Configure, price, quote, propose and order anytime, anywhere

Product configurator & Quote software

Benefits & Features    collapse all expand all

Benefits

Increase Customer Satisfaction

WebSource Configurator is customer friendly and intuitive, making it easy for your customers to confidently specify and purchase even the most complex products.

Guided Selling Process - WebSource Configurator interactively guides your customer, step by step through the selection process, mapping needs to product options and features.
Simplifying Complex Products - Only valid features and options are presented.

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Shorten the Sales Cycle

WebSource Configurator can power your 24/7 sales channel - users are assured of getting the latest, greatest, and best-priced offering. Back and forth delays associated with e-mails, voice mails, and manual handling of quotes and orders can be eliminated.

Fast Proposal Generation - WebSource Configurator makes sales personnel more efficient and successful. Proposals can be completed more easily, faster, and more accurately. The more quality proposals submitted, the more orders that are likely to be received.
Product Specification and Quoting - WebSource Configurator tells a user in real time if a desired product is valid, available, and what its price is.
Sales Order Processing - Orders can be processed in minutes, there's no need to check the validity of part numbers.
Manufacturing - Products can be manufactured to order on-demand making better use of work in process.

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Increase Sales

WebSource Configurator serves as an expert, virtual sales consultant - fewer customers will abandon the purchase process before an order is actually placed.

Cross Selling and Up Selling - In addition to the base product, WebSource Configurator presents extra features and options to customers and identifies other needs.
Flexible and Dynamic Pricing - Special discount and contract pricing is calculated with each selection.
Lower Customers' Transaction Costs - Orders can be placed in an electronic on-line shopping cart, there is no need for extra paperwork.

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Reduce Cost

Cost reductions can be realized in almost every segment of the business. The most significant cost reductions can be realized by eliminating ordering errors. As many as 20% to 60% of first time orders include errors.

Cost of Goods Sold and Administration - By reducing the need to manually validate orders and process returns, the cost of processing orders can be reduced. WebSource Configurator can be integrated seamlessly with ERP and legacy systems to drive production plans without manual intervention. Additionally, cost savings can be realized because there is less material scrap and rework.
Selling - WebSource Configurator turns each computer with Internet access into a highly knowledgeable sales consultant, without the increased cost associated with training or expanding the sales force.
Engineering - Pre-engineering can be reduced and bill of material generation can be performed by WebSource Configurator.
Information Technology - Highly skilled and specialized IT programmers are not required to maintain and grow the functionality of WebSource Configurator for your business.

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Improve Time to Market

Fierce competition and a rapidly changing environment demand imp rovements in time to market for new products and services. WebSource Configurator facilitates time to market improvements through:

Easy On-line Administration - On-line administration tools enable suppliers to easily model products, define validation rules and constraints, and implement pricing policies.
Consistent and Simultaneous Product Information - The same product information is presented consistently and simultaneously to customers purchasing from any sales channel.
Reduced Pre-engineering Requirements - Pre-engineering of each and every possible product can be minimized, enabling complete product families to be introduced, as opposed to introducing one product at a time as engineering is completed.
Interface with Other Business Systems - Open architecture with XML input and output easily interfaces with CRM, ERP, SFA, and legacy systems.

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Features

Configure Products or Projects and Services

In addition to configuring complex products by describing product attributes, WebSource Product / Sales Configurator can be used for configuring complex services too. For example, automatically creating a project charter for developing a marketing plan based on customer needs.

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Compare Products

WebSource Sales Configurator keeps track of multiple configurations of a given product (attributes, prices, availability, etc.) enabling easy product comparison to determine the best product to satisfy the application requirements - before making a purchasing decision.

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Reverse Product Configuration

In addition to assigning part numbers by description, WebSource Product / Sales Configurator supports reverse configuration requirements. This enables users to input a part number to find out the characteristics of that product. WebSource determines the product attributes corresponding to the part number. Reverse configuration is possible even if the specific part number was not previously configured. This functionality is particularly important in some industries, such as industrial automation, where each digit in a part number typically has significant meaning. Reverse configuration is useful when the part number is known for a basic device but options need to be added or features/ratings must be verified.

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Automatic Generation of Quotes and Proposals

WebSource Product / Sales Configurator can automatically generate quotations and proposals. Product configurations, along with corresponding proposals and quotes can be saved for future modifications. They can also be downloaded, automatically forwarded by e-mail for approvals, and/or turned into orders.

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Integrated Shopping Cart Module

WebSource Product Configurator has a built in shopping cart (optional module). This allows a collection of configurations to be passed on to a built in order-processing system (optional module) or to a third party order-processing module. Credit cards can be accepted for payment too.

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