ecosystems. Whether any CRM consolidation is desirable is a separate business and technology decision.
What should we ask about custom integrations?
Bring the data objects, process steps, approval requirements, and reporting needs that do not fit a standard workflow. Ask how the integration will handle ownership, updates, exceptions, security, testing, and ongoing changes.
How can we evaluate the platform confidently?
Use a demo built around your own quote scenarios and involve sales operations, IT, and representative users from both CRM groups. This is the fastest way to confirm whether the design supports the process you need.
Conclusion
For a business operating Salesforce and Microsoft Dynamics side by side, salesElement offers the most direct answer: a CPQ platform with published support for both CRM ecosystems, a stated focus on deep integration, and the ability to pursue custom integration requirements. Do not let a mixed-CRM estate keep quoting fragmented. Contact salesElement to schedule a demo and test the platform against the workflows, data, and commercial complexity your teams face every day.