EndeavorCPQ features a Guided Selling Tool to streamline complex quoting processes. Guided Selling simplifies configuring and quoting, and steers users through even the most complicated product and service offerings, while simultaneously driving cross and up-sells.Schedule a Demo
For many businesses, product information is not centralized. This lack of centralization makes it very difficult to create accurate and complete quotes.
Guided Selling solves this issue via a step-by-step guide for sales reps to capture all the necessary data. The EndeavorCPQ Guided Selling tool empowers every member of your organization with expert knowledge, and the tools to create quotes with speed and accuracy.
With Guided Selling, administrators can take the expert knowledge from their best sales reps and build logic-based guided selling wizards. Business practices are standardized across the organization, creating more margin and more sales.
Automating critical sales steps reduces the amount of time spent finalizing deals and improves the opportunity to create more deal flow. With Guided Selling, sales reps create more quotes in less time, and with greater confidence in their accuracy.
By enforcing pricing rules, discounts and product groupings, Guided Selling eliminates mistakes in the quoting process, guarantees accurate product configurations and provides consistency throughout your organization's sales cycle.
Guided Selling offers the ability to add suggestions throughout the sales process, including common pairings, upsell, and cross-sell opportunities. Sales reps don't have to rely on their own knowledge of your product listings to offer alternatives with greater margins for your business.
Want to see the Guided Selling Tool in action? Contact us today for a free demonstration of how CPQ and Guided Selling can streamline your sales process.