What Should You Expect from a CRM Opportunity and Quote Solution?
Does your company have a complex inventory model with product and
service dependencies that have corresponding business rules or other
characteristics that are challenging to remember or change? Do your CRM
opportunities, quotes and orders require your users to add several
products and/or services from product inventory? If so, I highly
recommend that you take a look at Experlogix.
As your CRM users are probably aware, it can take up to 5 mouse clicks
to add an inventory line item to a CRM opportunity, quote or order. If
users need to add 10 items, that equates to 50 mouse clicks or more,
plus searching through inventory, remembering to add dependent items,
doing manual calculations to identify correct quantities, etc. What if I
told you that your users could generate that same CRM opportunity
or quote in just 5 clicks or less with no manual calculations required,
and users do not have to remember to add the inventory dependencies.
Have I captured your attention? If so, then read on because that is
exactly what this product did for the company where I previously worked.
VisionAIR
is a software development company for the public safety marketplace.
Their opportunities and quotes can often be complex due to
product/service dependencies and the various calculations required.
Order-related CRM records (opportunities, quotes, etc.) can contain
upward of 50 line items and for more than a year their sales team had to
manually add all those line items to CRM opportunity records. Yes, it
is true, the sales team generated those records, remembered the line
items needed and submitted their quotes for review prior to delivery so
calculations could be checked, inventory added if needed, etc. As you
can imagine it was a time intensive task.
Then along came Experlogix and their sales staff now generates the same
record in CRM with sometimes 10 or less mouse clicks. Yes, it’s true,
from potentially 250 mouse clicks down to 10-ish. Talk about a nice
return on investment, happy users, reliable calculations, more time
available to do what sales people do best, sell.
Add to the above, a company whose products are Microsoft Certified,
fully integrated with Dynamics applications, and you have a winning
combination. Oh and one more thing, the product support team is
responsive and provides outstanding service.
You may be wondering why I took a few minutes to blog about Experlogix.
My reason is that I’ve seen Experlogix in action. I’ve witnessed times
where Experlogix made the difference and was a critical part of the CRM implementation project
success. Over the years, I’ve heard stories from other companies who
struggle with generating opportunities and quotes from CRM so I wanted
to share this information in the event that it might help if you are
faced with similar challenges.
Need help improving staff productivity, taking effort out of generating
CRM opportunities, quotes, orders and/or service contracts, giving time
back to your sales and finance team and significantly reducing the
possibility of errors on sale’s related deliverables? Then I definitely
recommend you give Experlogix a look.
Have any questions or comments about Experlogix or specific struggles
you face with generating CRM opportunities, quotes and orders? Feel free
to comment below.