Digital sales processes with online offers and offer configurators
Guided Selling, Lead Automation
More inquiries through a digitalized sales process with online offers and offer configurators.
Whether it's for services or products - if you use an offer configurator or sales assistant for your many requests for offers, you can save time and money in your sales process. The automation of these processes and the 24/7 offer relieve your sales department. Although every industry and every company is different, bidding and sales processes usually work in a similar way.
We will show you how you can use configurators and quote calculators to generate more leads online and support or even relieve your sales department.
Tailor-Made Digital Solutions for your product or service offers
Lead Generators
Leave it up to your customers to put together their personal range of services and products - even outside regular opening hours - fully automatically 24 hours a day, 7 days a week. Qualify your leads and increase your hit rate. Enter the customer data in the contact form and forward it directly to your CRM and ERP with the configured offer.
Calculators
Say Goodbye to Manual or Excel Calculations! The customer-specific offer is calculated automatically with the stored article master, price and product logic, if required also with connection to your ERP. Relieve your AVOR and sales when preparing the offer, reduce errors and standardize your offer system.
Step-by-Step Configurators (Wizards)
Step-by-step configurators - so-called wizards - are ideal for calculating more complex services and products, such as a mortgage, health insurance, heating or a wooden terrace. In several steps, the customer is asked about the initial situation and about the wishes and characteristics of the individual offer of products and services. At the end and depending on whether before or after providing the contact details, the customer receives a guide price or a guide price offer for his configured product.
Product Finder
Help your customers to find what they are looking for quickly and efficiently create an overview of your product and service portfolio. Regardless of whether you use guided selling approaches, such as a free text search or smart preselection, you automatically assign the right product attributes correctly.
Product Comparison
Increase customer satisfaction and create transparency through good consultation. Show the customer comparative offers based on their needs and configuration, making it easier to choose between several suitable services and products.
Digital Sales Assistants and Chat Bots
It doesn't matter whether it's multichannel or omnichannel - today's customers are in contact with your company in a wide variety of channels at different times. Therefore, facilitate interaction with your sales force. Submit product recommendations with digital sales assistants and thus increase your cross-selling. Answer customer concerns via self-learning chat bots or enable live chats or online sales advice.
The advantages of online offer configurators and sales assistants at a glance
Offer Efficiently
Customers are pre-qualified by the online offer. The most important questions have been clarified and you only advise customers who are really interested. This increases your sales rate tremendously. Offer configurators also support the automated creation of offers and sales documents.
More New Inquiries Thanks to Online Marketing
With targeted online marketing, you can also reach customers outside of your previous reach and network. The online offer is the ideal lead generator.
Customer Visits where it Makes Sense
Do not lose time and money traveling to customers who are only half-interested. Has a customer received an initial target price? Have the most important questions been answered? Only then does a site visit make sense.
No Waiting for your Customers
You can also reach potential customers outside of your opening hours and receive an initial price estimate directly. Let the configurator make the assessment and only come into play when a potential customer is willing to buy.
«It doesn't matter at this stage. It is about the pre-qualification of a potential customer and not about a binding price and direct sale. Based on your experience and empirical values, a rough estimate can be made. No matter how complex the product is.»
Aron Heynen, CEO Sitewerk
Sitewerk CPQ-framework for individual configurators
For configurators with outstanding UX! Our Sitewerk CPQ framework was developed with the aim of optimising your configuration, pricing and quotation processes. The framework contains all standard features so that we can focus on exceptional UX and seamless integration for your configurator.
We accompany you from the idea to the implementation and maintenance of the solution with our services.
Our References in this Area
References
FAQ - Frequently Asked Questions about Offer Configurators
- How can we significantly speed up our quoting process?
Many companies still create quotes manually—using Excel, Word, or various other systems. A quote configurator automates the configuration, pricing, and document generation. This allows quotes to be generated in minutes rather than hours, while ensuring they remain consistent and error-free.
- How do we ensure that quotes are technically and financially accurate?
With complex products, errors often arise from incorrect combinations of product variants or pricing calculations. A quote configurator operates based on predefined product rules and pricing logic, ensuring that only valid configurations and accurate prices are offered.
- How can we automate customized pricing, discounts, and contract terms?
B2B companies often work with customer-specific pricing or complex discount structures. A quote configurator can automatically calculate such pricing logic and integrate it directly into quotes.
- How can sales teams create quotes faster and more consistently?
A quote configurator guides sales teams through the quoting process in a structured manner. Products are configured, prices are calculated automatically, and quote documents are generated directly. This reduces manual steps, allowing the sales team to focus more on consulting and building customer relationships.
- How can we digitally configure complex products?
Many B2B products consist of numerous variants and dependencies. Quote configurators use rule sets that define which components can be combined with one another. This makes it possible to digitally configure even very complex products.
- How does a quote configurator integrate with our existing systems?
A quote configurator is typically connected to CRM, ERP, or PIM systems. This allows product data, prices, customer information, and orders to be automatically synchronized between the systems.
- Can customers or partners create quotes themselves using a quote configurator?
Many companies also use quote configurators for self-service. Customers or sales partners can configure products and generate or request a quote directly. This speeds up the sales process and reduces the workload for the sales team.
- How time-consuming is it to model product logic and pricing rules?
Product logic and pricing rules form the foundation of a quote configurator. In many projects, these rules are analyzed and structured collaboratively. Once defined, new products or variants can usually be integrated much more quickly.
- How does a quote configurator transform our entire sales process?
A quote configurator digitizes a key part of B2B sales: quote creation. Instead of numerous manual steps, it creates a seamless digital process that spans product configuration, price calculation, and quote generation.
- When is a quote configurator a good fit for our company?
Typical indicators include lengthy quoting processes, numerous product variants, customized pricing, or a high error rate in quotes. In such situations, a quote configurator can significantly speed up the sales process while improving the quality of quotes.