Dynamic Leaders ft. Accelerynt and Insight Works

Increase your to-order close rates with online quote configuration

April 30th | 1:00 pm ET

Selling make-to-order products often starts with creating quotes, and many organizations still rely on a variety of tools such as spreadsheets and spec sheets to provide estimates and pricing options. This can delay getting a quote in front of the customer, which may result in losing business due to a lack of speed. Providing a self-service portal with product configuration capabilities can ensure the customer can quickly and easily generate quotes on demand, saving sales rep time and improving customer satisfaction.  

Learn how a Product Configurator simplifies the creation of complex quotes and orders, including the BOMs and routings, and boosts productivity across all departments within your organization. Dynamics 365 Business Central implementation and optimization services partner, Accelerynt will also offer their best practices insights in helping to ensure a timely and successful go-live. 

In this podcast, we will explore: 

  • Automating the generation of Assembly or Production BOMs/Routings on Sales Orders and Quotes. 
  • Seamlessly integrating with standard Business Central MPS and MRP for effective product planning. 
  • Accurately calculating the cost and weight of configured items based on selected options. 
  • Enhancing productivity by streamlining the sales process and reducing data entry time. 
  • Customizing product options and rules to meet your customers’ unique requirements. 
  • Utilizing the Advanced Rule Builder to create sophisticated product rules for a competitive edge. 

Featured partners:

Steve Chinsky, Director of Dynamics Practice, Accelerynt
Mark Hamblin, President, Insight Works

By clicking 'Accept All' you consent that we may collect information about you for various purposes, including: Statistics and Marketing