Partner Showcase: Experlogix

Posted by Donna Krizik on February 26, 2015

Configure. Price. Quote. Sell it Fast!

Have you ever thought about simplifying your complex sales process in Microsoft Dynamics CRM?  These complexities are common, as the more products you have and the more customizations you provide for your customers, the harder it can be to run quotes out of Microsoft Dynamics CRM.

The Experlogix configurator will guide you through the sales process preventing mistakes and accelerating the order process. Plus, other great features.

  • Speed up quote & order generation
  • Get rid of data entry mistakes
  • Automate discount approval workflows
  • Deploys in the cloud, on-premise, offline or via web portals and tablets

A very popular feature in Experlogix is the capability of setting business logic rules based on the product selected. For example, let’s say your customer orders a computer monitor and with each monitor a power cord needs to be shipped out with it.

You can create a rule in Experlogix so that either a pop-up window will appear as a reminder every time a computer monitor is ordered so that the power cord will automatically be added to the quote, without the user needing to take that extra step.  Time saver? Oh yeah!

Check out this case study on one of our clients Trim-A-Door and learn how Experlogix helped them clear up all their quote-to-order mishaps. 

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