May 2-4, 2017

Elevate Customer Conference

Elevate is our customer conference dedicated to learning and networking. Last year’s event attracted customers from around the globe. Our next conference will be back at the fabulous Stein Eriksen Lodge in Park City, UT in the Spring, May 2 - 4, 2017.


Featured Keynote Speaker

Anu Agarwal

Anu Agarwal

Principal Business Architect for Microsoft Dynamics CRM

Experlogix is pleased to announce Anu Agarwal, Microsoft’s Principal Business Architect for the Microsoft Dynamics CRM development team, will be a keynote speaker for Elevate 2017. Ms. Agarwal will discuss the recently launched Dynamics 365 platform and provide a glimpse into the future Dynamics roadmap.

Schedule

2:30 - 3:30 PM

Sessions

N1: Discover Experlogix CPQ 8

If you are new to Experlogix or need a refresher, this session is for you. In this session, we will be discovering the building blocks of Experlogix, the new Design Center, and how all the pieces fit together. Topics will include: Basic System and Host Architecture, Building Blocks of Product Modeling, and Key Questions to Consider when Building Your First Configurator.

B1: Multi-Tiered Configurations: Configuration of Parent/Child Components and Services

Often products and services require many levels of configuration. From the finished good to its components and routes. From a suite of services to the pricing of individual service offerings, there may be interdependencies between configurations for data and structure of single or multiple product database. Learn to structure, manage, and implement multi-level configurations including data integration and rules.

T1: System Architecture and Configuration

Gain an understanding of the Experlogix CPQ application stack and system architecture. We will be discussing the various tools, components, and applications that comprise the entire CPQ system. We will identify their roles and responsibilities and how they fit together to form the larger picture. Topics include: technology stack, programmatic interface points, integration and extensibility points, security and administration, application data flow, and configuration and environment settings.

G1: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

N2: So Many Choices: Best Practice and Fundamentals of Configurator Design & Adding New Functionality

Experlogix is a flexible and agile web configurator development platform, and with so many features and functions, it can be difficult to know the right path for your products or services. Whether just starting out or adding on to an existing configurator, come discover key decision points and best practices to ensure success. Topics will include: Option vs. Property Configuration, Option Selection Methods, Series & Models, Popups, Lists, and Tab pages.

B2: My Configuration is the BOM: The BOM Designer, Multi-Configuration BOMs, and Integration

As many configurations, products, and BOM structures may comprise a single product or service, how does that compilation of entities create a unified BOM hierarchy for CRM/ERP system? Whether lines, assemblies, materials or operations, what are the best practices in Experlogix CPQ when creating a bill of materials, and writing the correct data back to various levels in an ERP system? In this session, discover the new BOM Designer and Integration Mappings that will drive ERP manufacturing.

T2: Writing and Implementing Custom Functions

The Experlogix CPQ system provides several hundred built-in functions to perform all sorts of calculations and data transformations. Despite this, there are times where you need to go outside the box. Custom functions provide one avenue for extensibility that allow you define your own logic, computations, and algorithms that cannot be captured in a simple formula. Topics include: creating and deploying a custom function library, consuming external services, and leveraging cache.

S1: XpertDoc: Sponsor Presentation

5 Customer Engagement Must-Haves To Beat Your Competition and Gain More Customers!
Are you focused on engaging your customers better than you are today? Your competition is! Regardless of industry, most companies face similar customer experience challenges. Consistent, quality interaction with your customers are mandatory if your company is focused on growing and retaining your existing customers.
During this session, using real-life customer examples, we will explore the 5 must-haves winning organizations are doing today to improve the customer experience. Join us to learn how to create a more personalized customer journey to drive additional business and increase loyalty.

10:30 AM - 12:00PM

Sessions

N3: From Scratch - From Concept to Development Building Your First Configurator

Nothing makes a new tool or process more clear than when you see your own products in Experlogix. In this session, we'll go through the process of creating categories and options through the Option Import Utility. Topics will include: Setting up a text import, Creating Categories, Options, and Pricing, Basic Category Settings, and Publishing.

B3: Scroll No More: Organizing a Dynamic User Experience

Many product configurations require a great deal of data and calculations to achieve desired output. If left unchecked, the CPQ interface can become cluttered and difficult to use. Often, those structures, fields, and selections need to be organized to simplify and improve the user experience. Using existing and new interface tools, logically display products, fields, and data as required, stepping the user through the configuration experience. Whether it’s dynamic display states, tabs, pinned categories, conditional hides, or images, learn to improve the CPQ user experience.

T3: Custom Website Integration

Experlogix provides out-of-the-box integration with your front and back-office systems such as Microsoft Dynamics and NetSuite as well as integration with custom portals. This is not always sufficient. Sometimes you need to integrate or embed the Experlogix CPQ application into a custom website. We go over how to make this a reality and how to maintain such a system. Topics include: CPQ building blocks, controls, interfaces, and types, and building an integrator.

G2: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

N4: The Values of CPQ - Property Configuration

We have products to select, however, now it's time to configure the attributes or properties of those products. What is the length, width, and height, for a given product, for example. Topics will include an overview of these property types: Constants, Formulas, Lists, Inputs, Queries, Matches, Fields and Ranges.

B4: Your Products-Your Flow: Web Design Keys to User Adoption and Guided Selling

Experlogix allows modelers to build configurations that are easy to understand and represent your unique brand.  This ensures users will be successful as they configure quotes or orders and that they will love their Experlogix CPQ.  Utilizing dynamic images in grids, dropdowns, and pop-outs create a unique guided selling experience. Build and customize summaries and views, giving users the key decision information with just a click ensuring user adoption and satisfaction.

T4: Custom Integrator Extensions

Whether the CPQ integration is Experlogix-provided or custom, there are extensibility points that allow a developer to enhance the integration and provide customizations that don’t require changes to the integrator itself. All the Experlogix integrations provide a means for you to view, process, and even manipulate data in the CPQ pipeline. Integrator Extensions are this mechanism and through them you can completely customize the flow of data between your host system and Experlogix. Topics include: extending existing integrations, understanding the extensibility model, and intercepting and altering data flow.

G3: Customer Show & Tell: Mitsubishi Caterpillar Forklift America & Allegion
N5: The Price Is Right: Common Pricing & Discount Methodologies

Whether it's just a list price or you have many different price levels with discounts, Experlogix is designed to handle your pricing needs. In this session, we'll discuss pricing and discount strategies. Topics will include: Price Lists, Price Overrides & Discounts, and Price Queries.

B5: Pulling and Pushing Product Data: Host/CPQ Integration

An optimal CPQ design for both efficiency and maintenance requires data to be stored only once. Leveraging existing and new Experlogix integration tools, learn to pull data you need from disparate data sources and then push to multiple entities in the Experlogix host. Whether starting from spreadsheets, SQL, Fetch XML, .NET assemblies, or our new Integration Mappings, Experlogix has the tools to meet the most demanding integration challenges.

T5: Leveraging CPQ Web Services

Whether you’re building an entirely custom user interface, augmenting the existing interface, or need to perform Configurator operations and logic behind-the-scenes in an automated fashion, the CPQ Web Services are your keys to the kingdom. Through the Web Services you can interface with Experlogix in new and exciting ways. Topics include: connecting to the CPQ Services, creating, and manipulating configurations, inspecting configurator state, and stateless, atomic web services.

S2: Sana Commerce: Thriving in a Changing B2B Sales Landscape with Single-Stack E-Commerce

Businesses are improving operations, inventing new models and changing how they engage customers in a digital world. This speaks to both retail organizations and B2B companies, who are at the forefront of this change in regards to how they market, sell and interact with customers. During this presentation we will discuss the changing landscape for B2B e-commerce and explain why 62% of businesses are taking a single-stack approach to selling online. (Forrester Research, 2016). During this presentation, we will highlight: How businesses are engaging their clients in a digital world, Why businesses choose a single-stack strategy for e-commerce, Omni-channel, the norm for retailers and an emerging trend for B2B, Your Dynamics ERP system at the heart of it all.

Experlogix CPQ 8 delivers a new interface and many new features. This session will highlight what's new as well as what the future holds for Experlogix down the road.

8:30 - 9:30 AM

Sessions

N6: Taking Command & Ruling Your Configuration - Rule Creation & Development

Want to manage what products are available, and drive what products should be selected based on user input? It's time to build the rules that will select, deselect, and exclude products based on other product selections or conditions. Topics will include: Option Premise Rules, Formula Premise Rules, Compliancy & Error Rules, Rule Deferment & Priority, and Definitions & Mirroring

B6: Pulling the Options You Need: Dynamic Options and Field Data

The Experlogix configurator tool is not always the host system of record for product and service data. The data required for configuration maybe dynamic based on CRM/ERP criteria. During this session, we will show how you can dynamically pull options and data from other host systems using queries, runtime categories and runtime lists. As Runtime lists and categories are quickly becoming one of the most popular Experlogix features that could enable or improve an implementation, this session will also include the business case and best practice around usage. 

T6: Customizing the UI (Pickers, Custom CSS, and Scripts)

While there is a lot that can be accomplished out-of-the-box regarding the UI, you may want to give your site that personal touch or tweak. We’ll be discussing customizing the various Picker dialogs for list values and options, as well as a new picker called the Input Helper which enables very fast, dynamic access to external data. Additionally, we’ll add some flare and spice to our sites via custom CSS and JavaScript that can target specific UI components. We’ll explore the ins and outs of these and how to deploy custom files to your website, be it local or hosted. Topics include: Option / List Picker configuration and customization, Input Helper, custom CSS, and custom JavaScript.

S3: ClickDimensions: Automate your marketing program with ClickDimensions for Microsoft 365

In this session, Chris Daley from ClickDimensions will share tools and techniques that help you create real-time collaboration between your marketing and sales departments using Microsoft Dynamics 365 (CRM) and marketing automation. Learn about everything from integrated email marketing to campaign automation, surveys, event management, web forms and more. Discover how to streamline your marketing program by gaining insights about your leads and contacts, resulting in reduced costs and increased revenue. Chris will use a combination of stories, technology and examples to provide an interesting and informative presentation.

N7: The Inbound and Outbound- Understanding Basics of Experlogix Integration with Host Environment

You have created your configuration with the right products and pricing. Now it's time to save that data back to your host CRM/ERP system. Or maybe, you want to read data from your host. In this session, we will discuss how Experlogix reads and writes data back to the CRM/ERP host through new Integration Mappings utility. Topics will include: Inbound Properties, Outbound Properties, Data Sync & Option Mapping, and Queries.

B7: Rules and the Rules that Drive Them: Advanced Formulas and Rules

Business requirements demand advanced rule logic based on multi-variables and formulas with the option to defer firing the rule until save. Rule conflicts seem to be everywhere, and now there’s a request to create more rules that select the inverse of rules that already exist. There is a need to create an easy way to establish a “required” relationship between options without having to create a rule for each one. In this session go beyond the basics, learn and understand advanced Formula techniques, Rule Flags, Definitions, Priority, Defer, Conclusion Operators, Option to Option Cross Reference, and Messaging.

T7: Transforming the User Interface

There are multiple screens and interfaces within the Experlogix CPQ that can be completely overhauled and replaced wholesale. To make the biggest splash, you’ll need at least a fundamental understanding of the Experlogix XML. We’ll discuss this structure as well as how to tap into it via XSLT. We’ll light up the UI with custom extensibility functions as well as specialized transforms such as that applied to our Recalculate and Compare screens. Topics include: understanding the CPQ XML structure, creating custom quick views (global, series- and model-specific), creating custom Configurator Selection transforms, and Compare / Recalculate dialog transforms.

G4: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

N8: Time to Make It Your Own - Basics of User Interface Design

Success! Your configurator works! Now it's time to make it your own and customize the user interface. From adding columns, to change font color. Topics will include: Hide Formulas, Images, Section Templates, Option Templates, Pop-out & Tabbed Categories, and Tooltips.

B8: Time to Test: Configuration Exploration, Debugging and Analysis Tools

A quote delivered to a customer must be 100 percent accurate. Accuracy of the configurator tool is vital to the success of your overall system. Being able to easily identify and resolve rule, performance, or data issues is key to product modeler success. Experlogix has introduced new features to debug and test the system while the configurator is running. This session will include an overview of the entire feature set in the web configurator, navigation, and best practices for several use cases. Discussion will involve suggested guidelines for logging and debugging to improve performance. 

T8: Integration Mappings

Version 8.0 introduces a complete overhaul to how Experlogix CPQ pulls (inbound) and pushes (outbound) data to the host integration system. Mappings are far more expressive than ever before and enable a whole host of possibilities. No longer are you constrained to writing to the header and detail records without resorting to custom integrator extensions. We will explore the ins and outs of the new Integration Mappings tooling as well as looking into its future. Topics include: Inbound and Outbound mappings, mapping configuration and settings, custom entity mapping, and reading and writing data on related, hierarchical entities.

G5: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

2:30 - 3:30 PM

Sessions

N1: Discover Experlogix CPQ 8

If you are new to Experlogix or need a refresher, this session is for you. In this session, we will be discovering the building blocks of Experlogix, the new Design Center, and how all the pieces fit together. Topics will include: Basic System and Host Architecture, Building Blocks of Product Modeling, and Key Questions to Consider when Building Your First Configurator.

N2: So Many Choices: Best Practice and Fundamentals of Configurator Design & Adding New Functionality

Experlogix is a flexible and agile web configurator development platform, and with so many features and functions, it can be difficult to know the right path for your products or services. Whether just starting out or adding on to an existing configurator, come discover key decision points and best practices to ensure success. Topics will include: Option vs. Property Configuration, Option Selection Methods, Series & Models, Popups, Lists, and Tab pages.

10:30 AM - 12:00PM

Sessions

N3: From Scratch - From Concept to Development Building Your First Configurator

Nothing makes a new tool or process more clear than when you see your own products in Experlogix. In this session, we'll go through the process of creating categories and options through the Option Import Utility. Topics will include: Setting up a text import, Creating Categories, Options, and Pricing, Basic Category Settings, and Publishing.

N4: The Values of CPQ - Property Configuration

We have products to select, however, now it's time to configure the attributes or properties of those products. What is the length, width, and height, for a given product, for example. Topics will include an overview of these property types: Constants, Formulas, Lists, Inputs, Queries, Matches, Fields and Ranges.

N5: The Price Is Right: Common Pricing & Discount Methodologies

Whether it's just a list price or you have many different price levels with discounts, Experlogix is designed to handle your pricing needs. In this session, we'll discuss pricing and discount strategies. Topics will include: Price Lists, Price Overrides & Discounts, and Price Queries.

Experlogix CPQ 8 delivers a new interface and many new features. This session will highlight what's new as well as what the future holds for Experlogix down the road.

8:30 - 9:30 AM

Sessions

N6: Taking Command & Ruling Your Configuration - Rule Creation & Development

Want to manage what products are available, and drive what products should be selected based on user input? It's time to build the rules that will select, deselect, and exclude products based on other product selections or conditions. Topics will include: Option Premise Rules, Formula Premise Rules, Compliancy & Error Rules, Rule Deferment & Priority, and Definitions & Mirroring.

N7: The Inbound and Outbound - Understanding Basics of Experlogix Integration with Host Environment

You have created your configuration with the right products and pricing. Now it's time to save that data back to your host CRM/ERP system. Or maybe, you want to read data from your host. In this session, we will discuss how Experlogix reads and writes data back to the CRM/ERP host through new Integration Mappings utility. Topics will include: Inbound Properties, Outbound Properties, Data Sync & Option Mapping, and Queries.

N8: Time to Make It Your Own - Basics of User Interface Design

Success! Your configurator works! Now it's time to make it your own and customize the user interface. From adding columns, to change font color. Topics will include: Hide Formulas, Images, Section Templates, Option Templates, Pop-out & Tabbed Categories, and Tooltips.

2:30 - 3:30 PM

Sessions

B1: Multi-Tiered Configurations: Configuration of Parent/Child Components and Services

Often products and services require many levels of configuration. From the finished good to its components and routes. From a suite of services to the pricing of individual service offerings, there may be interdependencies between configurations for data and structure of single or multiple product database. Learn to structure, manage, and implement multi-level configurations including data integration and rules.

B2: My Configuration is the BOM: The BOM Designer, Multi-Configuration BOMs, and Integration

As many configurations, products, and BOM structures may comprise a single product or service, how does that compilation of entities create a unified BOM hierarchy for CRM/ERP system? Whether lines, assemblies, materials or operations, what are the best practices in Experlogix CPQ when creating a bill of materials, and writing the correct data back to various levels in an ERP system? In this session, discover the new BOM Designer and Integration Mappings that will drive ERP manufacturing.

10:30 AM - 12:00PM

Sessions

B3: Scroll No More: Organizing a Dynamic User Experience

Many product configurations require a great deal of data and calculations to achieve desired output. If left unchecked, the CPQ interface can become cluttered and difficult to use. Often, those structures, fields, and selections need to be organized to simplify and improve the user experience. Using existing and new interface tools, logically display products, fields, and data as required, stepping the user through the configuration experience. Whether it’s dynamic display states, tabs, pinned categories, conditional hides, or images, learn to improve the CPQ user experience.

B4: Your Products-Your Flow: Web Design Keys to User Adoption and Guided Selling

Experlogix allows modelers to build configurations that are easy to understand and represent your unique brand.  This ensures users will be successful as they configure quotes or orders and that they will love their Experlogix CPQ.  Utilizing dynamic images in grids, dropdowns, and pop-outs create a unique guided selling experience. Build and customize summaries and views, giving users the key decision information with just a click ensuring user adoption and satisfaction.

B5: Pulling and Pushing Product Data: Host/CPQ Integration

An optimal CPQ design for both efficiency and maintenance requires data to be stored only once. Leveraging existing and new Experlogix integration tools, learn to pull data you need from disparate data sources and then push to multiple entities in the Experlogix host. Whether starting from spreadsheets, SQL, Fetch XML, .NET assemblies, or our new Integration Mappings, Experlogix has the tools to meet the most demanding integration challenges.

Experlogix CPQ 8 delivers a new interface and many new features. This session will highlight what's new as well as what the future holds for Experlogix down the road.

8:30 - 9:30 AM

Sessions

B6: Pulling the Options You Need: Dynamic Options and Field Data

The Experlogix configurator tool is not always the host system of record for product and service data. The data required for configuration maybe dynamic based on CRM/ERP criteria. During this session, we will show how you can dynamically pull options and data from other host systems using queries, runtime categories and runtime lists. As Runtime lists and categories are quickly becoming one of the most popular Experlogix features that could enable or improve an implementation, this session will also include the business case and best practice around usage. 

B7:  Rules and the Rules that Drive Them: Advanced Formulas and Rules

Business requirements demand advanced rule logic based on multi-variables and formulas with the option to defer firing the rule until save. Rule conflicts seem to be everywhere, and now there’s a request to create more rules that select the inverse of rules that already exist. There is a need to create an easy way to establish a “required” relationship between options without having to create a rule for each one. In this session go beyond the basics, learn and understand advanced Formula techniques, Rule Flags, Definitions, Priority, Defer, Conclusion Operators, Option to Option Cross Reference, and Messaging.

B8: Time to Test: Configuration Exploration, Debugging and Analysis Tools

A quote delivered to a customer must be 100 percent accurate. Accuracy of the configurator tool is vital to the success of your overall system. Being able to easily identify and resolve rule, performance, or data issues is key to product modeler success. Experlogix has introduced new features to debug and test the system while the configurator is running. This session will include an overview of the entire feature set in the web configurator, navigation, and best practices for several use cases. Discussion will involve suggested guidelines for logging and debugging to improve performance.

2:30 - 3:30 PM

Sessions

T1: System Architecture and Configuration

Gain an understanding of the Experlogix CPQ application stack and system architecture. We will be discussing the various tools, components, and applications that comprise the entire CPQ system. We will identify their roles and responsibilities and how they fit together to form the larger picture. Topics include: technology stack, programmatic interface points, integration and extensibility points, security and administration, application data flow, and configuration and environment settings.

T2: Writing and Implementing Custom Functions

The Experlogix CPQ system provides several hundred built-in functions to perform all sorts of calculations and data transformations. Despite this, there are times where you need to go outside the box. Custom functions provide one avenue for extensibility that allow you define your own logic, computations, and algorithms that cannot be captured in a simple formula. Topics include: creating and deploying a custom function library, consuming external services, and leveraging cache.

10:30 AM - 12:00PM

Sessions

T3: Custom Website Integration

Experlogix provides out-of-the-box integration with your front and back-office systems such as Microsoft Dynamics and NetSuite as well as integration with custom portals. This is not always sufficient. Sometimes you need to integrate or embed the Experlogix CPQ application into a custom website. We go over how to make this a reality and how to maintain such a system. Topics include: CPQ building blocks, controls, interfaces, and types, and building an integrator.

T4: Custom Integrator Extensions

Whether the CPQ integration is Experlogix-provided or custom, there are extensibility points that allow a developer to enhance the integration and provide customizations that don’t require changes to the integrator itself. All the Experlogix integrations provide a means for you to view, process, and even manipulate data in the CPQ pipeline. Integrator Extensions are this mechanism and through them you can completely customize the flow of data between your host system and Experlogix. Topics include: extending existing integrations, understanding the extensibility model, and intercepting and altering data flow.

T5: Leveraging CPQ Web Services

Whether you’re building an entirely custom user interface, augmenting the existing interface, or need to perform Configurator operations and logic behind-the-scenes in an automated fashion, the CPQ Web Services are your keys to the kingdom. Through the Web Services you can interface with Experlogix in new and exciting ways. Topics include: connecting to the CPQ Services, creating, and manipulating configurations, inspecting configurator state, and stateless, atomic web services.

Experlogix CPQ 8 delivers a new interface and many new features. This session will highlight what's new as well as what the future holds for Experlogix down the road.

8:30 - 9:30 AM

Sessions

T6: Customizing the UI (Pickers, Custom CSS, and Scripts)

While there is a lot that can be accomplished out-of-the-box regarding the UI, you may want to give your site that personal touch or tweak. We’ll be discussing customizing the various Picker dialogs for list values and options, as well as a new picker called the Input Helper which enables very fast, dynamic access to external data. Additionally, we’ll add some flare and spice to our sites via custom CSS and JavaScript that can target specific UI components. We’ll explore the ins and outs of these and how to deploy custom files to your website, be it local or hosted. Topics include: Option / List Picker configuration and customization, Input Helper, custom CSS, and custom JavaScript.

T7: Transforming the User Interface

There are multiple screens and interfaces within the Experlogix CPQ that can be completely overhauled and replaced wholesale. To make the biggest splash, you’ll need at least a fundamental understanding of the Experlogix XML. We’ll discuss this structure as well as how to tap into it via XSLT. We’ll light up the UI with custom extensibility functions as well as specialized transforms such as that applied to our Recalculate and Compare screens. Topics include: understanding the CPQ XML structure, creating custom quick views (global, series- and model-specific), creating custom Configurator Selection transforms, and Compare / Recalculate dialog transforms.

T8: Integration Mappings

Version 8.0 introduces a complete overhaul to how Experlogix CPQ pulls (inbound) and pushes (outbound) data to the host integration system. Mappings are far more expressive than ever before and enable a whole host of possibilities. No longer are you constrained to writing to the header and detail records without resorting to custom integrator extensions. We will explore the ins and outs of the new Integration Mappings tooling as well as looking into its future. Topics include: Inbound and Outbound mappings, mapping configuration and settings, custom entity mapping, and reading and writing data on related, hierarchical entities.

2:30 - 3:30 PM

Sessions

G1: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

S1: XpertDoc: Sponsor Presentation

5 Customer Engagement Must-Haves To Beat Your Competition and Gain More Customers!
Are you focused on engaging your customers better than you are today? Your competition is! Regardless of industry, most companies face similar customer experience challenges. Consistent, quality interaction with your customers are mandatory if your company is focused on growing and retaining your existing customers.
During this session, using real-life customer examples, we will explore the 5 must-haves winning organizations are doing today to improve the customer experience. Join us to learn how to create a more personalized customer journey to drive additional business and increase loyalty.

10:30 AM - 12:00PM

Sessions

G2: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

G3: Customer Show & Tell: Mitsubishi Caterpillar Forklift America & Allegion
S2: Sana Commerce: Thriving in a Changing B2B Sales Landscape with Single-Stack E-Commerce

Businesses are improving operations, inventing new models and changing how they engage customers in a digital world. This speaks to both retail organizations and B2B companies, who are at the forefront of this change in regards to how they market, sell and interact with customers. During this presentation we will discuss the changing landscape for B2B e-commerce and explain why 62% of businesses are taking a single-stack approach to selling online. (Forrester Research, 2016). During this presentation, we will highlight: How businesses are engaging their clients in a digital world, Why businesses choose a single-stack strategy for e-commerce, Omni-channel, the norm for retailers and an emerging trend for B2B, Your Dynamics ERP system at the heart of it all.

Experlogix CPQ 8 delivers a new interface and many new features. This session will highlight what's new as well as what the future holds for Experlogix down the road.

8:30 - 9:30 AM

Sessions

S3: ClickDimensions: Automate your marketing program with ClickDimensions for Microsoft 365

In this session, Chris Daley from ClickDimensions will share tools and techniques that help you create real-time collaboration between your marketing and sales departments using Microsoft Dynamics 365 (CRM) and marketing automation. Learn about everything from integrated email marketing to campaign automation, surveys, event management, web forms and more. Discover how to streamline your marketing program by gaining insights about your leads and contacts, resulting in reduced costs and increased revenue. Chris will use a combination of stories, technology and examples to provide an interesting and informative presentation.

G4: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

G5: One-on-one Consulting

Schedule One-on-One Consulting time with a product or implementation expert.

What's Included?

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30+ Educational Sessions

Learn about the Latest Product Enhancements and Product Roadmap

Network with other Customers

Meet the entire Experlogix Team

Opening Welcome Reception and all meals on Wednesday and Thursday during the conference

Takes place at a 5 Star venue, the Stein Eriksen Lodge in Park City, UT.

Top 8 Reasons to Attend

Product Education

For less than the price of one day of consulting, attendees will be provided instruction on the use of new and existing Experlogix functions with tracks for NEW USERS, EXISTING BUSINESS USERS, and IT TECHNICAL STAFF.

New User/Refresher

Send new modelers or existing users needing a refresher for a fast path to Product Orientation and basic system concepts.

Existing Business Users

Existing Business Users can benefit from learning some helpful tips and tricks to further build their knowledge and get the most out of their configurator, and perhaps learn to become more self-sufficient in using their system.

IT Technical Users

IT Users can add additional knowledge to troubleshooting and managing their installation, and tune their system for optimal performance. Topics include “custom integrator extensions”, “Using .NET assembly queries and run-time list”, and “Exploring Experlogix (API’s) application program interfaces.”

One-on-One Consulting Sessions

Schedule dedicated One-on-One Consulting time with our Professional Services and Technical staff to discuss your specific implementation questions. Times can be scheduled ahead of time to ensure you reserve time with the consultant(s) of your choice.

Network with Other Users

Many customers find it is helpful to talk with other users about how they have approached their implementations. There will be plenty of time to get to know your fellow Experlogix customers and share ideas.

Learn About New Products

Many complementary product vendors will be exhibiting and presenting their solutions. These products typically extend or complement Experlogix and can add additional value to your implementation.

Understand our Product Direction

We will be reviewing the most recent enhancements to the product, describing the release process, as well as the product roadmap. This interactive session will not only give you new insight into where Experlogix is going, but also give you the opportunity provide your input.
ELEVATE 2015 VIDEO RECAP

Hotel / Travel Information

Stein Eriksen Lodge hotel rooms have been reserved for this event at a special rate of $199.00 per night. Click Here to make your reservation, or for further assistance with making reservations, please contact the reservations department at 435-649-3700 and mention that you are with the Experlogix group. Book early as space is limited.

Suggested arrival is May 2nd (Sessions start at 2:30pm) and Departure on May 4th (Event Concludes at noon).

The Nearest airport is Salt Lake City (SLC).
Call Scott Rich if you have questions: 805-504-9729 x712 srich@experlogix.com

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Salt Lake City Airport to Park City
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7700 Stein Way, Park City, UT 84060
Or call 435-649-3700 to make reservations. Use Promo Code "Experlogix Conference"
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Learn more about this beautiful mountain town.

POPULAR QUESTIONS

Who should attend the event from our company?
Elevate 2017 provides value to a variety of roles, including new users looking for training; existing users looking for refresher education; business users looking to become self-sufficient; technical and expert users looking for advanced feature training; and stakeholders looking to learn where the product is going next.
What is the dress code?
Business casual attire is appropriate for all sessions and events.
Do I need to register for sessions?
You do not need to register for the sessions you plan to take.
Is it required to follow a single track?
While many will find it helpful to follow sessions in the same track, it is also ok to attend sessions from a variety of tracks. Each track has a target audience, from novice to expert.
What airport should I fly into?
Salt Lake City (SLC) is the nearest airport. There are several transportation options from the airport to the Stein Eriksen in Park City. One option is Park City Transportation
What is Park City like in May?
The average high temperature is 65°F and the average low is 32°F – A jacket is recommended.
Park City is beautiful in the spring, can I get the discounted room rate for a few days before or after the conference?
Yes, the discounted rate of $199.00 per night is good 2 days before and 2 days after the conference. Extended stay reservations must be made by phone with the hotel: 435-649-3700 (7 days a week from 7:00am – 9:00pm Mountain Time). BOOK EARLY AS SPACE IS LIMITED
When does Elevate take place?
May 2nd: 12:00PM Conference registration opens, 2:30PM The first sessions begin
May 4th: 12:00pm Conference ends
More details to come.
What does the registration fee include?
The registration fee includes access to all general and breakout sessions, the Partner Expo, the Opening Welcome Reception and all meals on Wednesday and Thursday during the conference.
Is there a discount for multiple employees attending from the same company?
Yes, there is a registration option for 2 or more attendees from the same company. Companies sending more than one attendee will receive $100 off each registration.
If I'm not able to attend can I send someone in my place?
If you are not able to attend Elevate, you may transfer your registration to someone else in your company by sending an email to srich@experlogix.com. Hotel reservation changes must be made with the hotel directly.
What is the cancelation policy?
Should you need to cancel your registration, you may do so at any time before April 1, 2017. All cancellation requests must be made by email to srich@experlogix.com You will receive the full amount of fee paid minus an Eventbrite service fee. No cancellation will be accepted after April 1st, 2017. You are always welcome to substitute another member of your company at any time before the conference begins