Guided Selling

Make it easy for your customers to buy from you

Tacton’s guided selling software works like your most experienced sales rep. The software asks questions about the need of the customer and is able automatically to put together an optimal solution based on those needs.

Guided selling helps reduce your costs, protect margins and grow revenue by generating optimized quotes faster – so you can eliminate time- and money-wasting errors.

Selling that’s targeted to your customers’ needs

Guided selling helps your sales team to lead customers to the right decision, based on their specific needs and the factors that matter to them – whether it's intended use, running costs, price, energy efficiency or other preferences. This gives your customers confidence in their buying decisions.

The right deal for you and your customer

Predefined rules optimize how the product should be specified and priced – based on your customers’ needs as well as your own business goals. This ensures you’ll offer the deal that is best for your customer, and for you. Your sales team won’t sell products that can’t be delivered, or agree on pricing and discounts that erode your margins.

A dramatically faster quotation process

Accurate, high-quality quotes with supporting documentation are generated automatically. This speeds up the quotation process dramatically. In fact, many of our customers have seen quotation time reduced from weeks to hours, and from days to minutes.

Guided Selling Capabilities

Help your customers understand their needs and convert them into attributes that can be used to calculate and configure product recommendations

  • Needs-based questions such as intended use, required capacity or other preferences.
  • Easy-to-use, highly visual interface with image selections, sliders or simple drop-downs.
  • Instant feedback to the user, such as automatically greyed-out options and conflict resolution.
  • Intelligent default selections to minimize clicks-to-quote.
  • Product characteristics explained with supporting images, texts and even 3D visualization - enabling your customers to make informed decisions.
  • Help the customer discover new needs using dynamic questions that depend on previous answers.
  • Read-outs from IoT devices describe how previous products at the customer's have been used, as the basis for a new quote.

Translate buying desires and non-technical product requirements into technical product specifications

  • Feature-based modeling language easily translates customer needs and non-technical requirements into technical requirements.
  • Constraint-based configurator solver finds solutions based on technical requirements.
  • Customer's purchasing history and industry form the basis for analyzing customer needs.
  • Beneficial requirements (for example, longer battery life) taken into account, improving overall understanding of needs.

Evaluate all customer needs and relevant product attributes to find the optimal solution.

  • Constraint-based configurator optimizer finds the best solutions based on selected criteria such as weight, capacity or fuel consumption.
  • Advanced external and internal calculations support the selection process.
  • Conflict resolution balances conflicting requirements and finds the best alternative solutions.
  • Options for upselling are provided, increasing the deal size.

Advise the potential buyer and create trust in the products offered – turning prospects into buyers

  • Accurate, high-quality proposals with supporting documentation generated automatically.
  • 3D visualization ensures a valid and compelling quote.
  • Value propositions calculated by the CPQ create trust in the product recommendations.
  • Product characteristics explained with supporting images and texts – ensuring the customer understands the details of the offer.

Guided Selling CPQ Products

Tacton Extension for Salesforce CPQ

Tacton Extension for Salesforce CPQ complements Salesforce CPQ with powerful services so that your sales team can configure products and produce high-quality sales quotes including technical documentation, 3D drawings, pricing and bills of materials – all from within the familiar environment of Salesforce.

Tacton CPQ

Tacton CPQ enables your channels to quote more accurately, close deals faster, and speed time to delivery. No matter how complex your products or business, you can make it easy for customers to buy exactly what they want – from you.

Watch Guided Selling in Action

See guided selling in action as the customer’s requirements are captured via needs-based questions.

Resources

Our Customers