Modern sales teams face increasing pressure to deliver fast, accurate, and customized quotes that align with customer needs. But traditional quoting methods slow them down. Sales reps struggle with manual product configurations, pricing errors, and back-and-forth approvals, making the sales cycle unnecessarily long.
Customers demand instant responses, clear pricing, and tailored solutions—if they don’t get that from you, they’ll turn to a competitor. This is where Guided Selling powered by CPQ (Configure Price Quote) software becomes a game-changer. It transforms the sales process by helping reps navigate product complexity and pricing structures with real-time, data-driven insights.
Sales professionals often rely on spreadsheets, static product catalogs, and manual pricing calculations. These outdated methods lead to:
Guided Selling within CPQ eliminates these bottlenecks by automating the configuration and pricing process. It ensures sales teams can provide the right product and service recommendations instantly while keeping pricing accurate.
Guided Selling works like a GPS for sales teams—it directs them to the most efficient path, ensuring they offer the perfect products at the best price, in record time. Here’s how it streamlines the process:
1. Real-Time Recommendations for Sales Teams
2. Personalized Customer Experiences
3. Faster Quote Turnarounds = More Closed Deals
Companies leveraging CPQ reduce sales cycle times, increase win rates, and improve customer satisfaction. Research has shown:
Streamlined Selling in CPQ (Configure Price Quote) software acts as an intelligent assistant that directs sales teams toward the best product and pricing choices based on customer needs. Instead of relying on intuition or guesswork, sales reps use data-driven insights to guide conversations and provide solutions that truly fit.
The process begins with an interactive questionnaire or a set of predefined inputs where customers (or sales reps) answer a few key questions about:
Based on these inputs, the CPQ system analyzes and suggests the best product configurations, eliminating irrelevant options and highlighting ideal solutions.
Once the customer’s needs are identified, Guided Selling ensures that only compatible products and services are included in the quote. No more guesswork, mismatched components, or invalid configurations—everything aligns with customer expectations and internal pricing rules.
For example, a manufacturing company selling customized machinery can use CPQ to recommend the right motor, voltage, and accessories based on the customer’s region and intended usage.
Guided Selling integrates with pricing rules, discounts, and approval workflows, ensuring:
Once the right configuration and pricing are set, the system instantly generates a professional, customer-ready quote that can be shared in minutes. This eliminates the need for:
By delivering fast, tailored, and visually appealing quotes, sales teams close deals significantly faster while enhancing the customer experience.
One of the biggest challenges businesses face as they grow is managing increasingly complex product and service configurations without slowing down the sales cycle. Streamlined Selling within CPQ is not just a tool for improving individual transactions—it’s a scalable system that ensures sales teams can handle more deals without increasing operational complexity.
Whether you're a mid-sized company looking to expand or a global enterprise managing multiple sales channels, CPQ’s Guided Selling adapts to your needs, ensuring consistency, efficiency, and customer satisfaction across every touchpoint.
In industries like manufacturing, where product configurations can be highly intricate, Guided Selling eliminates confusion and inefficiencies.
For companies offering software and subscription services, bundling the right features at the right price is essential for maximizing revenue and customer retention.
Modern businesses rely on multiple sales channels—direct sales teams, eCommerce, reseller networks, and self-service portals. Scaling across these channels while maintaining consistent pricing, configurations, and recommendations is crucial.
Example: A solar energy provider enables customers to enter their home’s size and energy needs, and CPQ instantly recommends the right solar panel system and financing options.
As businesses scale, data-driven decision-making becomes essential for optimizing sales performance. CPQ captures key insights from past sales data, helping businesses refine their strategies.
As businesses grow, CPQ Guided Selling scales with them—reducing complexity, increasing efficiency, and ensuring every quote is optimized for both revenue and customer satisfaction.
In a competitive sales environment, slow, manual processes cost businesses deals. Companies that fail to adopt smart selling tools risk losing customers to competitors who offer faster, more personalized buying experiences.
Streamlined selling powered by CPQ ensures:
By adopting Streamlined Selling, organizations create a seamless, efficient, and profitable sales cycle—one that meets customer expectations for speed and accuracy while maximizing business growth.
Today’s buyers expect speed, accuracy, and a seamless experience. If your quoting process is slow or inconsistent, they won’t wait—they’ll move on to a competitor who can deliver.
Guided selling powered by XaitCPQ ensures your sales team provides fast, error-free, and highly personalized quotes that align with customer needs in real time. Instead of relying on outdated spreadsheets or manual configurations, your team gains a streamlined, intelligent system that enhances every step of the sales process.
With XaitCPQ, you can:
Companies that embrace guided selling don’t just speed up their quoting process—they gain a strategic edge in a competitive market. When every quote is precise, optimized, and delivered without delays, your sales team can focus on what matters most: building relationships and closing deals.