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Heating, ventilation, air conditioning, and refrigeration (HVACR) systems are vital components of every building, but many manufacturers still struggle with sales. The inherently complex and configurable nature of HVACR products makes them challenging to present to customers — let alone generate quotes for.
Configuring these systems manually can require time-consuming, resource-intensive, and error-prone processes — all made worse by fluctuating material costs, supply chain breakdowns, and rapidly changing customer expectations.
More than anything, HVACR manufacturers need a solution that can help them configure, price, and quote orders fast. That’s where CPQ software comes in to completely transform the HVACR sales process.
Configure, price, quote (CPQ) is a sales software that automates almost all aspects of configuration and quote generation for complex and customizable products. Since the turn of the millennium, it has helped sales teams streamline their sales process and speed up time to quote.
CPQ software removes the need for physical catalogs and pricing spreadsheets, replacing them with a portal that lets users configure and customize their orders at their own convenience. The technology can determine prices based on predefined rules and generate detailed quotes or proposals for customers so they no longer have to schedule a meeting with sales. Rather, they can look for complex products like HVACR systems with the same level of ease as shopping online.
CPQ can be a magic bullet for struggling sales teams, but it’s important to choose a solution that’s purpose-built for the needs of HVACR manufacturers. Configure One Cloud is designed to handle the most complex configurations and pricing rules in the industry, while remaining simple and intuitive to use. The cloud-based app combines the decades of innovation that define this technology with a robust, web-based platform that remote users can access from anywhere.
In addition to the features that streamline sales, Configure One Cloud offers world-class 3D visualizations, so customers can see exactly what their order looks like before purchasing. Users can program multiple layers of configuration rules, allowing for more complex customizations without adding any manual touchpoints that slow down processes. Developers can also continuously add updates to the system to improve the sales process.
