Eliminates rework and ensures correct quotes on the first attempt.
CRM Product Configurator
Discover what to do when product configuration slows down your sales and how to overcome this challenge.
Previously, to create a quote, the salesperson needed to know all the technical details or send the request to the engineering team, entering a queue for analysis. This process could take days, delaying negotiations and often causing the client to lose interest.
With the product configurator integrated into the CRM, developed by Kinix, our client transformed this complexity into a simple and intuitive interface.
Now, the salesperson selects the model, adds only compatible accessories, and immediately obtains the final price in minutes—without errors and without relying on manual processes.
In this article, you’ll learn how this type of solution can reduce complexity, accelerate sales, and give your sales team greater autonomy.
Losing deals because the proposal took too long.
Recreating quotes
due to calculation errors.
Spending hours toggling between systems.
Failing to
offer quick customization in sales.
A product configurator is a solution that allows you to customize, price, and generate quotes automatically, based on the company’s business rules.
When integrated with a CRM, it:
- Provides an intuitive interface for adjustments and customizations.
- Automatically calculates prices using CPQ (Configure, Price, Quote).
- Automatically validates correct combinations of products and services.
-
Generates quotes in minutes with all data centralized.
-
Offers a complete real-time view, including 3D visualization.
-
Records the history of configurations and customer preferences for future sales.
Automation and Accuracy
Sales Acceleration
Reduces closing cycles from days to minutes.
Greater Customer Engagement
Instant views and adjustments boost purchasing confidence.
Smarter Decisions
Preference data stays in the CRM, aiding in upselling and cross-selling.
Full Scalability
Integrates with ERP and other systems, keeping everything under control.
Our client, a generator manufacturer, faced high complexity in configuring their equipment.
Each generator has multiple models, and each model can include different accessories, which have compatibility rules among them.
Previously, the salesperson needed in-depth technical knowledge or had to involve the engineering team, causing significant delays. The process involved sending the request, entering a service queue, waiting for analysis, and only then receiving the correct configuration to proceed with the sale.
With the Configurator developed and integrated into the CRM by Kinix, all this work was transformed into a simple and user-friendly interface, directly within the CRM.
Now, the salesperson selects the model, adds allowed accessories, and immediately obtains the final price in minutes—without relying on manual processes and with no risk of errors. This drastically reduced response time, increased the sales team’s autonomy, and eliminated bottlenecks in the sales funnel.
-
Define the Objective: Identify bottlenecks in the sales process.
-
Choose the Ideal Solution: Prioritize features like 3D visualization, CPQ, and native CRM integration.
-
Set Business Rules: Configure pricing, compatibility, and internal policies.
-
Train Your Sales Team: Ensure proper adoption and usage.
-
Monitor Results: Analyze metrics such as closing time and average ticket value.
Completely transform your sales cycle and eliminate errors with a product configurator in your CRM, tailored to your company’s specific needs. With Kinix’s customized implementation, your team gains speed, accuracy, and autonomy to generate quotes in minutes, while reducing rework and avoiding mistakes. More than just a technological solution, it’s a strategic partner that accelerates results, boosts market competitiveness, and ensures your company stays ahead. Discover how Kinix can take your sales process to a new level of efficiency and productivity.
Boost your team’s productivity: Kinix implements customized CRM solutions for your business.
