Guided Selling for Retail

Sell more, faster

Wouldn’t it be great if you could: sell any product, simply and efficiently, no matter the number of product options; empower buyers to customize purchases without the risk of errors; provide a visual customer experience that boosts conversion rates by 40%; and increase organizational efficiency by breaking down silos between sales, operations, and production? Well, with KBMax, you can!

The challenge

Sales reps are frequently customizing products that are nonviable from an engineering and profitability standpoint

You sell a diverse catalog of products with a vast number of product options. Your sales reps are struggling to master your numerous options and product rules, and it takes weeks, if not months, to customize a quote that your customer is happy with. Mistakes are common, leading to delays, returns, refunds, and chargebacks. Customers are becoming increasingly unsatisfied, as is your production team.

You want a way to quickly and easily narrow down vast and highly customizable product catalogs into carefully optimized customer-specific selections. You need to remove the immense pressure on sales reps and empower your customer to personalize your product, and purchase it right away.

The solution

With guided selling, every sales rep becomes a top performer and a trusted advisor to your customers

Guided selling walks your customer through a series of calibrated questions designed to find the perfect fit for their needs, and boost the odds of achieving a sale. Triggers encourage upsells, cross-sells, and bigger deal sizes, and every customization is viable from a production perspective.

Simplifying your sales process with guided selling shortens sales cycles by 38%, getting more customers moving through your sales pipeline more quickly.


    

          
     
          

    

          
     
      














	

	



	
		
	
		

			

			
				
				
			
				

											
“We are making it easier for our customers to accurately configure several of our most customized products in a virtual and self-service way.”

										          
					
														

			

			

				NanaWall Systems			

		

			




	
		
	
		

			

			
				
				
			
				

											
“We have a simple product with numerous and sometimes complex and unlimited option catalog. Epicor CPQ allows us to handle 95% of the custom requests without needing to use outside drawing programs to meet the customer’s needs. ”

										          
					
														

			

			

				Timberlane, Inc.			

		

			

















  







					

				

			


						

				

					

						Request a demo of KBMax	
						

							


 
    

    

    








    

    

    

    
			
    

    
				
			
    

    

    
			
    
			
		
    

    

    

    
			
    

    
				
			
    

    

    
			
    
			
		
    

    
			
    

    
				
			
    

    

    

    

    
			
    

    
				
			
    

    

    

    	
    

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									105% increase in deal size								
    
							
    
													
    						
																
    
									




	
	
	
	

								
    
								
    
									40% increase in conversion rate								
    
							
    
													
    						
																
    
									





	
	
	
	
	
	
	


	
	
	
	
	
	
	


	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		








								
    
								
    
									26% increase in reps achieving quota								
    
							
    
													
    						
																
    
									




	
	
	

								
    
								
    
									$2.9 million in reduced errors								
    
							
    
											
    
				
    
			
    

			
    
			
			
    Check out more direct-to-consumer use cases
    					
    
										
						        
           
    
              
    
                 
    







    
                 
    2D/3D visual configuration
    
              
    
              
    
                 
    Create a better buying experience by showing your customers exactly what they are buying
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    




	
	
	
	


    
                 
    B2B eCommerce
    
              
    
              
    
                 
    Enable visitors to interact with 3D representations of your products in real-time
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    






    
                 
    B2B2C selling
    
              
    
              
    
                 
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    CAD and Design Automation
    
              
    
              
    
                 
    Automatically generate the CAD drawings for sales, engineering, and production teams
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    




	
	
	
	


    
                 
    Complex product configuration
    
              
    
              
    
                 
    Dynamically configure and price the most complex products
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    


















    
                 
    Engineer to order
    
              
    
              
    
                 
    Speed the design and manufacturing of highly variable goods
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    




	
	
	
	


    
                 
    Manufacturing automation
    
              
    
              
    
                 
    Simplify and streamline engineering and manufacturing processes
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    




	
		
		
	
	


    
                 
    Omnichannel sales
    
              
    
              
    
                 
    Open up new and immersive buying channels for your customers with omnichannel sales
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    




	
	
	
	
	
	
	
	


    
                 
    Sales Automation
    
              
    
              
    
                 
    Automate manual sales tasks and to boost outbound sales productivity
      
              
    
           
    
            
     					          
										
						        
           
    
              
    
                 
    




	
	


    
                 
    Integrated CPQ
    
              
    
              
    
                 
    Connect your people with critical business data, systems and processes
      
              
    
           
    
            
     					          
										
      
								
    
		
    
			
    

    
	
    

	
    
	
    
    
    
    
    

    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    

    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    

    
    
    
    
    
    
    
    
    
    
    
    

    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
        
    
    
    
        
    
    
    
    
          
    
    
        
    
    
    
        
    
    
    
        
    
    
    
    
        
    
    
        
    
    
    
        
    
    
    
    
      
    
    
        
    
    
    
        
    
    
    
    
        
    
    
        
    
    
    
        
    
    
     
        
    
    
    
        
    
    
    
    
        

    
          
        
    
    
    
        
    
    
    
    
      
 
      
    
     
    

    



	
    
	

    


            
    
            
    

                
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