One Configurator for ALL… Introducing Channels
September 4, 2020
If you can perform different types of sales with one platform, you’re ahead of the game. You may sell directly to people: your customers. But what if you also sell through other people? What if you sell your products with the help of other groups – such as resellers, distributors, and other sales partners? These sales channels help you sell more, but can be a headache to manage. Thanks to our new Channels feature, you can easily control which products are available through which business partners, as well as what those partners see. Deciding between B2B or B2C? You can enjoy B2B2C selling with KBMax.
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In a nutshell, Channels help you offer the right products through the right sales partners at the right price… in a way that makes both you and your partners look great to the customer. Build one configurator, and through Channels that configurator can offer one set of options to customers visiting your web site, and a second set of options to customers seeing it on your sales partner’s website. Furthermore, the quotes generated by all these groups are stored securely. You see them all, your supplier sees only those generated through their channel, and a customer sees only their own quotes. And finally, the look and feel of that one configurator can match the branding of your own site or any of your partner’s sites, so customers aren’t distracted and your sales partners look great. A great example of this is our customer, Tuff Shed, who has a configurator on their own website as well as on their partner Home Depot’s site.
Watch your company grow into a multi-channel sales powerhouse.
How easy is it to get started with KBMax channels? Very easy. Here’s an example story about Acme Corporation, who starts with a simple configurator to sell their custom product and extends that same one configurator across multiple types of sales.
Acme sells a configurable product. But the quotes their sales team create are inaccurate, and the drawings from engineering have occasional errors. Their first phase is to improve quoting accuracy and automate product design, with these requirements:
All these requirements can be met by the KBMax core platform “out of the box” with no additional modules. Security and user management are part of our core functionality.
Acme’s first phase was successful, and they want to expand their reach. The second phase is to include their channel partners: they use a distributor and a reseller to help sell their products. In addition to the needs above, this phase of the project requires:
These requirements can be met by activating the “Channels” feature in KBMax. Once that’s turned on, Acme’s administrators follow some basic Channel setup steps found on our Wiki, and they’ve now a new way to sell their products!
Acme has a new product line that they’d like consumers to configure themselves. They would like the configurator to be available to the general public, embedded within their own website, with no complicated enrollment process preventing the person surfing the web from seeing their configurator immediately. The requirements for this phase are:
Acme wants to make this new configurator as easy as possible for anyone to see… from their tablet, phone, or laptop. For most cases, users must log in before they can see a configurator. But if Acme sells directly to people on the internet, they may want to let users launch the configurator and begin learning about the product before they have to log in. With KBMax, you have this ability. By allowing anonymous access to a configurator, users will be asked to create an account only after they submit the configurator, not before they see it. Acme can show off their product without dissuading people with a sign-up screen first.
Channels can help you unlock the B2B2C way of selling so that your customers, partners and inside sales reps can easily and quickly complete the sale.
Let our CPQ specialists show you how to elevate your customer experience.
At KBMax, Kirk leads our training program to ensure our customers and partners can easily learn our platform and maintain it moving forward.