Freedom Concepts builds adaptive bicycles and alternative seating solutions for the complex rehabilitation market. Because each person's mobility needs can be different, the company's products require a high degree of customization during configuration and quoting.
To replace an unsupported and increasingly unreliable product configurator, Freedom Concepts implemented Experlogix CPQ with Microsoft Dynamics 365 Sales.
- Configure more than 2,000 different product options across two product lines.
- Maintain more than 100 configuration rules as product requirements evolve.
- Reconfigure existing quotes instead of rebuilding them from scratch.
- Save dozens of hours when customers request quote changes.
- Improve quoting reliability compared with the previous unsupported configurator.
- Connect CPQ and Microsoft Dynamics 365 Sales data more consistently.
- Give engineers greater flexibility to create new configuration rules and logic.
- Create a scalable foundation for potential future dealer access.
Challenge
Freedom Concepts' adaptive bicycles and alternative seating solutions serve customers with a wide range of mobility needs. That makes customization essential, but it also makes configuration accuracy particularly important.
The company's previous product configurator was no longer supported and already had usability and functionality limitations. It also created gaps in processes that relied on transferring information between the configurator and Microsoft Dynamics 365 Sales.
The previous configurator sometimes failed to transfer required data, which could leave generated quotes incomplete.
Existing quotes could not be reconfigured when customers requested changes.
Lack of ongoing developer support made the legacy configurator increasingly difficult to depend on.
The old solution experienced 22 days of downtime during the first half of 2022.
Sales configured the customer's highly personalized adaptive product.
A product option, configuration, or other part of the quote needed to be adjusted.
The old configurator could not reopen and reconfigure the existing quote.
Sales either rebuilt the quote from scratch or manually adjusted individual line items.
Freedom Concepts needed a more reliable platform with flexible rules and expressions, stronger developer support, a more user-friendly experience, and room to grow as its product and sales requirements evolved.
Solution
Freedom Concepts selected Experlogix CPQ for its ability to manage complex product configurations through a more approachable interface while giving engineering teams control over configuration logic.
The company now uses Experlogix across two product lines with more than 100 rules and more than 2,000 available options.
Engineers can create and update rules and expressions as configuration requirements change.
Existing quotes can be updated when customers request changes instead of being rebuilt from the beginning.
CRM and CPQ information can move between Experlogix and Microsoft Dynamics 365 Sales.
Freedom Concepts replaced its unsupported configurator with a platform backed by ongoing product support.
Experlogix supports configuration for Freedom Concepts' adaptive product offerings.
Rules and logic help guide valid configurations as product requirements expand.
The configurator supports a large number of possible choices for highly personalized products.
Freedom Concepts engineers can create additional rules when new options or requirements are introduced.
Sales works from the customer record and quoting process connected with Microsoft Dynamics.
Experlogix rules guide the selection of appropriate options for the customer's mobility requirements.
Sales can adjust an existing configuration when customer requirements change.
Customer and order information flows back to Microsoft Dynamics when the order is created.
Learn more about Experlogix CPQ Rules Engine en CPQ for Microsoft Dynamics 365 Sales.
Result
Experlogix gave Freedom Concepts a more reliable and scalable quoting environment while reducing the amount of repetitive work required when customer configurations changed.
Engineers gained a flexible way to manage growing product logic, while Microsoft Dynamics integration improved the flow of information between CRM, quoting, and downstream operations.
Quote reconfiguration eliminates the need to rebuild complex quotes from scratch when customers request changes.
Experlogix handles a large configuration space across Freedom Concepts' adaptive product lines.
Engineers can continue adding and adjusting configuration logic as products evolve.
Dynamics 365 Sales integration helps maintain consistent customer and order information between CRM and CPQ.
Freedom Concepts reports a substantial improvement in its ability to keep sales quoting without the outages experienced with the previous system.
The customer reports greater consistency and reliability from the sales process through the production floor.
“The Experlogix training and support we received opened the door to more utilization of the software. It provides consistency and reliability from sales all the way down to the production floor.”
Freedom Concepts also identified dealer access as an attractive future use of Experlogix CPQ. The goal is to eventually give partners access to the same product-configuration capabilities used internally while creating greater consistency across sales channels.
This is a future expansion described in the source case study and is not presented as an already implemented dealer portal.
See how Freedom Concepts uses flexible configuration rules, Dynamics 365 Sales integration, and reliable CPQ workflows to manage more than 2,000 product options for highly customized adaptive equipment.
