The document describes the functionality of a sales configurator for conveyors including guided product selection, selection of accessories, integration with other systems, pricing management, proposal generation, and analytics. The configurator allows users to select conveyor models and define requirements to find suitable options. It supports currency-neutral pricing, contracts, and attribute-based discounts. Data is integrated with CRM, ERP, and CAD systems.

1. Sales Configurators
for
C onveyors
Configurator Solutions

2. Industry
Standard
calculations
Guided
Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test
Plans
Content rich
proposal package
Overview Of
Functionality
Sales Configurators for Conveyors
precise

3. Sales Configurators for Conveyors
precise
Selection
• Application facilitates selection of conveyors by specifying requirements / operating factors
• Requirements / Operating conditions are defined in terms of attributes such as Form (single belt,
double belt), drive type (horizontal, vertical), transport direction, length, chassis / conveyor width,
conveying speed, operating voltage, etc.
• User can select required conveyor model and select the attribute values. Here, values available for
selection depend on the selected model.
• User can also specify attribute values and then search for conveyors suitable for the defined values.

4. Sales Configurators for Conveyors
precise
Selection
Product selector
Model selector

5. Sales Configurators for Conveyors
precise
• Type of drive
• Transport direction
• Length
• Chassis width
• Belt width
• Lateral guide
Selection

6. Sales Configurators for Conveyors
precise
Selection of accessories
Detailed accessory selection

7. Sales Configurators for Conveyors
precise
Search options
• Model
• Type of drive – center or end
• Direction
• Length
• Conveyor width
• Chassis width
• Conveying speed
Defining search criteria

8. Sales Configurators for Conveyors
precise
Search results
Displays models matching the
selection criteria entered

9. Sales Configurators for Conveyors
precise
Supports
• Currency-neutral list price
• Price Contracts
• Cost-plus Pricing
• Attribute–based Discounting, etc.
List Price Management
A centrally-managed tool to create &
manage list price based on various
attributes. It
• Updates ERP Pricing module
• Creates the pricing database for
the configurator
• Generates pdf price books
• Generate quick & content – rich proposal package
• Implement “Quote through Order” via integration with
company’s ERP system
• Enforce company pricing policy, ensure competitive
quotes
• Multiple price books for different countries / regions
• Hierarchical discounting policy – quote-level, line-item
level, component level
• Quote submission management
• Web interface to update status & other information
• Dashboards
• Recommended spares
Quotation Management, Tracking & Reporting

10. Factory notesDimensional drawing
• Quotations – brief, detailed
• Comprehensive data / spec sheets
• Spare parts
• Consolidated Pricing Sheet
• Terms & Conditions
• Delivery time
• Covering Letter
• Dimensional drawings
• Bill of Materials
• Analysis/calculation sheet
• QA / QC Plan
• Revision Impact Report
Quotation
Proposal Package
Sales Configurators for Conveyors
precise

11. Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, markets
& products
• Help improve forecasting, supply chain & inventory planning
• Reports generated
• Quote won –lost analysis, History Analysis, History Analysis
• Industry Segment Analysis, Probability Forecast
• Inquiry Assignment
• Rep Activity Report
Sales Configurators for Conveyors
precise

12. Automate complete process from enquiry, product selection & configuration, pricing through quotation
Capture enquiry
Assign enquiry
Enquiry follow-up
Workflows
Sales Configurators for Conveyors
precise

13. • Sharing or forwarding check-in /
check-out of quotes for online as well
as offline applications using
• web service
• Database-to-database
replication
• data synchronization framework
Collaboration
Sales Configurators for Conveyors
precise

14. Collaboration Workflows
Sales Configurators for Conveyors
precise

15. Sales Configurators for Conveyors
precise
• Multi-language interfaces
• Multi-brand – opens opportunities for associated business units
• Multi-product – easily bid on large projects with products from various brands
• Separate price-books for different regions
• Configuration revision, validation & price auto-calculation for multiple line items
• Excel, pdf extracts
Other Features

16. Sales Configurators for Conveyors
precise
Multiplying The Benefits
Through Systems
Integration
precise
CRM
ERP
After
market
CAD
• Customer &
quote history
• Costing information
• Quote to order
• Configuration attributes'
• Recommended spares
• GA drawings
• Solid models
Protect existing investments in
technology,
reduce manual intervention & enable seamless flow of
information

17. Product Definition Management
Product data & rules detached from configurator and maintained separately with controlled publishing
Rules builder
Dependency rules
Database
Rules Product data
Dependency
rules
Exclusion
rules
Inclusion
rules
Rules engine Configurator
Sales Configurators for Conveyors
precise

18. • Simplify product
selection, increased
satisfaction
• Clearer
understanding of
manufacturers’
products
• Better insight into
their own
requirements
• Faster
turnaround on
enquiries
• More
competitively &
accurately priced
proposals, higher
profitability
• Better visibility
into up-/cross-
sell opportunities
• Application
engineering
focuses on
complex
configurations
• New engineers
productive faster
• Better control over
engineering data
maintenance
• Improved margin
control, more
competitive
pricing
• Clear insight into
sales pipeline
• Faster product
launches, quicker
revenue
realization
• Smoother & on-
time
manufacturing
• Minimized order
processing time
• Reduced cost of
rework
Customer Sales Engineering Management Operations
$
BENEFIT
S
Sales Configurators for Conveyors
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19. You own 100% of your
Intellectual Property for your
application. Any proprietary
engineering calculations or
algorithms created for you
are not used for other clients.
Our team includes
application engineers
having decades of
experience, who have
delivered solutions that go
beyond CPQ challenges.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience
in delivering CPQ solutions.
We work with manufacturers
of industrial products &
equipment.
We understand the pressures
on your engineering & sales
teams and use their time
sparingly.
Configurator Solutions

20. Over 8000 users in 57 countries worldwide CPQ software from Configurator Solutions, in 9
languages. Products worth USD 980 million are quoted using our applications, annually.
User Base

21. All logos are the property of their respective owners
Clientele

22. All logos are the property of their respective owners
Clientele

23. Thank you
Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy
+1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022
Solutions@ConfiguratorSolutions.com
www.ConfiguratorSolutions.com
Configurator Solutions