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
Solutions’s 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
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Sales Configurators for Electric & Pneumatic Actuators

Process Flow for Electric & Pneumatic Actuator Selection

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Sales Configurators for Electric & Pneumatic Actuators

Calculations for Actuator Selection

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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
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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

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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

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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
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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
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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
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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
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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

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Sales Configurators for Electric & Pneumatic Actuators

Dimensional drawings

Displays drawings with dimensional data & weight information

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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
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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
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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
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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