Guided Selling

Sell the Right Products Based on Powerful Recommendations

What is Guided Selling?

Guided Selling software in Apttus Intelligent CPQ (Configure Price Quote) makes the selling process much more efficient for sellers by automatically proposing products and options based on the customer’s needs. This is all done automatically. Your reps are guided through a highly configurable questionnaire to increase opportunities to upsell, cross-sell, and encourage volume purchases with easily approved quotes.

Institutional knowledge can be maintained and codified. Whether dealing with hundreds or thousands of product options and offerings, guided selling helps reps narrow down the choices quickly and present the right options.

Guided selling can initially be set up with rules. For even greater performance and even more insightful recommendations, guided selling can be augmented with artificial intelligence to provide even greater returns.

Key Guided Selling Tool Capabilities

  • User-Prompted Questions
    Address customer needs to narrow down the solution selection.
  • Primary and Alternative Selections
    Enable flexibility with fully packaged and pre-approved selection options
  • Visual Product Comparisons
    Identify which products and services are most suitable for customers
  • Guided Search
    Filter potential products and services
  • Online Visual Aids
    Access information, diagrams or pictures or even online video describing the product or option
  • Audit Trails
    Easily track all changes and actions taken