Sales Configuration

Gives sales reps what they need to
land a deal

Selling complex or highly configured products is tough. Your sales team needs to understand the customer’s needs and translate them into a valid offer that is both attractive to the customer and profitable for you.

Tacton’s sales configuration software masters this complexity, making it dramatically simpler for your team to configure, design and sell your products.

Capture the knowledge of your best product experts

The powerful configuration engine in Tacton’s sales configuration solution captures the knowledge of your best product specialists and makes that knowledge available to your entire sales team. Even newly hired sales reps, dealers and partners will be able to quickly offer the best solution.

Selling that’s based on your customers’ needs

Guided selling helps your sales team lead the customer to the right product based on their specific needs and the factors that matter most to them. The solution grasps a customer’s requirements through needs-based questions that can be answered in any sequence. Those that don’t matter to the customer can be skipped completely – the sales configurator will fill in the blanks and find a solution that's not only valid, but optimal – the first time, every time.

A dramatically faster quotation process

Accurate, high-quality quotes with supporting documentation are generated automatically. This speeds up the quotation process dramatically. In fact, many of our customers have seen quotation time reduced from weeks to hours, and from days to minutes.

Sales Configuration Capabilities

Help your customers understand their needs and convert them into attributes that can be used to calculate and configure product recommendations

  • Needs-based questions such as intended use, required capacity or other preferences.
  • Easy-to-use, highly visual interface with image selections, sliders or simple drop-downs.
  • Instant feedback to the user, such as automatically greyed-out options and conflict resolution.
  • Intelligent default selections to minimize clicks-to-quote.
  • Product characteristics explained with supporting images, texts and even 3D visualization - enabling your customers to make informed decisions.
  • Help the customer discover new needs using dynamic questions that depend on previous answers.
  • Read-outs from IoT devices describe how previous products at the customer's have been used, as the basis for a new quote.

Translate buying desires and non-technical product requirements into technical product specifications

  • Feature-based modeling language easily translates customer needs and non-technical requirements into technical requirements.
  • Constraint-based configurator solver finds solutions based on technical requirements.
  • Customer's purchasing history and industry form the basis for analyzing customer needs.
  • Beneficial requirements (for example, longer battery life) taken into account, improving overall understanding of needs.

Evaluate all customer needs and relevant product attributes to find the optimal solution

  • Constraint-based configurator optimizer finds the best solutions based on selected criteria such as weight, capacity or fuel consumption.
  • Advanced external and internal calculations support the selection process.
  • Conflict resolution balances conflicting requirements and finds the best alternative solutions.
  • Options for upselling are provided, increasing the deal size.

Advise your potential buyer and create trust in the products offered – turning prospects into buyers

  • Accurate, high-quality proposals with supporting documentation generated automatically.
  • 3D visualization ensures a valid and compelling quote.
  • Value propositions calculated by the CPQ create trust in the product recommendations.
  • Product characteristics explained with supporting images and texts – ensuring the customer understands the details of the offer.

Sales Configuration CPQ Products

Tacton Extension for Salesforce CPQ

Tacton Extension for Salesforce CPQ complements Salesforce CPQ with powerful services so that your sales team can configure products and produce high-quality sales quotes including technical documentation, 3D drawings, pricing and bills of materials – all from within the familiar environment of Salesforce.

Tacton CPQ

Tacton CPQ enables your channels to quote more accurately, close deals faster, and speed time to delivery. No matter how complex your products or business, you can make it easy for customers to buy exactly what they want – from you.

Watch Sales Configuration in Action

See sales configuration in action as the customer’s requirements are captured via needs-based questions.

Resources

Our Customers