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CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Boosting Your Quote to Cash Process Enhances the Customer Experience
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Transcript of Building a crm data strategy goals that boost business performance finalex_scr
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Boosting Your Quote to Cash Process Enhances the Customer Experience
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 2
Housekeeping
• The recording will be available to you 2 hrs. after the webinar
• Icons at the bottom of the slide deck allow you to:
- Adjust sound
- Participate in Q&A
- Contribute to the discussion on twitter @scribesoft, #DataIntegration
- Download a copy of the slide deck
- Get to know the speakers
• You can submit questions anytime during the presentation, and all questions will be addressed at the end of the session.
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 3
Presenters
Lou Antonucci VP, Sales
Scribe Software
Scott SanduskyDirector of Dynamics AX CPQ
Experlogix
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 4
About Experlogix
• Configure, Price, Quote solutions since 1997
• 10 Years on the Dynamics platform
• Single CPQ for Dynamics CRM, AX, NAV, GP
• Business user driven – no programming
• Cloud, premise, mobile, portal and off-line
• 30,000 users and 450 partners
www.experlogix.com
2015 Microsoft Dynamics
ISV of the Year FinalistUnited States
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 5
About Scribe
• Customer data integration solutions since 1995
• Established global company
• Cloud, premise, hybrid
• Award-winning solutions
◦ Scribe Online
◦ Scribe Insight
• 14,000 customers and partners
www.scribesoft.com
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 6
Agenda
• The Challenge
• Pain Points
• Sample Business Case
• Demonstration
• Summary
• Q&A
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 7
BOM Mfg.
The Challenge
• How to build efficiency and effectiveness into your ‘quote to cash’ process?
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 8
BOM Mfg.
The ChallengeHow much do I
know about this prospect?
Is this prospect credit worthy?
Can I see what items are in my
inventory?
Is this a manual process?
What’s my mfg. lead time?
Can I tell my customer when
product has shipped?
Do my support people know
this customer’s history?
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 9
Pain Points
• Order errors
• Quote delivery performance
• Pricing complexity
• Manual processes
• Sales reporting
• New sales rep. training
• Syncing customer masters
• Product catalogue data
• Inventory availability
• Varying data formats
• Customer credit issues
• Build/ship schedules
Quoting Process Disparate Systems (ERP/CRM)
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 10
Sample Business Case
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 11
Demonstration
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 12
Summary
• Boosting your quote to cash process through integration
◦ Eliminates manual errors, saving time and money
• Accelerates quotes and order generation
◦ Faster time to delivery through automated, not manual processes
• Streamline BOMs and routing creation
◦ All departments in the process have immediate access to data
◦ Provides agility for feedback and changes along the way
• Improves customer satisfaction
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 13
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 14
THANK YOU!
email: [email protected]
www.scribesoft.com
email: [email protected]
www.experlogix.com
