SmartCatalog for Dynamics CRM Overview

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SmartCatalog for Dynamics CRMOverview
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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

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Typical Quoting Challenges
Lost Revenue
Inaccurate quotes/orders
Increased Cost
Manual, time-intensive process
Lost Customer Satisfaction
Not Integrated with CRM
Not Meeting Customer/Partner demands on the web
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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.
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 product configuration solution for
Microsoft Dynamics CRM.
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Key Value Proposition - Message

• SmartCatalog provides a powerful value
  proposition relevant in todays 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.

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SmartCatalog and Dynamics CRM
SmartCatalog Portal Edition
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At A Glance
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SmartCatalog Applications
Catalogs

• Organizes products intuitively for user
• One click selection process
• Provides rich content

Enables sales people to quickly generate quotes

• Intelligent QA session
• Gather customers unique preferences/requirements
• Leads to recommended solutions

Guided Selling
Enables sales people to quickly generate quotes
that meet the customers needs
Configurator

• Product and Service compatibility rules
• Pricing rules
• Bundling rules

Ensures 100 complete and accurate quotes,
opportunities and orders
Enable customers to do business with you the way
they want to.
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Integration with Dynamics CRM
Sales Channel
Web Channel
Dynamics CRM Client
SmartCatalog Sales Edition
SmartCatalog Portal Edition
Workflow
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Organizational Impact in Detail

• Reduce Cost
• Eliminate inaccurate quotes.
• Reduce support costs for sales and partner
  channel.
• Reduce order fulfillment time and costs.

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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!