No more leads will be lost. Configurator inquiries are automatically entered into the system in a structured format - complete with a bill of materials, customer context, and customer pricing. They are ready for qualification, assignment, and further processing.
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The customer clicks “Submit Request” - and you immediately have all the details in the system: product, quantity, options, and contact information. No more guesswork, no more follow-up emails. Your sales team can see at a glance what the inquiry is about and follow up right away.
When an inquiry comes in, the first question is always the same: Who is this? With lead management, you can immediately see who you’re dealing with - name, company, position, contact information. No inquiry remains anonymous, and no lead goes untracked.
A complete bill of materials is automatically generated for each configuration: all selected components, quantities, variants, and properties at a glance.
Technically accurate and traceable - your sales team has everything they need to process orders immediately, without having to consult the engineering or product management teams.
As soon as a lead is qualified, it moves directly into quote management – without having to re-enter data or worry about copy-paste errors. The entire configuration, bill of materials, and cost estimate are automatically transferred. Your sales team can create an error-free quote in minutes. From lead to quote in under a minute.
So that leads end up with the right people - with the right information and prices.
Assign leads in a targeted manner
Every request is assigned to the appropriate staff member with a single click - including its status, progress, and deadline.
Filters, Roles, and Permissions
Sales, Engineering, and Resellers – each team sees exactly the leads and data that are relevant to their work.
Detect customer prices
If the configurator knows who is making the inquiry, it automatically displays the appropriate customer prices, including discounts. For anonymous inquiries, the standard price list applies.
Lead management and quote management are two closely interlinked components of the sales process that build on one another.
Lead management focuses on acquiring, qualifying, and nurturing prospects. In the context of CPQ (Configure, Price, Quote), this process begins when the customer configures a product or solution (“Configure”) and then calculates a price (“Price”). Submitting a request creates a lead, which is recorded in the system and processed further.
Quote management (“Quote”) builds on this. The lead and the associated request can be converted into a concrete quote with just one click. From this point on, quote management begins: The focus is now on creating and managing quotes
To quote management
Lead management and contact management are two closely related components of the sales process and serve different purposes in the CPQ (Configure, Price, Quote) context.
Lead management begins as soon as a prospect creates a configuration (“Configure”), calculates a price (“Price”), and then submits an inquiry. This creates a lead, which is recorded, qualified, and processed further in the system.
Building on this, contact management takes over and serves to centrally manage contacts, company data, configuration data, and communication histories. This ensures that all relevant information about a contact is available in a centralized location.
To contact management
Let’s sit down together for a no-obligation discussion about how Combeenation can help you manage your leads – from the initial inquiry to the signed contract.
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