Sales configurator software: Personalize products and boost your sales!
Discover how a sales configurator speeds up every sales process
A sales configurator is advanced software that enables customers to independently design, personalize, visualize, and order (complex) product variants online based on various options. A 3D product configurator is a component of the sales configurator. This application allows customers to view a lifelike representation of a product.
A 3D product configurator helps customers overcome their purchase hesitation and offers a unique, personalized experience!
The 3D Product Configurator
A 3D product configurator significantly boosts the sales process. Customers can see in real time which customizations and options are available, including their corresponding prices. This creates an interactive and positive user experience, leading to a faster sales cycle, a higher average order value, and increased customer loyalty. At the same time, you expand your online product offering without the need for a larger inventory investment.
On this page, discover the different types of configurators and the benefits they offer. We also present the step-by-step plan that innOVeet uses for the custom development of sales configurators. Finally, we provide advice on how to choose the best sales configurator for your own business.
This sales tool can be integrated into WordPress websites, as well as Magento,Shopify, andWooCommerce. In addition, systems such as Salesforce, BigCommerce, and others can be easily connected.
Discover the possibilities for your business.Start with a 3D demo.
Applications of Sales Configurators
Sales configurators are used in many industries, such asconstruction, retail (fashion, jewelry, furniture, home decor), and e-commerce. They are also used to configure and sell kitchens, bathrooms, additions, and other custom-made products.
A sales configurator is therefore a versatile online tool used across many industries. Customers can customize not only products but also services—think of a travel agency, for example. This digital tool also offers countless benefits when selling technical products, such as cars and motorcycles, and in the B2B sector!
A sales configurator offers a personalized shopping experience for every customer. By allowing customers to customize complex products and services to their own preferences, they feel more engaged in the purchasing process, which increases the likelihood of a successful sale.
The Benefits of a Sales Configurator
A sales configuratorincreases customer satisfaction and the conversion rate. It provides a clear presentation of complex products and immediately displays prices when changes are made or additional options are selected.
Including all modifications and options helpsprevent errors when placing an order.
It offers opportunities forcross-selling and upselling, which increases the average order value.
By expanding a base product with options,you can broaden your offerings without additional investment.
Integration with CRM, ERP, and inventory systems furtheroptimizes the sales process. With a sales configurator, you can further optimize customer service by providing personalized advice and customized offers.
How does a sales configurator work?
A sales configurator, also known as a product customizer or product builder, allows you to easily offer mass customization, while enabling customers to customize their product according to their individual preferences.
Users choose from essential product information, such as dimensions, colors, and materials. They then select various options and accessories, while immediately seeing the updated price. This prevents miscommunication and confusion, while ensuring the ordering process runs smoothly and quickly.
Thanks to the 3D visual representation, the customer gets a realistic idea of the final product, which significantly reduces the likelihood of returns.
Types of Configurators
There are various configurators with different features. Consider, for example, visual configurators that display products using images and 3D models. Text-based configurators, on the other hand, allow customers to make selections using text fields and drop-down menus—this is ideal for the fashion industry. Hybrid configurators combine visual and textual elements. The use of augmented and virtual reality technologies makes these tools even more effective.
Visual 2D and 3D Product Configurator
A 2D configurator focuses on the visual aspects of the product, such as color, material, and texture. The 3D configurator, on the other hand, is an interactive and more complex version that allows customers not only to select options but also to rotate and zoom in on the product to view every detail.
Guided Selling
Guided selling is a configurator that helps customers make choices through smart recommendations and advice. It optimizes the customer experience and helps speed up the sales process. This type of configurator is particularly popular in the fashion industry and retail.
Functional Configurator
The functional configurator is designed for the manufacturing and service industries. Customers are shown only those options for a specific product that are relevant to their situation, making it easier and faster for them to place orders.
Augmented Reality (AR) and Virtual Reality (VR) Configurator
The AR configurator is a relatively new type of configurator that uses augmented reality to provide customers with a realistic experience. Virtual reality (VR) allows customers to experience your product as if they were actually holding it in their hands. This makes it a powerful tool for marketing and sales: the customer sees your product as “their” product.
How is a sales configurator developed?
Developing a sales configurator requires a thorough understanding of your target audiences’ needs and preferences, technical product knowledge, and creative thinking. When developing a custom sales configurator, innOVeet follows these steps:
Step 1: Define Objectives
Defining your goals and determining the product lineup is the first step in the process of creating a product configurator. Are you aiming for leads, online store orders, or to streamline the sales process?
Step 2: Define product and configuration options
This involves gathering all information about the products, such as specifications, options, prices, and images. Defining the configuration options follows this step and involves specifying the various options from which the customer can choose.
Step 3: Customer Interaction and Configuration
The customer interaction and configuration process involves configuring the product and displaying it in 3D. This is done through an advanced, custom-designed user menu. The product is also visualized using dynamic 3D models that are to be designed.
Step 4: Generating Quotes
As you adjust the configuration options, the total price is calculated automatically and in real time. If desired, these can be automatically compiled into an attractive quote formatted to match your corporate style and sent to you.
If desired, this can be expanded to include various sales tools:
Automatically generating and sending personalized quotes
Approving Quotes Online
Setting Up a Dealer Portal
This offers opportunities such as:
Allow individual dealers to use the configurator
Dealer Prices
Dealer-Specific Quotes
Step 5: Integration with Other Systems
Through integration with the CRM system, all customer data and their configuration preferences are stored. Integration with a production planning or inventory management system is also possible.
How do you choose the best configurator for your business?
To create a unique customer experience, choosing the right solution for your business is crucial. Ease of use is essential! A complex configurator causes confusion and costs you potential sales. So choose a system that’s easy to use and that customers can navigate smoothly. In addition to integration with business systems, flexibility and scalability are important. This means the configurator must be able to adapt as your business grows and the market changes.
Also check the vendor's support and updates.
This ensures that you always have the latest features and that technical issues are resolved quickly. Finally, the security of customer data is also important, since customers enter confidential information.
Because there are so many options, choosing the right configuration software can be a challenge. innOVeet specializes in developing customizable solutions for various industries, including e-commerce. With our years of experience and expertise, we’ll help you choose the best software to fit your business and needs!
Feel free to schedule a no-obligation introductory meeting if you’d like to learn more about the possibilities of a custom product configurator. We can meet on-site or via video call.
CPQ SOFTWARE
innOVeet uses CPQ (Configure, Price, Quote) software, among other tools, to develop product configurators. The software offers seamless integration with WordPress websites and various e-commerce platforms, such as Shopify and WooCommerce.