Building a crm data strategy goals that boost business performance finalex_scr

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You need an integrated view of all your customer’s quotes and contracts in order to reduce risk, improve order quality and enhance the customer experience by supporting all business and customer needs.

Technology

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 Sandusky
Director 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 Finalist
United 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 Challenge
How 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: sales@scribesoft.com
www.scribesoft.com
email: sales@experlogix.com
www.experlogix.com

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Building a crm data strategy goals that boost business performance finalex_scr

2. 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.

4. 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 Finalist United States

5. 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

8. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 8 BOM Mfg. The Challenge How 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?

9. 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)

12. 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

Building a crm data strategy goals that boost business performance finalex_scr

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