Help Sellers Sell, with Guided Selling for Salesforce CPQ

Easily architect unique and intuitive guided selling flows and UI with's Commerce Logic Engine.'s advanced guided selling capabilities enable businesses to deliver engaging, guided experiences that help sales reps more effectively sell perfectly configured solutions, not just lists of parts.

guided selling software salesforce cpq

Why add to Salesforce CPQ for Guided Selling?

Asset 12

Flexible & intuitive selling experience for reps to sell perfectly configured solutions

Easily architect and design unique and intuitive guided selling flows and layouts that give your sales reps the tool they need to configure exactly what your customer needs. No more picking through part numbers and product lists. Let guide every seller to the perfect solution.

Asset 17

Maintain a single source of data in the leading sales and CPQ platform: Salesforce enhances the "C" of Salesforce CPQ, and is built directly on the Salesforce platform and within the Salesforce data structure, so you can still leverage all your product data in one central place. works right alongside your existing system.

Asset 11-1

Exceptional sales rep experience with lightning fast speeds adds a proprietary solving engine to Salesforce CPQ built to handle advanced product configurations with split second speed speed for sales reps to produce quotes faster for every product, for every customer, every time.

Boost Sales Team Effectiveness with Advanced, True Guided Selling for Salesforce CPQ

Find out how

Your products are sophisticated, you have a million product SKUs and part numbers, and they all live in a long list your sales reps need to search and select from.  

With advanced guided selling capabilities, you're not only able to get away from your linear "search and select" process, but provide intelligent intuitive prompts and guidance to your reps that help them configure the perfect solution for your customer's needs, helps them do it faster, and guides them to take full advantage of everything in your product portfolio. 


Learn more about's Commerce Logic Engine

Guided Selling Salesforce CPQ

Guided selling in salesforce CPQ has many benefits for businesses and sales teams as compared to traditional, self-guided sales options. Guided selling steers reps to the best product options, packages or configurations for customers by leveraging system logic. Alternatively, sales reps can build a custom solution to meet buyer needs perfectly. This range of use helps increase conversion rates and customer satisfaction, as it takes responsibility off the buyer and streamlines the entire process. It also helps new sales reps learn more quickly, since the guided selling logic carries some weight, and increases overall efficiency and productivity for your entire sales team.

The CPQ (configure, price, quote) software generates accurate quotes for any configuration or customization combination. Regardless of how unusual or complex your rates are, in Salesforce CPQ, pricing methods are factored in. It can handle a wide variety of billing types and pricing models, and it can do so in a relatively quick processing time. This saves time and money, makes quoting much easier, and provides automatically updated forecasting.

Salesforce CPQ has some amazing features, which can directly translate to tangible business results. Salesforce CPQ Plus even includes extras, the most notable of which being the Salesforce CPQ API (application programming interface) to connect other tools. Take a look at the Salesforce CPQ pricing page for more details.

Guided selling in Salesforce CPQ provides many invaluable tools, capabilities, and benefits for businesses with basic guided selling and configuration needs. However, when it comes to more advanced use cases, their system isn't well equipped to handle them. This can be a catalyst for Salesforce CPQ users to begin researching potential add-ons or alternatives that are better equipped for their needs.

While many businesses immediately seek out Salesforce CPQ alternatives, the best solution is actually just to add software with the functionality that you need to the existing foundational elements that guided selling in Salesforce CPQ already provides. Enter for Salesforce CPQ.

Logik's next-generation configuration engine provides lightning-fast speeds, streamlines workflows, reduces maintenance costs, and increases flexibility. In short, it helps you sell more, sell faster, and maintain less. Logik can handle even the most complex configurations and simplify the selling process with feature-based configurations and automatically generated bill of materials (BOM).

Check out the CPQ salesforce tutorial, help pages, demo, or YouTube videos to learn more about guided selling in Salesforce CPQ.

Guided Selling in Salesforce

Guided selling in Salesforce is a software solution that allows sales reps to use questions designed to determine the customer's needs to guide the sales process. Based on the provided answers and associated product logic, they can then quickly and easily filter your product options to find the perfect solution. The product configurator allows your sales team to configure the perfect product for each individual customer based on your component and customization options.

Using the costs listed in your price book, the Salesforce CPQ software then generates an accurate quote for the configuration in a timely and efficient manner. In Salesforce CPQ, pricing methods of all kinds can be accounted for. This includes cost-plus, markup, batch, block, one-time, subscription, usage-based, and custom pricing. It also considers deals and markdowns for situations like holiday sales, special promotions, bundling or multiyear discounts, and more. With all of the flexibility built into the system, just about any use case or special scenario can be directly accommodated.

To make the guided selling process extra clear, Salesforce allows users to build an opportunity path in Salesforce. This acts as a visual representation of the route opportunities will take and all the steps along the way. Creating an alternative method for users to engage with the functionality increases likelihood of their overall satisfaction. The easier it is for them to follow along, the easier it becomes to sell. 

If you still don't completely follow how guided selling in Salesforce works, don't worry. For people who want to learn more about guided selling, Trailhead, Salesforce's learning platform, has you covered.  

Guided Selling Examples Salesforce

Salesforce does its best to make its products and platform useful, intuitive, simple to set up and use, and easy to understand, especially when it comes to CPQ. However, especially for people who haven't used this kind of technology before and are just learning about tools like CPQ, product configuration, and guided selling Salesforce CPQ offers, it can be a lot to take in all at once.

Obviously, that can be overwhelming. Salesforce understands this, though, and has built out a library of resources to help. It can be very helpful to see how the process works in real time, not just read through concepts and hypotheticals. If you'd like to see some guided selling examples, Salesforce has demonstration videos and tutorials on its YouTube channel. For more in-depth and tangible Salesforce CPQ examples, the Salesforce CPQ guided selling Trailhead is a great resource.

The guided selling Salesforce CPQ provides is a wonderful business tool and a great place to start when it comes to expanding your sales offerings. However, companies selling sophisticated products that require an advanced codeless rules engine and complex configuration logic are going to need a bit more than the Salesforce CPQ product configurator can offer.

That doesn't mean you can't or shouldn't use Salesforce – in fact, it can mean just the opposite. You definitely should implement Salesforce CPQ into your business, and there are many benefits to doing so. However, utilizing an external add-on Salesforce CPQ product configurator like can enhance its functionality and give you the power you need to stay competitive and enticing.

Guided Selling Ecommerce

For most guided selling, eCommerce is a shared weakness. The way this software typically works to provide guided selling CPQ, Salesforce included, is by embedding the guided selling software into the platform itself rather than going for a full integration. That may work for B2B businesses personalizing product options over the phone or in person. However, for B2C eCommerce businesses, it's inadequate at best. Why? Let’s look at some main reasons.

Having software so embedded in and dependent on the platform ties it down. This format makes it difficult, if not impossible, to extend the software’s features to other platforms, like those actually designed for digital commerce. Companies in need of a more targeted solution should consider getting a guided selling app built to work seamlessly with eCommerce platforms, like's guided selling app, available in the Salesforce App Exchange, is made for eCommerce. Our next-generation headless commerce configuration engine is exactly what online sellers need to easily embed the ideal guided selling UX into any eCommerce platform or website.

Using for eCommerce doesn't just add guided selling to your eCommerce site. It puts the power of headless commerce at your fingertips. Plus, our partnership with Threekit adds real-time, dynamic, high-quality, ultra-realistic, and interactive 3D visuals.

Want the best guided selling examples using Threekit's stunning visual configurator? Visit these sites to test it out.

Salesforce CPQ Guide

Salesforce, like any business tool or solution, isn't a perfect fit for everyone. But, there is no true perfect fit that can be found in any guided selling or CPQ setting. You can, however, extend the capabilities of Salesforce CPQ to handle much more advanced configurations without simply adding a targeted solution like One method of alternative expansion is using Salesforce CPQ training material to attempt to implement a system with workarounds that meet your needs.

Salesforce Trailhead has a Salesforce CPQ admin guide that can be used as reference on the topic. While that Salesforce CPQ guide has a lot of useful material, it takes over 24 hours to complete. That breaks down to three full 8-hour business days, and that type of time isn’t usally expendable. Even if it is, the time investment leads many to keep searching. Some sites have Salesforce CPQ certification dumps, giving users access to Salesforce CPQ certification questions and answers. The idea with these is to expedite the actual certification process by highlighting only the necessary information.

But, here's no way to know if the information on those Salesforce CPQ study guide sites is correct, as they are not actually managed by Salesforce itself. Even if it was, it likely wouldn't provide the same understanding that taking an actual certification course would – that’s why the courses exist in their full, lengthy form to begin with.

You could also try to use Salesforce CPQ documentation, like the Salesforce CPQ developer guide, to figure out how to use the API to connect different tools or even build a custom integration. The Salesforce CPQ guide PDF for developers is pretty technical and hard to follow, though. If the basic admin guide takes over 24 hours to read, this would likely be extremely time-intensive and expensive. You're better off using a solution made to solve this problem like for Salesforce CPQ. Here, almost all of the work has been done for you, leaving you with both a solution to the problem at hand, and more time and energy to divert elsewhere. 

Salesforce CPQ Quote Process

When looking at how to best improve the Salesforce CPQ process, or how to implement a guided selling experience into business operations, myriad solutions will offer themselves as the best route to follow. It’s important to understand exactly what you’d be getting into, or lacking, with each available option. 

Getting a Salesforce CPQ certification and going over all their training materials is just one way to possibly extend the functionality of guided selling in Salesforce CPQ. Becoming a developer (or hiring one) to go over all the Salesforce CPQ documentation for developers is another. Either route requires a decent amount of research and preparation to even get going. Once started, the amount of time, energy, manpower or other assets needed to reach the finish line can be immense. However, you don't have to go through all that trouble to improve the CPQ process.

There's another, much better way to get what you need without spending all that time and money on a strategy that's ultimately unlikely to be successful. With the right consideration, you can enhance your guided selling and Salesforce CPQ quote process with an advanced guided selling tool like Our app can augment Salesforce CPQ features to make the process much smoother and allow for much more advanced capabilities. Because of the product knowledge, system proficiency and pre-existing development we bring to the table, you no longer have to worry about things like integration or long, impersonal trainings. We like to make things easy, and we’ve gotten very good at it. 

You can watch the for Salesforce CPQ demo and other explainer videos on our YouTube channel. If you need more for Salesforce CPQ help or just want to learn more about us, feel free to visit our site. To get a for Salesforce CPQ tutorial, visit our Talk to Sales page. If there's anything else you need, feel free to reach out to us and ask. We'll do everything we can to get you whatever you need.


Additional Related Resources

Guided Selling  | Guided Selling Software | Guided Selling Salesforce CPQ | Configure Price Quote | Guided Selling for Manufacturing | Product Configurator | Product Configuration Software | for Salesforce CPQ


September 27, 2022

How Commerce Engine Augments Salesforce CPQ

September 13, 2022

Leveraging and Salesforce CPQ for the Consumerized Buyer

August 31, 2022

What is Product Configuration?