Guided Selling

Guided Selling tools combine education, persuasion, interactivity, personalisation and a deep understanding of your sales process to deliver self-serve diagnosis and product configuration experiences – allow customers to design/buy far more complex products and services online.

Shorter sales cycles

Combining education with detailed product and service information (in a self-diagnosis environment) allows prospective customers to “leap forward” in the sales process. They can better educate themselves as to the opportunity and understand how it applied to them more specifically – without the burden / perceived risk of engaging humans that might “hard sell” them.

Qualified leads

Prospects that utilise Guided Selling tools are almost always better educated, informed and pre-sold. They understand the problem your products/services solve and how it applies directly to their situation. Typically, they’re ready-to-proceed and simply want to confirm budget expectations are aligned.

Better proposals

By integrating learnings from your Guided Selling tool/s into your sales proposals you can even further increase sales conversion rates in the subsequent stages of your sales process – demonstrating understanding, empathy and more personalised and relevant recommendations.

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Map your sales process and touchpoints and identify the opportunities for improvement.
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Interrogate the briefing process to understand the relationships between customer problems and your solutions.
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3
Develop the necessary business logic to help self-diagnosis and/or configure-price-quote (CPQ).
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Design and build the Guided Selling Tool.
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Integrate back into your CRM and supporting systems.
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Integrate Guided Selling insights back into your proposals.

Shorter sales cycles

Combining education with detailed product and service information (in a self-diagnosis environment) allows prospective customers to “leap forward” in the sales process. They can better educate themselves as to the opportunity and understand how it applied to them more specifically – without the burden / perceived risk of engaging humans that might “hard sell” them.

  • Self-diagnosis
  • Needs gathering
  • Needs-to-solution alignment
  • Product and service education

Qualified leads

Prospects that utilise Guided Selling tools are almost always better educated, informed and pre-sold. They understand the problem your products/services solve and how it applies directly to their situation. Typically, they’re ready-to-proceed and simply want to confirm budget expectations are aligned.

  • Recommendation engine
  • Integrated business logic
  • Self-generated reports & downloads
  • Configure-price-quote (CPQ) capabilities

Better proposals

By integrating learnings from your Guided Selling tool/s into your sales proposals you can even further increase sales conversion rates in the subsequent stages of your sales process – demonstrating understanding, empathy and more personalised and relevant recommendations.

  • Digital proposals
  • Proposal automation
  • Proposal design
  • Sales process design
  • CRM integration