• Guided Product Selection & CPQ for Complex Industrial Catalogs

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Going beyond the C in CPQ.

Large and diverse sets of products require powerful search, selection and configuration tools. SymX is the only platform that meets the user where they are and drives them to a solution in an intuitive and simple way. Journey's include:

  • Everyone wants and expects their way of thinking to translate to search results. This includes returning products that have HP attributes even if a user enters a KW. Describe voltage as “120v” or “120 volts” or even “115V”. Stand-alone AI doesn’t do this.

  • Users want to be educated on the entire available portfolio and browse through a logical hierarchy (with differentiating attributes and images) to guide their results.

  • When you are comparing 2 to hundreds of SKUs (catalog numbers, part numbers), the right facets need to be presented. Whether that’s engineering, commercial, or price and delivery.

  • Whether ETO or just really complicated, rules need to work in combination to ensure the user is being sent down a viable path and educated on price and availability based on their selections

  • Putting multiple products together and ensuring they are compatible and a solution rather than a bucket of parts takes quotes to the next level. Whether it is simple selection or graphical system design, SymX goes beyond the capabilities of other CPQ.

  • Gather system requirements to drive product selection.

    After building up your BOM, let SymX suggest additional add-ons and enhancers.

As a leader in the CPQ space for over 30 years, SymX has always been focused on the ROI of our technologies. Built on the most modern platforms and leveraging AI is a given for any tool in the space. SymX transcends the technology with its deep understanding of industrial product and process built up over decades.

C

P

Q

Product Pricing needs to be accurate based on date, location and configuration.

Net pricing is delivered based on the role and enablement of direct sales, distribution or end customer.

The SymX pricing engine delivers computed real-time pricing instantly, globally and with a precision unique in the industry.

By seamlessly transitioning between search, select, configure and design, SymX keeps the customer or sales person engaged and allows them to quickly fill out a comprehensive bill of material that meet their needs. Allow all users, regardless of their expertise to act quickly, decisively and intelligently when quoting your products.

Q is for Quote

Effective and consistent output that leads to sales.

Personalization including headers/footers, cover letters, cover pages, terms and conditions that can be managed easily.

The Foundation

A data engine built on the needs of Industrial Products

SymX was built around the idea that a number of people know a lot, but not all, about all the products for manufacturers and distributors. Gathering that data must be easy and allow it to work for all the ways that the diverse quote creators would want to search and select those products. This requires a variety of rule types, data relationships and attributes to be managed easily.

Glossary management. Translations. Aliases. Sizing constraints. Facets. Documents. Drawings. Specifications.

Getting good, clean data often does require a bit of elbow grease. We have been working with industrial product data for over 30 years. Reach out wherever you are in that journey and we can offer you expertise and tools to drive you forward. We are also happy to jump in and help.

Frequently Asked Questions

  • It always is, But it’s also not as challenging as your processes have made it seem. Schedule a free 60 minute review with one of our data architects to create a roadmap.

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We don’t try to do too much and what we do well is clear. SymX is not a full blown CRM or ERP system. It is the marketing and sales layer for your products that gets you all the way to a proposal.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day. We don’t have a dedicated sales team. You’ll be speaking with a Data or Solution architect that will be with you through implementation and support.

  • We will quickly provide a clear quote that covers all startup and ongoing costs. Variables here include:

    • Data readiness

    • Documentation (quote elements) and output personalization

    • Number of sites (admins) and number of users by role (sales, distribution, customers)

    • Note that base, ongoing, live support is included

    As a ROM to help with your planning, after startup, base monthly costs typically range from $1-3,000 plus $2-10 per user.