Checklist for digital transformation in sales - Part 2 of 2

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

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

Automated workflow processes initiate the technical feasibility check for configurations outside of what can be produced in a standardised manner. The result: maximum flexibility for customers paired 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 for them to receive support, which companies achieve by means of product finders and interactive, visual configurations in 3D. Complexity is thus visualised and can be presented in an understandable way. Sales experts complete the sales process.

Those who utilise 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 the intended purpose, they must also communicate consistently and bidirectionally. The goal: sustainable data utilisation. 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 preparing quotations - without any manual effort.