From Experlogix, Inc. In Santa Barbara, California, USA, Experlogix has been able to create what has become a substantial add-on based around targeted selling, and the configuration of intelligent workflow. This is enabled because of the comprehensive configurator solution with the highest calibre of integration to Dynamics CRM. Through this add on it is possible for the development of Dynamics CRM to become more of a standalone tool through its unique

Having been developed on .Net / SQL Server platform to match Dynamics CRM there is a seamless integration between Experlogix and Dynamics CRM and through enhancement of this integration it has been possible to ensure that the add-on can work off-line with no drop in latency and increasing the potential for the most up to date data capture by allowing records and information to be captured immediately without the need for web connectivity.

One strength of Experlogix is that in residing on the Dynamics CRM server it is not restricted by any previous customisations, and is not hampered by having to be installed on a “clean” database. This then allows for a complete customisation to exist should you wish, where any fields can be controlled or altered, allowing for you to utilise records in different ways to ensure that you have the best starting place to track your clients and data allocation for you.

It is the theme of flexibility that pervades throughout Experlogix, it is shown to greater effect with the chance to maintain your products through Experlogix as opposed to through the Product Catalogue, and you can then use the add-on to retrieve real-time product items, fields, pricing with much more accuracy and a higher confidence in the synchronisation of the data.

The complexity of Experlogix has been something which has been to its advantage showing it to be highly regarded by larger organisations, who have the chance to invest in the time that it can take to develop it, as well as taking advantage of the customer support options which enable you as a client of Experlogix to ensure that you can deliver a platform integration that is a deep delivery to your own clients.

Despite the complexity of the add-on they have been able to streamline a number of the issues that have been cumbersome under Dynamics CRM, primarily amongst these is the streamlining of the sales quote and the order processing, which can only assist in speeding up deals and getting those all important invoices out to clients.