When it helps
Preparing a quote or order means checking availability, searching price lists and copying information between files and emails. Your sales network loses time.
Configurators for companies in the material handling sector
Check stock, choose equipment and options, and prepare quotes and orders ready to send. All online, in a tool built around your sales network.
Speed up quotes and ordersThe service, in practice
What we build
An online configurator built for your business. Agents and dealers choose equipment, add options and prepare the document they need to send.
- Stock and configuration: available equipment, models, accessories and options.
- Customer quotes: complete documents, ready to send without retyping information.
- Supplier orders: the selected configuration and details, ready to submit.
Catalogues, prices and accessories follow your company’s rules. Stock comes from the data sources we agree to connect or update.
How we check the results
We measure the time needed to prepare a quote or order and the corrections it requires. The aim is to remove unnecessary steps and repeated data entry.
We compare work before and after, using available data and feedback from the people using the configurator.
- Time per quote or order
- Repeated data entry
- Errors to correct
FAQ
Configurators for dealers and agents: frequently asked questions
Who develops configurators for forklift dealers and sales agents?
ML Strategy Studio builds custom online configurators for material handling companies and sales networks. Dealers and agents can select equipment, choose accessories and options and prepare quotes or orders. We can include stock availability where the necessary data is available. The project follows your catalogue, price lists and the commercial and technical rules approved by your business.
How can forklift quotes be prepared without copying price lists and accessories manually?
A configurator can collect model, specifications, accessories and customer details in one process. The selected information is used to prepare an offer in the agreed format, rather than being retyped across spreadsheets and documents. Your business supplies and verifies prices, compatible options and terms. We also define which checks salespeople must complete before sending the offer.
Can a dealer check stock and send supplier orders from the same configurator?
Yes, we can include both functions: viewing available equipment, selecting a configuration and preparing an order for the supplier. We define the stock data source, update frequency, order contents and sending method. If an automatic warehouse connection is unavailable, we assess file updates or other agreed processes. Displayed availability always depends on the quality of the underlying data.
Can a configurator provide different prices and access for agents, dealers and importers?
We can design different access levels and functions for each role. For example, an agent prepares an end-customer quote while a dealer configures equipment and submits an order to a supplier. Visible prices, discounts, documents and permissions follow rules set by your business. These details are agreed before development; not every user needs access to the same information.
Can a configurator connect to business software, stock systems and CRM?
We first check which information your systems can provide: products, availability, prices, customers or documents. We then define useful connections and update methods. The CRM can follow the sales opportunity while the configurator prepares the equipment configuration and quote. Integrations are assessed individually; we do not promise compatibility with every business system.
How much does a custom material handling configurator cost?
The cost depends on product numbers, options, compatibility rules, price lists, users and documents to generate. Stock management and connections to existing software also affect the scope. We first define the essential features for faster quotes and orders, then any later developments. The project specifies who updates the catalogue and prices and what ongoing management will be needed.