Experlogix CPQ has given Okuma the ability to completely automate the quote-to-order process while ensuring data integrity and integrating their distribution network through an online portal configurator. “With Experlogix CPQ, we’ve eliminated errors in the transfer of a configured quote to a production order with the full BOM, routing and associated specifications and we can now leverage data to improve our business and make better business and production decisions. We also have much better visibility into our inventory, so that if a machine is not in stock, it will not be a visible choice,” said Vassil. “And, with our improved data integrity, we have better knowledge of what each of our dealer or sales reps are selling (or not selling).
“Building out the actual specs (BOMs and Routings) of a product went from several hours to the push of a button.”
Ernie Long, Corporate Account Director at Okuma
Ernie Long, Corporate Account Director at Okuma echoed the benefits of how Experlogix CPQ has transformed their business. “With Experlogix CPQ, we are creating quotes within our CRM system that are getting converted into orders faster and with 100% accuracy.” said Long. “Previously, to process a complex machine tool order would have taken us a few hours. Now with Experlogix CPQ and its integration to Microsoft D365, we can process that same order in just a few minutes,” says Long. “It has also helped out our dealers tremendously,” said Long. “Dealers can either use our portal directly or the larger dealers that have a CRM system of choice can launch our portal configurator with Experlogix CPQ from within their own system.”
“Overall, we’ve really enjoyed Experlogix CPQ,” says Long. “We’ve benefited from the product and our users are very happy. We have learned how to advance our product information and the ability to administer the system ourselves is a big help. Having the ability to change the user interface was something we were not able to do in the past. We can now add additional information into the system, adjust how it is presented and have all our systems working and tied together as one. For us, this was a big game changer.”