SmartCatalog for Sage SalesLogix Overview and Demonstration

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
Typical Quoting Challenges
Lost Revenue
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 QA session
• Gather customers unique preferences/requirements
• Leads to recommended solutions

Quickly generate quotes, proposals and orders
that exactly meet the customers 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
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
Its Not Just the Software!
11
Endeavor Rapid Delivery Framework
12
Diverse Customer Success
13
Demonstration