Case Study: The Resource Group achieves 100% quote accuracy and faster quoting with Experlogix

Leading Microsoft Dynamics Partner Streamlines Software & Service Proposals

The Resource Group (TRG) is a Seattle-based Microsoft Dynamics consulting partner that provides ERP, CRM and BI solutions across the Pacific Northwest. Because their proposals include hundreds of SKUs and many configurable options, TRG relied on Excel for quoting, which was slow, error-prone and produced inconsistent presentations and terms — costing time, margins and customer confidence.

TRG implemented Experlogix integrated with Microsoft Dynamics CRM to consolidate quoting, automate calculations and enforce standard templates. Quote production dropped from as much as an hour to about 15 minutes, formula errors were eliminated (delivering 100% quote accuracy), and realtime quote values improved pipeline visibility and revision tracking. Additional features like licensing checks and a one-month implementation delivered faster service, better sales control and rapid ROI.

The Resource Group

Brady Curtis

Director of Sales and Marketing