Resources by industry: Processing of Fluid & Gas

The CPQ Guide for Fluid Control System Manufacturers

Streamlining the selling process of dosing, mixing, filtering, controlling, setting or regulating equipment is what many Fluid and Gas control system manufacturers are trying to do to keep up with new buyer expectations. Many have searched for new solutions that enable fast quoting, manufacturing and selling.

Tacton Configure, Price, Quote (CPQ) software can make all the difference in streamlining internal processes while enabling an omnichannel customer experience

In addition to CPQ, your teams can enable cutting edge Visual Configuration that show products in real-time in their actual environment.

What’s in the CPQ Guide for Fluid Control Systems?

  • Learn how CPQ can help manufacturers use guided selling to make their newest sales team members sell faster than ever.
  • Discover how CPQ enables the optimal product solution, the first time, every time.
  • Use Visual Configuration to cut down on costly mistakes and misconfigurations.
  • And much more!

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The Challenge

Prior to Tacton, Bürkert was using two sales configurators, one of which they’d built in-house. Application Consultant Marcel Goetzelmann says, “Looking to the future, we wanted a web-based tool that could be accessed from anywhere.

Data transfers were handled manually, making the process prone to errors and we were much too reliant on certain key individuals. If those people weren’t available, everything got held up. Sometimes it would only be for a few hours, but at times we’d have day, or even week-long delays if someone was sick or on vacation.”

The Solution

“It’s always a challenge when you’re trying to roll out a new system. But the minute people started using Tacton, they could see the benefits and how it made life so much easier,” says Marcel.

The conflict resolution capability in Tacton is also highly valued by the Bürkert team. “Because your starting point is always an already valid solution, you just have to tweak it to suit what the customer needs. These speeds up the sales process considerably. Our sales team are now able to quote in a matter of minutes, whereas before it took hours or even days,” says Application Consultant Daniel Horn.

About Bürkert

“Our new products are designed to be more flexible and customizable from the outset. This is the way things are moving and it’s absolutely what our customers want. Thanks to Tacton’s configuration technology, we’re able to respond to that”

Marcel Goetzelmann, Bürkert

Bürkert manufactures valves, sensors, and controllers that are vital aspects to our daily lives. Bürkert’s products are designed to be flexible and customized, placing high requirements on the configuration technology.

The Results

  • 100% accurate quotes
  • Handle product updates with ease
  • Built in conflict-resolution
  • Used as a lead generation tool

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Design Automation at ClearStream

Check out our latest success story with ClearStream Environmental! Learn about Tacton’s Design Automation solution. You’ll learn about Design Automation in action and hear how ClearStream Environmental streamlined its design and quote process. The company previously allocated four to six weeks to produce a custom quote and design for one of its sedimentation units. Now the same process can be completed in as little as a day.

Learn more about Design Automation at ClearStream here!

Hilge GmbH & Co.KG

The Challenge

Hilge’s products have many variants and every quotation must be precisely specified. Their customers expect drawings and 3D models. To ensure that the engineering knowledge will be kept in the company, Hilge used to use a special 3D model during the sales process, which required one to three days of design work for each quotation. Hilge felt this was too long and needed a way to complete the quotations and get them to the customers quicker.

The Solution

Hilge chose Tacton Design Automation as the system that best met their requirements. Hilge gave real CAD models to Tacton, who prepared them for the configuration pilot project.

After a few days of training, Hilge implemented the quotation design for the new generation of rotary lobe pumps in Tacton Design Automation in just a few months. The implementation was so favorable that designers from other product groups daily ask when their products will be converted. Grundfos is also taking a great interest in the new design automation solution their German subsidiary brought about.

About Plus Pack

“The 3D-models and drawings required in customer quotations are now produced in 10-15 minutes instead of several days. As a result, sales can be much more responsive, while the design department is freed up to focus on product development instead of supporting sales.”

Hilge GmbH & Co. KG, a German manufacturer of centrifugal and rotary lobe pumps, is a subsidiary of the Danish conglomerate, Grundfos. Hilge serves the areas of food technology, pharmaceutical, and biotechnology, as well as industrial applications around the world.

The Results

  • Tasks that took up to three days are now completed in just 10 to 15 minutes.
  • 80% of all Hilge’s tasks can now be performed using Tacton Design Automation
  • Reduced workload in the design department
  • Quotes now meet the customers’ expectations

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ClearStream Environmental

The Challenge

While water treatment systems are made up of fairly standard elements, each unit is custom-designed and fabricated to each individual customer’s needs.

Changing the diameter of a sedimentation tank by half a foot, for example, has a knock-on effect on many other components – and their interdependencies.

Keeping on top of this complexity was a challenge. And quoting for, designing and engineering the systems was tedious, time-consuming and error-prone. Producing a design specification for a sedimentation unit, for example, would involve 100 plus drawings, and typically take four to six weeks.

Today, ClearStream can complete the same process in as little as two days. In an industry where margins are extremely small, these efficiencies make a big difference to the bottom line.

The Solution

One area where ClearStream has seen great benefits is in the bidding process. Previously, designers would work from an existing proposal, changing the details for the new specification. To give even a crude approximation of what the customer wanted would take up to two days.

With Tacton Design Automation, ClearStream is now producing accurate, high-quality quotes with detailed drawings in a fraction of the time it takes the competition. And the company’s hit rate has gone up dramatically.

About ClearStream Environmental

“This type of automation has been a key factor in our business growth.”

Brian Bartholomew, Senior Project Engineer ClearStream Environmental

ClearStream Environmental was incorporated in 2002 to provide superior process equipment to the water and wastewater treatment industries.  ClearStream has experienced tremendous success over the past few years, and has grown by approximately 100% per year for the past seven years.

The Results

  • Reduced design time for six weeks to minutes
  • Created detailed quotes in a fraction of the time
  • Created time saving for engineers
  • Eliminated back charges due to design errors

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