Our next Solution Spotlight is about creating a self-serve configurator tool. This tool is used by web visitors to enter minimal information in order to receive a transparent quote, with a further option to place an order.

Are you new to Solution Spotlights? They’re a series of short “Use Cases” to showcase what challenges our customers were having prior to working with Avrion, and how we collaborated with them to create a solution.

They’re designed to give you inspiration on how you could further digitise your systems, making your business much more efficient.

If you missed the first in the series, you can read it here.

A Multi-Divisional Service Company – Creating a Self-Serve Configurator Tool for Personalising Quotes

Overview

This long-term customer wanted to add an easy to use, mobile friendly webpage to promote a new service, targeted at small companies.

They wanted to enable the customer to enter minimal information in order to receive a transparent quote, with a further option to place an order.

Are your products and/or services structured so that they can be translated into a product configurator?

Challenge

To provide a public-facing self-serve configurator tool for personalising quotes for prospective small business customers in an integrated way with their existing system architecture.

Solution

  • Online quote builder tool embedded into the business’s own website.
  • Designed as a single-page configurator enabling the customer to select the various options and then go through an e-commerce style sign-up process.
  • Integrated using API’s, passing enquiries and sign-ups into the business’s back-office system, with additional workflows designed for managing leads and orders.
  • CRM system automatically updated with customer details, sales opportunity etc.
  • Customer details also sent to the business’s eMarketing platform, assigned to various email campaigns.

Benefits

  • Keeps Customers updated and provides self-service for delivery queries.
  • Automates a repetitive process.
  • Saves 80-100 hours/week to focus on other areas of growing their business.

Technology Used

Middleware Portal, Maximizer CRM, Contract Renewal System.

Further information

Has this Solution Spotlight inspired you? Contact us to learn more about how you can digitise your business.

We hope you found this article interesting and informative. For more ideas on how to streamline, automate and digitally transform your business (thereby saving you time and money):
author avatar
Caroline Robertson Project & Planning Manager
Caroline has lived in the CRM and technology world from her very first job! From Sales Executive to CRM Consultant, Project Manager to Marketing Team Leader, she loves ticking things off a list so has a reputation for "getting things done". Outside work, she is a dedicated mother and rescue pup parent as well as caring for her siblings and parents.
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