an introduction to endeavor commerce history:sage premier technology partner since 2002, 2007...
TRANSCRIPT
SmartCatalog for Sage SalesLogix
Overview and Demonstration
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
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 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.
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 sales
configuration solution which extends fast, accurate quotes and orders
directly from SalesLogix to all revenue channels.
SmartCatalog and Sage SalesLogix
Complete CRM Solution
Sage SalesLogix
Accounts Contacts Opportunities Orders
SmartCatalog Sales Edition
Quotes Proposals Guided Selling/ Configuration
SmartCatalog Portal Edition
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.
Sales EditionEnables your sales team to generate fast, accurate
quotes, proposals & orders right from CRM.
Portal EditionEnables your partners and customers to generate
fast, accurate quotes, proposals and orders from the web.
SmartCatalog Applications
Integration with Sage SalesLogix
SmartCatalog Admin Application
Sage SalesLogix Client SmartCatalog Sales Edition SmartCatalog Portal Edition
Workflow
Sales Channel Web Channel
Web/Application Server(s)
SQL Server
Sage SalesLogixDatabase
Sage SalesLogix API
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.
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.
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.
$$ Profit
It’s Not Just the Software!
Fast Path
• Install, configure and train• Fixed time-frame, cost and scope• Self-implementation for simple requirements
Structured Enablement
• Fast Path + Structured Mentoring Program• Self-implementation for complex requirements• Lower implementation costs and ensures customer ownership
Full-lifecycle Implementation - RDF
• Endeavor owns complete project life-cycle• Faster time to market while maintaining customer ownership
Endeavor Rapid Delivery Framework
Enable
• Steps• Project Kickoff Meeting• Installation• Project Team Training• Scoping/Requirements
Meeting• Deliverables
• Project Plan• Requirements Definition
Design
• Steps• Project Team Training• Design Sessions
• Deliverables• Detailed Design
Document• System Architecture
Build
• Steps• Create catalogs,
rules and guided selling definitions
• Create system customizations
• Deliverables• Fully developed
system• Customer
acceptance testing document
Test
• Steps• Customer
acceptance testing
• Deliverables• System Sign Off
Demonstration