Boost Win Rates with Elfsquad's Method for Guided Selling 

Your salespeople don’t always know all the unique features of your products. With Guided Selling, your sales teams ask the questions that customers don’t realize they need to answer. Provide interactive tools and real-time guidance to simplify product configuration and ensure accurate pricing.

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What Is Guided Selling?

Guided Selling is a customer-centric sales approach that uses a structured process for product customization. By asking targeted questions and providing relevant options, it helps customers navigate complex buying decisions with ease.

How Does It Work?

With Elfsquad CPQ, you begin by understanding the customer's needs with guided questions and then suggest customized solutions based on their answers. This structured product selection approach enhances customer satisfaction.

Who Is It For? 

Guided Selling is applicable across various industries and business models, including both B2B and B2C sectors. It is particularly beneficial for companies offering complex products or customizable solutions, where customers may require guidance.

What Is Elfsquad's Method for Guided Selling?

The Elfsquad method for Guided Selling consists of three layers: the technical layer manages calculations, then the functional layer presents options chosen by sales representatives, and the top layer guides customers with tailored questions.  

  • Guided Selling Layer: Engages customers with tailored questions to direct them towards options known by the sales representatives.
  • Functional Layer: Allows sales representatives to select options for configuration without detailed explanations.
  • Technical Layer: Handles BOMs, CAD parameters, and calculations for error-free configuration generation, manipulated by the system.
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Speeding Up the Quoting Process

Using guided selling alongside existing configuration models makes it easy for anyone, even those with limited technical knowledge, to use the configurator.

Elfsquad lets sales engineers handle the technical details while offering a simpler Guided-Selling interface for sales. This setup speeds up the quotation process by leading users through important questions and options, guaranteeing accurate and personalized quotes faster than ever.

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Improving Sales Process Efficiency

Guided Selling makes buying simpler by leading customers to the right products. It’s also more likely that customers will be satisfied with their delivered product. But what if you want to use different Guided-Selling techniques for different customers, dealers, sales representatives, or sub organizations?

Elfsquad offers total flexibility across different customer and sales scenarios thanks to our Channel Management solution.

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Elfsquad is for Frontrunners in Manufacturing

"We've cut our quotation time in half and doubled our handling capacity, leading to a 20% increase in revenue."


Niels Beers

CEO at Demaco

Frequently Asked Questions

What role does CPQ play in Guided Selling?

CPQ software, plays an essential role in Guided Selling. It provides the tools and automation needed to offer real-time guidance, accurate pricing, and ensure that sales reps have access to up-to-date product information and sales catalogs.

How can I get started with Guided Selling for my business?

Start by choosing a solution that fits your sales process. For this, consider implementing Elfsquad CPQ, which is designed to make sales smoother with our proven method for Guided Selling. It's easy to use and can be customized to match your existing sales methods, making it perfect for businesses aiming to improve sales efficiency and keep customers happy.


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Can Guided Selling methods be used by both experienced and new sales professionals?

Yes, Guided Selling is valuable for both experienced sales team members as well as newcomers. Seasoned sales reps can benefit from access to up-to-date product information and recommendations, while newcomers can rely on structured guidance to quickly become productive members of the sales team.

Is Guided Selling cost-effective for businesses?

Guided Selling solutions are designed to improve sales efficiency and increase revenue, which can lead to a significant return on investment (ROI). While there may be initial implementation costs, the long-term benefits often outweigh the expenses, making it a cost-effective strategy for businesses looking to optimize their sales processes.

Are there other names for guided selling?
  • Sales Enablement 
  • Sales Process Optimization
  • Sales Automation 
  • Sales Playbook 
  • Sales Efficiency
  • Sales Technology 
  • Personalized Sales 
  • Sales Guidance

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