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Global CRM combined with Project Management, Product Configurator and Digital Twin.

The RuleDesigner CRM platform is a solution designed for B2B manufacturing companies with a portfolio of complex or highly configurable products / services.

RuleDesigner manages the processes linked to the Marketing, Sales and Service functions in an integrated way. It embedds the knowledge and rules of the technical world, in order to simplify and optimize sales and customer relationship activities.

The platform, organized in self-consistent but natively integrated modules, not only covers the traditional CRM area comprehensively but extends it to support the paradigms of product customization and industry 4.0 through:

PROJECT & WORKFLOW

Environment dedicated to the management of project workflows, orders and feasibility studies

CONFIGURATORE PRODOTTO E PROCESSI

Low-code framework for modeling product configuration and CPQ processes as well as task and process automation procedures.

VIRTUAL COMMISSIONING & DIGITAL TWIN

Virtual commissioning and digital twin platform that, in the field of sales and job orders, brings the customer experience to the highest levels
INTEGRATED MODULES

Self-consistent but integrated modules for complete scalability across the extended enterprise

CRM for Sales

  • Marketing campaigns, offerts & Orders
  • Sales and Opportunity forecasts
  • Lead management and customer base
  • Customer documentation
  • Agendas and planners for visiting plans
  • Portals for distributors and partners

Project & Workflow

  • Project team organization
  • Order flow management
  • Activity planning and GANTT
  • Project documentation management
  • Workflow automation procedures

Product  Configurator

  • Product configurator and workflow
  • Configurator for generating complex product quotes
  • BOM configuration
  • Web geometry generation for spare parts portal
  • Workflow automation procedures

Virtual Commissioning

  • Simulation tools that support customer requirement analysis
  • Collision analysis
  • PLC software test
  • Digital Twin
  • Predictive maintenance

CRM for Aftersales

  • Customer requests and reports
  • Repository with historical resolutions
  • Intervention planning
  • Required fulfillment flows
  • Contracts and warranties
  • Customer portal

Spare parts portal

  • Customer Portal with order forwarding functions
  • Graphic navigation of the spare parts list relating to the purchased products
  • Automatic publication of product documentation (file, certifications, manuals, instructions)
KEY POINT

What you can achieve with RuleDesigner

Sales process standardization

Sales-cycle riduction

Daily task automation

Integrated vision and management of customer relations

interdepartmental collaboration

Active participation of the customer in the definition of the customized product

Virtual 3D simulations of the product before its physical realization

Feasibility studies and planning of 3D layouts to support quotations

Time To Market reduction

Reduction of development times thanks to simulation

Provision of value added services

Remote and predictive maintenance

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