Customer Effective Partners with Experlogix to Improve Organizational CRM Performance

Customer Effective, Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, announced a partnership with Experlogix to provide customers a complete quote-to-order automation solution. The combination of Microsoft Dynamics CRM and Experlogix’s Sales Configurator solution brings customers a holistic system that serves the needs of front and back office users by enhancing the usability and functionality of the CRM sales and service modules.

The Experlogix Sales Configurator allows sales representatives and/or channel partners to automate their quote-to-order process by leveraging an advanced guided-selling and rules capability, which guarantees 100 percent accuracy among all product and pricing configurations. Product options, rules and their associated pricing are typically housed in separate systems or listed in paper catalogs, which increases the time it takes to create quotes and often results in human errors. The integration of Experlogix’s Sales Configurator and Microsoft Dynamics CRM makes the product option selection and pricing process faster and more precise, thereby increasing order volumes and improving order accuracy. This translates into enhanced profitability and higher levels of customer service and customer loyalty.

“Our partnership with Experlogix to offer the Sales Configurator to CRM software clients is a valuable service enhancement which seamlessly integrates with Microsoft Dynamics CRM and expedites the product ordering process,” explains Scott Millwood, CEO Customer Effective. “CRM users benefit from a faster, more precise product order process which lowers overall costs of sales and shortens manufacturing lead times. The system’s ability to be uniquely tailored to specific business requirements is valuable to many industry verticals, including insurance and electronics.”

Microsoft Dynamics CRM users can also use Experlogix remotely. Traveling sales executives can use Experlogix to configure products and services in an off-line mode. When working away from their office,sales reps can easily synchronize configured quotes back to their corporate office CRM server. This gives salespeople the flexibility of using Microsoft Dynamics CRM and Experlogix remotely, either off-line or on-line via a web browser.

“The Experlogix Sales Configurator incorporated with Microsoft Dynamics CRM offers an array of functionality and business offerings that benefit our customers,” said Jeff Holway, vice president of Sales and Marketing at Experlogix. “Customer Effective’s expertise in the CRM space has been favorable to our organization, as they remain a driving force with Microsoft Dynamics CRM.”

About Experlogix

Experlogix, Inc. is the leading developer of web-based sales and manufacturing configurator solutions for the Microsoft Dynamics platform. With headquarters in Santa Barbara, CA, Experlogix Configurators are in use in more than 500 companies worldwide, spanning a wide variety of markets, including heavy equipment manufacturers, material handling, electronics, custom cabinet makers, door and window manufacturers, furniture, apparel and more. Available both online and un-tethered, the Experlogix Configurator improves sales rep productivity and eliminates costly re-quotes For more information, please visit

About Customer Effective

Customer Effective, with headquarters in Greenville, S.C., is a leading innovator in customer interaction solutions based on Microsoft Dynamics Customer Relationship Management (CRM). The company is a Microsoft Gold Certified Partner, CRM Consultants and Solution Implementers having completed hundreds of Microsoft CRM implementations and development projects in financial services, manufacturing, technology, professional services and more. For more information, visit