Sales configurators for industrial products & equipment

Sales Configurators
for
Industrial Products & E quipment
Configurator Solutions

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 Industrial Products & Equipment
precise

• Fans & Blowers
• Compressors
• Conveyors
• Cranes
• Heat exchangers
• Pumps
Pressure Gauge
Configurator
Regulator
selection tool
Ball valve selector
Solutions for
precise
• Actuators
• Silencers
• Valves
• Gauges &
Instrumentation

Motors
Air valves
Axial fans
Solutions for
precise

• Validations - data validations at each step ensure that the most appropriate model, parts & materials are
selected
Warnings & recommendations
• Warnings & associated
recommendations - guide user to the
most technically correct product
configuration
• Alternative solutions – helps choose
the best fit for purpose product from
a set of valid configurations, against
key performance parameters
• Visual indicators - Help user quickly
identify technically invalid or
incomplete information
Guided Selection & Configuration
precise

Compare alternative options
against
•Configuration data
•Price
Select best-fit option against
the most critical parameter/s
Guided selection – through Alternative Options
Choose the best fit for purpose product from a set of valid configurations, against key parameters
precise

• Complex actuator sizing procedure incorporated in two sections :
1) Torque calculation using input parameters
2) model & size population based on torque
• Changes to any input parameters dynamically allows repopulating of model & size
Guided selection – Example: Actuator selection
precise

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

Alliance Pricing
precise

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

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
precise

Displays drawings with dimensional data & weight information
Dimensional drawings
precise

• Help user quickly identify technically invalid or incomplete information
• By changing an attribute or option, if other parameters are affected, visual indicators help identify affected
configuration
Visual Indicators
precise

Automate complete process from enquiry, product selection & configuration, pricing through quotation
Capture enquiry
Assign enquiry
Enquiry follow-up
Workflows
precise

• 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
precise

Collaboration Workflows
precise

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

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

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
precise

Layered Architecture
precise

Architecture: desktop-based
precise

Architecture: Web-based
precise

Architecture: responsive design
precise

Architecture: support for mobile devices
precise

precise
• 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
$
BENEFITS

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.

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

All logos are the property of their respective owners
Clientele

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

Sales configurators for industrial products & equipment

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Sales configurators for industrial products & equipment