Engineered for Smarter Sales

What is guided selling in CPQ and why is it useful?

Guided selling provides step-by-step, contextual assistance to sales reps during product configuration and quoting, enhancing recommendation accuracy and simplifying complex sales.

Guided selling breaks down complex configurations into manageable questions and recommendations based on customer needs and business rules, reducing errors and training burdens. It helps reps sell confidently and upsell effectively.

For example, an industrial parts supplier used CPQ-Pro’s guided selling to improve cross-sell rates by recommending complementary products and upgrades dynamically, resulting in bigger deals and fewer configuration mistakes.
 
Guided selling also speeds the sales learning curve for new hires.
 
CPQ-Pro’s guided selling capabilities walk users through configurations, suggest upsells, and enforce valid choices, improving accuracy and customer satisfaction. Discover guided selling benefits free with CPQ-Pro.