Technical Sales - convincing and inspiring

Selling variant-rich products needing detailed consultation is our specialty. Success in sales depends mainly on one factor: how well technical product knowledge can be brought into the sales process.

From the first customer contact, P'X5™ makes detailed product information available: knowledge-based, presented in 3D, 2D, and text, and with all rules and calculations automatically validated. P'X5™ has release-safe interfaces to leading CAD/PDM and ERP systems, and ensures that sales and technology span company and geographical borders, promoting an efficient, synergetic workflow.

Persuasive communication with customers and suppliers is assured through comprehensive, multi-lingual configuration documentation and parts lists for sales, order processing, and after-sales service, as is rationalized automation of all sub-processes.

P'X5™ solutions support the central tasks in marketing investment goods: product management, sales, technical project planning, and after-sales service. Users profit from experience in varied complementary industries: mechanical engineering, plant construction, electro-technical engineering, and logistics systems: Mechanical Engineering, Plant Construction, Electrical Engineering, Logistics Systems.

P’X5™ for Product Management

Innovative, sales-oriented product management starts with the design and mastery of the complete sales-relevant product knowledge base. Perspectix gives product managers powerful tools to provide an effective information foundation to colleagues in communication, sales, order processing, and after-sales service.

  • Master data harmonization and integration for a continuous, unified product knowledge base
  • Product structuring, classification, and modeling
  • Well thought out product systematization for sales, planning, and spare parts management
  • Sales-oriented product knowledge management
  • Up-to-date product information for web catalogs, technical documentation, and configurators

P’X5™ for Sales

The modularization of product and service portfolios offers every industry the chance to be more profitable and competitive. Perspectix provides role-oriented, efficiently usable tools for sales, turning the complexity found in variant-rich products into a marketing advantage.

  • Project-oriented sales from the desktop, laptop, and internet
  • Customer data and contact management
  • Systematic requirements survey
  • Offer, product, and service configuration in 3D, 2D, and text
  • Rule-based solution plausibility checking
  • Continuous price determination and margin calculation
  • Multi-lingual and multi-currency
  • Automatic offer generation and output
  • Parts lists generation for order management

P’X5™ for Technical Project Planning

The construction department is responsible for a significant portion of the tasks in a sales process: technical planning, feasibility analysis, special orders, and much more. In order that engineers can concentrate on value-generating activities, P'X5™ provides functionality for knowledge-based project planning.

  • Rule-based technical design
  • Spatial module assembly and layout, including dimensioning in 3D/2D
  • Generation and processing of project structures, parts lists, and work plans
  • Multi-CAD interface for special orders
  • Parts lists transfer for project and order processing

P’X5™ for After-Sales Service

The main source of revenue in after-sales is spare parts. To support this business area, Perspectix creates a link between the creation and maintenance of the installed base – all based on a continuous, unified product knowledge base.

  • Provision of up-to-date technical documentation
  • Derivation of order-specific service documentation
  • Parts lists management and change management for a customer-specific installed base
  • Views and documentation for assembly and disassembly during installation and maintenance
  • Knowledge-based spare parts management including 3D drill-down to find specific parts

P’X5™ in Practice: Sample Applications