Sales
Configurator
A streamlined tool for sales teams to qualify leads, configure custom equipment packages, and generate accurate quotes instantly. No more waiting for engineering approval or spreadsheet confusion.
Demo Mode: This is a functional demonstration of a sales configurator tool. In a real implementation, this would integrate with your CRM, ERP, and inventory systems to provide real-time data and automated quote generation.
Step 1: Lead Qualification
Discovery Questions (BANT Framework)
Ask these questions to understand the prospect's situation and qualify the opportunity. The system automatically calculates a lead score based on Budget, Authority, Need, and Timeline.
What budget has been allocated for this project?
What's your role in the purchasing decision?
What's driving this inquiry?
When do you need this operational?
Step 2: System Configuration
Build Custom Equipment Package
Select equipment modules to build a custom system. Pricing and lead times update automatically. This ensures accurate quotes without waiting for engineering review.
⚗️Extraction Vessels
50L Extraction Vessel
Compact extraction system for small to medium operations
150L Extraction Vessel
High-capacity extraction system for commercial operations
300L Extraction Vessel
Industrial-scale extraction system
🧪Distillation & Refinement
Standard Distillation Unit
Basic distillation for standard purification needs
Advanced Distillation Unit
Multi-stage distillation for premium extracts
Crystallization Reactor
For producing isolates and crystalline products
📊Analytics & QC
Gas Chromatography (Basic)
Real-time analysis for quality control
Gas Chromatography (Advanced)
High-precision analysis with full cannabinoid profile
🔧Accessories & Support
Industrial Chiller
Temperature control system
Vacuum Pump System
High-efficiency vacuum system
Automation Package
PLC control system with touchscreen interface
No modules selected. Add equipment to start building your system.
Step 3: Generate Quote
Quote Summary
Lead Information
System Configuration
No modules selected
Complete qualification and add modules to generate quote
How This Tool Helps Your Team
Faster Quotes
Sales reps can generate accurate quotes in minutes instead of waiting days for engineering approval. The system automatically calculates pricing and lead times based on current inventory.
Better Qualification
The BANT framework ensures consistent lead qualification. Automatic scoring helps prioritize high-value opportunities so sales managers can allocate resources effectively.
Accurate Pricing
Pre-configured modules with approved pricing eliminate quoting errors. Sales reps can't accidentally quote below cost or promise unrealistic delivery dates.
CRM Integration
In a full implementation, all lead data and configuration details sync automatically to HubSpot or Salesforce, creating a seamless handoff from sales to production.