Tacton CPQ Configurator
Engineer your products for optimized customer choice with product configurations you can trust
How can Tacton Configuration solutions help your business?
How do you ensure that the individualized product variants you offer meet the customer’s needs, are buildable, deliverable, serviceable and compliant – all at the same time, without involvement of sales engineering in every quote?
Our award winning product configuration solution enables you to define a company shared product definition, capable of generating millions of valid and profitable product variants all with an easy user interface for your sales team. Don’t fight product variance – embrace it
Product modeling capabilities: Setting up your product variance in the back office
Product structure suited for manufacturing
In Tacton you will recognize the product structure from your PLM, including Assemblies, Sub-assemblies, Positions, Modules, Parts, Domains and Attributes. You can reuse modules and assemblies in multiple positions in your solution, e.g. wheels for a truck. This makes product modeling easier and minimizes maintenance work for your Tacton product model.
Managing your product variance with attribute constraints
Use smart attribute constraints – in addition to combination rules – to express how modules and parts are allowed to be combined. Rather than defining what, Tacton constraints define how modules can be combined, based on the properties of those modules. By separating data from logic in this way, new parts, components and modules can be added without changing the logic, minimizing maintenance and errors. Learn more in this demo video.
Need-based configuration – Automatic translation of customer needs into technical solution and 100% correct sales BOM
Connect your product architecture to customer needs and sizing, driving the selection of modules and parts in the configuration. This empowers your non-technical sales staff, partners or even customers to configure error free complex products with questions they can understand. Let the configurator create the technical solution and let your sales staff focus the customer dialogue on what they know best – customer needs and business outcomes.
Optimize the solution on the customer’s purchasing driver
If there are multiple valid solutions, you can define default values or search strategies to select a preferred solution among the valid ones, for instance minimizing weight, maximizing Eco-friendliness or maximizing performance. With needs-based configuration Tacton selects the right solution. With optimization, Tacton selects the best solution for the customer’s purchasing drivers.
Break your internal silos – consider all aspects of the configured product to secure a profitable deal
Take into consideration all aspects of the product when defining the business logic of your product model, including customer needs, sales channels, market specific compliance, order fulfillment and serviceability. By considering the full picture of the product journey already at the time of quote, you minimize downstream surprises and secure profitability of the deal – across your organizational silos. Say goodbye to project margin degradation.
Design the configuration interface for your sellers and buyers
With the View Designer, you craft what questions you would like to present to the end users, and how those questions should be presented. This includes drop-downs, radio buttons, image options, free text etc. as well as full page layout control and step-by-step presentation. You can for instance present different set of questions for your expert sales reps, your non-expert resellers and end customers, even if they are based on the same product model.
Validate the configured product
Validate, simulate or calculate the configured product in external system before presenting it to the customer, ensuring that its performance is in line with customer expectations. The engineering calculations from your simulation software can be automatically embedded into the quote or be used as input parameters when refining the product through a reconfiguration. Learn more about Tacton CPQ Product Validation in this video.
Front-office capabilities – easy product configuration for sales reps, resellers and end-customers
Always valid product configuration
Although Tacton configurator looks like an ordinary questionnaire, there is more to it under the hood. For every selection made by the end user, the configurator validates all attribute constraints and automatically selects compatible modules and features. In this way, the configured product is always 100% correct and valid. The user is never led into configuration “dead ends”, being asked to go back X steps to change a selection.
Although the configurator makes implicit selections on its own, based on the constraints, it does respect any selections explicitly made by the end user. If two explicit user selections are in conflict, Tacton configurator automatically presents a conflict resolution and alternatives to the end user. With Tacton CPQ it is impossible to make mistakes.
Instant Sales BOM and pricing
Instant updates of the sales Bill-of-Material, customer net prices and product visualization after every user configuration selection, makes the user understand the technical and commercial consequences of her choices. And if your sales Bill-of-Material is extensive, yes, we do support multi-leveled BOM.
Mass Configuration Management
Some of our customers oftentimes sell hundreds of individually configurable products in one and the same opportunity, e.g. pumps or valves for a complete pulp or chemical processing plant. In these cases, Tacton CPQ’s Mass Update and Mass Import saves a lot of time, by handling a batch of configured products in one go without having to open them one-by-one.
Upsell accessories effectively
Add accessories to the main configured equipment and thereby increase the quote value. If the value-added accessories are mounted to the main equipment, Tacton ensures that they are compatible. The catalog of mounted and independent accessories can contain products from your third party suppliers, making your CPQ a marketplace for value added accessories. Effective search and filtering catalog tools empower your salesforce to upsell fast and flawless.
Boost configuration with Tacton CPQ options
With real-time product visualization after every configurator selection your sales people and customer get a better understanding of what they are selling and buying. Add automatic generation of 2D and 3D drawings and CAD files for any configured product, and you will get maximum value of your CPQ investment.
Line item management
Empower your sales reps to build offerings in flexible ways, to win more deals. Copy and import successful quotes and configured products into new deals. Offer alternative line items and configured products in the same quote. Sort and create hierarchies in quotes with many line items.
The results of Tacton CPQ*
Sales and quoting labor cost savings
Order error cost savings
Increased profit from more orders
*Data from manufacturers using Tacton CPQ
How to buy?
Tacton CPQ Configurator is sold as a part of Tacton CPQ product. Read more on how to get started in our Editions and Options guide.