Case Study: Experlogix achieves scalable self-service quotes, orders and case management with Adxstudio Portals

Experlogix Enables Unassisted Customer Quotes, Orders & Case Management with Adxstudio Portals

Experlogix, a Santa Barbara–based developer of product configuration software used by over 800 customers, needed a scalable way to extend its Dynamics CRM–based configurator to the web. Customers increasingly expected self-service quoting, ordering and support through a portal, and Experlogix wanted a best-of-breed solution with built‑in integration to Microsoft Dynamics CRM rather than building a portal from scratch.

In 2009 Experlogix implemented Adxstudio Portals, leveraging its native CRM integration to deliver self-service quoting, order configuration and case management for customers and dealers. The portal enabled customers to raise and track support cases and let partner networks build their own quotes, producing measurable gains—one manufacturer increased average monthly quotes to $3.5M, and AMX saw quotes rise from 300 to over 700 per month (a 250% increase)—while allowing Experlogix to scale support and sales across channels.

Experlogix

Jeff Holoway

Vice President Sales and Marketing