Smart Catalog for Sage Sales Logix Overview and

Smart. Catalog for Sage Sales. Logix Overview and Demonstration

An Introduction to Endeavor Commerce • History: Sage Premier Technology Partner since 2002, 2007 Endorsed Technology Partner • Mission: Extending fast, accurate quotes and orders from CRM across all revenue channels for Sales. Logix customers. • Go-to-Market: Through CRM Experts

Typical Quoting Challenges Manual, time-intensive process Lost Revenue Inaccurate quotes/orders Increased Cost Not Integrated with CRM Not Meeting Customer/Partner demands on the web Lost Customer Satisfaction

Smart. Catalog and Sage Sales. Logix Core functionality includes account, contact and opportunity management; sales solution functionality (such as sales configuration, quote management and content management); and sales operations support. In many cases, an SFA application will combine several functional components, some that will require third-party vendors. Gartner, Magic Quadrant for SFA, 2007 Smart. Catalog™ is a best-of-breed quoting, guided selling and sales configuration solution which extends fast, accurate quotes and orders directly from Sales. Logix to all revenue channels.

Smart. Catalog and Sage Sales. Logix Smart. Catalog Portal Edition Complete CRM Solution Sage Sales. Logix Accounts Contacts Opportunities Smart. Catalog Sales Edition Orders Quotes Proposals Guided Selling/ Configuration

Smart. Catalog Applications Sales Edition Portal Edition Enables your sales team to generate fast, accurate quotes, proposals & orders right from CRM. Enables your partners and customers to generate fast, accurate quotes, proposals and orders from the web. • Organizes products intuitively for the user Catalogs • One click selection process Quickly generate quotes, proposals and orders. • Provides rich content and images • Intelligent Q&A session Guided Selling • Gather customer’s unique preferences/requirements • Leads to recommended solutions Rules • Product and Service compatibility rules • Pricing rules • Bundling rules Quickly generate quotes, proposals and orders that exactly meet the customer’s needs. Ensures 100% complete and accurate quotes, proposals and orders.

Integration with Sage Sales. Logix Sales Channel Sage Sales. Logix Client Web Channel Smart. Catalog Sales Edition Smart. Catalog Portal Edition Workflow Smart. Catalog Admin Application Sage Sales. Logix API Sage Sales. Logix Database SQL Server Web/Application Server(s)

Business Impact of Stream-lined Quote-to-Order Process Reduce Costs • Eliminate re-quotes and reduce returns with accurate quotes and orders. • Reduce cycle time with streamlined and automated quote -to-order process. • Reduce FTE required to support quote-to-order process. • Reduce sales support costs with web self-service.

Business Impact of Stream-lined Quote-to-Order Process Reduce Costs • Eliminate re-quotes and reduce returns with accurate quotes and orders. • Reduce cycle time with streamlined and automated quote -to-order process. • Reduce FTE required to support quote-to-order process. • Reduce sales support costs with web self-service. Increase Customer Satisfaction, Revenue & Margin • Quote it fast and fulfill it fast. • Get it right the first time. • Increase quoting efficiency = more time to add value to customers. • Reduce goodwill margin loss due to re-quotes. • Allows partners/customers to quote/order 24/7 when they need it via the web. • Service new, untapped markets/geographies via the web. • Better visibility and business intelligence. $$ Profit

It’s Not Just the Software! Fast Path • Install, configure and train • Fixed time-frame, cost and scope • Self-implementation for simple requirements Structured Enablement • Fast Path + Structured Mentoring Program • Self-implementation for complex requirements • Lower implementation costs and ensures customer ownership Full-lifecycle Implementation - RDF • Endeavor owns complete project life-cycle • Faster time to market while maintaining customer ownership

Endeavor Rapid Delivery Framework Enable Design • Steps • Project Kickoff Meeting • Installation • Project Team Training • Scoping/Requirements Meeting • Steps • Project Team Training • Design Sessions • Deliverables • Detailed Design Document • System Architecture • Deliverables • Project Plan • Requirements Definition Deploy Build • Steps • Create catalogs, rules and guided selling definitions • Create system customizations • Deliverables • Fully developed system • Customer acceptance testing document Test • Steps • Customer acceptance testing • Deliverables • System Sign Off • Steps • Installation to production system • End-user training • Deliverables • Fully functional Smart. Catalog solution • Project Sign-Off

Diverse Customer Success

Demonstration