Having a CPQ in place will help your sales team function more efficiently, but it won’t necessarily generate leads on its own. Customers expect you to have a website and social
media presence. Many customers even expect the ability to design and place orders online for maximum convenience. That’s why it’s important to establish a website that includes access to your configurator. Simplify the experience by automating as much as possible, including setting
default options, background calculations, and conditional logic for accurate pricing.
Once you’ve established your web presence, you need to put it through extensive testing to ensure it will work properly for your customers. If a customer tries to configure a product and the site crashes or gives them errors, then you’ve just lost a sale (and potentially future sales). Nothing harms trust and reputation more than a challenging order process.
Your engineering and sales teams need to work together to design products with the configurator and to ensure products are priced as expected. This will also help you identify optimal touchpoints for your sales team to interact with customers. Even though customers want convenience and autonomy, support is always welcome — especially when it comes to making a large or complex purchase.
Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.
Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.
One of the most important sales tools is product visualization. Choose a configurator that can show the customer their custom product in real-time as they design it. Customers should be able to easily switch between colors, add-ons, features, parts, and other variables with a single
click so it’s easy to compare and contrast different options. When possible, generate 3D models that offer a full 360-degree view of the product, so customers know exactly what they’re getting.
Customization is always preferable, but a blank page can be daunting for customers. Offer pre-configured products to use as a starting point in order to help them get their creative juices flowing. For an extra marketing boost, when customers complete their own configurations, you can share those visuals to draw attention to your products and inspire even more creativity.
For some products and configurations, an online configurator isn’t going to be able to handle all of the details and specifications online. For advanced requests that go beyond your website’s abilities, make it easy for customers to contact your sales team for support. Customer support
should also be available for those who are not comfortable with online ordering and still prefer a one-on-one conversation during the sales process.
CPQ frees up an incredible amount of resources for your sales and engineering teams, but you can’t realize its full potential without opening it up directly to customers. Follow these five strategies and you can not only increase your close rate, but you can also draw more customers into your pipeline.
