1% Performance Improvement philosophy
Marginal gains, as a concept, has been widely adopted in sports to improve performance. The basic principle is that small incremental improvements, over time, in any process amount to a significant improvement when they are all added together.
Sign up for a free 30 minute product demonstration webinar about “CPQ and Document Automation for Microsoft Dynamics 365” and learn how to apply our 1% Performance Improvement philosophy by simplifying and optimising document generation:
#1 Web Form to CRM
#2 CRM to Sales Template
#3 CRM to Operations Template
#4 Document Storage and Retrieval
#5 eSignature / Docusign
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In this free 30 minute webinar you will learn how Experlogix CPQ and Document Automation for Microsoft Dynamics 365 can easily streamline your service/product order automation and quoting processes seamlessly.
Here's what we'll cover:
The potential of daily marginal gains to propel your business forward
Craft personalized, accurate quotes effortlessly
Quickly and accurately configure, optimise and price sophisticated proposals
Seamless and Customer Centric Experience
Easily build and deploy simple or complex document flows
Creating high quality documents
Capturing information for use in document
Sending documents using workflows
Including multiple images unique to each document
Including multiple data sources (other than Dynamics)
Incorporating electronic signatures
Storing and tracking sent documents
On-Premise and On-Line Solutions
Empower your Dynamics 365 users with an innovative CPQ Solutions and document automation. Join our free webinar.
What is Experlogix CPQ?
Experlogix CPQ and Document Automation for Microsoft Dynamics 365
Simplify the quote-to-order process in Dynamics 365 with Experlogix CPQ and Document Automation
Experlogix CPQ (Configure, Price, Quote) is a software solution designed to streamline and automate the complex process of creating accurate and customized quotes for products and services. CPQ solutions are commonly used in industries with highly configurable and customizable products, such as manufacturing, technology, and telecommunications.
Key components of Experlogix CPQ:
Experlogix CPQ allows users to configure products based on various parameters and specifications. This could include selecting product features, options, and accessories to meet the specific needs of a customer.
The software helps in determining the appropriate pricing for configured products. Pricing rules can be set based on factors such as product features, quantity, discounts, and other relevant variables.
Experlogix CPQ enables the creation of professional and accurate quotes that reflect the configured products and their associated prices. This process is typically automated, reducing the chances of errors and speeding up the quote generation process.
CPQ solutions often integrate with other business systems such as Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), and sales systems. This integration ensures a seamless flow of information across the organization.
The software may include workflow automation capabilities, allowing businesses to define and streamline their sales processes. This can lead to increased efficiency and consistency in the quote-to-order process.
Experlogix CPQ systems usually offer a user-friendly interface that empowers sales representatives to easily navigate through product configurations, pricing options, and quote generation without extensive training.
Some CPQ solutions provide analytics and reporting features, allowing businesses to gain insights into their quoting processes. This data can be valuable for optimizing pricing strategies, identifying sales trends, and improving overall performance.
Documentation is an essential part of any business. Whether you're running an online store, a traditional mum and dad shop, or a multinational company, it's important to ensure that all of your business documents are managed carefully.
However, creating and managing documents can be a tedious and time-consuming affair. Also, if you're less than thorough, you might end up making a mistake that could hurt your business. So what should you do to save time, money, and effort?
The answer: Automation.
Automating CPQ and document management and generation can go a long way towards improving your company's bottom line. And with a dynamic tool like Experlogix, you can build and run any document-centric process with a simple push of a button.
How Experlogix Can Help Your Business
With Experlogix, you can:
Simplify and accelerate your quote & order processes to help your sales reps sell faster and more accurately.
About The Host
We are an energetic technology company, driven to help organisations grow, adapt and evolve. Exelblue is about helping businesses address unique problems by developing practical software solutions that are quick to implement and simple to manage with optional applications for specific business and industry requirements.
With over 25 years of experience, we have the ability and expertise to design, build and deploy solutions across vertical markets in B2B and B2C environments. You’ll work with a Microsoft certified team to develop solutions to fit organizations’ exact needs. We are a Microsoft Gold Partner and 100% Australian owned company, delivering local solutions to the local industry needs.
We all know that change is necessary if we want our business to grow. But changing the way you do business is BIG work and takes a lot of time. That’s why we have made it our mission to help businesses make this transition easier by providing effective solutions that you can immediately utilise thus lowering costs and saves you time.
Request A Free 'Experlogix CPQ and Document Automation' Demo
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