Perfectly targeting the requirements of the prospect or customer
Find out how to create a solutions configurator in Knowesia.
What is a solutions configurator?
A solutions configurator allows your technical staff, your sales reps and your customers to find the best deal according to the needs of the individual. Customer support is easier to manage and secondly errors in quotes and orders are also prevented. A solutions configurator interface can easily integrate with CRM, ERP, PLM, EDM and a website. It can be generated as an application or web page and used on a computer, tablet or smartphone.
How does a solutions configurator improve customer relationship management?
Sales forces and marketing teams are faced with a multitude of deals, requirements and usages. The challenge of marketing today is increasingly tending toward personalization, in order to provide the customer with a bespoke product or service. Indeed, this customization of requirements is becoming increasingly refined through exploitation of customer data. Used wisely, this data can guarantee a quick return on investment and customer loyalty.
A solutions configurator application is used by different players and for various purposes:
- Customers make their purchases independently according to their criteria and can compare several products or services. They are free to make their choice by taking the necessary time and can generate a summary of proposals. When they place an order, the solutions configurator will automatically email the contract and/or the invoice.
- A solutions configurator stores the selections made and the products accessed by the customer before logging out of the site or exiting an order. Stored data can be used by a marketing department in a retargeting campaign and to optimize user pathways.
- A solutions configurator allows mobile sales reps to build a real-time deal on the field. If a sale requires several meetings with the customer, the sales rep can easily return to previously discussed deals using stored data. Finally, closing a sale becomes faster and the user of the tool becomes more productive. A customer who is given a deal tailored to his or her needs, especially if it has been customized, may become an engaged customer for your company or brand.
- In a call center, a solutions configurator guides the operators to accurately target the expectations of their contacts. The customer service department becomes more efficient and proactive, and call center operators cannot make mistakes when proposing a deal with an accurate tool on screen. It helps manage the problem of high turnover frequently encountered in call centers. Indeed, a solutions configurator makes it possible for new employees to manage a large number of products and services.
Use Knowesia to create a solutions configurator and improve your sales conversion rates.
Knowesia features a design studio that does not require programming skills. You can intuitively model your customer experience and integrate content and multimedia elements.
Its interface lets you easily create an effective solutions configurator, ensuring a high level of sales performance and an increasing sales conversion rate. Highly customized proposals and prompt service will demonstrate your professionalism to your customers and gain their confidence, as you will be consistently focusing on their actual expectations. Finally, by creating a solutions configurator using Knowesia, you are building an additional sales channel: customers buy without your interaction, ensuring a partial coverage of your sales at reduced cost.
Integrated with your other sales and CRM tools, it allows you to:
- model patterns and integrate sales pitches,
- manage complex deals combined with multiple rate structures,
- enhance your customer data
- improve user experience,
- improve productivity of your sales force,
- automatically generate quotes and contracts,
- generate reports and analyses of trends in your business,
- minimize time to market for new products and services,
- reduce your customer acquisition costs,
- modify in real time your deals and escalate suggestions from customers.