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Configure Success with CPQ

Configure Success with CPQ. Sales & Product Configuration Dedicated to Dynamics 365, AX , NAV, CRM. Agenda. Introduction What do you want from CPQ? e-Con: One tool for all Why is e-Con the ideal choice for advanced CPQ? Demo. About e-Con Solutions. Focus on Dynamics since 1999

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Configure Success with CPQ

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  1. Configure Success with CPQ Sales & Product Configuration Dedicated to Dynamics 365, AX, NAV, CRM

  2. Agenda • Introduction • What do you want from CPQ? • e-Con: One tool for all • Why is e-Con the ideal choice for advanced CPQ? • Demo

  3. About e-Con Solutions • Focus on Dynamics since 1999 • Global Customers & Partners • Sell through direct & indirect channels • US, Netherlands, & Australia offices

  4. Meet us all over the world • 11,000+ • Users • 500+ Companies • 100+Partners • 400+consultants in 30 countries

  5. “Our error margins saw a huge reduction, the margin went to virtually nil after the first several months of using e-Con. And if sales wants to add a new product, they don’t struggle to create a configuration.” Simon van Loon, IT Director

  6. e-Con: One tool for all departments Sales Procurement Marketing Production Engineering After Sales Provide specs, prices, and quotes in rich, easily-generated documents Convert quotes into production- or fulfillment-ready orders Jump-start production or fulfillment with orders that include BOMs, routings, specs, and more Visualization highlights value while “building” products and services Users can add complex products in minutes to the system Quality and efficiency that meets requirements and satisfies customers

  7. What makes e-Con the right investment? • Multiple deployment options • Unbeatable integration with Microsoft Dynamics • Runs on any device or browser, tailored to your role • The most flexible and accurate rules engine available • e-Con Studio tools that save time and effort • Power to configure anything you want

  8. Omnichannel CPQ Omnichannel CPQ Integration UI/UX Rules Engine Studio Visualization Omnichannel CPQ tofacilitateinternal as well as external users: Internal users Indirect (portal) Direct (web shop) Mobile/POS Offline

  9. Business Process Architecture New Quote Cust Detail Item Detail CRM ERP

  10. Integration Deployment Integration UI/UX Rules Engine Studio Visualization • Use all Dynamics data and logic • Create real-time quotes, orders, pricing, BOMs and more • Read/write to any table in Dynamics • Use as a Smart Bridge to Dynamics ERP and CRM • Integrate with 3rd party apps such as CAD

  11. User Interface and Experience Deployment Integration UI/UX Rules Engine Studio Visualization • Runs on any device or browser • Responsive design • Role-based UI and UX • Real-time visualization • Customizable templates

  12. Rules Engine Deployment Integration UI/UX Rules Engine Studio Visualization • Declarative engine frees users from following rigid sequence • What-if scenario analysis provides predictability • Detection of duplicates prevents possible pollution of master data • Smart part numbering • Connects and combines data for any and all configurations • Generates quotes (and other documents) with all production-ready documentation • Checks, balances, prompts, alerts ensure accurate, feasible choices and results • Draws from real-time Dynamics data with automatic updates SimplifyComplexity

  13. e-Con Studio Deployment Integration UI/UX Rules Engine Studio Visualization • Intuitive environment with wizards and formula builders • Create and reuse models, logic, rules • Drag and drop from Dynamics fuels accuracy and speed

  14. Visualization Deployment Integration UI/UX Rules Engine Studio Visualization • Different levels of visualization available: • Static pictures • Sketches / vector based drawings • Composing/ real time rendering of 2d pictures • Composing/ real time rendering of 3d models • Augmented reality with Hololens

  15. Next Steps: Explore e-Con Demo lab Brochure configurator ROI estimator Configure a bike, copier machine, project, calculation, and more www.e-consolutions.com/demolab • Configure a brochure that’s tailored to your specific questions and needs • www.brochureconfigurator.com • Evaluate whether e-Con could be profitable investment for you • www.roi-estimator.com

  16. Dynamics 365 F&O Sales Order with e-Con 1 2 3 Create a new Sales Order in D365 F&O Start a new Sales Line Configure opens eCon model

  17. Dynamics 365 F&O Sales Order with e-Con 4 5 4) Start configuring your equipment 5) Build complex BOMs & Routers 6) Save, Edit, Delete or publish to D365 Sales order line

  18. The e-Con Dealer Portal allows different types of users to access your configurable products and constrains prices, options and promotions that apply to each user type. e-Con Dealer Portal • Configure from any browser • Edit orders, copy past orders • Multiple Models in your portal – Parts, Configured goods • Send Portal Orders to ERP/CRM • User authentication • Change CSS in a snap for your own look and feel

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