Guided Selling: Product Configuration Is the Key to Compatibility
By Dan Goldberg
When I check out at the supermarket, the checker always asks the same question: “Find everything OK?”
Imagine if the checker looked at my items and said, “You have tomato sauce, pizza crust, mushrooms and pepperoni. Are you sure you don’t need some mozzarella?” She improved my customer satisfaction by saving me a trip for a forgotten item, and she’s generated more revenue for the store.
This is a simple example of guided selling. Apply this scenario to a company that has more complex products, bundles, solutions and promotions and all of a sudden this becomes extremely difficult. It requires multiple teams and can add days to the process of generating a quote.
Guided selling is a key component of a Configure Price Quote solution. Linked by rules to your product catalog and price book, reps can arrive at the right solution in real time and can then translate that into a proposal sitting in the customer’s inbox before they’re even finished with the meeting. Best in class companies are already reaping the benefits: