Customer self service applications come in many shapes and sizes. But they all enable the customer to do more of the sales work themselves which leads to increased customer engagement and should free up considerable time and resources for the internal sales team.
Taking the step from internal sales applications to public ones can however be challenging since it requires a new perspective (the customers) on pretty much everything in an app compared to what previous solutions have been optimized for (the experts). There are lots to be learned along the way when releasing the first customer self service application.
To minimize the risk of a huge development project that costs a fortune, takes forever to complete and is used by nobody afterwards, we have collected some general principles below that can help smooth the ride when developing your first customer self service application. Use the principles below together with our project plan template for implementing a CPQ.