- sales employees
- sales representatives
- sales partners
- end customers in self-service
- application developers
- technical back office
- fitters
- product designers
P'X5 Sales Configurator for
P'X5 Sales Configurator
With the leading combination of sales optimization and product lifecycle management, the P'X5 Sales Configurator supports cross-process product knowledge management and efficient processing of sales tasks at the same time.
The P'X5 Sales Configurator software has a powerful scope of functionality
- Product and project-centered CRM
Identification of requirements and design of solutions for complex product systems;
Management of contacts, parts lists, documents and quotes - Top-down product configuration with visualization in 2D and 3D
Parametric propagation of feature evaluations; 150% BOM approach - Bottom-up product configuration for module systems with layout planning
Dynamic, rule-based module composition & aggregation through interactive installation in 3D - Consistent multiple parts lists (multi-BOM management)
Rule-based generation of parallel parts list structures for Design, Sales & Production - Comprehensive modelling approaches for mapping products and processes
Logical, structural & geometric object dependencies by means of rules and expressions - Powerful calculation functions
Commercial & technical calculations; calculation of requirements; lifecycle costing - Flexible project structuring and validation
Hierarchical project tree with adaptable project nodes; enable processes - Internet-based project cooperation
Project exchange between the back office, field service and partners over and beyond the bounds of the company;
Online/offline data synchronization for mobile applications in the field service - Automatic document generation
Export of illustrated, multi-lingual documents from product & project structures;
Automated generation of quotes, catalogs, assembly documents & installation plans - Modern, intuitive user interface
Various application scenarios for the P'X5 Sales Configurator
The P'X5 software is modular in structure, can be customized and can be implemented in stages. The following examples show typical applications of the P'X5 Sales Configurator with different primary applications.
P'X5 Sales Configurator for the technical sales back office
Mechanical and plant engineers make use of the application, generally focused in the technical sales back office. The field service incorporates the requirements in P'X5, before the application engineer in the back office then develops the solution: Functional design of the production process, attachment of aggregates to the machines, specification of the special design for tools, as well as cost calculations. The solution developed is then returned to Sales to enable it to make an interactive presentation of the quote to the customer.
P'X5 Sales Configurator for international field sales
For certain applications, product knowledge in P'X5 can be prepared such that the field service representative can specify the solution interactively on site during the advisory meeting in direct contact with the customer. Quotes are generated instantly at the push of a button and are given technical and commercial support. Consequently, protracted technical clarification processes are avoided, and the response time to enquiries is shortened. The higher degree of quality in the advisory meeting sets your quote apart from those of rival suppliers. P'X5 attends to the online/offline data synchronization to enable mobile applications to function seamlessly with notebooks.
P'X5 Sales Configurator for the partner business
The support for the indirect sales channel is of great importance to businesses who makes the lion's share of their turnover abroad. P'X5 enables sales partners, agents and foreign branches to be integrated into a shared project-planning environment. Current product information, including application knowledge, are available at the customer service tier worldwide via an Internet connection. Order data is sent in digital form to the manufacturer to enable the logistical production chain to be supplied with error-free parts lists.
P'X5 Sales Configurator at a retail chain's point-of-sale
A retail furniture chain uses P'X5 in its stores as a point-of-sale application, enabling sales staff to custom-build cabinet units with prospective customers according to their wishes. Following the introduction of P'X5, there was a clear rise in sales rates, and individual orders were boosted due to more additional sales in the quote total.
P'X5 Sales Configurator for customer self-service
Self-service applications may open up new sales channels in the business-to-business environment with technically adept prospective customers. P'X5 can be used to create self-explanatory and CAD-independent tools for the design of your products which are available to customers as a CD/DVD or to download from the Internet. This reduces your planning workload and enables the customer to come up with its concept more quickly. This link with the customer ensures that the requests for quotes which come complete with an error-free parts list.
P'X5 Sales Configurator as an eCommerce solution in the web
P'X5 can be used to create web browser-based configuration solutions in the B2C and B2B environment for products with minimal variant complexity. P'X5 supports two technological approaches: 1.) as a P'X5 web plugin for the interactive 3D product configuration, 2.) as a Web 2.0 thin client with P'X5 as a server application. In both web applications the configuration results can be incorporated seamlessly into the P'X5 desktop application
P'X5 Sales Configurator for multi-channel sales support
An international furniture system manufacturer makes consistent use of the P'X5 Sales Configurator for all its sales channels. This makes P'X5 the central component of its global eBusiness strategy. The back office, sales branches and over 200 sales partners (retailers) around the world use the P'X5 Sales Configurator to virtually create designer and office furnishings.
End customers can go onto the manufacturer's website and create items of furniture themselves in the P'X5 Web Configurator. This helps, firstly, to generate new custom, but can also be used for online orders which are passed on to local sales partners. They can then refine the quote in their planning environment and process the order electronically with the manufacturer.
Predefined solution packages
The P'X5 Sales Configurator is available in three editions in which the typical application scenarios are available as open standard frameworks.
| P'X5 Sales Configurator | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Product Configuration | Configurator, single BOM | Configurator, multi-BOM | Configurator, multi-BOM |
| Calculation | Price calculation | Price, cost & margin calculation | Price, cost & margin calculation; lifecycle costing |
| Project management | File-based | Server-based, sequential cooperation | Server-based, parallel cooperation |
| Integration | batches via file exchange |
Uploads of master data | ERP/PDM link with workflow control |
