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Salesforce CPQ Guided Selling

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Salesforce CPQ Guided Selling

Posted on January 8, 2021 Posted By: Amit Chaudhary Categories: Salesforce CPQ Training
Guided Selling

Many successful Sales Reps don’t just sell products, but they guide their customers in selecting the right products to buy. Guided selling in Salesforce CPQ enables this. With guided selling, users can quickly and easily sort through a large product catalog to find what exactly they are looking for

In this session, we would take a look at the benefits of guided selling and how we configure it, with a Use Case.

Recording

Here is agenda of session

  • What is Guided Selling
  • Use Case
  • How to Configure
Date     : JAN 8, 2021 9:00 AM EST (7:30 PM IST )
Where :  https://youtu.be/cr_eRC30Bv4
Speaker  :  Sudha Sundaram

Learn & Win

In addition to this, All Apex Hours CPQ attendees are eligible to win the following

  1. 10 Udemy course voucher for Mastering Salesforce DX 
  2. 5 Lightning web components course Vouchers

Here is rule for our CPQ Training Contest.

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Further Learning

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Comments(10)

  1. Reply
    Asish Patnaik says:
    January 8, 2021 at 2:28 pm

    Hi @Apex Hours,

    Attended the session today on 8th Jan 2021 on Salesforce CPQ – Guided Selling. The concepts explained was informative and it would help in the learning path.

  2. Reply
    Ankit Desai says:
    January 8, 2021 at 2:28 pm

    Session 3# Guided Selling Completed.

    This is good for sales rep person for quick find products, but I have one question that does sales rep person need to give all answers compulsory what are configured ?

  3. Reply
    Lijo Bose Cyril says:
    January 8, 2021 at 2:40 pm

    Completed Guided Selling.Thanks for explaining with real usecases.

  4. Reply
    Satish Undapalli says:
    January 8, 2021 at 4:49 pm

    Salesforce CPQ Guided Selling in Simple and easy steps

  5. Reply
    Kishan Patel says:
    January 8, 2021 at 9:51 pm

    Completed Session 5 Guided selling. Easy to understand with the real use case. Thank you Team

  6. Reply
    M A says:
    January 9, 2021 at 7:31 am

    Session with an use case is always wonderful. Thanks Apex Hours team and Sudha for a very good presentation on Guided Selling. Thanks for all your efforts. Great learning.

  7. Reply
    Nasif Hasnain says:
    January 9, 2021 at 1:15 pm

    DAY5: Guided Selling is completed.

    Thanks

  8. Reply
    manikumar says:
    January 14, 2021 at 10:18 am

    Session 5:Guided selling is interesting

  9. Reply
    Yuvraj Singh Shekhawat says:
    February 3, 2021 at 5:02 pm

    I hope you enjoyed the session

  10. Reply
    Manali says:
    February 19, 2021 at 2:11 pm

    Hi,

    Thanks for the video. I am confused in Process Input conditions .

    In my Client Org, To set up a guided selling process, I have Set 4 Process Inputs like Product Family, Level 1, Level 2,Level 3.
    Process is like when user click on add products,1 question pops up as ‘what product family are you looking for?’
    In answer There are 2 picklist options.. ware and Dish..
    Based on that answer whether its Ware or Dish ,I need to populate 2nd question, Select Level 1 category (picklist)
    3rd question, select level 2 (picklist)
    4th question, select level 3 (picklist)

    I am confused that where do i need to set up Process Input condition and on what Process input?

    Your help is much appreciated.

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