Sales configurator: Automate sales processes, sell without errors

A sales configurator simplifies sales processes, allows you to create quotes faster, and reduces sources of error. This not only saves time, but also improves the quality of the sales process - from the initial inquiry to the signed contract.
 

Efficient sales instead of Excel chaos: How a sales configurator optimizes processes

In many companies, sales are still handled manually.  Spreadsheet calculations, coordination via email or phone - these things take time and lead to errors. The more complex the product, the greater the risk: misunderstandings, duplication of work, lost information, and high training costs for new employees. This quickly turns every inquiry into a minor obstacle course between sales, technical support, and customers.

This is exactly where Combeenation's sales configurator comes in: it digitizes and automates key steps in the sales process, ensures consistent data, and minimizes sources of error. This transforms a complex process into an efficient, transparent, and scalable workflow, with tangible added value for companies and customers.
 

What is a sales configurator?

A sales configurator digitally and automatically maps sales and quotation processes in a software program. Only products that can be implemented can be configured with the sales configurator. The correct quotation is generated at the touch of a button. 

A sales configurator combines
•    Product logic
•    Pricing
•    Quotation creation

in a single software solution. Unlike a pure product configurator, the sales configurator also incorporates quotation logic.

Practical example: Mechanical engineering – With the sales configurator, the sales department can directly select the appropriate modules, sizes, and options for a new machine – the software automatically checks whether everything is technically correct and immediately calculates the price. This means that a complete, error-free quote can be generated in a matter of minutes instead of several days.

Why is a sales configurator worthwhile?
The Combeenation sales configurator brings companies measurable benefits throughout the entire sales process:

1. Faster quotation phases: quotations are generated automatically and based on verified data, rather than manually in Excel or email loops. This significantly reduces response times to customer inquiries.
2. Error reduction and quality assurance: Product logic and technical dependencies are stored in the system. This prevents incorrect combinations and avoids costly rework.
3. Uniform database: All parties involved - sales, technology, purchasing, and management -work with the same information. This creates clarity and reduces the need for coordination. Data is managed centrally across all locations, countries, and teams - including for affiliated sales and trading partners.
4. Efficiency and scalability: Routine sales tasks are automated. Employees can focus more on core tasks. The software simply grows with the company.
5. Higher customer satisfaction: Customers receive technically accurate quotes much faster, complete with transparent prices and attractive presentation. This increases satisfaction and willingness to buy. 

In addition, management values the data from digitized sales processes for evaluations and forecasts. This also allows you to optimize controlling and planning in companies.

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Functions of modern sales configurator software

A modern sales configurator such as the solution from Combeenation combines all the important functions needed to sell complex products securely, quickly, and successfully:
 

Central product logic – the heart of error-free configuration

The entire product logic - including dependencies, rules, and plausibility checks—is mapped centrally in the system. Combeenation supports companies in defining, collecting, and mapping product knowledge in order to map customized product logic in the configurator.

With this approach, Combeenation's sales configurator ensures that only technically and economically feasible combinations are put together. Incorrect configurations or invalid variants are reliably excluded.

MORE ABOUT PRODUCT LOGIC

Real-time price calculation – Correct prices anytime, anywhere

Prices and discounts are calculated automatically in real time. Depending on the respective user role - such as sales, dealer, or end customer - and the sales channel used, the Combeenation system takes into account individual pricing rules, margins, and conditions. This ensures transparency and reliable calculations.

Instead of manual spreadsheets, the sales configurator accesses real-time data for price queries. Different currencies and pricing structures depending on the user (e.g., in-house sales, trading partner, or end consumer) as well as discounts are also taken into account correctly and automatically.

More about price calculation

Automated quotes – all documents at the touch of a button

At the touch of a button, the sales configurator generates a complete quote for the configured product. Product descriptions, parts lists, and assembly instructions can also be provided automatically and in the desired layout.

With Combeenation, you can create perfect sales documents and accurate quotes with just one click - in minutes instead of days. This acceleration increases the willingness to buy and satisfaction among B2B customers and end consumers.

MORE ABOUT SUBMITTING A QUOTE 

3D visualization and guided selling – interactive and attractive

Combeenation is designed as an intuitive sales configurator. 3D visualizations present products realistically and make them tangible for customers. This enhances the emotional shopping experience. – Read more about 3D configuration with Combeenation here.

Guided Selling guides users through the decision-making process with intelligent configuration suggestions. This feature strengthens the sale of consultation-intensive, multi-variant products.

Ask your questions about the features of the Combeenation Sales Configurator. Our experts will be happy to take the time to answer your individual questions.

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Areas of application for sales configurators

A sales configurator reveals its potential in the sale of complex products with many variants. It speeds up the entire sales process, reduces errors, and ensures professional quotes. The result: faster deals, higher customer satisfaction, and measurably more revenue.

Typical areas of application: 

• Mechanical and plant engineering
• Electronics and control engineering
• Construction industry
• Furniture industry 

Sales configurators are also being used successfully in medical technology and laboratory equipment, as well as in the automotive and agricultural technology sectors and by component manufacturers. Companies that want to successfully sell customized products in a volatile market should tackle digitalization in sales now.


Learn more about practical applications in Combeenation's case studies. Here, we present challenges/problems and solutions from real-world experience.

To the case studies

Sales across all channels: User roles at Combeenation

The Combeenation sales configurator supports all relevant sales channels. Whether it's an internal sales team, external sales partners, self-service solutions for B2B customers, or end consumers in the web shop - the system adapts seamlessly to any sales environment.

With Combeenation, companies can offer their products through various channels without information gaps or duplicate maintenance efforts. The result: an efficient sales process and a positive customer experience at all levels.
 

Introduction phase: Recognizing and overcoming challenges

The introduction of a sales configurator changes how companies sell, calculate, and communicate. Without structure and support, obstacles can arise. Combeenation ensures that this does not happen: with proven processes, practical advice, and strong implementation skills, predictable success is achieved.

Our tips for a successful introduction:

1. Structured planning right from the start
What are your goals with a sales configurator? How are existing sales processes structured? How can the product logic for your range be mapped in a product tree? A successful start-up phase is characterized by analysis and goal definition. Roles, functions, and product structures (variants, rules, and dependencies) are broken down to create a sales configurator that perfectly matches the requirements of your sales structures. Combeenation closely supports customers in this phase with workshops and contributes its extensive experience. So make sure that sufficient preparatory work is done to form a solid foundation for a customized sales configurator.

2. High usability as a requirement
How can you ensure that the sales configurator is used successfully? A work interface must be developed that is based on the actual workflows of the users. You can ensure this with a well-thought-out UI and UX design. Only with an intuitive user interface will the configurator facilitate the sales process and enjoy high acceptance.

3. Seamless connection to IT infrastructure
Only with a seamless connection can all systems (ERP, CRM, PIM, and configurator) exchange data in real time and work on the same information basis. It must also be possible to connect to shop systems. That is why Combeenation is designed to be system-independent, allowing it to connect easily to your existing systems via API interfaces. This means that Combeenation's sales configurator is not an isolated solution, but rather a central component of a comprehensive, digital sales strategy. Learn more about implementation with Combeenation here.

4. Implementation & Rollout
A consistent database is important for successful implementation. That's why our team of experts at Combeenation takes care of the initial data maintenance as part of the implementation process. The step-by-step rollout is accompanied by training sessions and feedback rounds. The goal is a smooth transition to live operation with maximum acceptance.

Would you like to learn more about how to successfully implement a sales configurator? Then download the Combeenation white paper with checklists and practical knowledge free of charge.

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CONFIGURATOR CHECKLIST – for successful projects! 
 

What should companies look for when choosing a sales configurator?

It is crucial that the solution fits your own processes, products, and systems.

These criteria are particularly important:

• Scalability: The sales configurator should be able to grow with the company - new products, markets, or languages should not be an obstacle. Combeenation, for example, offers multilingualism and different currencies for international scalability. 
• Integration capability: Easy connection to existing systems such as ERP, CRM, or PIM is essential for seamless data flows. An open-system solution such as Combeenation integrates easily into existing IT landscapes and reduces your investment costs. 
• User-friendliness: Only if the application is intuitive and easy to understand will it be used and accepted in everyday life. That's why Combeenation offers a customized UI and UX design. 
• Maintenance effort: Rules, prices, and product data must be easy to update - ideally directly by internal teams. Combeenation impresses with simple maintenance and data management without affecting product logic. 

A well-chosen sales configurator adapts to your company, grows with your requirements, and ensures efficient sales processes in the long term.

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How much does a sales configurator cost—and when does it pay for itself?

The cost of a sales configurator depends heavily on its scope, product complexity, and degree of integration. That's why Combeenation offers an online calculation for your project.

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Determine the scope of your project with just a few clicks. 

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In many companies, the return on investment (ROI) becomes apparent after only a short time. Due to shorter sales cycles, lower coordination costs, and higher offer quality, the ROI is quickly achieved.

Take advantage of a free initial consultation with Combeenation and ask your questions about a sales configurator for your industry and product portfolio.

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