Overview
For large product catalogs with thousands of items, it can be challenging for the sales representatives to find and choose the correct/appropriate product(s) according to specifications and requirements. This is particularly an issue when onboarding new sales personnel. Guided Selling, helps to find the right product(s) by directing the salesperson through a set of questions. The corresponding answers will narrow down the potential products that fit the customer’s requirements.
As administrators can define their own questions and answers according to their frequently used scenario, this feature can be adapted for different use-cases in different industry verticals, across different subscribers.
Glossary
The following terms and phrases are commonly used in the context of Guided Selling:
|
Term |
Description |
|---|---|
|
Question Set |
A Question Set is a group of Questions and Answers, for guiding the salesperson to find a relevant product or set of products. A Question Set is created and managed by Admin users, and once activated can be accessed by the Salespeople. |
|
Question |
A Question has multiple answers, each of which can be linked to another question. This forms a chain of questions. |
|
Answer |
An Answer can be linked to Products, either directly or indirectly through Product Tags. At the end of the Question Set, all the Products linked to the selected Answers will be listed. |
Comments
0 comments
Please sign in to leave a comment.