sales configurators for steam traps. For info visit http://www.configuratorsolutions.com/

1. Sales Configurators for
Steam Trap
Siz ing , Selection & Quotation
Configurator Solutions

2. Industry
Standard sizing
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 Steam Trap Sizing, Selection & Quotation
preciseValve

3. • Thermodynamic
• Thermostatic
• Float & Thermostatic
• Inverted Bucket
Types of Steam Traps covered
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

4. Calculations for -
• Condensate Load for Heat Exchanger Raising Flowing Water Temperature
• Condensate Running Load of an Insulated Steam Main
• Condensate Running Load of a Partially-Insulated
Steam Main
• Condensate Total Start-up Load of an Insulated
Steam Main
• Condensate Total Start-up Load of a Partially-
Insulated Steam Main
• Heating Air with Steam Pipe Coils
• Flash Tank Steam Trap Load
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Industry standard sizing calculations - Condensate Load Calculation

5. User inputs required -
• Steam Inlet Pressure
• Condensate Load – manual input or calculated
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Steam Trap selection process - Thermodynamic

6. Appropriate models which can meet the capacity requirements considering Condensate Load, Steam Inlet
Pressure & Discharge Pressure are filtered
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Steam Trap selection process - Thermodynamic

7. User inputs required -
• Steam Inlet Pressure
• Condensate Load (can also be calculated)
• Back Pressure (Back Pressure as a % of Steam Inlet Pressure can reduce the Trap Capacity)
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Steam Trap selection process - Thermostatic, Float & Thermostatic & Inverted Bucket

8. • Validations - data validations at each step ensure that the most appropriate model, parts & materials are selected
• Warnings & associated
recommendations - guide user to the
most technically correct product
configuration
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Guided selection & configuration

9. Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Warning

10. Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Recommendations

11. Pricing
Supports
• Currency-neutral list price
• Price Contracts
• Cost-plus Pricing
• Attribute–based
Discounting, etc.
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

12. List Price Management
A centrally-managed tool to
create & manage list price based
on various valve attributes. It
• Updates the ERP
pricing module
• Creates pricing
database for the
configurator
• Generates pdf price
books
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

13. Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
• 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

14. • Covering Letter
• Quotation
• Specification
• Terms & Conditions
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve
Proposal package

15. Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, market s &
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 Steam Trap Sizing, Selection & Quotation
preciseValve

16. • User & Project level preferences
• Sharing & forwarding of quotes with defined access control & check-in check-out
• Project-level ITP’s
• Project-level accessories
• Attribute-level mass updates with automatic validations
• Revision management with compare & revert
• Management dashboards & workflows
• Price contract support
• Facility to import service conditions
• Integration with Intools
Project management
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

17. Product Definition & Content Management
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

18. Product Definition & Content Management
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

19. Multiplying The Benefits Through
Systems Integration
preciseValve
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
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

20. Architecture: responsive design
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

21. • 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
$
BENEFI
TS
Sales Configurators for Steam Trap Sizing, Selection & Quotation
preciseValve

22. 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 experienced
valve application engineers having
decades of experience, & deep
understanding of sizing
methodologies including kinetic
energy management.
They know the business needs of
various stakeholders of the SSCPQ
process – sales, application
engineering, costing, order entry,
management.
They understand the pressures on
your engineering & sales teams
and use their time sparingly.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience in
delivering valve CPQ solutions.
We work with manufacturers of
control valves, safety valves, on-off /
isolation valves & steam traps, among
others.
We have provided solutions for steam
traps, multi-stage+multi-path trims
for severe service applications,
pressure reducing desuperheaters,
orifice plates & safety valves.
We understand product
configurations, application rules, QA
codes & BoM structures.
Configurator Solutions

23. 3 of the top 5 Valve companies use our
SSCPQ solutions

24. Over 8000 users in 57 countries worldwide use CSI’s valve sizing & selection software, in 9 languages. Products worth
USD 980 million are quoted using our application, annually.
User Base

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

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

27. 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.ValveCPQ.com
www.ConfiguratorSolutions.com
Configurator Solutions