Checklist for digital transformation in sales. Where do companies start to become more digital, faster and “better”? Part 2 from 2

# 4 Customized offers
Customized products are also becoming increasingly important in the B2B sector. Systems such as CPQ applications are essential to prevent recurring coordination loops between sales and technology with regard to technical feasibility. The prospective customer shapes the product according to his personal requirements.

For configurations outside the standardized producible, automated workflow processes initiate the technical feasibility check. The result: maximum flexibility for customers coupled with assured buildability.

# 5 Customer Journey
With complex industrial products, prospective customers quickly lose track of the “product jungle”. This makes it all the more important that they receive support. Companies achieve this by means of product finders and interactive, visual configurations in 3D. This makes complexity clear and can be presented in an understandable way. Sales experts complete the sales process.

Those who use this synergy of digital and personal support achieve optimal customer care in every phase of the customer journey – whether for new or long-standing existing customers.

# 6 Networking & consistency
For long-term business success, the applications used should not only be perfectly tailored to their intended purpose, they must also communicate consistently and bidirectionally. The goal: sustainable data use. ERP, PLM, CAD and DMS systems, as well as many other applications, are networked with each other.

For example, all relevant customer data can be automatically transferred from the CRM system to the CPQ software and is therefore directly available when creating a quotation – without any manual effort.