Experlogix CPQ Overview

Experlogix CPQ is designed to help manufacturers configure and price their products more efficiently while providing customers with accurate quotes. Experlogix CPQ enables sales teams to generate quotes in Salesforce and Microsoft Dynamics CRM and 365 Sales, then send them to production through ERP integration for a streamlined quote-to-manufacture process.

Experlogix CPQ is a cloud-based Configure, Price, Quote solution that streamlines the sales process by enabling sales teams to configure complex products, generate accurate pricing, and easily produce professional quotes. Its powerful rules engine ensures error-free configurations, while seamless integration with CRM and ERP systems enhances workflow efficiency. Additionally, features like guided selling and real-time visualizations improve customer engagement and accelerate sales cycles.

Features include:

• Visual configuration with product imagery
• Guided selling
• Rules-based pricing and discounting
• Automated and personalized documentation
• Approval workflows
• Integration with CRM, ERP, and eCommerce platforms
• Automated BOM generation and routing

Visual configuration: Experlogix’s visual configuration capabilities allow users to interact with product imagery for a more intuitive and engaging configuration experience. This feature simplifies the selection process for complex products, enabling customers and sales teams to visualize their choices in real-time.

Guided selling: The guided selling feature helps sales representatives navigate complex product catalogs by providing step-by-step prompts and recommendations. It ensures that users configure products accurately and efficiently, tailoring solutions to meet specific customer needs. The messages are delivered via pop-ups that are easy to understand, and the highlights are color-coded for additional clarity.

Quoting and ordering: Experlogix CPQ leverages a powerful rules engine to automate pricing and discounting, ensuring that all quotes adhere to predefined business policies. This reduces errors, accelerates quote generation, and maintains consistency across sales channels.

Automated and personalized documentation: It automates the creation of personalized documentation, including quotes, proposals, contracts, BOMs, and shop orders tailored to each customer’s unique requirements. This saves time, enhances professionalism, and ensures accuracy in all customer communications.

Approval workflows: With built-in pricing and engineering approval workflows, manufacturers can streamline their sales process and speed up the sales cycle. By setting thresholds for maximum discounts, you can prevent unauthorized discounting. Product change requests can quickly route to the right team members for approval.

Out-of-the-box integrations: Experlogix offers certified integrations with Microsoft Dynamics solutions including 365 Sales, 365 FO/AX, 365 BC/NAV, and Commerce, as well as Salesforce and NetSuite.

Automated BOM generation and routing. Experlogix lets you create and reuse product items and BOMs, and dynamically add assemblies and items across unlimited BOM levels. It also incorporates routing steps like custom instructions and maps sub-BOM attributes, including quantities and units, while calculating sub-route attributes like cycle and queue times.

Experlogix CPQ is a powerful solution that provides businesses with the tools they need to accurately configure and quote complex products and services quickly and efficiently.

Benefits of Experlogix CPQ include:

• Streamlines the entire quote-to-cash process, from configuring products and pricing to generating quotes and finalizing orders, saving time and enhancing operational efficiency.
• The product rules engine is easy to set up, allowing businesses to quickly implement and adjust rules without requiring extensive technical expertise.
• Simplifies the configuration of complex products by guiding users through the process with visual tools and clear logic, ensuring accurate and tailored configurations
• Reduces errors in production orders by seamlessly transforming configured quotes into detailed production orders.
• Easily modify business logic to sync with complex pricing models and discount structures.
• Bridges the gap between sales and engineering teams by providing a shared interface for product configurations, ensuring accuracy and alignment across departments.
• Detailed insights into the sales pipeline enable sales teams to track deal stages, identify bottlenecks, and prioritize opportunities effectively.

Experlogix CPQ is specifically designed to address the quoting challenges that Manufacturing, Equipment, and Consumer Goods companies face. Here’s how it caters to them:

Manufacturing 

Complex Configuration Management: Manufacturers often deal with products with various options and components. Experlogix CPQ allows defining valid product configurations, ensuring sales reps only offer feasible combinations and preventing quote errors. 

Bill of Materials (BOM) and Variant Management: Many manufacturers have slight variations impacting the bill of materials. Experlogix CPQ can manage these variations within product configurations, ensuring accurate costing and material allocation during quoting.

3D Visualization: For manufacturing companies, showcasing product configurations visually can enhance the customer experience. Experlogix offers optional 3D visualization capabilities, allowing customers to see their configured product before finalizing the quote.

Equipment

Product Configuration: Equipment manufacturers often deal with complex products with various options and configurations. Experlogix CPQ enables them to define these options and their dependencies, allowing for accurate configuration and pricing during quoting.

Variant Management: Equipment manufacturers must manage different product variants and versions. Experlogix CPQ offers a rules-based configuration engine to ensure valid variant options are available.

Rules-based Pricing and Discount Management: Experlogix CPQ allows setting up rules to automatically calculate prices based on the chosen configuration. This can include factors like base price, options pricing, volume discounts, and custom markups.

Consumer Goods

Real-Time Inventory Visibility (with Integrations): Consumer goods manufacturers often manage dynamic inventory levels. Integrating Experlogix CPQ with inventory management systems and ERP platforms allows for real-time stock checks during configuration, ensuring quote accuracy and avoiding overselling.

Visual Configuration: This feature allows customers to see product variations in 2D or even 3D, helping them visualize different options and configurations. This is especially useful for consumer goods with customizable features or colors.

Mobile Accessibility: Experlogix offers mobile accessibility so salespeople can configure products and generate quotes while on the go, improving efficiency in field sales.

The price of Experlogix CPQ is not published online. Contact their sales department for a custom quote.

There are several Experlogix CPQ alternatives to consider. At the enterprise level, businesses need features like advanced pricing and configuration abilities, scalability, and team collaboration. Other important factors to consider include price, integrations, ease of use, and customer support.

Top Experlogix CPQ Alternatives

Epicor CPQ

Epicor CPQ helps companies automate their sales-to-manufacturing process. With interactive product configurators, buyers can easily configure products visually in 2D, 3D, or augmented reality. Automatic quote generation can immediately provide multiple production departments with the accurate information needed to manufacture the product. It integrates with many CRM, ERP, CAD, and PLM systems.

FPX CPQ

FPX CPQ is a compelling alternative to Experlogix CPQ, especially for manufacturers in the automotive and industrial equipment sectors. Designed to streamline the quote-to-order process for complex, highly engineered products, FPX excels where other CPQ platforms often fall short. Its guided selling engine and intelligent configuration recommendations simplify product configurations, ensuring accuracy and profitability. With seamless CRM and ERP integrations, FPX enables real-time data synchronization for a smoother workflow. Additionally, its self-service portal empowers dealers and distributors to generate quotes independently. 

Configure One CPQ

Configure One simplifies complex product configurations, generates dynamic quotes with visuals and bills of materials, and leverages real-time production data—all within a unified platform. Beyond quoting, it offers unique features like specification sheet configuration, historical document tracking, and seamless order invoice creation. With advanced capabilities such as guided selling, automatic BOM generation, dynamic pricing, integrated CAD automation, and real-time collaboration, Configure One ensures accuracy, efficiency, and transparency across sales, engineering, and production. Its customizable integrations further empower manufacturers to adapt the solution to their needs.

DealHub CPQ

DealHub CPQ is an excellent alternative to Experlogix CPQ for manufacturers who don’t require visual configuration tools. Known for its user-friendly interface and agile capabilities, DealHub simplifies quoting complex product configurations and offers rapid deployment to enhance quoting efficiency. Its no-code environment empowers sales and operations teams to manage the platform without relying on IT, while features like DealRoom create a unified sales experience by centralizing proposals, contracts, and communication. Highly configurable to meet unique business needs, DealHub seamlessly integrates with leading CRM and ERP systems, eliminates data silos, and scales effortlessly to support diverse product lines and growing catalogs.

Infor CPQ

Infor CPQ not only automates manufacturers’ sales and engineering processes but also allows sales and engineering teams to focus more on new product development. The software is easy to configure for complex products and makes self-service quoting and ordering available. The visual configurator produces dynamic images, drawings, and CAD models, creates personalized proposals and can be accessed anywhere at any time on any device.

Experlogix has a rating of 4.9 out of 5 stars on Gartner Peer Insights. In their reviews, users note the software’s ease of integration with CRM and ERP solutions and good customer support. However, some users mention that the UI could be improved.

The reviewers and customer demographics are as follows:

Reviewer’s Company Size

• Less than $50M: 67%
• $1B-$10B: 33%

Reviewer’s Industry

• Manufacturing: 33%
• Construction: 17%
• Consumer Goods: 17%
• IT Services: 17%
• Other: 17%

Reviewer’s Deployment Region

• North America: 50%
• Asia/Pacific: 33%
• Europe, Middle East, and Africa: 17%

Gartner Peer Insights affirms that Experlogix is flexible and easy to use as cited by the featured review on their site.

Rhonda Bavaro

Rhonda Bavaro excels in boosting SaaS companies’ growth through innovative content marketing, thriving in the dynamic sales tech industry amidst evolving technologies that drive revenue acceleration.

Experlogix CPQ Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using CPQ?
• 4What industries are CPQ solutions best suited for?
• 5Prices
• 6Is there anyone else out there?
• 7Valuable Insight From Real Customers
• 8FAQs