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Table of Contents
deliver flexibility
Advanced Model Configurators
Put Yodify’s powerful configurator to work and let your customers craft a custom SKU that matches their application requirements perfectly.
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give a list
Configure, Price & Quote
Add pricing to your configurators and reap the benefits of your clients creating their own SKUs and pricing out their own solutions, improving customer satisfaction while reducing order errors.
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K.I.S.S.
Simple Configurators
Just because we can handle sophisticated products doesn't mean we've forgotten the simpler stuff. Easily create configurators for simple products.
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start to learn the advantages
Yodify Configurators
Yodify’s configuration tools are used across various industries, including process control, electronics, automotive, food & beverage, and custom manufacturing, to enable customers to select different features, components, accessories, colors and more for the product they are interested in purchasing.
Yodify’s product configurators range from simple web-based interfaces with a few selectable options to sophisticated applications with real-time pricing updates that change as users customize their product.
By offering a hands-on, interactive experience, configurators can enhance customer satisfaction, increase sales, and enable companies to better understand consumer preferences.
Yodify’s product configurators range from simple web-based interfaces with a few selectable options to sophisticated applications with real-time pricing updates that change as users customize their product.
By offering a hands-on, interactive experience, configurators can enhance customer satisfaction, increase sales, and enable companies to better understand consumer preferences.
Intuitive User Interface (UI)
Yodify configurators feature an intuitive and user-friendly interface that guides customers through the customization process. Yodify's well-designed UI ensures that users can easily select options, see their choices reflected in real-time, and understand how each selection impacts the final product and price.
Dynamic Pricing
Yodify configurators dynamically update the price of the product based on the options and customizations chosen by the customer. This transparency in pricing helps customers make informed decisions based on their budget.
Customization Options
Configurators provide a range of customization options, allowing customers to personalize products according to their specifications. Options can include colors, materials, components, sizes, and more, depending on the product.
Compatibility Checks
Yodify configurators automatically check for compatibility between different options to prevent customers from selecting combinations that are not feasible. This ensures that all customizations are viable for production.
Mobile Responsiveness
With the ever-increasing use of smartphones and tablets for online shopping, configurators are designed to be responsive and functional across various devices, ensuring a seamless experience for mobile users.
Integration Capabilities
Yodify configurators can integrate with other business systems, such as CRM, ERP, and inventory management systems, to streamline the ordering process, update inventory in real-time, and manage customer relationships effectively.
Scalable Sophistication
They are scalable to accommodate a wide range of products and complexity levels, from simple items with a few customizable options to complex products requiring extensive customization.
no product too complex
Advanced Model Number Configurators
Yodify helps your business excel with our cutting-edge Advanced Configurator technology, built with additional layers of functionality including
dependencies, restrictions, and overrides.
No product series is too complex or sophisticated to be configured with an Advanced Configurator, with some products in the Yodify Library encapsulating
trillions of possible SKU permutations.
Our Advanced Configurator is specifically designed to accommodate highly-complex products that you find in industrial, commercial, instrumentation, agricultural and other similarly sophisticated business and quoting models.
Our Advanced Configurator is specifically designed to accommodate highly-complex products that you find in industrial, commercial, instrumentation, agricultural and other similarly sophisticated business and quoting models.
Complex Customization Options
Yodify's advanced configurators can handle complex products with multiple customization layers. They can manage dependencies between different options, ensuring that only compatible choices are offered.
Dynamic Permutation Controls
When you use or create an Advanced Configurator with Yodify you have extra tools that let you create dependencies, restrictions and overrides to ensure only models that actually exist can be configured.
Matched Inventory
Yodify Configurators aren't just for quotes. If your customers configure a MPN that matches an MPN/SKU you have listed in your catalog the option to Add to Cart will appear alongside the Add to Quote option, eliminating another unnecessary step for placing a quote for a product your customer can simply purchase.
Model Number Contributions
Each option in your configurator is listed alongside it's model number contribution so your sales staff and clients can easily identify which parameter contributes to their complete model if the need to make a change, or have discussion arises.
Complete Configuration History
Every selection your customers make configuring a product has a clearly listed option selection (seen on the right side in the floating modal).
These provide added confidence in the quoting/ordering process and also carry through the checkout into the quote and order history so your client and your team both have a complete record of each unique configuration that comes across your sales desk.
These provide added confidence in the quoting/ordering process and also carry through the checkout into the quote and order history so your client and your team both have a complete record of each unique configuration that comes across your sales desk.
Loads Fast
Despite the volume of data and number of possible different permutations Yodify Configurators always load quickly. There is no compromise to presenting your customers with the power of choice.
eliminate hurdles, engage growth
Configure, Price, Quote
(CPQ
)
Simplify Review Process
Inputting and interpreting quotes from outdated or rudimentary configurator technologies as a manual process is both a time-sink for your Sales staff, and increases the likelihood of errors.
Build New Revenue Streams
Enhance access to your business and the solutions you provide by giving your customers a more transparent and interactive method of engagement with your products.
Let motivated purchasers take not just the first step, but a huge leap towards closing the sale.
Let motivated purchasers take not just the first step, but a huge leap towards closing the sale.
Modernize Your Business
Purchasers expectations for the businesses they buy from continue to rise. Give them a similar experience to what they've come to expect with online transactions in their personal life, increase their comfort with your solutions and close more deals.
Take your Advanced Configurators a step further and utilize
Configurator Pricing to transform your catalog into a
Configure, Price & Quote suite, allowing your customers to spec and price out a complex model adhering exactly to their application requirements.
Streamline and automate as much of your quoting & pricing process as your business requires.
Streamline and automate as much of your quoting & pricing process as your business requires.
Base MSRP
Set a base product series MSRP and create a foundation that your option pricing will add on to.
Option Pricing
Apply additional pricing to each option within each option group and empower purchasers and quote-seekers to spec out a model number that meets their requirements, and see exactly what that model costs.
Dynamic Pricing Updates
Yodify configurators update the price in real-time as customers select or change options, providing immediate feedback on how each choice affects the overall cost.
Add to Quote or Cart
Depending on how you have your product set up you can allow your customers to purchase their model immediately, or if you'd prefer having a conversation with them prior to closing the sale, set as RFQ only and get your Sales Team involved.
Account Pricing Compatible
If you have account specific pricing set up, the same discount structure applies to configured models as it does to inventoried items so your customers always know they're getting their price.
simple works too
Simple Configurators
Yodify includes simple configurators for less complex products that operate in a traditional way, giving customers a choice from each option group, resulting in a model number you can apply pricing and inventory to.
Retail Solutions
Simple configurators give you access to create configurators the same way other platforms work, by offering a variety of options in groups your customer can select the product they need quickly, and easily.
Diverse Presentation
Your option groups can be presented in a number of different methods that can be used interchangeably. Select from Radio Buttons, Drop Downs, Color Selectors & more.
even more knowledge awaits
Configurator FAQs
education, empowerment & efficiency
How Do Yodify Configurators Increase Efficiency, Sales & More?
An advanced product configurator represents a significant investment in the digital customer experience, offering a blend of technology and customization that can significantly boost customer interest, satisfaction, reduce return rates, and increase sales.
By allowing customers to engage deeply with the product design process, businesses can create a more interactive and personalized shopping experience that stands out in the competitive online marketplace.
By allowing customers to engage deeply with the product design process, businesses can create a more interactive and personalized shopping experience that stands out in the competitive online marketplace.
Reduced Return Rates
Because customers have a clearer understanding of what they are ordering and receive a product that matches their specific requirements, the likelihood of returns due to dissatisfaction or incorrect expectations is significantly reduced.
Personalization
Customers can tailor products to their exact specifications, choosing from various options like size, color, components, and features. This level of personalization ensures that the product meets their unique needs and preferences.
Educational Value
Through the customization process, customers learn about the product's features, options, and limitations. This education can help them make better use of the product and appreciate its value.
Enhanced Decision Making
By allowing customers to experiment with different configurations and immediately see the results, configurators empower customers to make informed decisions about their purchases.
the likelihood of returns due to dissatisfaction or incorrect expectations is significantly reduced.
Empowerment and Ownership
Participating in the configuration process gives customers a sense of empowerment and increases their emotional investment in the product. This can lead to a stronger sense of ownership and satisfaction once the product is received.
Improved User Experience
Configurators make the shopping experience more interactive and engaging, which can enhance customer satisfaction and loyalty. The process of customizing a product can also be enjoyable, setting a positive tone for the customer's entire interaction with the brand.
Convenience
Online product configurators provide the convenience of customizing and ordering a personalized product from the comfort of one's home or office, avoiding the need to visit multiple stores or discuss options with sales representatives.
Immediate Price Updates
As customers select different options, the configurator can instantly update the price, helping them understand the cost implications of their choices. This transparency in pricing helps customers stay within their budget and reduces the risk of sticker shock at checkout.
Faster Sales Cycle
By providing all the information and tools needed to make a decision on the spot, configurators can shorten the sales cycle, leading to quicker purchases and higher conversion rates for businesses.
create efficiencies, save time, scale
How Do Yodify Configurators Help Sales Personnel?
Employing Yodify's configurators on your website can significantly bolster your sales personnel's effectiveness and efficiency in numerous ways. Yodify's configurators are a powerful tool for your sales team.
Streamlined Sales Process
Product configurators automate much of the initial product selection and customization process for customers, allowing sales personnel to focus on higher-value interactions, such as addressing complex needs, overcoming objections, and closing sales.
Reduced Errors in Orders
The configurator's automation of the configuration process helps minimize the risk of errors in product specifications and orders.
Sales personnel can rely on the configurator to capture customer preferences accurately, leading to smoother fulfillment and higher customer satisfaction.
Sales personnel can rely on the configurator to capture customer preferences accurately, leading to smoother fulfillment and higher customer satisfaction.
Enhanced Product Knowledge
Configurators can serve as educational tools for sales teams, helping them become more familiar with the full range of product offerings, features, and customization options. This increased knowledge enables them to better assist customers.
Real-time Availability Checks
Yodify configurators can be integrated with inventory systems, allowing sales personnel, and even your customers, to instantly check the availability of specific components or configurations.
This capability helps manage customer expectations and avoid selling products that are out of stock or have long lead times.
This capability helps manage customer expectations and avoid selling products that are out of stock or have long lead times.
Improved Customer Engagement
Sales personnel can use configurators as interactive tools during presentations or consultations, engaging customers in the customization process.
This interactive experience can make customers feel more involved and invested in the product, increasing satisfaction and the likelihood of a purchase.
This interactive experience can make customers feel more involved and invested in the product, increasing satisfaction and the likelihood of a purchase.
the configuration process helps minimize the risk of errors
Upselling & Cross-Selling Opportunities
Yodify configurators can suggest complementary products or higher-value configurations, assisting sales personnel in identifying opportunities for upselling and cross-selling.
These suggestions can enhance the customer's purchase while increasing the average order value.
These suggestions can enhance the customer's purchase while increasing the average order value.
Efficient Lead Qualification
By allowing customers to specify their preferences and needs through the configurator, sales teams can receive more qualified leads.
The information collected through the configurator can help sales personnel tailor their follow-up and sales strategy to the specific interests of each customer.
The information collected through the configurator can help sales personnel tailor their follow-up and sales strategy to the specific interests of each customer.
Empower Remote Sales
For sales personnel working remotely or in different geographic locations, product configurators provide a consistent, accessible tool they can use to assist customers anywhere, anytime. This accessibility is particularly beneficial in a digital-first sales environment.
Accurate and Consistent Pricing
Product configurators automatically calculate the price of the customer's customized product, ensuring that sales personnel provide accurate and consistent pricing information. This transparency can build trust and reduce the potential for pricing errors or misunderstandings.
create efficiencies, save time, scale
What are Configurator Model Number Contributions?
Configurator model number contributions refer to the way in which online product configurators assist in generating specific model or part numbers for customized products based on the selections and customizations made by the customer.
This system provides several benefits and functionalities in the context of e-commerce and manufacturing, streamlining the process of ordering, manufacturing, and managing customized products. Here’s how these contributions work and their significance:
This system provides several benefits and functionalities in the context of e-commerce and manufacturing, streamlining the process of ordering, manufacturing, and managing customized products. Here’s how these contributions work and their significance:
Unique Identification
Each configuration created by a customer generates a unique model or part number. This unique identifier makes it easier for both the customer and the company to track and reference specific custom orders throughout the production, shipping, and after-sales processes.
Reduced Errors in Orders
The configurator's automation of the configuration process helps minimize the risk of errors in product specifications and orders.
Sales personnel can rely on the configurator to capture customer preferences accurately, leading to smoother fulfillment and higher customer satisfaction.
Sales personnel can rely on the configurator to capture customer preferences accurately, leading to smoother fulfillment and higher customer satisfaction.
unique identifier makes it easier for both the customer and the company to track and reference specific custom orders
Simplification of Complex Products
Configurators can serve as educational tools for sales teams, helping them become more familiar with the full range of product offerings, features, and customization options. This increased knowledge enables them to better assist customers.
Real-time Availability Checks
Yodify configurators can be integrated with inventory systems, allowing sales personnel, and even your customers, to instantly check the availability of specific components or configurations.
This capability helps manage customer expectations and avoid selling products that are out of stock or have long lead times.
This capability helps manage customer expectations and avoid selling products that are out of stock or have long lead times.
Improved Customer Engagement
Sales personnel can use configurators as interactive tools during presentations or consultations, engaging customers in the customization process.
This interactive experience can make customers feel more involved and invested in the product, increasing satisfaction and the likelihood of a purchase.
This interactive experience can make customers feel more involved and invested in the product, increasing satisfaction and the likelihood of a purchase.
Upselling & Cross-Selling Opportunities
Yodify configurators can suggest complementary products or higher-value configurations, assisting sales personnel in identifying opportunities for upselling and cross-selling.
These suggestions can enhance the customer's purchase while increasing the average order value.
These suggestions can enhance the customer's purchase while increasing the average order value.
Efficient Lead Qualification
By allowing customers to specify their preferences and needs through the configurator, sales teams can receive more qualified leads.
The information collected through the configurator can help sales personnel tailor their follow-up and sales strategy to the specific interests of each customer.
The information collected through the configurator can help sales personnel tailor their follow-up and sales strategy to the specific interests of each customer.
Empower Remote Sales
For sales personnel working remotely or in different geographic locations, product configurators provide a consistent, accessible tool they can use to assist customers anywhere, anytime. This accessibility is particularly beneficial in a digital-first sales environment.
Accurate and Consistent Pricing
Product configurators automatically calculate the price of the customer's customized product, ensuring that sales personnel provide accurate and consistent pricing information. This transparency can build trust and reduce the potential for pricing errors or misunderstandings.
create efficiencies, save time, scale
Can I Display Product Lead Times in a Configurator?
Product lead times can be integrated into an online configurator, providing significant benefits both to customers and the company offering the products. This integration helps to manage customer expectations and improve production planning by offering real-time, dynamic lead times based on the specific configurations chosen by the customer.
Here’s how integrating product lead times into an online configurator can work and its advantages:
Here’s how integrating product lead times into an online configurator can work and its advantages:
Dynamic Lead Time Calculation
The configurator can automatically calculate and display the lead time for a product as the customer makes various selections. Factors such as component availability, complexity of customization, and current production capacity can influence the estimated lead time.
Prioritization and Pricing
Yodify configurators offer the ability to provide customers the option to pay more for a faster turnaround. Integrating lead times allows for dynamic pricing based on how quickly a customer wants a product, providing an additional revenue stream and letting customers prioritize speed if necessary.
Improved Customer Experience
Providing immediate feedback on how different customizations affect lead times empowers customers to make informed decisions. If a particular feature or component significantly extends the lead time, customers can choose to modify their selection based on their urgency or preference, enhancing satisfaction and reducing frustration.
Realistic Expectations
By displaying estimated lead times during the configuration process, businesses can set realistic expectations for delivery. This transparency helps prevent customer disappointment and builds trust in the brand.
Enhanced Analytics
Collecting data on how configurations affect lead times can offer insights into production processes and customer preferences. This can help companies make data-driven decisions to improve product offerings and operational efficiency.
Production Efficiency
Integrating lead times with configurators allows businesses to gather data on popular configurations and their impact on production schedules. This information can be used to optimize inventory levels, manage workforce allocation, and improve overall production efficiency.
Empower Remote Sales
For sales personnel working remotely or in different geographic locations, product configurators provide a consistent, accessible tool they can use to assist customers anywhere, anytime. This accessibility is particularly beneficial in a digital-first sales environment.
Supply Chain Management
For products that require parts from various suppliers, the configurator can account for supplier lead times in the overall product lead time calculation. This helps in managing the supply chain more effectively and reducing bottlenecks.
In summary, integrating product lead times with an online configurator not only enhances the customer buying experience by providing transparency and flexibility but also offers businesses valuable insights for improving production planning and supply chain management. This integration represents a strategic approach to managing custom orders in a way that aligns customer expectations with the company’s operational capabilities.
create efficiencies, save time, scale
Can I Have Customer-Entered Input Fields in a Configurator?
Yes, incorporating customer-entered input fields into a product configurator is not only possible but also highly beneficial for both the customization process and enhancing the overall customer experience. These input fields allow customers to provide specific information or preferences that might not be covered by standard configuration options.
Here are some key points and advantages of including customer-entered input fields in a product configurator:
Here are some key points and advantages of including customer-entered input fields in a product configurator:
Personalization at a Deeper Level
Beyond selecting from predefined options, customers can specify exact requirements, such as custom dimensions, text for engraving, or specific color codes, making the product truly tailored to their needs.
Flexibility in Product Offerings
For products that require unique specifications that cannot be easily categorized, input fields allow customers to communicate their needs directly. This flexibility can make the configurator applicable to a wider range of products and services.
Improved Accuracy
Allowing customers to input specific information reduces the risk of miscommunication and ensures that the final product closely matches their expectations. This can lead to higher customer satisfaction and reduce the likelihood of returns or revisions.
Efficiency in Order Processing
Customer-entered data can be directly integrated into order processing and production systems, streamlining the workflow from order placement to fulfillment. This automation can save time and reduce errors compared to manually entering customer specifications.
create efficiencies, save time, scale
Do Configurators Have a Default State for Each Selection?
Yes, Yodify product configurators have a default state for each selection to guide the customer through the customization process smoothly and efficiently. These default settings are strategically chosen based on various factors, such as the most popular options, the most cost-effective configurations, or configurations that best showcase the product's capabilities.
Here are several reasons and benefits for having default states in product configurators:
Here are several reasons and benefits for having default states in product configurators:
Simplified Decision-Making
Default selections can help simplify the decision-making process for customers by providing a recommended starting point. This is particularly useful for complex products with many customizable options, where customers might otherwise feel overwhelmed.
Enhanced User Experience
By having a pre-configured default state, customers can more easily understand the range of customization available and modify the product according to their preferences, starting from a baseline that already represents a coherent product configuration.
Faster Configuration Process
Defaults allow customers to go through the configuration process more quickly if they are satisfied with the standard options. This can lead to a more efficient shopping experience and potentially higher conversion rates, as customers are less likely to abandon the process due to decision fatigue.
Highlight Popular or Preferred Options
Default options often reflect the most popular or recommended configurations, guiding customers towards choices that are likely to satisfy them based on the preferences of previous buyers or the manufacturer's expertise.
Optimize Inventory and Production
Setting defaults to the most readily available or easiest to produce options can help optimize inventory management and production efficiency. This can also lead to shorter lead times and lower costs for both the company and the customer.
Educate
For customers unfamiliar with the product, default states can serve an educational purpose, demonstrating typical uses or configurations. This can help customers make informed decisions about customizing the product to suit their needs.
Marketing Strategy
Default settings can be used strategically to promote new features, special editions, or higher-margin options. By setting these as defaults, companies can subtly influence customer choices towards these options.
Flexibility
While default states are beneficial, it's crucial for configurators to allow easy changes to these defaults so that customers do not feel constrained by them. Offering clear information and easy navigation ensures that the configurator enhances the shopping experience by combining guidance with flexibility.
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custom model numbers
Product Configurators
Yodify's industry-leading configurators open the door for your customers to spec out their products based on their application requirements. Build in restrictions, dependencies & more to make sure only real SKUs can be created. Add pricing to your configurator options for complete CPQ functionality.
Forget sifting through thousands of SKUs, or flipping through binders to find a specific model, evolve your business today.
read moreForget sifting through thousands of SKUs, or flipping through binders to find a specific model, evolve your business today.
customer specific pricing
Account Pricing & Net Terms
Make the transition to online sales & quoting seamless by pre-populating your customer accounts and assigning their specific discount levels so they can check out with their pricing, and the terms you have established for each account.
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curate your customer journey
Custom Product Visibility
Pricing & Product visibility controls let you curate your catalog content to show only what you want, when you want to who you want. Easily apply brand level controls, or get granular and manage your content on a product by product basis to determine who gets to see what price or product, and when.
Always show pricing, Log in for pricing, show pricing only to account holders and any combination there-of await to refine your customer journey even further.
read moreAlways show pricing, Log in for pricing, show pricing only to account holders and any combination there-of await to refine your customer journey even further.
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