XpertRule Sales & Product Configurator - An overview

XpertRule Sales and Product Configurator automates expert knowledge at the point of sale. It enpowers every salespeople with the knowledge of the best product engineer, with the power to translate customer needs into the right product with the right features and options, and then to rapidly generate an accurate quotation. XpertRule Sales and Product Configurator can simplify the most complex product selling and can easily be integrated with CRM and ERP systems. Configurator provides the following benefits:

• Selling products with complex features and options without re-working orders
• Accurate and prompt generation of Quotations and Proposals
• Allowing sales to work on complex quotes without involving engineering
• Distributing customized / complex products through broader sales channels

PC configuration demonstration

Capturing User Requirements when Configuring a Computer

Note how making selections for some of the features will automatically "grey out" (as unavailable) other selections that conflict with existing selections thereby ensuring only "valid" configurations are selectable. Such products constraints / rules are captured from products specialists and empowers the sales team to carry out accurate interactive selling.

Generating a simple Quotation

The Constraints Engine Technology

The "constraints" on the valid combinations of captured product features are represented using constraints trees as show below. During the requirement data capture a special "constraints engine" is invoked to "grey out" invalid selections as selections are made.

Architecture of the Deployment Engine