SmartCatalog for Microsoft Dynamics CRM

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Increase revenue, decrease cost, and improve customer satisfaction through fast, accurate quotes with SmartCatalog for Microsoft Dynamics CRM.

All companies have rules governing how they can efficiently and profitably fulfill the needs of the customer.  Often these rules are managed through independent processes which create confusion and ultimately customer dissatisfaction.

And many companies have complex products, services or have complex pricing which adds to the ongoing challenge of ensuring that employees, partners and customers create accurate, complete and valid quotes.

These companies are challenged with:

• Decentralized product & pricing information
• Inconsistent, out-of-date business rules information for employees, partners and customers
• Manual creation of quotes and proposals
• Costly order entry errors, delays and consequently returns
• Unguided sales processes
• Poor up-sell and cross-sell capability

SmartCatalog™ delivers a complete guided selling and sales configuration solution that will support your growing business. By simplifying and automating the entire process, SmartCatalog™ delivers 100% accurate quotes to deliver real business results:

Increase Revenue

• Remove sales inefficiencies – higher transaction volume per rep
• Maximize partner channel – incremental sales at lower costs
• Identify up-sell and cross-sell opportunities – higher average transaction value

Improve Profits

• Streamlined quotation process
• Eliminate high cost of correcting orders during fulfillment
• Fewer manual touch points – less dependent on product experts to complete order

Improve Customer Satisfaction and Loyalty

• Reduce product returns
• Decrease service requests
• Respond to inquiries faster
• Shorten fulfillment cycle times