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CPQ for Simple Guided Selling in Salesforce

Supercharge your sales team with the CPQ for simple guided selling.

  • Guided Selling helps sales teams get the right combination of products onto an opportunity or quote, at the right price
  • No need to maintain spreadsheets of data for a complex product catalog when that data can just be in Salesforce.
  • It helps simplify product selection with built-in automation and recommendations.

In summary, Guided Selling helps save time and increases productivity, allowing sales representatives to focus on their important tasks, such as building relationships with clients and closing sales – rather than admin.

Guided Selling Salesforce

Email quote template showing Optional Line Item

Learn about guided selling features in Salesforce with Flexpricer® CPQ

SIMPLE PRODUCT CONFIGURATOR

  • Products with easily selectable configuration options
  • Options grouped and customized with simple rules
  • Product & selected options saved as standard line items
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OPTIONAL LINE ITEMS

  • Checkmark to designate a line item as optional
  • Optional line item value removed from Opportunity / Quote total
  • Drag-and-drop to see price difference with an alternate
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TARGET TOTAL AMOUNT

  • Set a target amount for Opportunity or Quote total
  • Lower target spread discounts proportionately across line items
  • Higher target applies proportionate price increases across line items
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GUIDED BUNDLE (ADD-ONS)

  • Automatically add line items based on products already selected
  • Trigger-Only Products add line items without being added themselves
  • Optional quantity-locks & required add-ons used to ensure consistency
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UP-SELL & DOWN-SELL

  • Offer products to up-sell or down-sell based on current line items
  • Provide sales guidance with the rationale for the up-sell or down-sell
  • One-click to swap product for an existing line item
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CROSS-SELL

  • Offer products to cross-sell based on current line items
  • Provide sales guidance with the rationale for the cross-sell
  • One-click to add cross-sell product as a line item
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GREENER-SELL

  • Offer more sustainable or environmentally-friendly products based on current line items
  • Provide environmental guidance with the rationale for the greener-sell
  • One-click to swap product for an existing line item
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PRODUCT COMPATIBILITY

  • Highlight line items that are specifically compatible with others
  • Control and/or highlight the selection of incompatible products
  • Use on standard line items and in Simple Product Configurator options
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LINE ITEM PRICE ANALYSIS

  • Summary table of price adjustments & discounts from list to final price
  • Breakdown of automated and manual changes
  • Enhanced view of average price line it has previously been sold at
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ALLOWED PRODUCT QUANTITIES

  • Specify exact quantities to be selected for any given product
  • Quantity options presented as a picklist instead of typed entry field
  • Easily configurable by administrator

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PRODUCT LOCATION FILTERS

  • Filter the default searchable list of products from any pricebook
  • Easily change the filtered list to select products from a different list
  • More flexible than using multiple pricebooks
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Get started with CPQ for Guided Selling in Salesforce by collaborating with a specialist today.

Learn how Flexpricer is the clever CPQ for guided selling in Salesforce and can help your sales team become more streamlined, efficient and accurate.  Book a FREE discovery call with one of our friendly product experts to find out more.

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