Activity › Forums › Salesforce® Discussions › Explain Guided Selling in Salesforce CPQ.

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  • Prachi

    Member
    August 9, 2018 at 5:27 am

    hello anjali,

    Guided selling implemented in CPQ is very much like an experienced sales rep, the tools asks questions about the need of the customer. But instead of forcing the sales rep to understand which product and options match the customer needs, the tool is able automatically to put together an optimal solution based on the needs of the customer.

    Create a prompt that asks sales reps about the types of products they want when they’re adding products to a quote. Salesforce CPQ reviews their answers and shows the Add Products page with a list of products that match their responses. We call this process “guided selling.”

    Thanks.

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