An Introduction to Endeavor Commerce History:Microsoft ISV Partner since 2002 DCRM ISV Partner in 2006 National 4.0 Launch Tour Sponsor Mission:Helping.

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Presentation transcript:

An Introduction to Endeavor Commerce History:Microsoft ISV Partner since 2002 DCRM ISV Partner in 2006 National 4.0 Launch Tour Sponsor Mission:Helping customers be highly successful selling complex products and services Focus:Fast, accurate quotes and orders across all revenue channels Partnerships:Premiere and Alliance Partners

Lost Revenue Typical Quoting Challenges Inaccurate quotes/orders Manual, time-intensive process Not Integrated with CRM Not Meeting Customer/Partner demands on the web Increased Cost Lost Customer Satisfaction

SmartCatalog for Dynamics CRM Core functionality includes account, contact and opportunity management; sales solution functionality (such as sales configuration, quote management and content management); and sales operations support. Gartner, Magic Quadrant for SFA, 2007 In many cases, an SFA application will combine several functional components, some that will require third-party vendors. SmartCatalog™ is a best-of-breed quoting, guided selling and product configuration solution for Microsoft Dynamics CRM.

Key Value Proposition - Message SmartCatalog provides a powerful value proposition relevant in today’s evolving economic environment. SmartCatalog™ is a proven sales configuration and guided selling solution which: »delivers rapid ROI »helps companies leverage their existing CRM »generates New Revenue »drastically Cuts Cost »Offers fast, accurate quotes and orders directly from CRM to all sales channels – including employees, partners/distributors and customers.

SmartCatalog and Dynamics CRM Complete CRM Solution Dynamics CRM AccountsContacts Opportunities QuotesOrders SmartCatalog Catalogs Guided Selling Configurator SmartCatalog Portal Edition

At A Glance

SmartCatalog Applications Catalogs Organizes products intuitively for user One click selection process Provides rich content Enables sales people to quickly generate quotes Guided Selling Intelligent Q&A session Gather customer’s unique preferences/requirements Leads to recommended solutions Enables sales people to quickly generate quotes that meet the customer’s needs Configurator Product and Service compatibility rules Pricing rules Bundling rules Ensures 100% complete and accurate quotes, opportunities and orders Customer/Partner Portal Allows partners and customers to self-service. Integrates with CRM. Integrate multiple channels. Enable customers to do business with you the way they want to.

Integration with Dynamics CRM SmartCatalog Admin Application Dynamics CRM ClientSmartCatalog Sales EditionSmartCatalog Portal Edition Workflow Sales ChannelWeb Channel Web/Application Server(s) SQL Server Dynamics CRM Database Dynamics CRM API

Organizational Impact in Detail Reduce Cost Eliminate inaccurate quotes. Reduce support costs for sales and partner channel. Reduce order fulfillment time and costs.

Organizational Impact in Detail Reduce Cost Eliminate inaccurate quotes. Reduce support costs for sales and partner channel. Reduce order fulfillment time and costs. Increase Revenue Increase quoting efficiency. Increase time with customers. Enforce consistent up-sell and cross-sell. Increase Customer Satisfaction Turn it around fast. Get it right the first time!