WebSource CPQ sales configurator can help shrink the inquiry-to-order process by weeks and increase quote and order accuracy.

WebSource CPQ product configuration capabilities are a good fit for your organization if you have one or more of the following challenges.

Your Challenges    expand all collapse all
quote to order

Quote and order errors expand

A rule engine will prevent even the most novice user from making product selection or pricing mistakes. [ click to see how ]
sales proposal tool

Different sale types (new sale, renewals, upgrades) expand

CPQ engine will guide a user to answer different questions even for the very same product, depending on the context. It will also compute prices differently based on the context, including prorating for time based terms. [ click to see how ]
product configurator

Highly configurable or customizable products and services expand

In addition to preventing incompatible configurations, CPQ can also default all your options, allowing even most complicated products to be quoted or purchased with minimum clicks. [ click to see how ]
product configurator rules engine

Complex compatibility rules expand

Regardless of the complexity, all the rules can be set up without any programming and exported and imported via excel. [ click to see how ]
web configurator

Finding or configuring the right product expand

Users can search based on their needs, such as size, power rating, voltage, and platform. CPQ will find all the matching products and default their attributes to those specified needs. [ click to see how ]
service configuration

Services with varying labor rates expand

Users can input required hours for each service or the rule engine can automatically determine needed hours and compute prices from your rate tables. [ click to see how ]
pricing and quoting products

Equipment pricing variability expand

The very same product or part number can have completely different prices depending on the context in which it is used, such as size, voltage, kW, environment, etc. WebSource CPQ pricing engine allows prices to be looked up or computed.
pricing and quoting software

Software pricing variability expand

CPQ can use any combination of parameters and formulas to compute license, maintenance or subscription pricing. [ click to see how ]
excel product configurator

Limitations of Excel, Word and other homegrown tools expand

Distributing and maintaining excel based configurators and Word based quoting applications is very difficult, inefficient and error prone. WebSource CPQ offers the best of both worlds. It allows your product data to be maintained and uploaded from Excel and your proposal content can be maintained and uploaded using Word, but without having to continuously distribute those files to all your users.
configurator

ERP configurator limitations expand

Unlike ERP configurators, WebSource CPQ is designed to be used in the field, used over the web, and maintained without highly skilled IT resources, while still integrated with ERP.
product configuration management

Related equipment, software and services expand

CPQ can automatically ensure inclusion of all necessary items that are required or recommended to make a complete offering. [ click to see how ]

Reduced cost through eliminating errors and streamlining Quote to Order process

CPQ rules engine will prevent your users from selecting incorrect products or obtaining incorrect prices. Resources that typically need to prepare and validate quotes are freed to be redeployed for more productive tasks.

An industrial automation manufacturer was able to save over $1M annually by eliminating manual pricing and quoting previously done by engineers.



Increase revenue by minimizing missed opportunities

With a large number of products and multitude of options, your sales people or resellers will be guided to offer and quote products which customers did not explicitly request. While possibly a perfect fit, your customers will never purchase add-ons unless they are made aware. Even worse, they may purchase from your competitors if they mistakenly conclude that these options are not available in your product offering. Our rules engine, not only ensures product and price accuracy, but minimizes missed opportunities.

An industrial boiler manufacturer was able to more than double their business for one of their most complex products. Prior to deploying WebSource CPQ most reps were not comfortable sizing (voltage, power, pressure, fuel type, etc.) this complex and expensive product correctly and simply avoided adding it to a quote.


Use our product configurator to make the quote-to-order process easy for everyone
(click to learn more)

WebSource CPQ Product Configurator is a rules and constraints based software application designed to assist a user in specifying and selecting a product by describing general needs and requirements. The configurator guides the user through the process. The user can specify requirements and make selections in any order. Based on the step-by-step selections, the configurator applies the rules and constraints in real time to ensure that only a valid product or service is defined. At the conclusion of the selection process the item can be placed in a shopping cart, quoted or ordered.

As a user responds to on-line questions about a product, WebSource CPQ Product Configurator, much like a good sales consultant, is already adapting and preparing the next set of questions to specify the product.

For example, during a typical process of selling a complex software product, WebSource Product Configurator can pose a series of questions about a platform, operating system, number of users, number of CPUs, license term as well as prompt for optional items such as support and maintenance, Q/A, test or sandbox environments, optional modules, etc. The rules engine will preclude incompatible choices while automatically computing prices, whether it’s a new sale, renewal or an upgrade.

In a another typical complex selection process, a speed boat for example, WebSource Product Configurator poses a series of questions about boat size, seating arrangement, color, upholstery, engine size, and optional accessories. Answers to the questions are matched against product availability. Certain boat sizes, for example, might limit engine size and seating arrangements. Boat color and upholstery are also often coordinated. WebSource Sales Configurator permits only a properly configured boat order to move forward in real time as the specification process is underway. There are no surprises for the user when, at the end of a WebSource Configurator session, a correctly customized boat is quoted and ready to be ordered.

WebSource Product / Sales Configurator helps companies achieve greater sales success by enabling multiple sales channels including e-commerce, and overcoming the obstacles of increasing product complexity and longer sales cycles. Many products are inherently complex, not only to install and use, but also to specify and purchase.

WebSource Product Configurator provides instant access to product and pricing information 24/7, enabling sales people or customers to evaluate alternatives more quickly. Customized quotes and proposals can be prepared easily and efficiently.