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Integration of PDM, ERP or CRM systems with Sales Automation (CPQ)

Lino’s many years of experience and methodological competence have made us a premium technology consultant able to integrate virtually all Tacton Design Automation and Software Made by Lino® solutions in existing system landscapes (PDM, ERP, CRM) for sales and service.

 

PDM integration

The sales requirements for PDM integration are lower than in the area of design automation. Yet successful integration in your enterprise’s PDM represents a key contribution toward achieving lean processes and other potential savings.

Lino’s standard products can be used to integrate widely used PDM systems such as Solidworks PDM or keytech PLM. Beyond that, many solutions have been developed for custom integrations in other PDM systems.

Sales-Automation

Benefits

  • Checks for configuration duplicates during configuration
  • Generation and use of simplified module models in neutral formats (STEP, PDF or 3D PDF)
  • Automatic numbering from the PDM system (including classification/identification) and automatic check-in in Solidworks are also possible if required
  • Use of information from PDM systems at configuration runtime

ERP integration

Enterprise resource planning (ERP) systems track all relevant data of a manufacturing enterprise required for order, production and delivery processes. ERP integration solutions generate and update basic data such as items, bills of material and work plans. These can be created automatically when generating new product variants.

If a quotation leads to an order, the Lino® ERP integration automatically enters the order-relevant data in the ERP system, enabling rapid selection of all items to be bought in. All order-related documents and drawings are generated and linked. ERP integration solutions are available for SAP, Infor, ProAlpha and other systems.

Benefits

  • Error-free, on-target creation of base data for new product variants as of the first order
  • Rule-based control of BOM creation as a function of e.g. delivery country, plant location and capacity utilization
  • Complete and consistent transfer of order BOMs for a validated quotation at placement of customer order

CRM integration

A customer relationship management (CRM) system is used to administer customer and sales data, including addresses, contacts, the communication history and of course quotations. When the solution is directly integrated, quotations configured using Tacton are generated and administered in the user interface of the CRM system.

A data integration to access enterprise data from the CRM system via an interface is also supported as an alternative.

Benefits

  • Simple configuration of complex, variant-rich products from within the familiar CRM environment and generation of high-quality quotation documents at a click
  • Integration enables you to access Tacton’s powerful configuration engine
  • Integration of Tacton Design Automation makes it possible to generate documents from configured CAD models and drawings and link them directly with the quotation

Since rolling out Lino 3D layout and Tacton Design Automation, we’ve generated 100 % more layout plans than before, and thus doubled our order chances.

RALF BROTZEL, ADMINISTRATOR FOR CAD, PDM AND SAP ERP AT BYSTRONIC LENHARDT

The right software for System Integration:

Tacton CPQ
Inefficient processes and operating procedures do not meet the increasing demands of customers: they jeopardize the sustainable success of your company. With Tacton CPQ software, you ensure that you can offer your customers the right product. Tacton CPQ offers the necessary and tried-and-tested tools to provide and use data from relevant company applications such as ERP, CRM, PLM, CAD and e-commerce solutions on a central platform for end-to-end sales processes.
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Lino® PDM pro
Lino® PDM pro is designed to integrate Tacton Design Automation with various PDM/PLM systems. The integration tool is currently provided with adapters for four PDM systems (SOLIDWORKS PDM, PRO.FILE, keytech PLM, SAP PLM). The functional scope in the area of document creation is different for all adapters.
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Lino® ERP pro
With Lino® ERP pro, Tacton Design Automation and Solidworks can be integrated with various ERP systems. The Lino team has experience with SAP, MS Dynamics AX, MS Dynamics Navision, Sage, ABAS, Infor, ProAlpha, PSIpenta, AMS, Baan and IFS. The integration tool is connected via a web service that complies with the current industry standard.
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Do you have questions about our portfolio, would you like a consultation or would you like to arrange an individual live demo of our 3D configuration solution based on your models?

Please use the form below to contact us. We will subsequently contact you as soon as possible and send you the requested information.

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Lino GmbH Mainz
Phone +49 6131 32 785-10
E-Mail info@lino.de

Lino GmbH Bad Mergentheim

Johann-Hammer-Strasse 24
97980 Bad Mergentheim
Germany
Phone +49 7931 95 349 96
Email  info@lino.de

Kompetenzen
  • Beratung, Support
  • Software-Entwicklung

Lino GmbH Austria

Rossa 25
3823 Raabs an der Thaya
Austria
Phone +43 2845 70119
E-Mail austria@lino.de

Kompetenzen
  • Auftragsbearbeitung
  • Beratung, Support
  • Geschäftsführung
  • Schulung, Ausbildung
  • Software-Vertrieb

Lino GmbH Stuttgart

Friedrichstr. 15
70174 Stuttgart
Germany
Phone +49 711 490 508 45
E-Mail info@lino.de

Kompetenzen
  • Beratung, Support
  • Software-Vertrieb

Lino GmbH Dresden

Chemnitzer Strasse 117
01187 Dresden
Germany
Phone +49 6131 32 785-10
E-Mail info@lino.de

Kompetenzen
  • Beratung, Support
  • Schulung, Ausbildung
  • Software-Entwicklung
  • Software-Vertrieb

Lino GmbH Bremen

Hermann-Koehl-Strasse 7
28199 Bremen
Germany
Phone +49 421 96 01-180
E-Mail info@lino.de

Kompetenzen
  • Beratung, Support
  • Schulung, Ausbildung
  • Software-Vertrieb

Lino GmbH Mainz

Große Bleiche 15
55116 Mainz
Germany
Phone +49 6131 32 785 -10
E-Mail info@lino.de

Kompetenzen
  • Auftragsbearbeitung
  • Beratung, Support
  • Geschäftsführung
  • Schulung, Ausbildung
  • Software-Entwicklung
  • Software-Vertrieb
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