Simplify Manufacturing with an Advanced CPQ Solution
You might think that selling complex products has to be, complex…
Do you fabricate tangible goods but struggle to connect pricing and manufacturing rules to sell your products easily to customers?
75% of contract processes are not automated, with reps manually quoting from spreadsheets, and waiting for enginering drawings
70% of sales rep time is spent on administrative tasks, getting a deal proposed, sold, and sent for manufacturing
61% of employees typically access four or more systems to get the information they need to do their jobs
Epicor CPQ digitally transforms your sales and manufacturing processes
The new era of digital transformation in manufacturing is here. The 4th Industrial Revolution (4IR) is accelerating growth in the manufacturing industry, marked by intelligence and connectivity. Companies are transforming themselves by bringing in these new technologies to connect with their customers in new ways.
CPQ solutions for manufacturing like Epicor CPQ enable smart, automated, and visual selling. Our easy-to-set up solution makes it easier for your sales teams, distributors, and end-customers to configure, price, and quote (CPQ) products and drive automation in engineering and manufacturing.
Epicor CPQ enables smart, automated, and visual selling
Epicor CPQ is the best solution for manufacturers’ sales teams, distributors, and customers to configure, price, and quote complex products. With visual and guided selling, your sales reps can generate 99% more quotes and boost sales conversions by as much as 40%.
Simplify and shorten your sales cycle
Say goodbye to sales spreadsheets and disconnected processes! Your pricing and product configuration rules are easily set up and maintained with our CPQ rules engine, Epicor CPQ Snap, allowing your susers to accurately configure and quote complex products by themselves. This eliminates reliance on engineering and more experience sellers, allowing anyone to configure their product with confidence.
Deliver a direct buying experience
Your customers can purchase your products from anywhere now – configuring their ideal product on your website, with a sales rep, or in-store. Epicor CPQ provides a guided experience that dynamically updates the pricing and visual representations of the product as options change. We can help to complete the transaction by integrating quotes and orders with your preferred ERP, CRM, or eCommerce platforms.
“After initial integration work, the ability to leverage their Snap language to have more of a general business admin vs. a developer administer and build business rules for the tool saves time and money.”
How Advanced CPQ Manufacturing Software Works
The most robust or “advanced” CPQ solutions, like Epicor CPQ, have additional functionality, providing more than the standard configure, price, and quote components. Features like visual product configuration, CAD automation, and systems integration save manufacturers significant time, effort, and money while enhancing customer experiences.
Step 1. Visual Product Configuration
Users (salespeople, partners, or end customers) configure a product with an intuitive visual product configurator that’s often embedded into the seller’s website. They view a base assembly on-screen and drag and drop to change parts, materials, dimensions, colors, and more–anything’s possible.
Step 2. Real-Time Pricing
The CPQ software calculates prices in real-time during the configuration process. The price changes as users select different options, enabling product optimization in line with budgets and faster decision-making.
Step 3. Instant Quotes
The CPQ software uses the configuration and price to generate a quote. There’s no more messing around in Excel. Everything’s automated.
Step 4. CAD Automation
The CPQ software auto-generates various custom engineering and production documents, including CAD files, BOMs, 3D renderings, and CNC cut sheets and sends them to the correct department or recipient.
Epicor CPQ empowers customers with:
168% higher annual sales
38% faster sales cycles
35% increase in production
Key Ways CPQ Manufacturing Software is Reshaping the Industry
Modern CPQ for manufacturing goes beyond basic quoting to transform how complex products get configured, priced, and sold. Here are the key ways these solutions are driving change:
Visual Product Configuration is streamlining the design process
Visual product configuration is a digitized way of configuring products. Instead of relying on pen and paper, users configure products using an interactive visual interface that displays finished products in 3D.
Visual product configuration removes all the guesswork from the sales process. Salespeople don’t have to assume what customers want. Customers don’t have to worry about misunderstandings.
Mass Customization enables greater flexibility
Mass customization, where manufacturers produce products tailored to individual customers’ specific needs and preferences, is steadily replacing the traditional mass production approach. CPQ software is purpose-built to give customers as much choice as possible—all without increasing complexity and cost on the back end.
Self-Service improves customer experiences
The modern B2B buyer is different. They don’t want to deal with a salesperson unless forced to. Therefore, manufacturers able to provide a fully self-serve end-to-end buying journey have a massive advantage over their competitors.
CPQ software makes self-serve and eCommerce easy for manufacturers–it doesn’t matter how complex your products are or how many configuration options you provide.
No-Code reduces reliance on expensive developers
The best CPQ software for manufacturing includes no-code rules engines, making it possible for users with no coding ability to create and maintain rules. This provides greater accessibility, reduced costs, greater flexibility, and improved customer experience.
“After initial integration work, the ability to leverage their Snap language to have more of a general business admin vs. a developer administer and build business rules for the tool saves time and money.”
– Ben Roberts, Senior Vice President Marketing, Outdoor Cap Company
“Our sales team previously submitted quotes to our engineering team multiple times for rework until they were correct. With Epicor CPQ, they now create quotes that reflect our engineering rules for our customers immediately.”
Why Choose CPQ Software for Manufacturing?
Epicor CPQ for manufacturing streamlines complex product sales by automating configuration, pricing, quoting, and CAD output—all without relying on engineering for every order. Customers, distributors, and sales reps can confidently configure products in real time, receive instant pricing, and generate accurate production documents in minutes.
Simplify and shorten your sales cycle
Say goodbye to sales spreadsheets and disconnected processes! Your pricing and product configuration rules are easily set up and maintained with our CPQ rules engine, Epicor CPQ Snap, allowing your users to accurately configure and quote complex products by themselves. This eliminates reliance on engineering and more experienced sellers, allowing anyone to configure their product with confidence.
Generate quotes quickly and accurately
Your customers can purchase your products from anywhere now – configuring their ideal product on your website, with a sales rep, or in-store. Epicor CPQ provides a guided experience that dynamically updates the pricing and visual representations of the product as options change.
These CPQ manufacturing capabilities eliminate the traditional bottlenecks that slow down sales cycles and frustrate customers.
Let Sales sell, and give Engineering a break
Sales can now auto-generate their own CAD drawings for customer quotes, instead of requiring pre-sales support from the engineering teams. Epicor CPQ also generates actual CAD file outputs from configured products, to allow for further customization or verification by Engineering. Use your preferred CAD programs, like AutoCAD, SolidWorks, and PTC Creo.
“Our sales team previously submitted quotes to our engineering team multiple times for rework until they were correct. With Epicor CPQ, they now create quotes that reflect our engineering rules for our customers immediately.”
– Tom Roy, Senior Project Manager, Merck Millipore
Increase confidence in production
Once the product is configured, Epicor CPQ can auto-generate your sales drawings, CAD files, Bill of Materials, assembly instructions, and other important documents that support your manufacturing processes. CAD drawings, BOMs, cut sheets, and other documents can all be generated automatically based on the product configuration, ensuring a seamless transition from sales to manufacturing.
“From a production standpoint, Epicor CPQ allows us to be completely aligned as a company and confident in our product output. It has truly been a game changer for us.”
– Moriah Hillbrand, Business Analyst, Tuff Shed
Advanced Features of Modern CPQ for Manufacturing
While basic CPQ systems handle standard configuration and pricing, the most sophisticated CPQ for manufacturing platforms offer cutting-edge capabilities that differentiate industry leaders from competitors:
Augmented and virtual reality integration
The most advanced CPQ software solutions have augmented reality (AR) and virtual reality (VR) functionality built in. With this technology, customers can configure, view, and interact with products as if they were right there in front of them–all without leaving the comfort of their home or office.
Dynamic pricing engines
With advanced CPQ solutions, prices are calculated automatically with any number of internal and external variables taken into account.
Manufacturers can tweak prices based on the current inventory level, the customer’s order history, and live competitor prices. Pricing approvals, where necessary, are routed to the appropriate individual automatically and signed off with a single click.
Guided selling functionality
The best CPQ software has Guided Selling functionality that transforms your product and pricing rules into prompts and guidelines for salespeople to follow.
Algorithms and logic built into the CPQ software carry out the bulk of the configuration for the user and calculate a price—all the salesperson has to do is stick to the script.
Integrations with enterprise systems
These systems integrate seamlessly with ERP, CRM, CAD, and your other core business systems. Data is centralized into one repository, ensuring teams can access, share, innovate, and make strategic decisions using the same up-to-date data set. Cloud-based solutions are accessible from any location, making them ideal for collaborating among remote teams while maintaining robust security measures.
Featured Resource
Bridging the Gap between Sales and Manufacturing with CPQ
This buyer’s guide was put together to help manufacturers define the base set of requirements to succeed with their digital transformation project, and identify the ‘features to look for’ in best-in-class CPQ solutions.
Ready to Transform Your Manufacturing Business?
Learn how advanced CPQ software for manufacturing can transform your business. The manufacturing industry faces a new reality of increased competition, changing customer expectations, and the need for more efficient and personalized products.
With the ability to easily configure products to individual specifications, move away from mass production, and provide self-service buying experiences, manufacturers can differentiate themselves from the competition and cater to the demands of the modern buyer.
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