quote it f ast. sell it right
DESCRIPTION
Experlogix Streamlines Quotes and Orders within Dynamics NAV. Quote it F ast. Sell it Right. . Agenda. What is a Configurator? How can a Configurator help your business? Demonstration Experlogix value proposition Q & A. What is a Configurator?. Have you ever…. Purchased a cell phone?. - PowerPoint PPT PresentationTRANSCRIPT
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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
