Digital sales processes 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.

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.

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 - 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.

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.

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.

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.

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.

With targeted online marketing, you can also reach customers outside of your previous reach and network. The online offer is the ideal lead generator.

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.

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.