P’X5 Integrates Sales Processes into Siemens PLM

Suppliers of products with multiple variants have to present custom solu-tions persuasively and without errors early on during the sales process. P’X5 is a sales-oriented product con-figurator from Perspectix that extends Siemens PLM software to cover techni-cal sales and project engineering.

Product knowledge in sales

P’X5 offers a close mesh of product life cycle and in-

teraction with the customer. The benefits of your 3D

and PLM information from your Siemens PLM solu-

tions thus extend to your international marketing.

Data consistency accelerates the time to market

and enhances the market success of your technical

innovations. P’X5 inputs product data into a sales

system, offering integrated product standardization,

classification, modularization, catalog structures, and

service elements in technical sales and project engi-

neering. Knowledge-backed automation expedites

your creation of solutions and compilation of quota-

tions. It cuts down routine work and errors while im-

proving the quality of your customer communications.

Product configuration with lightweight JT data

By adopting 3D visualization data in JT format, P’X5

facilitates high-performance layouts of plant and ma-

chinery equipment to meet logical and geometric re-

quirements. P’X5 adds object dependencies to the JT

data, to minimize errors and technical and financial

risks. The set of rules in P’X5 keeps installation lay-

outs and project engineering proposals consistent by

inter-assembly validation of mechanical engineering,

cabling, piping, software, and services. So you can be

sure your presentations are attractive to customers,

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P’X5 Sales Solution

Siemens PLM

Visual Product Selling

Graphic configuration in P’X5 makes custom layouts persuasive and technically and commercially reliable.

who will understand your proposed solution and fol-

low your benefit arguments.

Mobile sales front-end on Teamcenter

P’X5 brings your product knowledge to your sales

channels and hence to customer contacts. Web-based

replication and synchronization mechanisms support

decentralized and mobile applications. This means

P’X5 improves iterative, multi-level coordination

processes between in-house and field personnel, na-

tional companies, distribution partners, and custom-

ers. Quotations prepared on- or offline in P’X5 are fed

back to Teamcenter to launch the right follow-up pro-

cesses for special designs, manufacturing, and instal-

lation.

Fail-safe compilation of projects

and quotations

P’X5 will produce standard quotations in accordance

with internal guidelines. Where tender specifications

apply, it will also compile them flexibly in open-

ended project structures. The tiered quotation and

project structure contains individually configured

products and services as itemized parts lists with the

relevant names and technical characteristics. Item-

ized parts lists and documents are ready for hando-

ver with the project. Workflows control technical and

commercial approvals so that quotation projects fol-

low standardized fail-safe processes.

P’X5 Sales Solution 04|12

Your added value from P’X5

Processes flow more smoothly between develop-ment, project planning, and sales

Respond to customer requests 20% to 50% faster

Save 10% to 40% on sales processing costs

Reduce errors and subsequent costs by 70% to 100%

Better support for your Assembly Department

Your solutions come across more convincingly

Enhance the quality of your

customer advice

Project- and product-centric CRM: contacts, conditions, and catalogs

3D layout with technical calculations

Graphical product configuration with parts-list generation and price calculation

ERP

E-C

AD

TEAMCENTER

NX SOLID EDGE

Product catalogs

Price lists

Product configuration

Technical calculations

Quote calculations

Sales parts lists

Offerdocumentation

Layout planning

Powerful knowledge maintenance tools

In the P’X5 authoring environment you transform your

technical data from the Siemens PLM applications, us-

ing graphical editors, into product information for sales

and project engineering. P’X5 is designed for inde-

pendent management and extension of product knowl-

edge by companies.

Product catalogs and price lists

The CAD and PDM data from Teamcenter are linked

with the commercial master data from the ERP and

brought into a sales system. Product master data are

harmonized, assigned selling points and embodied in

standardized variants. Product structures can be ex-

plicitly prescribed for sales assemblies, planning ob-

jects, and sets of spare parts. Costs and prices are cal-

culated from definitions of variants and structures.

P’X5 allows appropriate organization of product lines

for marketing, so that illustrated catalogs and price

lists are available, generated automatically for print

and web.

Configuration with modular systems

P’X5 models reusable modules intended for use in a

modular system. For this purpose, classified interfaces

can be specified geometrically, based on the JT ob-

jects. Other modules can then dock on to these. Sets

of rules use the modular structure to generate consist-

ent, multi-level assembly structures automatically.

This enables your sales staff to master complex prod-

ucts and transform the flexibility of the modular sys-

tem into convincing customer benefits. The expert

knowledge of machinery configuration stored in P’X5

enhances the quality of advice and reduces specifica-

tion risks.

Quotation calculation and printouts

P’X5 carries out automatic price calculation, which

runs during the consultation, based on the generated

parts lists. The derivation of authoritative documents

in P’X5 supports rapid agreement of the final details.

Quotations in various foreign languages are generated

quickly using multilingual text blocks. Instead of time-

consuming manual creation of product documenta-

tion and the associated drawings, P’X5 generates the

documentation at the press of a button. In addition to

the quotation summary, this documentation includes

the installation plan, commissioning instructions, and

3D, illustrated product descriptions.

Integration with Teamcenter

As a solution partner of Siemens PLM, Perspectix of-

fers release-ready interfaces that integrate the P’X5

sales solution with Teamcenter and JT. This means that

your sales staff is seamlessly integrated in the PLM pro-

cesses. The Teamcenter link in P’X5 was developed in

close cooperation with TESIS PLMware and is based on

their integration technology, with which SAP can also

be coupled to Teamcenter. Product configurations de-

veloped in P’X5 are created in Teamcenter as new as-

sembly items. While P’X5 uses lightweight JT visuali-

zation data, the parts-list structures created in

Teamcenter can be opened in NX or Solid Edge as na-

tive solid parts and used further for special designs.

Even parametric parts can be controlled using P’X5 fea-

tures, via modular variants. In addition to the design

parts lists, supplementary documents in formats such

as JT or PDF are also transferred to Teamcenter for fur-

ther handling. Any data records, for example generated

quotations or exported JT models, can be linked as con-

tent-addressable records with any items from a modu-

lar structure in Teamcenter. The advantages are obvi-

ous: project data are exchanged between sales and

engineering with no media conversions and are used

uniformly.

JT-Import und -Export

P’X5 supports the lean JT data format for data import

and export, which considerably simplifies the close

linking with PLM. Export functions in NX and Solid

Siemens PLM 04|12

The Key to Success: Product Knowledge in Sales-Oriented Software

Edge allow the generation of lean JT models, which

are tailor-made for the requirements of the configura-

tion. This lean design ensures the operability of the

configurator on commercially available laptops, even

with large-scale project engineering. It also protects

the company’s intellectual property if the data are

given to the customer.

Use 3D for persuasive sales presentations

Unlike the purely text-based configuration system

found in ERP or CRM systems, the sales-oriented P’X5

software offers comprehensive options for “visual prod-

uct selling,” i.e. attractive communication of solutions

prepared in three dimensions. In a consultation, the

sales engineer can use the P’X5 configurator to dem-

onstrate the exact realization of individual customer

requirements, suited to needs and, most importantly,

without errors. The customer has a clear view of what

they will get, from the individual product to the over-

all solution. Visual product selling actively involves

customers in the early phases, which helps build cus-

tomer loyalty.

Sell faster and more efficiently

The automatic features in P’X5 save you repetitive rou-

tine work in the design and calculation of projects for

quotation. This improves both your response time to

customer requests and processing throughput. At the

same time, you increase the problem-solving compe-

tence of your sales staff and the advice they give. As

customers become more demanding, this avoids ad-

ditional costs. Highly technical sales operate faster,

better, and more efficiently with P’X5.

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Perspectix AGHardturmstrasse 253CH-8005 ZurichSwitzerlandtel. + 41 44 445 95 95fax + 41 44 445 95 96info@perspectix.comwww.perspectix.com

Sales ConfiguratorInternet and Extranet P’X5 Server

Mobile and Offline

Intranet LANEnvironment

· Sales-oriented project design

· Product configuration

· Cost and price calculation

· Quotation and order processing

· Data and document management

· Transactions and workflows

· Viewing/browsing

· Search and analytics

· Production

· Logistics

· Finance

· Personnel

Product-centric CRM

TEAMCENTER

TEAMCENTER

ERP

ERP

Basic functions of P’X5

CRM/customer data

Project management

Product configuration

3D layout plans

Technical calculations

Parts-list generation

Price calculation

Solution presentation

Quotation printouts

Web-based project collaboration

Mobile use by field sales personnel

PLM and ERP integration