Eye Designs, LLC has a history of success designing dynamic customer environments and merchandising systems for the ophthalmic industry.
Its product lines include the patented Versa Merchandising System, designed to help optical retailers create efficient, effective merchandising environments.
- Create quotes from any location
- Reduce quote production time
- Free sales representatives to focus on selling
- Handle multiple price lists
- Increase quote accuracy
- View line drawings for product options
Challenge
Before implementing Experlogix CPQ, producing a proposal was a time-consuming and error-prone process for Eye Designs sales representatives.
Representatives had to travel to the main office to create a quote and manually work through multiple price lists and discount levels.
Sales representatives could not simply create customer proposals wherever they were working.
Multiple price lists and discount levels had to be considered during the quoting process.
Too much of the proposal workflow depended on manual effort from the salesperson.
Manual selection and pricing created unnecessary opportunities for quote errors.
Solution
Eye Designs' Microsoft Dynamics partner, Cargas Systems, researched independent software solutions and recommended Experlogix.
“After investigating Microsoft Dynamics CRM quoting add-ons, we found Experlogix to be the most complete and easiest to install solution for our clients.”
Experlogix works with Microsoft CRM and Microsoft SL to create a connected quoting environment.
Sales representatives can create customer quotes wherever they have internet access.
Pricing logic can handle multiple price levels without requiring separate lists in every connected system.
Sales representatives can view line drawings of options while building quotes.
Result
“Experlogix CPQ combined with Microsoft CRM and Microsoft SL gives us a completely integrated package. We can create a quote from any location where our sales representatives have internet access. We have experienced greater accuracy and speed with Experlogix.”
Managing multiple price levels is also automated.
“The Experlogix Formula Designer is a great feature. We now have the ability to use multiple price lists without creating separate lists in the accounting and CRM systems.”
Sales representatives can also view line drawings of available options in Experlogix to help improve quote accuracy.
Sales representatives can create customer quotes wherever they have internet access.
Eye Designs reports greater speed after implementing the integrated CPQ process.
Eye Designs also reports improved quote accuracy with Experlogix.
Multiple price levels can be managed through Formula Designer rather than separate lists across systems.
Line drawings help representatives review product options during quoting.
CPQ, Microsoft CRM and Microsoft SL operate as a more connected quoting package.
“The staff at Experlogix was amazing. They were willing to work at our pace and meet our deadlines.”
Speak with one of our experts or download the complete Eye Designs customer success story.
