From Concept to Reality: Implementing a 3D CPQ Product Configurator

Congratulations! You’ve taken a significant step in enhancing the digital experience for your customers by implementing a 3D CPQ Product Configurator. This strategic decision is poised to have a profound impact on your bottom line and customer engagement. Let’s dive into the details.

Taking a Staged Approach

Start Small, Understand Your Requirements, and Scope Your Project

In our experience, beginning with a small, clearly defined Minimum Viable Product (MVP) phase is crucial for project success. Begin with your top 3-5 best-selling products. This approach creates a manageable data set, facilitating rapid learning while gradually introducing the tool to your customers.

Your project scope should encompass understanding business goals, identifying user requirements, and reviewing configurator features. Additionally, precisely defining business system and data source integration requirements equips the development team with a comprehensive understanding to guide design and development.

Designing the User Experience and Defining the Rules

Creating a product configurator that provides customers with the desired experience, without overwhelming them with information, is a complex endeavor. When conceptualizing the user experience, prioritize enabling users to find what they need. The Web Configurator offers design template options that can save customers time and costs, but we are also open to partnering with you to craft a custom interface that offers the best of both worlds.

Rule definition and data source integration are critical components of the design and development stage. Leveraging tools like PIM (Product Information Management), CRM (Customer Relationship Management), and ERP integrations ensures that available product configurations are accurately displayed. It also incorporates relevant information like discounts, freight costs, and other customer-specific data into quote outputs.

Testing to Confirm and Validate: Deploy and Go Live

At this stage, excitement is building as your team eagerly anticipates the configurator’s launch. Before taking that leap, it’s essential to test rigorously. Form a pre-launch team that includes both internal and external individuals, ideally not intimately familiar with the configurator. Fresh perspectives will validate that everything has been executed correctly and might uncover some pain points that need addressing before the full public launch and promotional campaign.

Once you’ve ironed out any issues, introduce your new tool to the world. This presents a great opportunity for your sales teams to engage with existing and potential customers, revitalizing your brand and product offerings.

Training, Maintaining, and Evolving

By now, you’ve provided training to your internal teams on how to leverage the 3D CPQ Product Configurator for customer engagements and streamlined operations. However, don’t forget to gently guide your customer users as they begin to engage with the new tool. Introducing an interactive Chatbot that can answer their questions will enhance their experience and encourage repeat usage.

Moreover, it’s time to plan for what’s next. Continue adding more products to the configurator until your entire product range is included. Consider enhancing features such as customer reports and synchronizing quotes and orders with your ERP system to improve business insights and elevate the customer experience. Your product offerings will continue to evolve, so plan for your configurator to evolve alongside them. Including configurator updates in your long-term product management planning calendar ensures you stay ahead of the curve. Communicate these updates to both your team and customers, explaining the benefits.

In summary, investing in a 3D CPQ Product Configurator is a savvy move that elevates your customer experience and streamlines your quote-to-order process. Configurators empower customers and designers, ensuring 100% accurate quotes, including net prices and freight costs, instilling confidence in your sales team.

Designing and developing a successful 3D CPQ Product Configurator may require time and patience, but the results are worth the effort, especially for contract furniture manufacturers willing to put in the work.

Stay tuned for our upcoming post in a few weeks, where we will share tips for promoting your product configurator to Dealers, Designers, Sales Reps, and all stakeholders involved in your sales process. Increasing awareness of your tool’s features, benefits, and capabilities can set you apart from the competition and positively impact your bottom line. We’re excited to help you elevate your customer experience and your business!


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