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 Users from 41 manufacturing

worldwide use Configurator sites in 11 countries quote for 224
Solutionss software, in 7 languages product lines, everyday

More than 140,000 valves are The equivalent selling price of these
quoted annually using our software valves is over USD 980 million

This translates into @ 1.2 valves being

quoted every minute using our software
precise
Sales Configurators for Electric & Pneumatic Actuators

Overview of functionality

Industry-
standard
calculations
Content-rich Guided
proposal product
package selection

Selection of
Drawings precise accessories

Business Rules
Intelligence 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 Select best-fit option
based on different attributes to against the most critical
make an appropriate parameter/s
recommendation
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 companys 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
Dimensional drawings
Comprehensive data / spec sheets
Bill of Materials
Consolidated Pricing Sheet
Analysis/calculation sheet
Terms & Conditions
QA / QC Plan
Covering letter

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

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

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
Solutions@ConfiguratorSolutions.com

http://www.configuratorsolutions.com

precise
Sales Configurators
for
Electric & Pneumatic Actuators