Guided Selling

Sell the Right Products Based on Powerful Recommendations

Guided Selling in Apttus CPQ (Configure Price Quote) makes the selling process much more efficient for Sales by automatically proposing products and options based on the customer’s needs. No looking for products, deciding options and pricing it. 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. Guided selling becomes especially useful if you have thousands of product options to choose from, if you are hiring many new sales people,or if you work with many partners.

Key Guided Selling 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