glossary > configurator

Configurator

By Mercura's experts
  ·   Updated on September 10, 2024
A configurator is a software tool that allows customers to customize products and solutions according to their specific needs. It streamlines complex processes and ensures precise product configurations.
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What is a Configurator?

Configurators optimize the sale of customized products.
Here’s an overview of their functionality:

Operational Insights:

The software allows sales teams to configure product options, generate accurate quotes, and handle complex pricing based on customer preferences.

Core Features:

  • Configurator: A user-friendly interface that enables customers to customize products to their needs.
  • Pricing Engine: Handles complex pricing structures, including discounts and promotions.
  • Quote Generation: Automatically generates precise and visual quotes.
  • Data Analysis: Advanced analytics tools provide insights into customer preferences and sales patterns.
  • Integration: Integration with CRM, ERP, and other systems ensures smooth data flow.

These features allow businesses to quickly respond to customer requests, reduce errors, and ensure a consistent sales process.

Companies using configurators experience:

  • A 60% increase in conversion rates for quotes
  • A 75% reduction in the time it takes to generate quotes
  • An 80% reduction in errors in the sales process

Benefits of Implementing a Configurator

A configurator brings numerous benefits to the organization. Here are a few examples:

  • For Sales Teams: Enables salespeople to quickly provide accurate quotes, improving response times and customer satisfaction.
  • For Operations and Efficiency: Automates processes, reduces manual errors, and increases operational efficiency.

Automate the sales process with accurate pricing and quotes

Ensure error-free order handling and production

Scale your business to new markets

Applications for Configurators

Configurators can be adapted to various industries to enhance their sales processes.

  • Automotive Industry: Allows customization of vehicle models with precise pricing, improving conversion rates.
  • Furniture Industry: Enables customers to design furniture and visualize it with augmented reality, boosting purchase decisions.
  • Manufacturing Industry: Simplifies the configuration of complex products and streamlines the quoting process.

Integrations

Integrating configurators with CRM, ERP, and CAD systems ensures a seamless data flow, improving the accuracy of quotes and production processes.

  • CRM Integration: Synchronizing customer data ensures personalized quotes based on customer history.
  • ERP Integration: Automates data from quote to order fulfillment, ensuring accuracy.
  • CAD Integration: Ensures quotes are based on precise technical specifications for complex products.
  • PIM Integration: Centralizes product information, ensuring sales teams always have access to the latest data.

Do you need a product configurator?

We empower manufacturers to master product modeling, streamline quoting process, reduce errors, and ultimately deliver the tailored solutions that customers demand.

Advanced Features

Configurators offer advanced features that handle complex sales processes and regulatory requirements.

  • Quote Approval: Automates the approval process for faster response.
  • Regulatory Compliance: Integrates requirements to ensure quotes always comply with regulations.

Choosing the Right Configurator Software

Choosing the right configurator software is crucial to align with your business goals and needs.

  • Selection Criteria: Evaluate complexity, scalability, and integration options.
  • Evaluating Providers: Compare solutions based on their features and support.

How to Implement a Configurator?

A successful configurator implementation requires planning and training to ensure full utilization of its features.

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  • Rollout: A phased implementation provides quick value.
  • Training: Tailor training to different users for better understanding.

Let’s build together.

We empower manufacturers to master product modeling, streamline quoting process, reduce errors, and ultimately deliver the tailored solutions that customers demand.