Powertrak Blog

Posts in Category: How Tos

Understanding Attachment Points in a Visual Product Configurator 

The linchpin to a successful interactive, drag-and-drop, visual product configurator is its rules-based attachment point feature. In a nutshell, attachment points are acceptable locations where two products can connect or join together. Think of it as snapping together two LEGO pieces – peg must fit into hole. So, as you can imagine, when it comes to attaching two or more products together, accuracy and precision are paramount to the final design.

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Showcase Configured Surgical Suites with Virtual Reality 

Visually Design and Virtually Explore a Surgical Suite with Powertrak
Posted by Michael Bauer 07/26/2016 Categories: 3D Product Configurator Events / Conferences How Tos Virtual Reality

Now that the surgical suite (operating room) is configured with Powertrak 3D Product Configurator, how do you get management and/or stakeholders to approve, endorse, and move forward with the layout design.

Powertrak helps users to showcase the design in three ways: (1) Export in various image formats; (2) Interactively demonstrate in the Powertrak Configurator application; (3) Don a HTC Vive headset to provide a virtual reality experience.

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Designing An Operating Room With A Product Configurator 

Visual Product Configurators Help with Space Planning the O.R. Layout
Posted by Michael Bauer 06/01/2016 Categories: 3D Product Configurator How Tos Product Configurator

Successfully designing an operating room layout requires properly maximizing space with placement and flow to ensure efficiency and safety.

It is of paramount importance that careful consideration is made to the OR setup, the patient's positioning on the operating table, and the traffic flow. Poor planning and improper positioning (equipment, patient, instrument) may jeopardize the safety of the operation or lengthen its time. 

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Using LinkedIn for Sales: Tips from the Experts 

Target Leads With LinkedIn
Posted by Michael Bauer 02/13/2015 Categories: CPQ Software Guided Selling How Tos Sales Quoting Salesforce.com

LinkedIn has more than 332 million users around the world and is the largest professional network on the Internet. Although you might think of LinkedIn in terms of professional networking, it's also invaluable for sales. Savvy sales professionals know how to use LinkedIn to find and connect with thousands of potential leads.

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Top 10 Sales Videos To Educate and Motivate Your Team 

Posted by Michael Bauer 11/30/2014 Categories: Awards and Recognitions CPQ Software How Tos Microsoft Dynamics CRM Salesforce.com

When you run your sales meeting, do you sometimes feel like you’re in the movie “Groundhog Day?” If you have a sense of déjà vu as you discuss how to boost sales and increase productivity it’s time to get out of your repetitive routine. Make your next sales meeting more powerful by incorporating “how to” sales videos that teach best practices or videos that help motivate your team.

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Middle Atlantic Products Unveils Its 2D Rack Configurator at CEDIA 2014 

2D Rack Configurator Powered by Powertrak

We’re excited to join Middle Atlantic Products as the company unveils its new, interactive 2D Rack Configurator at CEDIA EXPO in Denver, CO. Visit us in Middle Atlantic Products’ booth (330) today to witness the unveiling of its new product quoting and ordering solution, powered by Powertrak 2D Product Configurator.

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The Manufacturing Skills Gap and Strategies to Overcome It 

Help Wanted: Strategies to Fill the Manufacturing Skills Gap

Manufacturing is a crucial component of the U.S. economy, accounting for 12.5 percent of GDP, but 80 percent of manufacturers struggle to find enough workers with the necessary skills. While a sales team is already out giving tailored quotes with a product configurator, managers don’t want their pipeline to slow down because they’re lacking enough tool and die makers behind the scenes. Companies with employee shortages may end up facing longer lag times for product delivery and risk losing business to the competition.

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5 Selling Tactics that Turn Quotes into Sales 

Henry Ford once said, “The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.” As your sales team configures quotes for customers, you want them to remember Ford’s quote. Your team should focus on pinpointing solutions to customers’ problems as cost effectively as possible.

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How to Remove the “First Things First” Screen in Dynamics CRM 2013 

Troubleshoot: Disabling the “First Things First” Screen

In Microsoft Dynamics CRM 2013, there seems to be a bug with the First Things First pop-up window. After clicking the “don’t show me this again” checkbox, the window will appear the next time I log in. I have found that no matter how many times I check the box, the pop-up window continues to reappear.

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Troubleshooting The Microsoft Dynamics CRM Error: ID1073 

Microsoft Dynamics CRM 2013 Error – sitting behind a hardware load balancer
Posted by Michael Bauer 06/19/2014 Categories: How Tos Microsoft Dynamics CRM

ID1073: A CryptographicException occurred when attempting to decrypt the cookie using the ProtectedData API (see inner exception for details). If you are using IIS 7.5, this could be due to the loadUserProfile setting on the Application Pool being set to false.

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Powertrak 2D and 3D Product Configurator FAQs 

This post answers the most frequently asked questions about Powertrak’s advanced product configuration feature called Interactive 2D/3D Designer. Continue reading to discover who’s the best candidate to use 2D or 3D Product Configurator, what are the art and product data requirements, acceptable image file formats, or where to obtain art assets, and integration questions.

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Using a custom identity to run the CRM Application Pool 

Install Microsoft Dynamics CRM 2013: Using A Custom Identity To Run The CRM Application Pool
Posted by Michael Bauer 05/08/2014 Categories: How Tos Microsoft Dynamics CRM

Abstract: I have a temporary fix to an error received when using a custom identity to run the Microsoft Dynamics CRM application pool. If you receive the error: Exception message: Could not find entry for server: $ With SearchFilter: samAccountName, continue to read how I resolved this issue, consider this a band aid solution until Microsoft gets back to me.

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2D Product Configurator Benefits for Buyers 

Visual Product Configurators Increase Web Visits and Transactions
Posted by Michael Bauer 04/01/2014 Categories: 2D Product Configurator CPQ Software How Tos Product Configurator

Imagine that you’re building three new audio racks for your business. Each rack serves a unique purpose, so all three will be configured with different products. You have full reigns in the design but your manager needs to review and approve prior to purchase.

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How to Build a Sales Quote in CRM Software 

Posted by Michael Bauer 11/07/2013 Categories: CPQ Software How Tos Product Configurator

Here is an easy step-by-step on how to build a customized sales quote using Powertrak Product Configurator. Remember, Powertrak Product Configurator is a configure-price-quote solution that enables customers, partners, and your sales staff to configure simple or complex orders and build quotes on any browser-enabled device.

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How to use a Dimensional Data Grid for Sales Forecasting 

Axonom adds dimensional data grid functionality to its Sales Forecasting module
Posted by Michael Bauer 10/24/2013 Categories: Editable Grids How Tos Microsoft Dynamics CRM

The dimensional data grid functionality adds additional flexibility to the Powertrak Sales and Product Forecasting module. Already equipped with in-line editable grids, the module gains the ability to present data dynamically over two related dimensions and to allow users to edit that data in-line.

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