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Quote it F ast. Sell it Right.

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?.

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Quote it F ast. Sell it Right.

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  1. Experlogix Streamlines Quotes and Orders within Dynamics NAV Quote it Fast. Sell it Right.

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

  3. What is a Configurator?

  4. Have you ever… Purchased a cell phone? Purchased a car? Installed a home security system? Special ordered furniture? Received an estimate for Services? Remodeled a home?

  5. How can Experlogix help your business?

  6. Most Companies… • 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

  7. Challenges of Today’s Manufacturers

  8. Experlogix - what we do • Help Salespeople • Fast • Accurate • Integrated • Help Production Managers • Automate Bill of Materials • Bridge the gap between sales and engineering • Help Managers • Accurate forecasting

  9. Experlogix Screenshots

  10. Configure Quotes or Orders within Dynamics NAV

  11. Select Series

  12. Select Model

  13. Configure the Model Create user defined categories Create user defined properties Create “require rules”

  14. Rules enforce accuracy

  15. Upsell rules increase revenue

  16. Quickly view line items

  17. Easily add, edit, remove and duplicate configurations Compare configurations

  18. Save Line Items back to NAV Easily view BOM information

  19. Automatically create BOMs and Production Orders

  20. Key Experlogix Capabilities • 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

  21. 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.

  22. 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.

  23. 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

  24. 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

  25. Microsoft Partnership • “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 Microsoft-managed ISV Microsoft Gold Certified ISV Microsoft Certifications Strategic relationships with top Dynamics partners

  26. Experlogix Promotion 10% discount on Experlogix software purchased before June 30, 2012

  27. Thank You Gwyn Golden Director, Business Developmentggolden@experlogix.com 805-504-9729 x709

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