Click here to load reader

Quote it F ast. Sell it Right

  • View

  • Download

Embed Size (px)


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 Presentation

Text of Quote it F ast. Sell it Right

PowerPoint Presentation


Quote it Fast. Sell it Right.

Experlogix Streamlines Quotes and Orders within Dynamics NAVAgendaWhat is a Configurator?How can a Configurator help your business?DemonstrationExperlogix value propositionQ & A

2What is a Configurator?3

Have you ever4

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 quoteInefficient, inaccurate and inconsistentDepend on others for quote accuracyUnreliable and cause of bottleneckHave difficulty forecasting salesSales & engineering/manufacturing disconnectMost Companies6Challenges of Todays Manufacturers7DepartmentChallengeSales ManagerCompetitors are getting quotes out faster than usQuote-to-order ratios are lowWe constantly make mistakes on proposalsWe need to improve our forecastsOur reps need to create quotes any time, any whereWe struggle with a consistent proposal outputIT ManagerChallenged with managing disparate solutions for quotingNeed transfer the burden of maintaining a quoting tool to sales/product managementEngineering/Product Mgrs.Need to put our knowledge in the hands of sales team to help them sell/quote more effectivelyConsolidate BOM/MO development from the front office to the back office

Help SalespeopleFast Accurate IntegratedHelp Production ManagersAutomate Bill of MaterialsBridge the gap between sales and engineeringHelp ManagersAccurate forecasting

Experlogix - what we do8Experlogix Screenshots9

Configure Quotes or Orders within Dynamics NAV10Select Series11

Select Model12

Configure the Model13Create user defined categories

Create user defined propertiesCreate require rulesRules enforce accuracy14

Upsell rules increase revenue15

Quickly view line items16

Easily add, edit, remove and duplicate configurations17

Compare configurationsSave Line Items back to NAV18

Easily view BOM informationAutomatically create BOMs and Production Orders19

Full rules-based configuratorConstraints basedGuided sellingCustomer/Geo specificUp-sell & cross sell

Handles complex formulas (Excel syntax)MarginsTaxesShippingCurrency conversionsFlexible discountingQuantity breaks, etc.

Creates bill-of-materials and routings

Add pictures and helpful suggestions for each defined feature or option

ExtensibleXML, APIs

Key Experlogix Capabilities20


Product Configurator BenefitsDecrease quote and order generation timeEliminate order entry mistakesIncrease sales using guided up-sell and cross-sell optionsCalculate costs, margins, shipping, taxes, currency conversions, quantity breaks, etc.21Experlogix Value Proposition for Dynamics NAVAdvanced constraints-based quote & order capabilitiesIncludes guided selling functionsEnhanced manufacturing automationPowerful BOM, routing configurationSophisticated Excel-style formula functionsProvides true-parametric configurationsSimple to learn and maintainNo X++ programming skills requiredAbility to add product imagesIncludes links to CAD drawings, datasheets, etc.

22Experlogix Customer Portfolio

SMB Enterprise customer industries include:ApparelDiscrete/Process ManufacturersHardware/Software ManufacturersHeavy equipment dealersHigh Tech & ElectronicsLife SciencesMedia & EntertainmentMedical/Scientific DevicesProfessional ServicesTelecommunicationsUtilities


Corporate Background2416+ years of product configurator software development expertise800+ customers worldwideSMB through Enterprise accounts25,000+ end users95% maintenance renewal rate

Microsoft Partnership25Microsoft-managed ISVMicrosoft Gold Certified ISVMicrosoft CertificationsStrategic 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

Experlogix Promotion10% discount on Experlogix software purchased before June 30, 201226

Thank YouGwyn GoldenDirector, Business [email protected] x709