What do you like best?
The rules engine is very comprehensive. Our products have tons of different possible configurations based on options that relate to one another in different ways. The ability to filter options, automate calculations for different scenarios, and to give the quoter feedback as to what options may be required is going to be a huge help for our current manual quoting process.
What do you dislike?
I wish there was a bit more operator manual type information available on how to operate the Admin Console. There's a lot there to learn and knowing more upfront is definitely helpful. I know this has been worked on recently and the team at Endeavor has done an awesome job of training me to date.
Recommendations to others considering the product
We started from scratch, so it was a big undertaking for us. Now that we have it up and running, we're very excited about the opportunities that it opens up for us. We're now working on integrating to our CRM.
Don't underestimate the task required of getting it off the ground. Make sure that the rule writers have more training earlier in the process. More knowledge earlier will make more robust rules and a more productive rule writing process. As our knowledge grew with administrating the tool, we were able to do more and more neat things.
What business problems are you solving with the product? What benefits have you realized?
Previously we were managing our pricing on word document templates for each piece of equipment. These word documents included a long list of options that "could" be included when quoting the piece, but quoting a piece of equipment correctly took a large amount of product knowledge. The vast amounts of products that we have made cramming all of that product knowledge into a quoter almost impossible. Now anyone can quote. Furthermore when they quote, we're collecting much needed information to leverage in our downstream systems.