Blog Category: CPQ Integrations

CPQ Integrations in the Sales and Order Fulfillment process

What is Sales and Order Fulfillment process? 

In the first post in our series on Tacton CPQ integrations, we explored the ways Tacton CPQ Administration received master data from other enterprise systems in the New Product Development process. In this article we describe how the front-office sales tools of Tacton CPQ – sometimes referred to as connected environments – reap the fruits from that work in the Sales & Order Fulfillment process.   

The sales & Order Fulfillment process is one of the most important business processes of any successful company, where prospects are found, converted to customers and then delivered products/services/value. The journey of the customer typically includes handovers between marketing, sales and order fulfillment organizations (factory, supply chain, installation). For complex industrial equipment, this journey can be long and difficult – both for the customer and the vendor – including pushbacks, hundreds of decision points and questions, repricing, rescheduling deliveries, rescoping, order errors, reworks and misunderstandings.  

Clickable image that takes you to the download-page of Tacton's free eBook: Creating Optimized End-to-End Operations with CPQ Integrations
Free eBook: Learn how manufacturers are transforming information silos into seamless experiences​.

CPQ integrations in the front-office sales tools 

By replacing a manual Engineer-to-Order workflow (ETO) with Configure to-Order (CTO), a modern CPQ makes that journey less bumpy. With the right product and pricing data from your ERP, PLM, Price Management and PIM, the CPQ used by your sales teams and resellers, will generate fast a flawless quotes and orders. But there are also other systems in that front-office sales flow which a CPQ needs to be aligned with.  

Customer relationship Management systems (CRM) 

Most likely you keep track of your customer lifecycle in a CRM, including purchases, service and renewals. In CRM you identify sales opportunities, capture customer needs, define the products/line items to be sold, send out quotes and ensure that customers sign the contract. If you are selling simple standard products with a small assortment, most likely a CRM is all you need. For highly configurable products, however, a CPQ  solution is necessary in order to map customer needs with technical solution, give a correct price and generate compelling and accurate quote documents.  

This means that the CRM and the CPQ need to be interlinked: The CRM typically feeds the CPQ with accounts and opportunities (mastered in CRM), including basic information about the customer. CPQ would then use this data to drive the configuration – in addition to all other customer needs that the sales rep would enter when configuring. After the CPQ has generated technical solutions (quote line items), prices and quotes, those are then fed back to the CRM so that sales rep can continue and close the deal there. In this way, the CRM is always updated with the latest quote revisions and opportunity sizes, contributing to an accurate sales pipeline and forecasting.  

Some CRMs also offer support for managing and automating the business processes and relationships between companies and their channel partners – often called Partner Relationship Management systems (PRM). If you are using a PRM to support and track your resellers’ sales transactions, a similar kind of integration with CPQ needs to be set up so that your resellers also can configure, price and quote in the same vein as your direct sales. As product eligibility and price models often differ across direct sales and partner sales, it is important that the CPQ can support that.  Tacton CPQ offers standardized integrations with Salesforce and Microsoft Dynamics 365 CRMs but with flexible and open APIs it is possible to send transactional data to and from any CRM.  

eCommerce 

There is also another sales channel emerging in the B2B manufacturing space: eCommerce and self-service have so far been restricted to after sales and simpler products in the assortment (if used at all), but with easy-to-use CPQ tools, needs-based configurations, instant pricing and product visualization, even non-technical customers can configure error-free industrial machinery on their own. Empowering your customers with product configuration tools, means lower sales costs and better accessibility for your customers, fulfilling your multi-channel and omnichannel vision.  

Just as with partner sales, self-service channels most likely have different configuration capabilities and price waterfall compared to that of a direct sales CPQ, but all channels need to be fed the same product definition from the CPQ to avoid excessive maintenance costs. Any modern CPQ needs to be capable of exposing their configuration, pricing and quoting capabilities to homegrown or standard eCommerce platforms.  

Tacton CPQ’s API for Lead Generation allows anonymous (pre-lead) users to configure and visualize a product. With this embedded on a website, a manufacturer can empower prospects to explore the full portfolio before they reach out to your sales department. This could influence the way they formulate their buying criteria and RFXs – to your advantage.  

With Tacton CPQ’s API for Self Service you enable both configuration, pricing and quoting for a known customer, allowing them to take full ownership of the whole buying journey, all the way up to check-out and ordering. This can be embedded into any eCommerce system.  

Computer-Aided Design (CAD) 

CAD design files and drawings are important documents in the buying process, aligning expectations between buyer and seller of complex industrial equipment. The cost of manually generating them by sales engineers, however, is high, especially considering that the buying journey may include hundreds of revisions.  

Modern CPQ systems offer connections with CAD so that the values and technical solution specified in CPQ automatically can generate design files and drawings for the customer, without any need for sales engineering involvement. Tacton CPQ’s CAD Automation allows sales reps to generate advanced CAD files directly in the web browser with neither CAD skills or CAD software required. For all the millions of valid product variants and customizations that the product definition in CPQ can generate.  

External calculations and simulations 

In many industries, different kinds of simulations are required as a part of the quote documentation. If you are selling pumps, valves, heat exchangers, ventilation systems or cooling systems, for example, flow simulation software are often used to simulate and calculate how liquids and gas move inside the equipment.  In these cases, the CPQ needs to send the tech specs and customer needs of a configured product to the external simulation system, which then calculates and returns the results to CPQ. CPQ can then use this to populate other values in the configuration or embed them into the quote document. 

In Tacton CPQ this is refereed to as External Calculations, and are available through standard integration endpoints.  

Enterprise Resource Planning system (ERP) 

One of the most important benefits of a CPQ is the way it automates the order management process, increasing order speed and accuracy. Since CPQ provides the “handshake” between customer needs and order fulfilment, your factory and supply chain know how to produce, assemble and install an incoming order from the CPQ (as set up in the New Product Development process). This minimizes order errors and ensures that the promised functionality (and value) of the equipment can be delivered, within budget and timeframe.   

The CPQ-ERP integration needs to encompass the capability of sending hierarchical BOM-structures which the ERP can receive and then translate into manufacturing BOMs and routings.  

One important function of an ERP is to forecast and plan production. With long sales cycles and hundreds of deal revisions, it is important that the ERP gets accurate information early. Here CPQ can help: even long before the order has been placed, the CPQ-ERP integration can continuously feed the ERP with estimated order contents so that ERP can prepare inventories and logistics accordingly. This will make the order fulfillment journey fast and flawless, boosting your customer satisfaction as well as your bottom line.  

This tight pre-order connection between CPQ and ERP could also go the other way. After receiving the order materials for an ongoing quote from CPQ, the ERP can calculate estimated delivery time, often called Available-to-promise (ATP). For customized products, such calculations can be quite advanced taking into considerations stock levels, order pipe, shipping disruptions, supplier capacity, historical lead time etc. Once received by the CPQ, the ATP can be embedded automatically into the quote and then communicated to the customer.  

In the post-order phase, order status and updated delivery times can automatically be fed back to CPQ (and to the CRM), so that sales rep and customer can track the order without having to login into ERP or ask order handlers for that information.  

Interested in learning more? Schedule your personalized demo today!

This piece was written by Tacton’s Senior Product Marketing Manager Per Rohdin

CPQ Integrations in the New Product Development Process

Integrations for New Product Development Process

What is CPQ? 

Configure-Price-Quote (CPQ) solutions allow your sales reps and partners to define and price complex industrial equipment that is not just buildable and valid, but also profitable. Easy configuration, instant pricing, and fewer errors in quoting and ordering, make the buying and selling journey less bumpy, and less reliant on manual one-offs by your sales engineering department.  

The New Product Development Process 

The New Product Development (NPD) is the process by which manufacturers bring or renew a product – and all its variants – to the market or introduce a product in a new market. This involves not only product development in the R&D department, but also ensuring the new features can be manufactured profitably and effectively in the supply chain. It also covers the process of pricing and bringing the features into the sales tools and channels of your direct sales, partner sales, and customer self-service. The NPD ensures that the transactional Quote-to-Cash or Sales & Order Fulfilment process – including your CPQ front-office sales tools – has the right data at its disposal to create accurate quotes, orders, and deliverables. If you do not get that process right, your sales reps will end up selling custom products that your factories are unable to produce, that are incorrectly priced or that simply fail to fulfill what you promised the customer.  

Clickable image that takes you to the download-page of Tacton's free eBook: Creating Optimized End-to-End Operations with CPQ Integrations
Free eBook: Learn how manufacturers are transforming information silos into seamless experiences​.

CPQ Integrations 

Your CPQ’s powerful configuration and pricing engines allow you to create a shared product definition considering aspects from all parts of your organization, including product limitations and variance, commercial rules, compliance regulations, customer needs, and order fulfillment. To maximize the quality of quotes and orders, and to make the customer journey fast and flawless, CPQ brings together and leverages master data from your surrounding enterprise systems. Let’s see what data types and systems Tacton’s CPQ customers typically integrate with.  

 

 

Tacton CPQ Integrations in the New Product Development process.  

 

Product Lifecycle Management systems (PLM) 

In the PLM and connected CAD systems, your R&D department defines the product architecture, the structure, and the parts needed to fulfill the output and performance expected for the product. It also encompasses the different module and part variants needed to be able to customize and tailor the product line to different customer needs (often called Super BOM or 150% BOM).  

To generate valid configurations, the configurator needs to mirror that data (and then of course add other commercial rules and constraints on top of that). With the help of Tacton CPQ’s API for Administration, the product set-up and changes in your PLM can be reflected in Tacton continuously. When the structure, module variants, and interfaces in Tacton Product Modelling always map to your PLM, your sales reps will only configure accurate and up-to-date solutions selling your newest and finest product features and options.  

If your PLM has volatile product data – for instance constantly changing parts – you may consider using Tacton CPQ’s Data Import Automation feature. Using the API for Administration, you need to collect the changes and make releases into the front-office sales tool, but with Data Import Automation the master data from your PLM are made directly available to your sales reps’ fingertips (after passing through proper data validation schemas). This means more agility and fewer order errors.  

Price management systems 

In your CPQ you define the price execution rules and waterfalls for your products, segments, and channels. However, the price and costing data– base prices and production costs – are for many manufacturing companies stored in dedicated price management systems or in the ERP. Both pricing and costing data may fluctuate often, due to material costs, production costs, inventory levels, shifting market demands, etc. To protect your deal margins, it is important to stay agile and react fast to such disruptions.  

With Tacton CPQ’s API for Price Data and API for Costing Data, you can continuously pull in data from your price management systems, ensuring that any configured product that your sales rep quotes, gets the correct margin calculation, and that it will stay profitable all through the order fulfillment process. In Tacton CPQ you could also use this data to optimize your configurations: among all the product variants that fulfill the customer needs, let the configurator pick the variant with the highest margin.  

Again, if your cost data is volatile – for instance currency rates or raw material costs – you may consider using the Data Import Automation feature to maximize speed and reduce the maintenance costs.  

Product Information Management systems (PIM) 

PIMs are typically used by companies selling standard products, storing images, tech specs, and value propositions for each. With configured products that are less relevant, since those aspects will vary across the millions of valid products variants your product model is able to generate. However, on part and module variant level, those descriptions and images may still be relevant for configured equipment. Also, although Tacton CPQ focuses on configurable products, you can add accessory line items from a standard product catalog to complement the configured products.  

In these cases, the ways in which your modules, parts, and catalog items are presented in the sales tools and quotes should use the data you have already mastered in your PIM. With Tacton CPQ’s API for Administration, this is fully achievable, leveraging your PIM investment and minimizing data maintenance costs.  

Enterprise Resource Planning systems (ERP)  

There is important order fulfillment data in your ERP that are crucial for a smooth selling and buying journey with CPQ. Your suppliers and the parts that they produce may come and go, due to quality issues, supplier changes, etc. These disruptions are often and hopefully synced between the ERP and the PLM so if you have a PLM integration in place, the CPQ will receive those updates from there.  

However, ERP also holds data about delivery times, stock levels, shipping, and so on. When buying industrial equipment delivery times are often essential. If the CPQ has that data – already at the time of the quote – the configurator may be able to select a product variant that has the shortest delivery time and at the same time meets the customer needs.  

In Tacton CPQ’s API for Product Modeling or Data Import Automation, any business-critical parameter from your ERP can be pulled into your product model in Tacton CPQ, driving the selection of products variants based on customer’s purchasing drivers. This means that your sales rep can give immediate answers to a prospect about delivery times for every configured product variant, shortening the sales cycles. In this way, your order fulfillment organization stands in a much better position to deliver on the promises in the quote.  

If you have separate ERPs for your subscription-based services, Tacton CPQs API for Subscription pricing allows you to pull in product and recurring prices for those. In Tacton CPQ you can set up logic that selects the optimal services depending on the configured product, maximizing the business value for the customer and minimizing the total cost-of-ownership.   

Interested in learning more? 

Check out our  Integrations eBook or schedule your demo today!

This piece was written by Tacton’s Senior Product Marketing Manager Per Rohdin.

 

CPQ Integrations Explained: Creating Flawless Customer Experiences and Aligning Internal Operations 

cpq integrations explained

CPQ Integrations explained: 

Manufacturing is undergoing a rapid change due to customer demands. Customers want a fast and flawless buying experience. But many manufacturers are struggling to meet these demands due to slow internal processes. Many leading manufacturers have turned to Configure, Price, Quote (CPQ) solutions to solve a variety of challenges they face, including creating a new buying experience.  

While a CPQ can standalone, it’s often paired with CRM, ERP (Enterprise Resource Planning), PLM (Product Lifecycle Management), and other internal systems. That is why it is important to understand how CPQ integrations can work to help both customers and the company. Let’s look at how Tacton is helping this journey. 

What is CPQ integration? 

CPQ systems are meant to help manufacturers configure, price and quote their products with speed and accuracy. CPQ integrations are strategic plans to create a flawless customer experience while also removing silos inside the organization.

Clickable image that takes you to the download-page of Tacton's free eBook: Creating Optimized End-to-End Operations with CPQ Integrations
Free eBook: Learn how manufacturers are transforming information silos into seamless experiences​.

  

How do CPQ integrations help manufacturers?  

CPQ integrations are a strategic way to help manufacturers in two ways, first for their customer experience, and second for their internal processes.  

Customer experience and CPQ integration 

Customers are now used to a fast-buying experience, with no hurdles to get in their way of purchasing. With global competition and connectivity, it’s important to be trusted when quoting products.  But for many manufacturing customers, a lack of trust has come from a lack of quality quotes and configurations.  

Making complex sales of capital equipment simple and trustworthy goes a long way to having customers that buy now and will continue to come back in the future. Creating a flawless and first time right buying experience for customers of highly customizable products has been hard to achieve in the past, CPQ integrations can be a key factor in helping build trust.  

CPQ enables manufacturers to improve response time and improve customer satisfaction by creating a consistent user experience through integrations to CRM. The buying experience also can be greatly improved with visualization and CAD drawings that help the customer see their product in real-time quickly and accurately. 

With integrations between CPQ and PLM and ERP and Price management systems, the sales rep (or even end customer – self-service) – will have the right product, pricing, compliance data and logic at their fingertips when configuring a complex industrial equipment solution (directly in the sales tool). This means not only fast/instant pricing and solution, but also accurate pricing and solution. This will greatly enhance the buying journey. 

Read more on how CPQ integrations help the sales and order fulfillment process 

Breaking down silos for internal processes  

Creating a smooth end-to-end buying experience for customers is critical, but it can’t be done if internal processes don’t work. Many B2B manufacturing companies suffer from information silos, causing the customer journey to be disjointed and full of negative surprises. Your sales department offers product variants to customers that your factory cannot produce, and your field technicians cannot service – at least not with a profit.  

Issues in the supply chain are not communicated fast enough to sales, meaning that they sell legacy solutions with legacy prices, hurting your profitability. These costly effects increase exponentially with product complexity, affecting your bottom line.  

Manual processes also cause trouble when dealing with customer requests. A painstaking back-and-forth between internal teams that is often plagued with errors. This leads to delays for your customers which has them looking for new options. Creating a frictionless relationship between the front office and the back office can help solve many of these issues.  

Back-office integrations  

Enter CPQ Integrations. CPQ integrations with PLM and ERP enables you to leverage your master data in those systems to build a company shared and one source-of-truth product definition in Tacton, that can mitigate between all limitations of products structure, market, price, manufacturability and serviceability. The interconnected data flows are continuously maintained all through the product lifecycle, enabling disruption proof and agile business operations.  

Front-office integrations  

Tacton CPQ also integrates with front-office tools such as CRM. Integrating with CRM to pull in the right customer data and context to then create a valid, buildable and profitable product quickly. Sales teams will then be able to receive configured line items, customer net prices and quote documents to contribute to their sales forecasting and pipeline creation.  

With a direct integration to CAD automation teams can reach out to the PLM and CAD systems to empower sales rep to generate CAD files and drawings for any customized and configured product without the help of engineering for a 100% correct sales BOM to send to ERP system to execute the order.  Overall, integrating business critical systems to CPQ creates an end-to-end process that covers every aspect of the business, including product lifecycle management and transactional quote-to-cash process.  

In closing 

Releasing the power of an entire organization sounds like a pipe dream, but with Tacton CPQ it’s possible to connect customers, sales and engineering all in one centralized place. This leads to faster response times, accurate product configurations, happier customers and bigger profits. With CPQ integrated into business-critical manufacturers will fundamentally how they sell making it easier for their customers to buy. 

HOT TAKE: It’s Time to Embrace CPQ Integrations

It can be scary to embrace CPQ integrations, but now is the time to start the journey

When I speak with our customers, the terms ‘smooth integrations’ and ‘powerful integrations’ get mentioned frequently. In a lot of cases, I can almost hear a tremble in their voice when they say it because they’re unsure if it’s possible or even okay to mention. After years and years of homegrown, on-prem, and software implementations– often coming from multiple acquisitions and various initiatives from different business units, many global organizations have had failed integration projects. 

We all know that customers’ expectations have evolved to a point where they want to research and shop anywhere, anytime, and through any channel. Meeting the expectations requires personalized buying experiences that aren’t possible without connecting systems to leverage data and analytics. Digital business models are not a luxury, they are a necessity. For any business to be successful, they must embrace integrations to connect the front, middle, and back-office systems. The good news is that it doesn’t need to scare you– it should excite you. 

Over the last decade, we have seen an epic shift from on-premise to cloud SaaS solutions as digital transformations have played out. As more and more enterprise organizations implement transformative technologies, the promise of automating workflows and delivering on customer experience can appear unkempt. This is where the power of integrations must be leveraged to connect your systems and create a single view of data that enables you to connect your processes and systems in a meaningful way. When properly integrating systems, you can quickly and easily leverage data from all your sources. 

Integrations are the key component to accelerating innovation, automating manual processes, meeting customer expectations, and creating a truly data-driven ecosystem. When I speak with our customers, this is the end game of their digital transformation. And the digital transformation efforts have accelerated rapidly in the past year.  It doesn’t matter the industry or vertical– they all say the same thing: we’ve made investments to transform our processes, we have an abundance of data from all our systems but aren’t sure if they are leveraging it properly for our own efficiency and truly delivering to our customers.  

Just how fast has digital transformation accelerated in the past year? Check out this and more in our recent manufacturing survey!

There is so much data from so many systems, how can we harness it? 

The wealth of data across these investments is absolutely critical to operating at an optimal level and delivering an industry-leading customer experience. If you don’t connect all of these critical systems, you will continue to be disconnected from department and data silos. You will continue to be removed from your customers as they interact through your partners, online, and in a direct manner. 

This is where Configure, Price, Quote (CPQ) software fits in. There is no way to sell highly customized products across channels without CPQ. We all know selling highly customized products is essential to your business model. If you do not connect your digital investments with the right CPQ software, you will continue to be disjointed and struggle to connect your end-to-end process… and of course, deliver on customer experience. 

By implementing a CPQ integrated into your business-critical systems, you ensure your customers, sales, and partners are empowered to generate accurate quotes when selling hardware, software, services, and add-on accessories. Thanks to Guided Selling, CPQ enables anyone, with or without technical knowledge, to experience a data-driven experience in configuring customized products with 100% accuracy. 

Want to learn more about system integrations? Check out our free eBook

Empower your customers through self-service channels 

The benefit to extending this fully integrated solution to your customers means they can begin the configuration process online through your website. With the proper CPQ, you can often make the product, configuration recommendations, and add-on recommendations– all based on the data you have collected and turned into meaningful intelligence. With CPQ integrated into your website, you ensure you give your customers the self-service channel they want while ensuring your most complicated sales come into your teams as a hot lead. 

Extend your sales tools to your partner network for additional growth 

Most of our customers and many other global manufacturers have partners and distributors that are essential to their business model. The downside is many do not have the business capabilities to invest in tools and rely heavily on the manufacturers they are selling for. With CPQ, you can extend the same tools and data out to your partner network and give yourself the ability to get closer to your customers. Additionally, we know any partner salesperson is going to go the path of least resistance when selling products. If yours is quick, easy, and positioned to deliver what their customer needs– they’ll likely choose you. 

Check out how our customer Pelco is enabling their partners to do more. Get the full video here

 Enable the data-driven decision making you need to be efficient, govern your product offering, and increase your top-line growth 

Whether your goal is supply chain optimization, governing your product offering, extending tools to partners and customers, making product recommendations in the configuration process, or increasing add-on sales, embracing CPQ integrations is the only way you can gather the data needed to make intelligent and meaningful actions. Check out the importance of a multidimensional approach to digital transformation is critical. Focusing on internal processes can lead to a better customer experience. 

When integrating CPQ at the center of your business operations, you can truly become customer-centric and build the intelligent business model that was the initial promise of your digital transformation and Industry 4. So, let’s all agree, it’s time to stop fearing integrations and start embracing them! 

Tacton has a history of embracing CPQ integrations to business-critical systems 

Tacton has a robust team of integration specialists that have over 20 years of integration into the most complex systems including on-prem, homegrown, and software. We work with the top manufacturers in the world to put CPQ at the center of their selling process to ensure they have the data and intelligence to optimize their operations, build sustainable growth, and get closer to their customers. We’re not afraid to say we can integrate into anything

 

Discover more by signing up for your personalized demo today!

Why is the Tacton and Intershop Partnership Important to Manufacturers?

Tacton and intershop partnership

If you missed the latest news, Tacton and Intershop have partnered together to provide an end-to-end  B2B eCommerce buying experience for manufacturing customersOffering a truly omnichannel experience for buyers can make a difference with scarce customer demand on the market. Let’s look at how the Tacton and Intershop partnership can enable you to do more with less. Let’s start with a quick introduction to both companies. 

Who is Tacton? 

For over 20 years, Tacton has worked closely with manufacturers to navigate accelerating sales and improving operational efficiency when selling highly configurable products using Configure, Price, Quote and Visual Configuration software. CPQ software enables users to utilize self-service, guided (and remote) selling to accurately configure complex products and services for prospective customers quickly and accurately.   

Visualization helps customers see how their products will fit into their unique space, while also showing how each product feature interacts with one another. Finally, Design Automation enables engineering teams to ensure detailed 2D and 3D designs of configured products straight from your CAD system are correct. Reduce order errors, automatically generate configuration-specific drawings and manufacturing information for a seamless sales process. 

Who is Intershop? 

Intershop is an eCommerce solution provider that enables manufacturers and more to deal with the challenges of the new buying journey. For over 25 years Intershop has advised and supported companies in their digital transformation journeys by optimizing productivity and customer value.  

Intershop empowers manufacturing and wholesale companies to grow in a digital-first world by building unique digital commerce solutions. Servicing 300+ B2B customers around the world, Intershop’s cloud-based commerce technology has a proven track record of successfully digitalizing businesses with platform as reliable and future-ready foundation. 

Tacton and Intershop a partnership for a connected journey  

Now that you have a little more information about each company, we can discuss why this partnership is so important for manufacturers. While eCommerce has changed the buying journey for many industries, manufacturing has lagged due to high product complexity. Customers also expect a B2C like journey, one where they can quickly research and buy products without any contact with a sales team.  

Now working with Tacton and Intershop it’s easier for manufacturers to give a B2C-like buying experience for their customers. Setting up a product configurator directly onto a website will enable customers to quickly configure their unique product with stunning visuals included. With self-service included the customer can quickly bring items into the shopping cart provided by Intershop.  

This connected process will ensure quick, accurate and speedy buying like manufacturers have dreamed about. Enabling customers to buy on their own time will keep your teams closing deals fast while still working closely with offline buyers.  

Book your Tacton and Intershop demo 

Digital transformation starts online 

In closing, the buying journey is more difficult than ever. 74% of industrial buyers now research at least half of their purchases online (Accenture)With numbers like that its time manufacturers make it easier for their customers to buy products. While it sounds difficult, a strategic investment with Tacton and Intershop can lead to success even in the most difficult markets.  

With Tacton and Intershop, manufacturers can now deliver a full end-to-end digital commerce experience for customers buying highly customizable products. Ready to see it for yourself? Schedule your personalized demo today.

Watch the full demo Intershop & Tacton demo here: 

Give Your Integrations a Powerful Teammate with CPQ  

CPQ integrations

CPQ Integrations with your CRM, ERP and PLM can change how you do business

Your business and your favorite sports team have more in common than you would think. For example, would you want to have a team of role players combined with one superstar, or one great player and a few inefficient ones? If you’re anything like me you’d like a team that works in unison to achieve a goal instead of wasting your time waiting for inefficient players to change. Integrations may be the teammate you’ve been looking for. 

That begs the question, why would you have inefficient processes in your manufacturing operations? Having accurate configurations and quoting are critical for the bottom line of your business which makes accuracy critical to your success. This makes it important to have all your systems integrate seamlessly within one another to maximize success, profit and customer experience 

Every System Plays a Role 

Keeping that idea of team play when it comes to your business integrations is a great way to demonstrate how having a harmonious flow of data and information can help in so many ways. Your CRM system (Dynamics 365, Salesforce, SAPis a great way to understand your interactions with potential customers, but it can only do so much when it comes to creating your product for them. Your ERP (SAP) also plays a part in how you sell your products. Sending your expected product to an ERP system for final review can be a tricky process when configuring and quoting complex products. This is where the ball gets dropped and the inefficient player shines with items such as spreadsheets with customer data and product information.  

As you know, spreadsheets are messy and can lead to incorrect versions and lost data. Not to mention human error and inefficient processes can cost your company time and money. Your CRM and ERP systems aren’t going anywhere don’t worry, it’s time to look at how to better optimize them to maximize how you sell your product.  That’s why it’s time to consider pairing your CRM and ERP with a new teammate, CPQ.  

Manufacturers that fail to invest in digital commerce will lose deals to competitors.

Making the move to CPQ does not need to be complicated. Tacton CPQ for manufacturing makes it easy with integrations to leading platforms including SAP, Salesforce.com Sales and Manufacturing Clouds, Microsoft Dynamics, Oracle Sales Cloud, and other ecosystems with an open API:

  • Tacton Smart Commerce extends Salesforce with capabilities that make configuring and selling custom products easier than ever. Offered through AppExchange, Tacton CPQ for Salesforce integrates your customers’ data into Salesforce. Developed specifically for the manufacturing industry, Tacton helps your sales team to configure, price and quote with 100% accuracy.
  • Tacton Smart Commerce CPQ integrations with Microsoft Dynamics and simplifies manufacturers’ unique workflows. Enable a frictionless buying experience for your customers by allowing your sales team to deliver the optimal quote every time.
  • Tacton integrates with the tools you use to run your business, whether it’s SAP C4C or Oracle Sales Cloud, we integrate seamlessly into any CRM or ERP system. Tacton’s CPQ integrations make it easy for you to connect your digital business initiatives with the tools you already use.
  • Tacton Smart Commerce for SAP ECC and VC integrates your data by eliminating manual maintenance, syncing data across your systems, automatically aligning configurations and quotes, creating a simplified, personalized buying experience for your customers, closing complex deals faster. Tacton offers out of the box integrations to SAP ECC and VC. Additionally, our open API enables integrations into any SAP system.

Let CPQ be Your Data Superstar 

Pairing your CRM and ERP systems with integration to CPQ combines teammates that can help your business thrive internally and when preparing quotes for customers. Instead of doubling your team’s workload by entering data in two different places, keep all your master data in one spot. That even includes updates to product portfolios and new pricing! By pairing your systems with a CPQ you can remove human error and ensure your sales team confidence that they are using the right data, every time.  

Ensuring your integrations run smoothly can change how you do business, so what are you waiting for? Team up your CRM and ERP systems with Tacton CPQ and watch the wins pile up while you leave the competition in the dust!