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SmartCatalog for Dynamics CRM

Solutions | Benefits | Differentiators | Online Demo | NEW! Portal Edition

SmartCatalog™ is a best-of-breed guided selling and sales configuration solution for Microsoft Dynamics CRM.  SmartCatalog™ helps manufacturing, distribution, retail and service companies around the world increase revenue, profit and customer loyalty by empowering their sales channels with business intelligence at the point of sale.

Product Configuration and Bundling
The SmartCatalog™ eliminates the complexity involved in correctly configuring a customer's solution by enforcing your product configuration and bundling rules during the quoting process. It replaces the spreadsheets, pricing manuals, product catalogs and technical sales support that salespeople typically need to consult in order to obtain accurate information.

Pricing
The SmartCatalog™ rule engine enables complex pricing scenarios, consistently and accurately enforcing sophisticated rule-based pricing strategies, including geography, channel, quantity, effective date, margin and other parameters.

Guided Selling
Guided Selling intelligently walks customers through a set of questions to determine the customer's specific requirements, preferences and priorities. Based on the detailed needs analysis, SmartCatalog™ recommends products and services and pre-configures solutions that best meet the customer's needs including options that provide salespeople the opportunity to cross-sell or up-sell.

Proposals
SmartCatalog™ provides a summary of the entire sales process in a professional, branded proposal. Proposals contain all the valuable details of each deal, including product specifications, deliverables and pricing. The information is automatically saved in a single location for future reference or retrieval.

Rule Manager
The SmartCatalog™ Rule Manager provides an easy-to-use user interface for creating product catalogs, authoring product/service/bundling/pricing rules and managing guided selling wizards. The Rule Manager empowers business users with the product and market intelligence to quickly implement and maintain SmartCatalog™ significantly cutting down on the time-to-market and administrative costs.

NEW! Webinar Series - SmartCatalog™ for Microsoft Dynamics CRM Portal Edition- Immediately Delivers ROI, New Revenue & Cost Savings

Wednesdays at 11am CST &
Thursdays at 1pm CST

Veritest Certified

SmartCatalog for SAGE SalesLogix
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SmartCatalog Rule Manager
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