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SmartCatalog for Sage SalesLogix
Overview and Demonstration
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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
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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
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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.
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SmartCatalog and Sage SalesLogix
Complete CRM Solution
Sage SalesLogix
Accounts Contacts Opportunities Orders
SmartCatalog Sales Edition
Quotes Proposals Guided Selling/ Configuration
SmartCatalog Portal Edition
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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
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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
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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.
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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
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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
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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
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Demonstration