Precise

Precise is a guided sales configurator software solution designed to automate the complete sales process from quote to order. It is targeted towards companies of various sizes, ranging from small to large manufacturers in industries such as oil and gas, chemical, pharmaceutical, power generation, water treatment, and more. According to the vendor, Precise is used by professionals in engineering, design, sales, marketing, product management, costing, order processing, and other related roles.

Key Features

Guided Sales Configurators: According to the vendor, Precise offers guided sales configurators for sizing, selection, and quotation of control, safety, and isolation valves, as well as other products and equipment. The configurators provide step-by-step guidance, real-time feedback, and recommendations based on industry standards, aiming to streamline the sales process.

Automated Sales Process: According to the vendor, Precise aims to automate the complete sales process from quote to order by seamlessly integrating CRM, CPQ, and ERP systems. It is designed to facilitate collaboration between different departments and reduce manual errors, with the goal of improving overall efficiency.

Industry Standard Compliance: According to the vendor, Precise ensures compliance with industry standards such as ISA, API, ANSI, ASME, ISO, DIN, JIS, VDMA, ASHRAE, NIST, and others. It is intended to provide accurate and reliable results, adhering to the guidelines and specifications set by relevant industry standards.

Modules for Comprehensive Sales Support: According to the vendor, Precise offers a range of modules to support the complete sales process. These modules include Inquiry, Sizing, Fluid Management, UOM Management, Product Configurator, Pricing, GA Drawings, Flow/Performance Curves, BOM, Spares, Inspection and Test Plans, Certifications, Approval Workflows, Proposal Generation, Business Intelligence, CRM Integration, and ERP Integration. Each module is designed to serve a specific purpose and contribute to the overall functionality of Precise, providing comprehensive support for sales activities.

Collaboration and Integration: According to the vendor, Precise aims to facilitate collaboration between sales teams, costing professionals, engineers, and order processing personnel. It seamlessly integrates with CRM and ERP systems, allowing for smooth data transfer and synchronization. The goal is to enable efficient customer management and streamlined order processing and fulfillment.