What are the use cases for Engineering Calculation
Tools?
Self-service calculation tools are a great way to collaborate with prospects and existing customers. Such applications collect valuable input information and showcase your company value proposition in a comprehensive and branded way. They are easy to use by both your prospects, customers and team members. Let’s dive in!
Generate Leads and Support Customers Conversion
Providing calculation tools are a great way to collect valuable input regarding customer contact information and customer profiling. Such tools are great because they “kill two birds with one stone”, they collect prospect contact information (in order to send an email report) and qualify the customer at the same time (project sizing, budget, etc.).
Use case of calculation include:
– quotation and best configurations options,
– investment calculations (money savings, time to ROI, etc.)
– resource management (energy consumption, raw material, waste, etc.)
– sustainability management (CO2 emissions)
In term of sales cycle, such tools can be used:
– in sales meetings, for sizing a customer’s project and highlighting ROI. This is a good way to qualify a customer and avoid errors down the line.
– on trade shows, on tablets or touch screens.
– as a self-service online tool, you can gate the results of the tool behind a contact form in order to capture the lead and send it to your CRM.
Support Existing Customers
Calculation tools help customers understand how to use the equipment more effectively by allowing them to input their specific parameters and see the results.
Use cases include:
– customer service upsell or cross-selling opportunities,
– classroom or training setting. Provide a support tool to learn about your machine.
– mitigate volume of incoming customer service requests by offering self-service diagnostics.
Example of customer service calculation tools include:
– maintenance plan generators,
– spare part consumption calculators,
– energy saving calculation,
– down time and OEE (overall equipment effectiveness)
Make the life of your customers easier and capture valuable input
at once
Showcase your expertise and
put your prospects and customers at ease
with well-designed calculation tools.
Step 1.
Define
Your Objectives
& Calculations
The first question to anticipate is the objective of the calculation tool, as this will impact the user flow and the user interface for input/outputs.
Typical question include:
– is the user inputing parameters internal or external.
– is the tool used without logging or authentication.
– is the tool used for lead generation.
– are results sent to the final user, in which format.
–
Step 2.
Design
mockups and
Development
We will create UX mockup that mirrors your corporate website’s branding and tone and submit to you the various steps for approval.
Assuming your calculations are running on a spreadsheet, we will convert the calculation into a web app. At this stage we are able to connect calculation results with external APIs (graphic rendering, enrichment of data, LLM customization, etc.)
Test and review your calculation tool, it is ready to be used!
Steps 3.
Access contacts,
results
& reports
Reachlane will provide all its calculation tools with an admin panel for your team to review the input and output data:
– leads and contacts,
– project calculation,
– reports generated.
We can also connect the calculation tool to your preferred CRM.
Finally, we can generate a customized dashboard to review aggregated results and follow progress.