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.
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 Edition Enables your sales team to generate fast, accurate quotes, proposals & orders right from CRM. Sales Edition Enables your sales team to generate fast, accurate quotes, proposals & orders right from CRM. Portal Edition Enables your partners and customers to generate fast, accurate quotes, proposals and orders from the web. Portal Edition Enables 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 ClientSmartCatalog Sales EditionSmartCatalog Portal Edition Workflow Sales ChannelWeb Channel Web/Application Server(s) SQL Server Sage SalesLogix Database 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.
It’s Not Just the Software! Install, configure and train Fixed time-frame, cost and scope Self-implementation for simple requirements Fast Path Fast Path + Structured Mentoring Program Self-implementation for complex requirements Lower implementation costs and ensures customer ownership Structured Enablement Endeavor owns complete project life-cycle Faster time to market while maintaining customer ownership Full-lifecycle Implementation - RDF
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 Deploy Steps Installation to production system End-user training Deliverables Fully functional SmartCatalog solution Project Sign-Off