Revolutionize Your Sales Process with Guided Selling CPQ
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Guided Selling CPQ
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FAQs online signature
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What is an example of a CPQ in Salesforce?
One example is CPQ combined with Salesforce Campaigns – for either marketing or sales team led promotions. For example, a stakeholder in your business has asked you to set up a campaign for a specific product, where a promotional price will be applied to specific Contacts within this Campaign.
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What is an example of guided selling?
Let's say you're an online clothing brand. You could ask customers about the type of fit and fabric they prefer to help guide their buying journey and show them products that best fit their preferences, in turn making them more likely to purchase.
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What is a guided sales process?
Guided selling is a sales technique or process that aims to assist and direct customers through their buying journey. By leveraging information specific to the individual, guided selling funnels buyers toward products that will satisfy their unique needs. If guided selling is an engine, then data is its fuel.
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How to create guided selling?
Following are the three steps to set guiding selling in CPQ: Create process inputs fields or the questions to be asked during guided selling. Create fields on the Product object that match your new process inputs fields. Create a new Quote Process for guided selling.
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How do I set up guided selling?
Guided Selling: Basic Example First, make sure that your products have fields that the guided selling prompt can filter through. ... To store your process inputs, create a quote process record. ... Associate the record ID of your quote process with your quote or quote line group's Quote Process ID field.
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What is a guided sales process?
Guided selling is a sales technique or process that aims to assist and direct customers through their buying journey. By leveraging information specific to the individual, guided selling funnels buyers toward products that will satisfy their unique needs. If guided selling is an engine, then data is its fuel.
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What is guided selling in CPQ?
Guided selling implemented in CPQ is a tool that asks questions about the needs of the customer based on the product selection available.
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What is an example of guided selling?
Let's say you're an online clothing brand. You could ask customers about the type of fit and fabric they prefer to help guide their buying journey and show them products that best fit their preferences, in turn making them more likely to purchase.
