Administrative Module

Easy to use point and click technology allows you to efficiently define and maintain your own product knowledge data. The module is designed to be used by non-programmers and is ideal for product specialist or product managers. As administrator you will be able to:

Add, modify, and delete product categories and subcategories.
Add, modify, and delete products.
Activate or deactivate any category, sub-category, or product.
Administer prices and pricing rules.
Administer product rules and constraints.
Administer users and user groups.
Define user access privileges.
Control the look and feel, i.e. the presentation layer.

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Bill Of Materials (BOM) Module

Rapid rules based engineering of all possible product configurations is at your finger tips with the BOM Product Configurator Software Module. Using a limited number of components, you can create an almost unlimited number of product configurations.

Simplify thecomplexity of specifying the unlimited number of Bills of Materials by using configuration rules.
Rules are written in order to specify how combinations of product features and options combine to form the final configured product.
No programming is required in order to specify BOM rules.
Simply point and click on the BOM rules for modeling which the administrator has created using straightforward Boolean logic.

BOM Product Configurator Software Module differentiate itself for its ease of implementation, intuitive interface, ease of use, cost-effectiveness, and seamless integration with existing ERP systems.

Managing the Bill of Materials typically involve complex sales, engineering, purchasing and production requirements. BOM Software Module scales down potential mistakes in the Bill Of Materials creation and distribution, reduces time and elevates collaboration, therefore enabling faster time-to-market.

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Proposal and Quotation Software Module

Empower your sales force and channels with the Websource proposal and quoting software module to generate accurate proposals/quotes for their customers. Websource sales proposal and quoting tools:

Generate proposals in either MS Word or PDF format.
Save and modify saved quotes based on changing customer requirements.
Copy entire quotes when multiple customers are bidding the same spec.
Track quotes by status (open, won, lost, etc.) for follow up and analysis.
Convert quotes into orders.
Copy previously placed orders into new quotes for repeat business.

Proposal and Quoting Software Module is a perfect tool to ensure assembling orders quickly, and generating on-demand quality looking sales quotes and proposals for complex products. Stored in a database, they can be accessed in different formats, and utilized across the collaborative workspace. Proposal and Quoting Module generates request, proposal or quotes automatically, while minimizing iterative work, time-waste, consequently significantly improving proposal and quoting management practices.

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Multi Level Channel Support Module

Make your configurator available to your channels with constraints that you can define, giving them the ability to open your configurator to their channels and customers.

Allow your channels to access your configurator directly with predefined user privileges.
Permit your channels to extend their full privileges, or a subset of their privileges to their channels.
No limit on the depth of distribution/reseller levels.
Ensure that each level gets the credit for orders that are placed by their "users".
Dramatically increase your forecasting accuracy by gaining visibility to not-yet-converted quotes and proposals that your channels have created for their customers.

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On-line/Off-line Module

Increase the flexibility your sales force or channels have by giving them the ability to work "off-line" when an Internet connection is not available. While online configurator can be a great tool, sometimes, such as on a construction site or a warehouse, getting online can be challenging. With this module, you will be able to:

Generate quotes, proposals at your customers place of business, wherever that may be.
Gives you the ability to download the latest product knowledge data from the master database.
Download existing projects/quotes/proposals from the master database.
Upload projects/quotes/proposals to the master database.

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Asset Module

Increase revenue, improve customer satisfaction and increase productivity of sales people, channel partners and back-office personnel by addressing the needs of aftermarket, field service, entitlements and assets with the WebSource CPQ Asset Module. Easily quote, propose and sell additional products and services that are pertinent to a specific asset created via the WebSource CPQ quote-to-order processing or imported into WebSource CPQ if it was created prior to deployment.

By selecting an asset, the user will automatically see the product and commercial characteristics associated with the asset. Based upon those attributes, the user will be guided to offer, select or restrict relevant service and product offerings.

Asset models contain individual, key and asset properties conveying product, installation and commercial characteristics.
Assets contain customer information.
Assets may be managed with revision level control.
Assets can be searched and sorted via a number of fields, including attributes identified as "key" attributes.
Asset attributes passed to the product being quoted, affecting the behavior of that product via product rules, attribute dependencies and triggers
Assets updated manually or through the quotation process via revision control.
Changes are managed through a workflow and permission mechanism governing who can make changes and the timing of such changes.
Side-by-side asset revision comparison identifying lifecycle changes.
Repetitive processes such as annual, quarterly and monthly services like warranty, service contracts and maintenance are automated.
Automated processes link output document templates (such as quotes, invoices) to assets.
User-defined groupings for quotation and invoicing purposes are provided.
User-defined selection parameters for automated processing, such as all assets with warranties expiring in 60 days, are provided.
An optional linkage to CRM systems for opportunity creation exists.
An optional capability to forecast revenue from automated processes without generating quotes or invoices is supported.
An optional batch import of existing assets eases module implementation.

Software Industry Scenarios: An asset was created for a software license which was sold to a particular customer. The maintenance for that license expires 12 December, 2006 (an asset attribute). I quote maintenance for an additional year. My customer accepts the quote. When an order is placed, the software license asset is updated so that a new maintenance expiration date of 12 December, 2007 is set. Additionally, our new policy of 20% maintenance necessitated replacing the 18% currently found on the asset. I no longer need to manually pick up a renewal date or worry about charging the wrong amount.

A customer of mine purchased a 2 CPU license for my software product. They have upgraded to a 4 CPU server. I quoted them what the upgrade would cost. When the order was accepted, the system automatically updates the software license asset to reflect a 4 CPU license, insuring that future upgrades are priced out accordingly.

Automating Asset Based Sales:

Industrial Equipment Scenarios: I previously sold my customer an X-Ray machine. It was delivered with a 10 negatives tray feature. The customer upgraded to a 20 negatives tray feature through the aftermarket. My customer informed me of the change. I updated the asset to reflect the change, as this may alter service and products that I may want to recommend to this customer in the future.

As a provider of HVAC controls, we send out service and maintenance reminders (quotes), as well as warranty renewals (invoices). This is a labor intensive task that we can now automate, allowing a redirect of one full-time person to other areas of the business. Additionally, we run quarterly reports to forecast revenue from these activities. Warranties, in particular, are a high margin item for us. Capture of asset-specific data such as warranty expiry date and next service dates are critical.

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Reporting Module

Valuable information exists in your quotation data. Are you using it for business advantage? This module allows WebSource configurator users to track their own quotation activities while allowing management insight into the quotation and order activities across the organization and thru the distribution channels.

Track quotes by status, date, part numbers, user, etc.
Allows improved forecasting by providing deeper insight into channel quotation activities
Provides insight for proactive handling of quote liabilities with respect to product obsolescence and changes
Easy report setup by administrator without database or programming knowledge
Unlimited number of reports
Ability to export to Excel
2 to 5 minute setup time to define a new report
Upon initial report setup, those reports become instantaneously available to the user community for execution
Users can define their own parameters, filters, sort criteria, etc.

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Approval Module

Handle the complexities of the discounting and pricing approval process, including coast and margin analysis. Ensure proper pricing mechanism is in place for the appropriate user community, whether inside sales, outside sales, specific channel partner or consumer self-service.

Approvals are initiated from the cart
Email notifications to all approval participants
URL link to quote needing approval
Multi-level approval structure to address unlimited approval hierarchy
Approved quotes can be generated, converted to orders immediately
Limits defined at the user, user group or combination level

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Product Catalog

With our WebSource-based Online Catalog Software you will impress your clients with a superior functionality and flexibility. Colors, layout and images are carefully chosen for that perfect balance of aesthetics and functionality. Behind the visually appealing user interface, you will find a scalable and expandable technology designed for your online success.

Unlimited number of product categories and subcategories.
Unlimited number of products within a category or subcategory.
Each product potentially placed in one or more product categories or subcategories.
HTML Order Administration.
HTML Online Catalog Administration.
Ability for site administrator to add, modify, and delete product categories and subcategories using a browser.
Ability for site administrator to add, modify, and delete products using a browser.
Ability for site administrator to activate or deactivate any category, sub-category, or product.

Employing an easy-to-use Explorer-type interface, Websource Online Catalog Module eliminates the need for programmers to maintain your catalogs, making the creation of a custom catalog a snap. Online Catalog Module keeps catalog information accurate and up-to-date quickly and easily.

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Bulletin Board Module

Forget about costly faxes, lost e-mails or complex searches. Keep your sales channels informed of what's going on in your company with timely information at the most critical point of consumption: engaged with a prospect at the quotation and proposal development stage.

User-defined information categories, such as What's New, FAQ, Company Info, Product, Data, Feedback and Testimonials, Quizzes
Unlimited number of documents
Short description of articles
Linked to full article
Use of images
Provide downloadable files through standard HTML code within article

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Deployment Models

Webcom, Inc. offers the industries most flexible delivery and licensing options to its clients. We are the only software company bridging the gap from opportunity to order addressing the configuration, pricing, quotation and proposal generation process that has supported the on-demand model from the inception of the company. The entire solution is available in an on-premise or on-demand (Software-as-a-Service - SaaS) deployment model.

This flexibility has never been more crucial, as studies have shown application hosting growing at twice the rate of application software. (Source: AMR Research)

Benefits to our clients include freedom of choice, a quick start with rapid ROI and best cost deployment options.

For those choosing an on-demand deployment model, Webcom has partnered with Tushaus Computing, a leading provider of comprehensive computer services and products, to provide customers with dedicated hosting and operations with world-class performance, reliability, availability and security. High availability hosting and on-demand options allow the solution to be deployed with reduced IT involvement, while ensuring a secure, scalable and high-reliability environment.

Key features include:
AICPA SAS 70 audited
24 by 7 monitoring
Redundancy option
Firewall protection
Secured data center environment
High bandwidth, high performance internet connectivity

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