Sa les Configura to r sfo r

Ac tua to rs

Configurator Solutions

Industry Standard calculations

Guided Product

Selection

Rules engine

Systems Integration

Business Intelligence

Drawings

Quality & Test Plans

Content rich proposal package

Overview Of Functionality

Sales Configurators for Actuatorsprecise

Types of actuators addressed - Linear & Rotary actuators for On-off & Control Valves

Sales Configurators for Actuatorsprecise

Product selection – Piston cylinder actuator

Sales Configurators for Actuatorsprecise

Valve inputType, sub-type, size, rating, pressure class, shut-off class, plug type, packing, flow direction

Service input dataFluid, Stroke, stroke time, required thrust, safety factor, design temperature & pressure, available air

Product selection – Piston cylinder actuator

Sales Configurators for Actuatorsprecise

Actuator input dataType, sub-type, fail safe type, range & fail position

Sample data for actuator selection – electric actuator

Sales Configurators for Actuatorsprecise

Sample data for gear box selection – electric actuator

Sales Configurators for Actuatorsprecise

Recommended model - Pneumatic actuator

Sales Configurators for Actuatorsprecise

OutputActuator size, spring, thrust, stroke time, actuator stroke

Product selection – electric actuator

Sales Configurators for Actuatorsprecise

Valve inputType, pressure class, bore, no of start threads, flow direction

Service input dataInlet pressure, inlet temperature, seat test pressure, mode of operation, Maximum Working Pressure

Recommended model - Electric actuator

Sales Configurators for Actuatorsprecise

OutputStem diameter, Lift, no of turns, actuator thrust, etc.

Pricing

Sales Configurators for Actuatorsprecise

Electric

Pneumatic

Supports currency-neutral list price, price contracts, cost-plus pricing, attribute–based discounting, etc.

Quotations dashboard

Sales Configurators for Actuatorsprecise

Quotation

Sales Configurators for Actuatorsprecise

Sales Configurators for Actuatorsprecise

• 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

Factory notes Dimensional drawing

• Quotations – brief, detailed• Comprehensive spec & calculation sheets • Spare parts• Consolidated Pricing Sheet • Terms & Conditions

• Covering Letter• Dimensional drawings• Bill of Materials• Revision Impact Report

Quotation

Proposal Package

Sales Configurators for Actuatorsprecise

Reports

Sales Configurators for Actuatorsprecise

Drawings

Sales Configurators for Actuatorsprecise

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

Sales Configurators for Actuatorsprecise

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

Capture enquiry

Assign enquiry

Enquiry follow-up

Workflows

Sales Configurators for Actuatorsprecise

Sales Configurators for Actuatorsprecise

• 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

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

Sales Configurators for Actuatorsprecise

Layered Architecture

Sales Configurators for Actuatorsprecise

Architecture: Web-based

Sales Configurators for Actuatorsprecise

Architecture: responsive design

Sales Configurators for Actuatorsprecise

• 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

Sales Configurators for Actuatorsprecise

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.

Configurator Solutions

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

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Clientele

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

Configurator Solutions