Software for customer acquisition and quotation preparation
Software with quotation configurator: locally, internationally or in the web configurator - with the P'X Industry Solution, the customer journey begins either on the World Wide Web or in the sales organization. Digital processes and error-free technical solutions increase efficiency and the number of quotations in sales.
Multichannel sales with synergy effects
The P'X Industry Solution, as software with a quotation configurator, opens up various ways for manufacturers to approach customers that reinforce each other:
- The field service takes the customer's requirements on site, configures individual product variants and submits its offer immediately
- Sales employees record the customer's requirements remotely and provide quotations, 3D models and drawings in the web-based Consumer Communicator.
- International sales partners or dealers record requirements, create individual configurations and send the results to the head office for checking before submitting quotations and accepting orders.
- Interested parties create individual product variants in the web configurator and send the results to the head office for quotation preparation. In this way, they quickly receive an optimal offer.
- Catalog marketing: System providers distribute P'X product catalogs to bulk buyers who create individual configurations. You receive your offer based on the configuration file.
The P'X Industry Solution is available as a powerful desktop application for office-based professionals, as a mobile application for field service and for sales partners. A web configurator and a consumer communicator expand the Internet marketing offering. A uniform customer approach and data consistency between the channels are guaranteed.
Central sales management
The P'X Industry Solution brings standards and uniform procedures to the sales process. Central data storage on the P'X server ensures up-to-date information and data security. Compliance with technical and commercial rules can be checked in approval processes. The flexible sales reporting also covers mobile sales activities.
Current customer information
Customer master data such as contacts, company addresses and negotiated conditions are available synchronized with the ERP system. Contacts can be copied into projects as a global resource using drag & drop and assigned to quotation, invoice and delivery addresses. Contact data from Outlook can be transferred to projects as a vCard. Customer information is always up-to-date in the customer acquisition software.
Pricing and conditions
Manufacturing costs are extrapolated with the configuration. Cost transparency with regard to procurement, production, packaging, transport, assembly and maintenance creates confidence.
When calculating quotations, various surcharges and discounts, discounting specifications and exchange rates are taken into account. Even complex calculation schemes can be efficiently calculated automatically. Formulas and content can be flexibly adapted and ensure consistent quotations. Calculation results such as total amount, contribution margin or margins can be triggered for approval workflows based on rules using the software with agent bot configurator.
Create complex offers at lightning speed
Quotations are automatically generated with the customer acquisition software along the project structure according to customizable document templates. Document modules, summaries and detailed presentations can be freely selected. Drawings and 3D representations ensure an appealing and comprehensible presentation. The documents are created as PDF, docx, odt or HTML files.
Uniform and international
All quotations can be issued in any currency and, thanks to Unicode capability, in any language, including Asian languages. All quotation data is managed in the P'X Industry Solution CPQ software solution - data redundancy and differences between technical design and quotation are eliminated.
Web front end: P'X Consumer Communicator
As an alternative or supplement to configuration at customer sites, the P'X Consumer Communicator creates new possibilities: Configuration suggestions and associated documents from the software with quotation configurator are made available in a project-related web front end. The customer accesses this via a secure web link and can immediately view their project in 3D. Functions such as rotating and zooming are available, as are marking and commenting. The viewer can choose between an installation environment or a detailed view. Documents, quotations or parts lists supplement the information. Presentations are independent of time and place, video conferences or telephone conversations are optimally supplemented.
Software with quotation configurator: our users name these advantages
Faster response to customer inquiries
Saving process costs through automatic offer rejection
Fewer errors when preparing quotations compared to manual processes
Higher success rate of offers through documents with images 3D representations and drawings
Less effort for multilingualism and foreign currencies
What users report
Read why users in the fields of mechanical and plant engineering, electronics, furniture and store fitting systems, furnishing, storage and logistics systems introduce, use and recommend the P'X Industry Solution as software for customer acquisition.
GU Automatic user report
GU Automatic uses the P'X Sales Solution product configurator from Perspectix to sell its four main sliding door series.
Wieland Electric case study
Wieland Electric in Bamberg has been using the
2006 on the product configurator P'X
Industry Solution from Perspectix since 2006. Now
another project with the configuration
configuration specialist
completed: Based on the existing
solution, the customized
Building Solution Designer (BSD)
was completed.
Imola Retail Solutions case study
Imola Retail Solutions, one of the leading international solution providers for the retail sector, digitized its sales processes at an early stage with the Configure Price Quote (CPQ) solution P'X Industry Solution. The company has thus achieved strategic corporate goals and reaped lasting benefits. All the benefits and experience are now available to the ITAB Group.
Digitalization means seamless integration
Software for customer acquisition and quotation preparation: The close integration of the quotation software P'X Industry Solution with ERP, CAD, PLM and CRM limits the effort and increases the benefits for the company. This is why Perspectix relies on global standards, open architecture and individual interfaces.
Let's talk about your project!
Do you have any questions about our services or a specific project? We are happy to help you.
Give us a call or request an appointment for an online meeting!
Let's talk about your project!
Do you have any questions about our services or a specific project? We are happy to help you.
Give us a call or request an appointment for an online meeting!