Precise: Sales Configurators For

precise Sales Configurators for Electric & Pneumatic Actuators

3 OF THE TOP 5 CONTROL VALVE COMPANIES USE OUR SSCPQ SOLUTIONS

USER DEMOGRAPHICS

Over

8000 users in 57 countries

worldwide use Configurator Solutions’s software, in 7 languages

More than 140,000 valves are quoted annually using our software

This translates into @ 1.2 valves being quoted every minute using our software

Users from 41 manufacturing sites in 11 countries quote for 224 product lines, everyday

The equivalent selling price of these valves is over USD 980 million

precise Sales Configurators for Electric & Pneumatic Actuators

Overview of functionality

Industrystandard calculations Content-rich proposal package

Drawings

Guided product selection

precise

Business Intelligence

Selection of accessories

Rules engine Systems Integration

precise Sales Configurators for Electric & Pneumatic Actuators

Process Flow for Electric & Pneumatic Actuator Selection

precise Sales Configurators for Electric & Pneumatic Actuators

Calculations for Actuator Selection

precise Sales Configurators for Electric & Pneumatic Actuators

Inputs Actuator user interface allows user to input data to calculate the required torque & choose an appropriate actuator model that meets the given torque requirements

Calculations for: • Torque/Thrust • Operating Time • Mounting • Stem Diameter

precise Sales Configurators for Electric & Pneumatic Actuators

Guided selection & configuration •

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

•

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

Warnings & recommendations

precise Sales Configurators for Electric & Pneumatic Actuators

Guided selection & configuration Our applications are designed & driven by Guided Sales Approach This is implemented by - eliminating actuator types or sizes that do not meet required thrust/torque requirements - guiding user by navigating cursor to the next required input, flashing appropriate user friendly message assisting the user to provide appropriate input, etc. - informing user about a lower size actuator being available if the user has selected a higher size actuator - providing tool-tips on options thus assisting the user to pick the optimum choice - Visual indicators to indicate incomplete information or technically invalid e.g. on changing required valve thrust/torque values or operating time or power supply/minimum available air supply will change the status invalid & will require user to revalidate currently selected actuator Warnings & recommendations

precise Sales Configurators for Electric & Pneumatic Actuators

Guided selection – through alternative options

Allows user to try out alternative selections for the same input parameters Compare alternative solutions based on different attributes to make an appropriate recommendation

Select best-fit option against the most critical parameter/s

• price • available safety margin based on actuator selected • operating time

Choose the best fit for purpose product from a set of valid configurations, against key parameters

precise Sales Configurators for Electric & Pneumatic Actuators

Actuator selection • 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

precise Sales Configurators for Electric & Pneumatic Actuators

Selection of accessories Depending on the selected Actuator Type (Pneumatic/Electric), the user interface allows for easy selection of required accessories.

Accessories: • Positioners • Solenoids • Limit Switches

precise Sales Configurators for Electric & Pneumatic Actuators

Pricing & quotation management • • • • • • • • • • •

Generate quick & content-rich proposal package Enforce company pricing policy, ensure competitive quotes Implement “Quote through Order” via integration with company’s ERP system Attribute-based pricing Hierarchical discounting policy – quote-level, line-item level, component level Multiple price books for different countries / regions Recommended spares Multi-currency pricing Multiple price books Component-based pricing Multi-level discounting

Pricing Sheet

SSCPQ Guided Sales Software For Control Valve Sizing, Selection & Quotation Quotation Tracking & Reporting • Quote submission management • File upload status • All quote status • Web interface to update status & other information • Dashboards – reports

precise Sales Configurators for Electric & Pneumatic Actuators

Proposal package

Generates detailed professional output reports displaying selected actuator model & size along with actuator torque curves • • • • •

Quotations – brief, detailed Comprehensive data / spec sheets Consolidated Pricing Sheet Terms & Conditions Covering letter

• • • •

Dimensional drawings Bill of Materials Analysis/calculation sheet QA / QC Plan

Specification sheet

Dimensional drawing Quotation

precise Sales Configurators for Electric & Pneumatic Actuators

Actionable Business Intelligence • • • •

Detailed insight into sales funnel Insights into winning probabilities for different sales people, markets & products Helps improve forecasting, supply chain & inventory planning Reports generated • • •

Quote Won-Lost Analysis, History Analysis. Industry Segment Analysis, Probability Forecast Inquiry Assignment Rep Activity Report

Quote History Analysis

Quote Won-Lost Analysis

precise Sales Configurators for Electric & Pneumatic Actuators

Dimensional drawings Displays drawings with dimensional data & weight information

precise Sales Configurators for Electric & Pneumatic Actuators

Workflows Automate complete process from enquiry, product selection & configuration, pricing through quotation

Capture enquiry

Assign enquiry

Enquiry follow-up

precise Sales Configurators for Electric & Pneumatic Actuators

Other features • • • • • • • • •

Multi-language 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 What-if analysis - allows user to view impact of changes on quote Customer-specific branding Audit trail for better control & monitoring Excel, pdf extracts

precise Sales Configurators for Electric & Pneumatic Actuators

Multiplying the benefits through systems integration •Customer & Quote History

CRM •GA drawings •Solid models

CAD

precise

ERP

• Costing information • Quote To Order

•Torque/Thrust, Operating Time, Mounting, Stem Diameter •Spec sheet, pricing, drawings

Valve configurator

Protect existing investments in technology, reduce manual intervention and enable seamless flow of information

precise Sales Configurators for Electric & Pneumatic Actuators

Benefits • • •

Simplified product selection, increased satisfaction Clearer understanding of manufacturer's 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

Configurator Solutions, Inc.

Delaware, USA | Pune, India +1 (302) 409-0825 | +91-20-4075-7600 [email protected] http://www.configuratorsolutions.com

precise Sales Configurators for Electric & Pneumatic Actuators