quote it f ast. sell it right

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Quote it Fast. Sell it Right.

Experlogix Streamlines Quotes and Orders within Dynamics NAV

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Agenda

• What is a Configurator?• How can a Configurator help your business?• Demonstration• Experlogix value proposition• Q & A

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What is a Configurator?

Have you ever…

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Purchased a car?

Purchased a cell phone?

Installed a home security system?

Remodeled a home?

Special ordered furniture?

Received an estimate for Services?

How can Experlogix help your business?

• Use Excel or Word to create a quote– Inefficient, inaccurate and inconsistent

• Depend on others for quote accuracy– Unreliable and cause of bottleneck

• Have difficulty forecasting sales– Sales & engineering/manufacturing disconnect

Most Companies…

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Challenges of Today’s Manufacturers

Department Challenge

Sales Manager - Competitors are getting quotes out faster than us- Quote-to-order ratios are low- We constantly make mistakes on proposals- We need to improve our forecasts- Our reps need to create quotes any time, any where- We struggle with a consistent proposal output

IT Manager - Challenged with managing disparate solutions for quoting

- Need transfer the burden of maintaining a quoting tool to sales/product management

Engineering/Product Mgrs. - Need to put our knowledge in the hands of sales team to help them sell/quote more effectively

- Consolidate BOM/MO development from the front office to the back office

– Help Salespeople• Fast • Accurate • Integrated

– Help Production Managers• Automate Bill of Materials• Bridge the gap between sales and engineering

– Help Managers• Accurate forecasting

Experlogix - what we do

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Experlogix Screenshots

Configure Quotes or Orders within Dynamics NAV

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Select Series

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Select Model

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Configure the Model

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Create user defined categories

Create user defined properties

Create “require rules”

Rules enforce accuracy

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Upsell rules increase revenue

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Quickly view line items

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Easily add, edit, remove and duplicate configurations

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Compare configurations

Save Line Items back to NAV

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Easily view BOM information

Automatically create BOMs and Production Orders

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• Full rules-based configurator– Constraints based– Guided selling– Customer/Geo specific– Up-sell & cross sell

• Handles complex formulas (Excel syntax)– Margins– Taxes– Shipping– Currency conversions– Flexible discounting– Quantity breaks, etc.

• Creates bill-of-materials and routings

• Add pictures and helpful suggestions for each defined feature or option

• Extensible– XML, APIs

Key Experlogix Capabilities

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Product Configurator Benefits

• Decrease quote and order generation time

• Eliminate order entry mistakes• Increase sales using guided up-

sell and cross-sell options• Calculate costs, margins,

shipping, taxes, currency conversions, quantity breaks, etc.

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Experlogix Value Proposition for Dynamics NAV• Advanced constraints-based quote & order capabilities

– Includes guided selling functions• Enhanced manufacturing automation

– Powerful BOM, routing configuration• Sophisticated Excel-style formula functions

– Provides true-parametric configurations• Simple to learn and maintain

– No X++ programming skills required• Ability to add product images

– Includes links to CAD drawings, datasheets, etc.

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Experlogix Customer Portfolio

SMB – Enterprise customer industries include: Apparel Discrete/Process Manufacturers Hardware/Software Manufacturers Heavy equipment dealers High Tech & Electronics Life Sciences Media & Entertainment Medical/Scientific Devices Professional Services Telecommunications Utilities

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Corporate Background• 16+ years of product configurator software

development expertise• 800+ customers worldwide– SMB through Enterprise accounts– 25,000+ end users– 95% maintenance renewal rate

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Microsoft Partnership• Microsoft-managed ISV• Microsoft Gold Certified ISV• Microsoft Certifications• Strategic relationships with

top Dynamics partners

“Experlogix has earned its status as a strategic Microsoft ISV by forging strong relationships with both the Microsoft sales team and key Dynamics partners.” - Eric Rosenstein Global Business Development Manager Microsoft Dynamics

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Experlogix Promotion

10% discount on Experlogix software purchased before

June 30, 2012

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Thank You

Gwyn GoldenDirector, Business Developmentggolden@experlogix.com805-504-9729 x709