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

Diverse Customer Success

Demonstration