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SmartCatalog for Sage SalesLogix Overview and Demonstration

SmartCatalog for Sage SalesLogix Overview and Demonstration. An Introduction to Endeavor Commerce. History: Sage Premier Technology Partner since 2002, 2007 Endorsed Technology Partner

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SmartCatalog for Sage SalesLogix Overview and Demonstration

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  1. SmartCatalog for Sage SalesLogixOverview and Demonstration

  2. An Introduction to Endeavor Commerce • History: Sage Premier Technology Partner since 2002, 2007 Endorsed Technology Partner • Mission: Extending fast, accurate quotes and orders from CRM across all revenue channels for SalesLogix customers. • Go-to-Market: Through CRM Experts

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

  4. SmartCatalog and Sage SalesLogix Core functionality includes account, contact and opportunity management; sales solution functionality (such as sales configuration, quote management and content management); and sales operations support. In many cases, an SFA application will combine several functional components, some that will require third-party vendors. Gartner, Magic Quadrant for SFA, 2007 SmartCatalog™ is a best-of-breed quoting, guided selling and sales configuration solution which extends fast, accurate quotes and orders directly from SalesLogix to all revenue channels.

  5. SmartCatalog and Sage SalesLogix SmartCatalog Portal Edition

  6. SmartCatalog Applications Sales Edition Enables your sales team to generate fast, accurate quotes, proposals & orders right from CRM. Portal Edition Enables your partners and customers to generate fast, accurate quotes, proposals and orders from the web. Catalogs • Organizes products intuitively for the user • One click selection process • Provides rich content and images Quickly generate quotes, proposals and orders. Guided Selling • Intelligent Q&A session • Gather customer’s unique preferences/requirements • Leads to recommended solutions Quickly generate quotes, proposals and orders that exactly meet the customer’s needs. Rules • Product and Service compatibility rules • Pricing rules • Bundling rules Ensures 100% complete and accurate quotes, proposals and orders.

  7. Integration with Sage SalesLogix Sales Channel Web Channel Sage SalesLogix Client SmartCatalog Sales Edition SmartCatalog Portal Edition Workflow Sage SalesLogix Database SQL Server Sage SalesLogix API Web/Application Server(s) SmartCatalog Admin Application

  8. Business Impact of Stream-lined Quote-to-Order Process Reduce Costs • Eliminate re-quotes and reduce returns with accurate quotes and orders. • Reduce cycle time with streamlined and automated quote-to-order process. • Reduce FTE required to support quote-to-order process. • Reduce sales support costs with web self-service.

  9. Business Impact of Stream-lined Quote-to-Order Process Reduce Costs • Eliminate re-quotes and reduce returns with accurate quotes and orders. • Reduce cycle time with streamlined and automated quote-to-order process. • Reduce FTE required to support quote-to-order process. • Reduce sales support costs with web self-service. $$ Profit • Increase Customer Satisfaction, Revenue & Margin • Quote it fast and fulfill it fast. • Get it right the first time. • Increase quoting efficiency = more time to add value to customers. • Reduce goodwill margin loss due to re-quotes. • Allows partners/customers to quote/order 24/7 when they need it via the web. • Service new, untapped markets/geographies via the web. • Better visibility and business intelligence.

  10. It’s Not Just the Software!

  11. Endeavor Rapid Delivery Framework

  12. Diverse Customer Success

  13. Demonstration

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