Name: Precise
Author: Configurator Solutions

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

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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.

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Basic

Professional

Salesforce Revenue Cloud

Free

Shop

Studio

For Students

For Educators

Studio for Students / Educators (Desktop version)

Studio (Windows only)

For Schools (free with G Suite or Microsoft education account)

SketchUp

Precise

Product Configuration

Configurator Solutions

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