configurators bring your catalog to life
The Art of Configurators
No matter how simple or complex, Yodify configurators exceed your requirements and your customers expectations.
empower & guide
Engage Your Customers
Your online catalog should be engaging and informative, designed to both empower and guide customers towards making a purchase.
self-serve
Configure, Price & Quote
(CPQ
) Suite
Empower your customers to spec their own solutions, complete with integrated account pricing even on custom configured MPNs.
Transform How Your Customers Access & Learn Your Products
Deliver quotes to quickly move your clients from quotes to success.
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personalized demo of the Yodify front & back end.
deliver flexibility
Advanced Model Configurators
Put Yodify’s powerful configurators 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 and lead times to your configurators and reap the benefits of your clients creating their own SKUs and quotes, making them an active participant in the product journey.
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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. With Yodify, you can easily create configurators for simple products.
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so many advantages
Yodify Configurators
Yodify’s configuration tools are used across various industries, including process control, electronics, automotive, food & beverage, retail, and custom manufacturing, enabling customers to select features, components, accessories, colors, and more for the product they are interested in purchasing.
Yodify’s product configurators empower you to offer simple products with just a few options and highly sophisticated products with dependancies, exclusions, real-time pricing, and lead times.
By offering a hands-on, interactive experience, your product configurators enhance your customers experience, increase leads and sales, and provide you greater insight into what your customer preferences are.
Yodify’s product configurators empower you to offer simple products with just a few options and highly sophisticated products with dependancies, exclusions, real-time pricing, and lead times.
By offering a hands-on, interactive experience, your product configurators enhance your customers experience, increase leads and sales, and provide you greater insight into what your customer preferences are.
Intuitive User Interface (UI)
Yodify configurators feature an intuitive and user-friendly interface that guides customers through the customization process. Yodify's UI ensures that users can easily select options, see their choices reflected in real-time, and understand how each selection impacts the final product, price, and lead time.
Dynamic Pricing
Yodify configurators dynamically update the price of the product based on the options and customizations your customers require. This transparency in pricing helps your customers make informed decisions based on their budgets.
Customization Options
Yodify configurators provide a range of customization options, allowing customers to personalize products according to their specifications.
Options can include virtually anything—colors, materials, components, sizes, and so much more.
Options can include virtually anything—colors, materials, components, sizes, and so much more.
Compatibility Checks
Yodify configurators automatically check for compatibility between different options to prevent customers from selecting combinations that are not possible to supply, ensuring that all customizations are viable for production.
Mobile-First Philosophy
With virtually everyone today having a mobile phone, your customers can easily research, configure, and purchase your products on their phones, no matter where they are.
Yodify's mobile-first philosophy prioritizes the seamless presentation and configurability of your most complex products, even on small screens.
Yodify's mobile-first philosophy prioritizes the seamless presentation and configurability of your most complex products, even on small screens.
Integration Capabilities
Yodify configurators integrate seamlessly with your existing systems, such as CRM, ERP, and inventory management. Scale without limits.
Powered by Yodify, Controlled by You.
Powered by Yodify, Controlled by You.
Marketing and selling complex products globally requires simplifying their presentation and enabling sales teams and customers to easily tailor them to their applications.
Simply Powerful, Powerfully Simple
With Yodify, manufacturers and distributors have the power of easy-to-create and easy-to-use product configurators that empower their sales teams and customers to effortlessly configure products to their exact needs without requiring deep technical knowledge.
Yodify, your competitive advantage.
Simply Powerful, Powerfully Simple
With Yodify, manufacturers and distributors have the power of easy-to-create and easy-to-use product configurators that empower their sales teams and customers to effortlessly configure products to their exact needs without requiring deep technical knowledge.
Yodify, your competitive advantage.
no product is too complex
Advanced Model Number Configurators
Accelerate your business with Yodify's Advanced Configurator technology, built with mission-critical functionality to accommodate intricate dependencies, restrictions, and overrides. No product is too complex or sophisticated to be configured with Yodify's Advanced Configurators. When you have a product with billions or even trillions of possible SKU permutations, Yodify has you covered!
Our Advanced Configurator is specifically designed to accommodate highly complex products found in the industrial and commercial worlds. It's where we started, it's where we excel.
Our Advanced Configurator is specifically designed to accommodate highly complex products found in the industrial and commercial worlds. It's where we started, it's where we excel.
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
With Yodify's Advanced Configurator, you have all the tools to create dependencies, restrictions, and overrides to ensure only models that actually exist can be configured.
Model Number Contributions
The model number contribution is listed at the end of each option in your configurator.
Complete Configuration List
Every selection when configuring a product is listed in the floating modal to the right of the configurator. This detailed list clearly presents the configured product.
Matched Inventory
When your customers configure an MPN that matches one you list in your online catalog, the Add to Cart button will present in addition to the Add to Quote button, enabling an immediate purchase of their desired product.
Load Fast
Yodify Configurators always load fast, regardless of the number of options, permutations, dependancies, and/or restrictions your products have.
Instill Your Expert Knowledge into Every Configurator
Replicating expert knowledge through guided workflows, Yodify configurators begin with targeted questions about the application (e.g., fluid type, temperature, and pressure ranges) and automatically narrow down product families and specific models that suit a given application.
eliminate hurdles, engage growth
Configure, Price, Quote
(CPQ
)
Learn More About Yodify-Powered 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.
Configurated quotes come in with full detail and clear contributions that determine the final model.
Configurated quotes come in with full detail and clear contributions that determine the final model.
Build New Revenue Streams
Enhance access to your business and the solutions you provide. Give your customers a professional and interactive means of engagement with your products.
Empower motivated purchasers to configure their product, take not just the first step, but a huge leap towards closing the sale.
Empower motivated purchasers to configure their product, 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.
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 and pricing process as your business requires.
Streamline and automate as much of your quoting and 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, providing customers immediate feedback on how each choice affects the overall cost.
Add to Quote or Add to Cart, it's Up to You
You can allow your customers to purchase their configured model immediately, or if you'd prefer having a conversation with them prior to purchase, you can simply activate the Request for Quote feature to involve your sales team to ensure the selected product is the ideal offering for the customer's application. Ensure complete customer satisfaction by setting your level of involvement.
Account Pricing Compatible
If you have account-specific pricing set up for your customers, their discount structure will automatically apply to all configurations they create. Both you and your customers can rest assured; they'll be receiving their preferred pricing even when using your product configurators.
simple works too
Simple Configurators
Yodify includes simple configurators for straightforward products, giving customers a choice from each option group, resulting in a model number that can display its associated price and inventory.
Retail Solutions
Yodify's simple configurators provide the ability to offer items like T-shirts and coffee mugs with size and color options. This solution is for businesses that only need a minimal way for users to customize product variants.
Diverse Presentation Options
Present your option groups however you like—select from radio buttons, drop-downs, color selectors, images, and more.
even more knowledge awaits
Configurator FAQs
education, empowerment & efficiency
How Do Yodify Configurators Increase Efficiency, Sales & More?
The Advanced Product Configurator enables customers to engage deeply with the product design process, so you can create a more interactive and personalized shopping experience.
Reduced Return Rates
When customers have a clearer understanding of what they are ordering and subsequently receive a product that matches their specific requirements, the likelihood of returns is significantly reduced.
Personalization
Customers can tailor products to their exact specifications, choosing from various options like size, color, material, and other 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 and versatility.
Enhanced Decision Making
By allowing customers to experiment with different configurations and immediately see the results, configurators empower customers to make informed decisions about your offerings and ultimately, 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, leading 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 your brand.
Convenience
Product configurators provide the convenience of customizing and ordering a personalized product from the comfort of one's home, office, or wherever they happen to be, avoiding the need to visit multiple stores or having to discuss available options and configurations with sales representatives.
Immediate Price & Availability Updates
As customers select different options, the configurator instantly updates the price and availability, helping them understand the implications of their choices.
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.
instant expertise
How Do Yodify Configurators Help Sales Personnel?
Employing Yodify's configurators on your website can significantly bolster your sales personnel's effectiveness and efficiency.
Yodify's configurators are a powerful tool for your sales teams.
Yodify's configurators are a powerful tool for your sales teams.
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 learn quickly and 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, thus helping to 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 educate sales teams and customers
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 today's digital-centric 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.
greater than the sum of its parts
What are Configurator Model Number Contributions?
Configurator model number contributions are the individual designations for specific options; a model number is comprised of the sum of its contributions.
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.
Help your customers learn about your complex products
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.
Configurators with Application Expertise
When well-executed, the configurator does much of the heavy lifting of an application engineer—helping customers learn, validate, and purchase complex product solutions with minimal outside assistance, resulting in a globally scalable, user-friendly platform that effectively bridges the gap between product complexity and customer expertise.
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 helps build trust and reduces the potential for pricing errors or misunderstandings.
create efficiencies, save time, scale
Can I Display Product Lead Times in a Configurator?
Yes! Lead times can be unique to each individual option of Yodify configurators.
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
Integrating priced lead times into your configurators 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.
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 today's 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.
Supply Chain Management
Integrating product lead times with your product configurator enhances the customer buying experience by providing transparency and assissting with realistic expectations.
endlessly dynamic
Can I Have Customer-Entered Input Fields in a Configurator?
Yes, customer input fields are highly beneficial, as they allow customers to provide specific information or preferences that might not be covered by standard configuration options.
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.
set the standard
Do Configurators Have a Default State for Each Selection?
Yes, these default settings are chosen by you and are based on factors you deem important, such as the most popular or cost-conscious options, options that are available for immediate delivery, or configurations that best showcase the product's capabilities.
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.
be everywhere you need to be
Online Catalogs & Stores for Sales Teams & Customers 24/7/365
live pricing
Configure, Price & Quote
Yodify's industry-leading configurators open the door for your customers to spec and price out their products based on their application requirements.
Live parameter-based pricing and dynamic lead times allow customers to check out or quote with ultimate confidence.
read moreLive parameter-based pricing and dynamic lead times allow customers to check out or quote with ultimate confidence.
customer-specific pricing
Account Pricing & Net Terms
For seamless online sales & quoting for your customers with special pricing and payment terms, simply attach their account and brand-specific discount levels so they can shop, self-quote, and buy online with the pricing and payment terms you've already tailored for them.
For merchants with multiple brands, unique brand-specific discounts can be assigned to each customer.
Personalized to your customers requirements.
read moreFor merchants with multiple brands, unique brand-specific discounts can be assigned to each customer.
Personalized to your customers requirements.
curate your customer journey
Custom Product & Price Visibility
Pricing & Product Visibility Controls let you curate your catalog to show only what you want to who you want.
Apply brand-level controls, or get granular and manage your content on a product-by-product basis to control who sees specific products.
Tailor and refine your customers journey with Show or Hide Prices from All Customers, Show Prices Only to Logged In Customers, Show Prices to Only Customers with a Payment Account, Hide Prices in Restricted Shipping Regions, and Inherit Price Visibility from a Brand and any combination thereof.
read moreApply brand-level controls, or get granular and manage your content on a product-by-product basis to control who sees specific products.
Tailor and refine your customers journey with Show or Hide Prices from All Customers, Show Prices Only to Logged In Customers, Show Prices to Only Customers with a Payment Account, Hide Prices in Restricted Shipping Regions, and Inherit Price Visibility from a Brand and any combination thereof.
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