Guided Selling

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.

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Empower Your Organization with Guided Selling

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.

  • Step-by-step selling for users
  • Recommends products, services or add-ons
  • Helps standardize the selling process across your organization
  • Sales reps are prompted to upsell based on pre-set rules
  • Pricing discounts and rules are applied consistently
  • Helps eliminate errors for new sales reps

The Endeavor CPQ Guided Selling Tool Helps You

Standardize Your Sales Process

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.

Speed Your Process

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.

Eliminate Errors

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.

Cross-sell and Upsell

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.

Ready to Learn More?

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.

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