Case Study: Experlogix Improves Sales and Delivery Efficiency with JourneyTEAM and Dynamics 365

How This B2B SaaS Improved Their Sales and Delivery Process

Experlogix, a global leader in Configure, Price, Quote (CPQ) software, faced significant challenges after being acquired. They operated on disparate, on-premises CRM and ERP systems that failed to communicate, leading to data inefficiencies, security vulnerabilities, and a lack of real-time information for their sales and financial teams. They partnered with JourneyTEAM to consolidate their systems and migrate to the cloud.

JourneyTEAM implemented a solution using Dynamics 365 Sales and Dynamics 365 Business Central, creating seamless communication between the new cloud-based platforms. This provided Experlogix with a single source of truth, drastically improving data accuracy and security. The results included a simplified user experience, fewer sales and billing errors, and a technical team empowered with new expertise, leading to quicker deal closings and high user satisfaction.

Experlogix