precise, our guided selling CPQ platform for engineered-to-order products & equipment, works intuitively to identify a suitable product for the given service conditions. Only options that are technically viable can be selected, preventing inaccurate product configurations. Risk of product liability decreases. Inaccurate orders are eliminated. This results in major savings in cost and effort due to reduction in rejection & rework. Delayed orders, wasted inventory and customer service issues are avoided.
Guided selection enables users to choose the most appropriate model based on service inputs / requirements & product selection rules. Warnings & recommendations, or tool tips in case of multiple options, help a user either overcome a warning or choose the right option from a set of valid options.
Price calculation is automatically performed based on the selected configuration. The configuration is linked to the price table, and if necessary, item number. Integration with ERP systems is possible. The application calculates the price eliminating the risk of human error. Price updates can be rolled out quickly & the possibility of users referring to an older price book can be minimized thru pricing policy enforcement. Your pricing policy is enforced to ensure consistent & competitive quotes. A recommended spares quote can also be generated.
A comprehensive, content-rich proposal package can be generated aligned with the organization's business needs.
The contents include
- Covering letter which also includes summary of line items within the project along with quantity & optionally lead time information
- Commercial Information
- Terms & Conditions
- Warranty Information
- For each configuration:
- Flow Curves (for Control Valves) & Performance Curves (for pumps)
- Inspection & Quality Test Requirements
- Item price
- Recommended Spares
- Collate quotes to Central Repository
- Ability to track & follow-up on quotes submitted by internal sales and reps
- Ability to update quote status – won/lost
- Business Intelligence reporting
- Visual indicators for valid, invalid/incomplete configuration & factory review status
- Share quotes or line items with users
- Multi-currency support
- Multi-language support
Other features that enhance the capabilities of the solution -
- Customer-specific branding
- Role based access rights - dealers, internal users, customers
- Separate price-books / discount structures for different regions
- Multilingual user interface