SmartCatalog delivers proven guided selling and Configure to order solutions extending fast, accurate quoting and ordering to all sales channels - including employees, partners/distributors and customers.

Guided Selling

Turn a conversation into a solution. SmartCatalog asks the questions and you provide the answers.  Publish a Virtual Advisor and make the quote process fast and easy.

Imagine answering just a few simple questions and having your quote built for you.  Maybe you are a seasoned sales rep or an engineer and want to get a simple to very complicated quote out the door. Or, maybe you are a new sales rep and need to make sure you are asking all the right questions. In either case, Guided Selling is the Virtual Advisor you need to be self sufficient, fast and 100% accurate in your quoting.

CPQ - Configure, Price, Quote

Whether with Sage SalesLogix CRM system or in a B2B Portal, empower your sales people with the product knowledge, cross and up sell opportunities they need to sell it fast and right.

Fast, accurate Quoting integrated with CRM.  Create a professional and valid quote in seconds with a few clicks of the mouse.  Deliver it to your client or prospect in Word, PDF or email. Know that your quote is stored in and feeding CRM opportunities and that each edit of it also updates forecasts.  Feel confident you are giving your clients and prospects a professional quotation that they and you can count on.

CRM/eCommerce Integration

Out of the box integration with marketing leading Sage SalesLogix CRM and eCommerce systems, along with a mature API to handle any integration requirements.

Configuration with Rules Engine: 

Select a product and others are included, recommended or excluded automatically.  See pricing fules fire and content rich message appear.  The SmartCatalog Rules Engine works behind the scenes to ensure the Configure, Price and Quote process is fast and easy. An accurate quote closes into a valid order.  Sales people are onto the next deal and the client gets exactly what they were looking for.

Deployment:

SmartCatalog is offered as a hosted CPQ (Configure, Price, Quote) portal solution as well as On Premise when integrated directly with eCommerce and CRM offerings from Sage SalesLogix.

Typical business systems and workflow before SmartCatalog:

After SmartCatalog is implemented: 

Out of the Box Integration - Fast installation with your Sage SalesLogix CRM environment.

Paperless Quotes - Send SmartCatalog quotes through to DocuSign for electronic signature capture and order entry workflow routing.

Guided Selling Wizard - Profile based questions and answer session that guides sales people, customers, partners and prospects to the correct product and/or service catalog and/or configuration.

CPQ (Configure, Price, Quote) - Product and/or service catalogs are combined with powerful SmartCatalog rules engine allowing sales people, partners and customers to configure, price and quote in a catalog and basket, error free.

B2B Portal & Quoting App - SmartCatalog is a web based selling wizard published to sales people in their Sage SalesLogix CRM application and to dealers/distributors/customers via the internet.  Both provide simple to complex quote to order functionality.

Ease to Use Administrative Console - Built for and used by Product Managers and Business Professionals.  Easy to use administrative graphical user interfaces to author and publish Guided Selling paths along with product and pricing rules within minutes.

The SmartCatalog customer base includes Fortune 500 corporations and mid-market companies across manufacturing, healthcare, technology, telecommunications and service industries. While some of these names are familiar and others not, all shared a common quote and order entry prodblem that Endeavor Commerce helped solve with SmartCatalog.