The Lighting Exchange product configurator ensures that quote requests are efficiently routed to the appropriate sales agent based on user input and manufacturer-defined territories. This process provides a seamless experience for both customers and sales teams.
Quote Request Process
- Product Configuration Completion:
- Once a user configures a complete product SKU, they are given the option to request a quote.
- State Selection:
- During the quote request submission process, the user is required to select their state from a dropdown list.
- Rep Selection:
- After selecting a state, the form dynamically displays only the sales representatives assigned to that specific state/territory. The user can then choose their preferred representative from the available options.
Setting Up Sales Agent Associations
To ensure quote requests are directed correctly, manufacturers must configure their sales agent assignments by creating territories. This setup can be accomplished at the county level, allowing for precise targeting and efficient inquiry distribution.
Steps to Associate Sales Agents with Territories:
- Define territories at the county level.
- Assign the appropriate sales representatives to each territory.
- Ensure accurate territory coverage to optimize the quote request routing process.
By setting up territories correctly, manufacturers can ensure that inquiries are handled by the right sales representatives, enhancing response times and improving customer satisfaction.
For detailed instructions on setting up and managing territories, please refer to our Territory Management guide.