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Fact: The Quote-to-Order experience and process impacts Revenue, Profitability and Customer SatisfactionThe quote-to-order process is the single link between top-line, bottom-line results and customer satisfaction.No other process is as critical for maximizing the value of capturing revenue in a profitable way and meeting the needs of customers.This process takes on the collective intelligence of the enterprise.
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Before SmartCatalog - Complexities
End UserEnd User Sales/DealerSales/Dealer
SalesSalesEngineerEngineer
RegionalRegionalManagerManager
AdminsAdmins
Unit StaffUnit Staff
Engineering StaffEngineering Staff123
4
5
67
8
9
10,11
12
13
14,15
WarehouseWarehouse
ServiceService
BusinessBusinessUnit Mgr.Unit Mgr.
16,17
18,19
22
20,2123
24
25
26
27
28
29
30
31-34
35
3637-39
Real ExampleReal Example
• 10 Roles
• 39 Steps
• 29 Touch Points
After SmartCatalog - Simplicity
End UserEnd User Sales/DealerSales/Dealer
SalesEngineer
RegionalManager
AdminsAdmins
Unit StaffUnit Staff
1,23
WarehouseWarehouse
ServiceService
BusinessUnit Mgr.
4-6
9-12
13-15
6-8
• From 10 to 6 roles
• From 39 to 15 steps
• From 29 to 5 touch points
Engineering Staff
Guided Selling Solutions
A single platform that encompasses the full range of a company’s products and business rules, which enables sales teams, re-sellers/distributors and even customers to quote it fast and sell it right. With SmartCatalog, the Complex Is Simple.
SmartCatalog CPQ
SmartCatalog eCommerce
SmartCatalog Cloud
It’s Not Just the Software!
Facts about Endeavor
• History: Formed in 1999 Microsoft & Sage ISV since 2002Published 7 Versions of Software
• Mission: Helping customers be highly successful selling complex products and services
• Focus: Extending fast, accurate quotes and orders across all revenue channels
• Partnerships: Premiere and Alliance Partners
Contact Endeavor
East Region
Scott EllerEndeavorSolution Sales Executive(214) [email protected]
West Region
Steve BrownEndeavorSolution Sales Executive(214) [email protected]