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Guided Selling

 Zuora For Salesforce : Guided Selling

       


Large product catalogs can create a series of challenges for your sales team

1

Sales reps cannot find the product they are looking for

With large product catalogs and complex naming conventions, it’s often difficult to quickly find the product you are looking for

2

Sales reps do not know which add-ons they should offer to the customer or which products should be offered together

Product relationships are often undefined, making it difficult for the sales rep to identify add-ons or product bundles (e.g. which plans are recommended for a certain device)

Guided Selling helps sales teams deliver the right products and increase returns

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Tailored product selection

Present questions and filters to narrow down the applicable products, rate plans, or charges for your customer.

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Categories, filters, and search bars

Page components help sales reps find the right product in shorter periods of time.

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Product relationships

Easily present which add-ons are applicable for which products so that your sales team offers the right add-ons every time.

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Configurable components

Implementing Guided Selling involves clicks, not code. Configure the quote selection process to meet your business needs.

 
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