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Quote it F ast. Sell it Right. - PowerPoint PPT Presentation


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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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Presentation Transcript
agenda
Agenda

What is a Configurator?

How can a Configurator help your business?

Demonstration

Experlogix value proposition

Q & A

have you ever
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?

most companies
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
experlogix what we do
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
configure the model
Configure the Model

Create user defined categories

Create user defined properties

Create “require rules”

save line items back to nav
Save Line Items back to NAV

Easily view BOM information

key experlogix capabilities
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
product configurator benefits
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.

experlogix value proposition for dynamics nav
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.
experlogix customer portfolio
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
corporate background
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
microsoft partnership
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

experlogix promotion
Experlogix Promotion

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

thank you
Thank You

Gwyn Golden

Director, Business Developmentggolden@experlogix.com 805-504-9729 x709