Tyler Technologies

Configure, Price, Quote
Professional ServicesDynamics 365 Sales 
May 23, 20243 min read
Tyler Technologies
Leading Provider of Public Sector Software and Services Turns to Experlogix to Optimize Quote Processes

For Tyler Technologies, it is all about speed, efficiency, connectivity, and engagement. Their products are designed to work as a fully integrated solution or standalone with multiple functionalities to grow and scale as the needs of their clients evolve.

Experlogix Product Experlogix CPQ ↗
Industry Software & Technology
Country USA
69 Regional offices
U.S. + Canada North American sales organization
Complex quotes Generated and maintained in real-time

The Challenge

For Tyler Technologies, it is all about speed, efficiency, connectivity, and engagement. Their products are designed to work as a fully integrated solution or standalone with multiple functionalities to grow and scale as the needs of their clients evolve.

"Partnering with the government and schools to find the best technology solutions is our passion," says Kim Ouellette, Sales Operations Analyst, Tyler Technologies.

"When technology works seamlessly, citizens connect to their communities and are much more engaged and both government and schools can efficiently serve their constituents. That is our # 1 goal."

Kim Ouellette Sales Operations Analyst

When evaluating CPQ solution providers, their search criteria was simple. They needed a tool that was able to handle the large files involved in putting together quotes, without impacting performance. The ideal solution needed to be easy for the sales team to use and flexible enough to meet the business’ ever-changing requirements.

Large Quote Performance

Able to handle the large files involved in putting together quotes without impacting performance.

Ease of Use

Easy for the sales team to use while supporting changing requirements.

Flexible Modeling

Flexible enough to model the needs of a growing sales organization.

Centralized Quoting

A centralized system capable of supporting the North American sales force.

In addition, a centralized system that could optimize the quoting process across their North American sales force was significant. "With 69 regional offices located across the U.S. and Canada, we needed a system that could generate and maintain complex quotes in real-time," says Ouellette.

The Solution

Tyler’s previous system could not handle large quotes and the system interface hindered scalability requirements needed within the quoting tool.

"We were very dependent on IT for the modeling of the tool," continues Ouellette. "Experlogix has an Excel-like backend, which allows anyone to be trained to become a modeler. Overall, we were looking to have greater ease of use for our teams, performance efficiency, and better flexibility to model the needs of our growing sales requirements," comments Ouellette.

Kim Ouellette Sales Operations Analyst
Reduced IT Dependence

Experlogix has an Excel-like backend, which allows anyone to be trained to become a modeler.

Greater Flexibility

Tyler needed better flexibility to model the needs of its growing sales requirements.

The Result

"Here at Tyler, we imagine a world where all city, county, and regional government services are connected within a healthy digital infrastructure," notes Ouellette. "Connecting data, processes, and people make communities safer, smarter, and more responsive to the needs of residents."

Kim Ouellette Sales Operations Analyst

Experlogix allows sales reps to quickly generate quotes for clients and provides the flexibility needed to model the changing needs within the sales group.

Faster Quoting

Experlogix allows sales reps to quickly generate quotes for clients.

Sales-Team Flexibility

The platform provides the flexibility needed to model the changing needs within the sales group.

"Our sales teams like the speed and ease of the tool. Experlogix allows us to easily customize multiple different set-ups to meet the different needs of each sales team," added Ouellette.

"From implementation and training to support and recognition, Experlogix CPQ is so much more than just software. Convenience, customization, and excellence are at the forefront of everything they do."

Kim Ouellette Sales Operations Analyst
Want to learn more?

Speak with one of our experts or download the complete Tyler Technologies customer success story.