From the course: Learning Salesforce CPQ
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Guided selling - Salesforce Tutorial
From the course: Learning Salesforce CPQ
Guided selling
- [Narrator] Your customers don't know everything about your products. That's not their job, but it may be hard for your salespeople to remember every single product that's available, especially if you have over 10,000 products. So how do you create a quick quote in that situation? Salesforce CPQ accounts for this with a process called guided selling. Guided selling is basically like a wizard that asks you specific questions and then suggests products based on those answers. Here's an example of how it looks in Salesforce CPQ. Not only does it take some of the pressure off the salespeople to memorize every product, but it also provides suggestions that the salesperson may not have considered. The guided selling process begins when you start adding products to a quote. So let's look for an example of that. Now in this example, we're asking is your customer based in the US. If I say yes or no, I'm going to get a certain amount of products. In this example, I'm going to say yes, and the…
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