13 Dec Configuring and Quoting Electric Motors | Microsoft Dynamics 365 | Quote Manager CPQ
Quote Manager CPQ provides the ideal tool for motor manufacturers, motor distributors / reseller and inverter sales. In this blog, we show how you can build an electric motor quote using our CPQ tool within Microsoft Dynamics for Sales.
Configuring and quoting for electric motors can be a complex process, with complex pricing rules. It starts by searching for the right motor to configure and then configuring the motor to the client specific requirements.
Quote Manager CPQ is an addon within Microsoft Dynamics 365, allowing you to generate accurate quotes quickly and efficiently.
Searching and Selecting the Motors
1. Search by Product Family:
2. Filter by Kilowatts:
Narrow down the options based on power requirements.
3. Select Poles & Materials:
Further refine the search by choosing the number of poles and the material e.g. Aluminium or Cast Iron.
4. Add Motors:
Configuring the Motor
Add associated items from Product Suggestions:
To customize each motor, click the +Icon on the Motor Quote Line, a Product Suggestions box will pop up. Then, select related items such as accessories or additional components to add them to the Quote. In this case we have added IP65 Protection plus all the other Options available for the 080 Frame Size.
The image below shows that what we add to the Quote grid in Dynamics will appear in the output document see (1) below.
Showing the technical details
Adding Images and links to Technical sheets
Sending the Quote to the Client
1. Choose a Template:
2. Preview the Quote:
3. Email the Quote:
Conclusion
Case Study
Green LED Lighting Solutions
- USA
- Manufacturing
“Last month, for example, we did 277 quotes, which was excellent, that’s a 300% increase over the results we were getting from using the previous tool.”
Brook Crompton
- Global
- Electric Motors
“The technical team can create configuration rules, the sales team can generate complex motor quotes. This ensures we have complete visibility of our quote pipeline.”
SolaaS
- UK
- IT and Telecoms
“I can quote and invoice within minutes, knowing that nothing is missing. We've witnessed significant improvements in efficiency, accuracy...”
Ready to enhance your sales process?
Get a Free Consultation today!