SALES CONFIGURATOR

Sales configurator

A sales configurator is a sophisticated type of configurator used to facilitate the sales process both internally by the company’s sales team and externally by customers via the web. This type of configurator is designed to be very user-friendly and often includes advanced features to manage complex product or service configurations.

Sales configurators differ from traditional product configurators in their more advanced logic and ability to ask user-friendly questions. While a regular product configurator may ask the user “What kind of machine do you want?” and present a selection of specific machines (e.g. Machine X, Machine Y), a sales configurator will instead ask more open-ended and needs-based questions such as “What will the machine be used for?”. Based on the answers, the sales configurator can then suggest a customized configuration that best meets the user’s needs.

Functionality and Uses

Benefits of Sales Configurators

Ease of use: One of the biggest advantages of sales configurators is their focus on ease of use. By asking simple, needs-based questions, even users without technical expertise can create complex configurations.
Advanced Logic: Sales configurators have built-in advanced logic that can handle complex dependencies and rules. This makes it possible to create more accurate and relevant product suggestions based on the user’s specific needs and preferences.
Informative Conflict Resolution: These configurators can manage and resolve conflicts in real time. If a user’s selection is not compatible with previous selections, the sales configurator offers options and explanations to help the user make the correct adjustments.
Flexibility in Question Order: Users can often answer questions in any order, providing a more flexible and customizable experience. This allows the user to navigate through the configuration process in a way that feels most natural to them.
Report generation: Sales configurators often offer features to generate customized reports summarizing the configuration. This can include details on product specifications, costs and delivery times, which is very valuable for both sellers and customers.

Common uses

Sales configurators are used in a wide range of industries and contexts, including:
E-commerce: on websites where customers can configure and buy products directly online. Sales configurators make it easy for customers to customize products to their specific needs and get a clear picture of the cost and delivery time.
Enterprise sales: Internally within companies where the sales team uses configurators to quickly and efficiently create customized product proposals for customers. This saves time and reduces the risk of incorrect orders.
Industrial and Technical Sales: In industries where products are technically complex and require careful configuration. Sales configurators can handle the many variables and specifications that these products often involve.