Experlogix provides a product or service configurator that, once installed, is completely embedded within Microsoft CRM. For either a sales or service scenario, a user can launch Experlogix and configure a complex sales order or service contract and transfer that configuration seamlessly into the Microsoft CRM system. Once in the system the user can access the results of the configuration and choose to re-launch and modify the product or service set. The Experlogix solution inherits all of the look, feel and navigation that resides within Microsoft CRM.

Experlogix provides a powerful line of Sales and Service Module enhancements for Microsoft CRM, including integration of our flagship product configurator.

Automated logic can be defined to expertly guide sales reps, and control every aspect of an opportunity, quote, order, service contract, or printed proposal. Since VeriTest has certified Experlogix for Microsoft CRM, you are ensured of a completely supported and upgradeable solution. Easy to implement and use, Experlogix solutions offer:

• Real-time intelligent rules validation
• Guided up-sell and cross-sell offers
• Calculated costs, profits, margins, taxes, currency conversions, etc.
• Easy to navigate product catalogs
• Straightforward user interface
• Un-tethered access via Sales for Outlook compatibility
• One click option selections let you create professional proposals and orders from Microsoft CRM fast. Automate complex pricing and component compatibility logic. Guided selling rules ensure 100% order accuracy.

Novice sales professionals can deliver expert level product or service proposals as immediate feedback is presented at every step of the configuration process, even when product definitions involve thousands of rules, calculations, and options.