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The Salesforce CPQ Implementation Handbook

You're reading from   The Salesforce CPQ Implementation Handbook Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801077422
Length 316 pages
Edition 1st Edition
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Author (1):
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Madhu Ramanujan Madhu Ramanujan
Author Profile Icon Madhu Ramanujan
Madhu Ramanujan
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CPQ Implementation
2. Chapter 1: Getting Started with Salesforce CPQ Implementation FREE CHAPTER 3. Chapter 2: Configuring Opportunities and Quotes 4. Chapter 3: Configuring CPQ Products 5. Chapter 4: Configuring CPQ Pricing 6. Chapter 5: Generating and Configuring Quote Templates 7. Section 2: The Next Stage of the CPQ Journey
8. Chapter 6: Configuring Guided Selling 9. Chapter 7: Creating Contracts, Amendments, and Renewals 10. Chapter 8: Configuring CPQ Package Settings 11. Section 3: Advancing with Salesforce CPQ
12. Chapter 9: The CPQ Data Model and Migration Concepts 13. Chapter 10: Salesforce Billing 14. Chapter 11: Understanding Industries CPQ 15. Chapter 12: CPQ Implementation Best Practices 16. Other Books You May Enjoy

Chapter 6: Configuring Guided Selling

In the previous chapter, we discussed how product configurations and CPQ automation help reps sell the right combination of products at accurate prices, which is crucial for all businesses. But most businesses have extensive product catalogs, which make it hard for reps to remember product details. Guided selling is a Salesforce CPQ out-of-the-box feature that helps reps to guide customers to buy products, based on a few simple and easy-to-understand questions.

In this chapter, we will be covering the following topics:

  • Guided selling and its advantages
  • Configuring guided selling in Salesforce CPQ

By the end of this chapter, you will learn how guided selling helps automate the sales process.

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