www.pumpcpq.

com

GUIDED SALES CONFIGURATORS

FOR PUMP SIZING, SELECTION AND QUOTATION

IMPROVE SALES PRODUCTIVITY,

ENHANCE BRAND VISIBILITY

Challenges

Challenges
faced by pump manufacturers

In the extremely competitive pump industry, manufacturers are facing ever-increasing

pressure to fine-tune business processes to improve profit margins.

Challenges facing pump manufacturers sales teams include application engineering

support, high turnaround times, propensity for errors, etc. For a manufacturer to remain
competitive, the sales cycle must be streamlined to improve efficiency and productivity
of all its stakeholders.

Keeping up with changing business conditions is the key to success in this marketplace.
Pump manufacturers must leverage technology to streamline traditional business
processes in order to reduce costs, improve accuracy, improve customer and distributor
satisfaction, and increase profit margins. Progressive-thinking companies that see change
as an opportunity to differentiate themselves, have adopted configuration software
technology to deliver better tools & support to their sales teams as well as business
partners.

We have the answer to such challenges. For close to one & half decades, Configurator
 Solutions has been providing functionality-rich, end-to-end, custom-built software
applications to the flow industry.

Whether your company's goals are to streamline the pump sales process or reduce
brochure printing & distribution costs, software solutions from Configurator Solutions is
the answer.

Our clients count on our software solutions for fast & accurate product configuration &
pricing. Detailed datasheets, GA drawings & proposal documents can be quickly put
together, providing customers with instant, detailed & thorough proposals. The software
helps users select the most suitable pump, configure related accessories & components,
perform price calculations & generate accurate & content-rich proposal packages.

Features

Analytics

As part of an overall sales solution, the software provides rich Business Intelligence /
Analytics on your sales operations.

Analytics offer insights that improve your ability to understand and predict market shifts.

The software knows how to present data in a way you can use. It helps management
collate &analyse crucial sales information into actionable business knowledge.

A digital dashboard enables users to make informed business decisions. Quickly drill
down to identify trends, measure efficiencies, and work out strategies. Highlight every
aspect of your sales funnel.

Actionable Business Intelligence

Detailed insight into sales funnel

Insight into wining probabilities for different sales people, market s & products
Help improve forecasting, supply chain & inventory planning
Reports generated
- Quote won lost analysis, History Analysis, History Analysis ins.- Industry Segment
Analysis, Probability Forecast- Inquiry Assignment- Rep Activity Report

Integration

Since our solutions form part of a larger IT infrastructure, we routinely work with clients
to integrate our solutions with their ERP systems / enterprise applications.

Integration of sales applications with enterprise systems helps multiply the advantage by
protecting existing investments in technology, reducing manual intervention and
enabling smooth flow of information across the enterprise. Post sales, ETO manufacturers
need to be able to execute on final design and production. Their entire process from
quote-to-order-to-production needs to be integrated so they can manufacture on
schedule and within budget.

Our software is architected to be flexible and provide integration with boxed products as
well as custom applications - CAD, MRP/ERP, CRM & other enterprise applications which
enables it to assure rapid returns on investment (ROI).

Product Data Management

Our engineered products data management tool & rules engine makes complex product
& selection rule definition simple.

Our proven methodology coupled with experienced domain experts & project managers
helps document your products application engineering rules to create a strong
foundation of a well-structured knowledge base.

Product data & rules are detached from the configurator and maintained separately with
controlled publishing. The rule-building process is GUI-driven, and no programming skill is
required. Rules are build in an intuitive manner. Product information is defined in a
scalable and easily-maintainable manner. Its easy to add new products, brands, models

Implementation

precisePump has been developed with the objective of providing an effective guided
sales solution for engineered products companies. And Configurator Solutions is
committed to ensuring quick returns for you on this strategic investment. Which is why
implementation, training & support form an integral part of our solution.The
implementation process is multi-stage. Our consulting team works with senior executives
from your organization to develop an implementation blueprint. We carry out an
extensive study of your product lines and their features, the selection & configuration
rules as well as your sales process. We also keep in mind the key objectives behind your
decision to implement precisePump. A proactive support mechanism ensures that the
benefits sustain over time. Support is an ongoing process during which we address any
problems that might be faced by users. For example, application defects / usage issues,
defect fixing, change requests, support for new product lines, changes to product
selection rules, difficulties faced during installation or issues with project files.
 Other
Features that enhance the capabilities of the solution
Customer-specific branding
Role based access rights - dealers, internal users, customers
Separate price-books / discount structures for different regions
Multilingual user interface
Multi-currency
Supporting features
Visual Indicators for line item status & configuration validity, factory review
Share project / quote files with other users
Unique quote & line item identifier
Quote submissions to factory

Solutions
Sales Configurators for Centrifugal Pump Sizing,
Selection & Quotation (CPQ)

Today's pump marketplace is highly competitive, with manufacturers facing intense

pressure to streamline & improve business processes. Technology-driven manufacturers
are hence adopting software applications to optimize their product sizing, selection &
quotation processes, to increase accuracy & productivity of their sales teams.

precisePump is a guided sales software for the pump sizing, selection & quotation or
pump CPQ process. Its intended users are sales teams, application engineers,
representatives or distributors, and end-customers. It helps automate & streamline the
sales cycle and helps your organization and business partners make better decisions. It is
not a CRM application, but software that enables pump sales teams to quote easily,
quickly & precisely.

It is custom-developed to fit your business needs and sales process. The solution has
been architected for the Windows, Web & mobile platforms. Ease of use, scalability, a
consistent look & feel across platforms & integration with enterprise applications are its
technology highpoints.
 Industry standard calculations
Various calculations are performed by the software during the pump selection &
configuration process. These include:
Viscosity & Consistency Correction Factors
Stock correction factors
System Head & NPSHR
VFD Correction Factor
Shut-off Head
Impeller Diameter
Efficiency
Multi Speed calculation
RPM
BKW
Other calculations
Pipe line calculation
Friction loss calculation
Calculation of operating and life cycle costs
Calculation of energy efficiency index (EEI) & the Minimum Efficiency Index (MEI)
Design Point Calculator
Users can calculate the total head for the system at the required flow rate. The software
inputs the suction and discharge piping parameters including tank conditions, pipe
length, pipe material and sizes valves & fittings. Using the desired flow rate, it calculates
the total head for the system.

Guided Selection & Configuration

Complete selection & configuration of pump system is performed according to specified
operating conditions. Pump selection is based on parameters such as:
Industry & application
Fluid - type, viscosity, vapor pressure, Ph value, density, presence of solids, stock
consistency, Specific Gravity of liquid
Flow rate, Head
Suction pressure
Temperature
NPSHA
Selection methods followed include:
Hydraulic selection by duty point
Product selection browser by series description
Product search by description or item number

Comparing alternative configurations enables the user to evaluate multiple options in

order to arrive at the most suitable configuration as per priority of performance or cost.
 Ranking of suitable options is done based on efficiency, speed, Best Efficiency Point,
BKW, minimum capacity, impeller diameter & price.

The following validations are carried out during selection:

Application & industry
Fluid type
Capacity & Head
Suction pressure v/s vapor pressure
% of solid particles
Viscosity limit
Operating limits for pressure, temperature,
Hydraulic Selection:
Dimensioning & configuration of pumps based on operating conditions such as
application
area, flow rate & head, medium, dimensioning
Dimensioning with multiple duty points; for different fluids
Configuration
Pump configuration is carried out in several steps. The software checks if the selected
pump meets all the required parameters. All available configuration options are displayed
during selection.
Each component of a pumping system such as hydraulics, shaft seal, prime mover,
coupling or base frame are selected by combination of technical attributes.
Alternative Options
Choose the best fit for purpose valve from a set of valid configurations, against key
performance parameters
Compare alternative options against parameters such as:
- Performance attributes BEP, impeller, RPM, etc.-OR Price
Compare options - Graphically, through efficiency curve OR as configuration data
Select best-fit option against the most critical parameter/s

Other
Selection of prime mover
Make & model which meets required speed, BKW & frequency
Selection of VFD based on Duty Points or speed
Selection of accessories is done either as per a selected configuration or via name or
item number. It is possible to define parts necessary for the dimensioning of the pump or
additional elements like colour or warranty extensions as an accessory. Accessories can
be classified in the database program or combined to groups. Accessory classification is
done according to selection steps (e.g. mechanical or electronic accessory).
Selection of accessories
 Counter flanges
Pressure gauge
Temperature gauge
Pressure switch
Instrument mounting
Strainer type
ARC valve
Balancing Leak Off Line
Selection of spare parts
Search & selection of spare parts, which can be used independently of the product or
depending on the selected pump aggregate, is possible. Selection of the respective spare
parts is done via the spare parts list / drawing. Definition of different prices for different
markets is also possible.

Commercial
Pricing
Pump pricing is performed according to the selected configuration including all
components and accessories, as total price or on the basis of single components. Product
configuration is linked to the price table and if necessary item number. Integration with
other applications, such as ERP systems, is possible.
Your pricing policy is enforced to ensure consistent & competitive quotes. A
recommended spares list can also be generated for commissioning & operations.
Management of prices for different markets and support for different currencies are also
offered.

Some key points

Detailed price break-up
Dynamic product codes link configuration with price table & item numbers
Facility to select commissioning & recommended spare parts
Commercial & loading factors for manufactured & bought-out parts
Back calculation of discount
Price calculated as total or based on the price of each component
Dynamic product codes link configuration with price table & item numbers
Facility to select commissioning or multiyear spare parts with list price
Commercial & Loading factors for manufacturing and bought out parts
Bac calculation of discount for a given selling price
Quotation
A comprehensive, content-rich proposal package can be generated aligned with the
organization's business needs. The contents include:Covering Letter
Comprehensive datasheets - detailed datasheets can be generated and provided.
 Optional display of delivery times as well as product availability
Quotations - brief / detailed
Spare parts list
QA / QC Plan
Terms & Conditions
Lubrication chart
Price sheets
Various drawings can be generated as per project need, such as -
- General Arrangement Drawing- Production Drawing- Dimensional Drawing-
Casing Drain Drawing- Plans - Flushing, Quenching, Cooling- Coupling Drawing-
Auxiliary Connections Drawing- Cross Sectional Drawing- Adapter/Reducer
drawing
Performance curves such as viscous performance curve, consistency performance curve,
VFD (Variable frequency drive) curve, VFD + viscous performance curve, etc. available as
per user selection along with duty points.
Quote submission management
File upload status
All quote status
Web interface to update status & other information
Dashboards reports

Benefits
Benefits

Benefits through the sales cycle

Our guided sales configurator software (CPQ software) for pump sizing, selection &
quotation simplifies & speeds up your sales process . It leads your sales teams to optimal
pump configurations based on customer requirements.

The process of performing engineering calculations, evaluating suitable product

alternatives & finally generating the necessary commercial documentation is fully
automated. This reduces errors & boosts sales productivity. Risk of missed opportunities
caused due to insufficient time to respond is reduced. Accuracy of quotes is enhanced.
Knowledge about product configuration is captured in the form of rules assisting the
retention of crucial product & process knowledge, mitigating the risk of knowledge drain.

We enable you to deliver product & pricing knowledge directly to your sales force,
ensuring that you meet your customers' needs for complex engineer-to-order products.
 Application engineering knowledge is captured in the form of engineering calculations
and selection & configuration rules. And the application engineering team is able to focus
on more critical cases / complex configurations.

Increased sales & engineering productivity- Realize gains of up to 40% by

creating more accurate and comprehensive proposal packages, in far less time- Faster
quotes, reduced turnarounds, increased time with new prospects for Sales Teams-
Application engineering freed up to focus on complex cases- Shorter proposal lead-times-
Higher revenues through better sales hit rate
Accurate quotations- Even a minor error contributes to cost overruns &loss of
business goodwill. With our solutions, errors inquotations are a thing of the past.
Higher customer satisfaction- Guided buying simplifies complex product
selection- Provides customers better insight into their own requirements- Offers them
clearer understanding of your product lines- Only valid features and options presented,
no possibility of errors during product selection & configuration
Reduced operational costs
Reduced cost of rework (caused by inaccurate configurations & quotes)- Reduced
cost of sales, reduced need for technical support for configurations & quotations-
Reduced costs of printing & distributing printed catalogs& price books
Standardized processes- Standardize sales & distributor operations through a
uniform system
Streamlined production & procurement- Link front- and back-end systems to
maximize efficiency and effectiveness- Technically buildable configurations
translate into smoother & on-time manufacturing
Sharper business intelligence- Better insights into individual &group sales
performance, better coordination with distributors, more accurate planning
through more- precise revenue forecasts
Distinctive branding, competitive differentiation- Brand the organization as
having structured processes & engineering tools- Make your organization easier to
work with- Differentiate your company from the competition
Knowledge Management- Critical product knowledge retained within the organization,
saves training cost & time

Calculator
Benefits Calculator
Our industry-focused tool helps you visualize how our
software benefits your business across its various
functions.
The Benefits Calculator helps you quantify the positive impact of our
software on your business. For the calculations, please provide some key
sales data. This exercise will take only a few minutes. Your data will not be
retained by us.

Contact
CONFIGURATOR SOLUTIONS
United States

Suite 105, 501 Silverside Road, Wilmington,DE 19809, USA

+1 (302) 319 -9983

Solutions@ConfiguratorSolutions.com

India

Office 205, Shoppers Orbit, Vishrantwadi,Alandi Road, Pune 411015, India

+91 (20) 4075-7600 / 666

Solutions@ConfiguratorSolutions.com

Italy

Via Gioacchino Rossini 6, 20010 Vanzago (Milan)

+39 333 967 20 22

Solutions@ConfiguratorSolutions.com