1 Quote it Fast. Sell it Right. Experlogix Streamlines Quotes and Orders within Dynamics NAV
Agenda What is a Configurator? How can a Configurator help your business? Demonstration Experlogix value proposition Q & A 2
What is a Configurator? 3
Have you ever… 4 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… 6
Challenges of Today’s Manufacturers 7
– 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 8
Experlogix Screenshots 9
Configure Quotes or Orders within Dynamics NAV 10
Select Series 11
Select Model 12
Configure the Model 13 Create user defined categories Create user defined properties Create “require rules”
Rules enforce accuracy 14
Upsell rules increase revenue 15
Quickly view line items 16
Easily add, edit, remove and duplicate configurations 17 Compare configurations
Save Line Items back to NAV 18 Easily view BOM information
Automatically create BOMs and Production Orders 19
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 20
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. 21
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. 22
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 23
Corporate Background years of product configurator software development expertise 800+ customers worldwide – SMB through Enterprise accounts – 25,000+ end users – 95% maintenance renewal rate
Microsoft Partnership 25 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
Experlogix Promotion 10% discount on Experlogix software purchased before June 30,
Thank You Gwyn Golden Director, Business Development x709 27