From Product Configuration to Sales Order
From Product Configuration to Sales Order
Elfsquad is a Configure Price Quote (CPQ) solution that allows you to quickly and accurately configure complex products, automatically calculate prices, and create professional quotes. By integrating Elfsquad with Exact, you create a single, integrated process in which product configuration, quote management, and order processing work together seamlessly.
The Elfsquad Connector automatically exchanges master data, products, customers, and sales information between the two systems. As a result, sales teams always have access to up-to-date data, manual data entry is minimized, and the quoting process is faster and more efficient. Once approved, quotes and sales orders are automatically processed in Exact, ensuring that the entire configure-to-order process is supported digitally.
What information is exchanged?
The Elfsquad Connector automatically synchronizes data between Exact and Elfsquad. As a result, both systems always use the same up-to-date information, and product configurations, quotes, and sales orders are processed without manual entry.
From Exact to Elfsquad
- Quote Status
- Divisions
- Employees
- Customers
- Contacts
- Products, including features and images
- Payment Terms
- Tax Codes
- Shipping Methods
From Elfsquad to Exact
- Quotation Document (PDF)
- Sales quote, including any new end products and bills of materials
- Sales order, including any new finished products and bills of materials
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
How does the Elfsquad Connector work with Exact Synergy?
Do you use Exact Synergy? If so, the Elfsquad Connector integrates seamlessly with your sales process. Sales opportunities and requests are recorded in Exact Synergy, after which you can immediately start a product configuration or quote in Elfsquad from within the same environment.
Once the configuration or quote is finalized, the quote document, quote details, and—if desired—the sales order are automatically synced back to Exact. Revisions to quotes also remain linked to the corresponding sales opportunity, so that sales teams always Have access to up-to-date documents and the complete history within a single centralized process.
Implementation Tailored to Your Organization
No two organizations operate in the same way. That’s why we start every implementation by assessing your processes, workflows, and data flows. Based on that assessment, we configure the Elfsquad Connector to integrate seamlessly with your Exact environment and business processes.
The result is a reliable integration that aligns with your organization and processes.
What are the benefits of the Elfsquad Connector?
With the Elfsquad Connector, product configuration, quote management, and order processing are handled through a single integrated process. Master data, product information, and commercial documents are automatically exchanged between Exact and Elfsquad, reducing the need for manual data entry and minimizing the risk of errors.
Sales teams always have access to up-to-date data and can prepare, follow up on, and process quotes more quickly. Do you use Exact Synergy Enterprise? If so, the entire sales cycle—from leads and opportunities to quotes and sales orders—is managed centrally. This provides a clearer overview, a more efficient sales process, and better collaboration between sales, pricing, and administration.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Ron Vijg
Greater control over the sales process
With the Elfsquad Connector, you always have access to up-to-date information throughout the entire sales process. From the initial product configuration and quote to the final sales order, the sales, engineering, and administrative teams all work with the same data.
Quotes, orders, and commercial documents remain linked to the correct customer and sales opportunity in Exact. This allows you to maintain an overview of the entire sales funnel, prevent information from becoming scattered, and respond more quickly to changes or follow-up actions.
Why Choose Alistar?
A successful Elfsquad integration requires more than just technology. The setup must align with your business processes, product configurations, and the way sales, engineering, and administration work together.
Alistar has years of experience with Exact solutions and developing integrations between ERP, CPQ, and other business systems. We guide you through the entire process: from assessment and implementation to testing, support, and further optimization. This ensures you have a stable integration that grows along with your organization.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
Which Exact solutions does the Elfsquad Connector support?
The Elfsquad Connector supports Exact Globe and Exact Synergy Enterprise. Depending on your situation, we'll determine which configuration best aligns with your business processes.
Does the Elfsquad Connector support Configure-to-Order?
The connector supports the entire configure-to-order process. Product configurations, quotes, and sales orders are automatically exchanged between Elfsquad and Exact.
Which CPQ processes does the connector support?
Among other things, the connector supports product configuration, price calculations, quote management, sales orders, and the exchange of master data between Elfsquad and Exact.
Does the Elfsquad Connector work in real time?
Data can be automatically synchronized between Elfsquad and Exact. The exact process depends on the configuration and processes chosen within your organization.
What data is exchanged between Elfsquad and Exact?
Items such as customers, contacts, items, product attributes, prices, quotes, sales orders, and relevant master data are automatically synchronized.
Can I continue to use existing product configurations?
Existing configurations within Elfsquad will be preserved. The connector facilitates the exchange of the necessary data with Exact.
Is the connector suitable for complex products?
The Elfsquad Connector was developed for organizations that work with configurable products, variants, and complex bills of materials.
Is customization possible?
The connector offers a wide range of standard features. If your processes require it, the integration can be expanded with additional features or customization.
How is the implementation going?
The implementation begins with an assessment of your processes and systems. Next, the connector is configured, tested, and put into operation.
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