Guided Selling

Turn Your Sales Playbook Into Real-Time Guidance

Guided Selling is a Salesforce-native sales automation platform that transforms your sales playbook into structured sequences of actions. It ensures your sales team knows exactly what to do next by automatically guiding reps through proven sales processes. Guided Selling creates sequences of emails, calls, SMS, and tasks that engage prospects at the right time, track their progress through the sales funnel, and measure what works—all while maintaining a single source of truth in Salesforce.

New reps can get up and running in just minutes to achieve the following and more…

• Take the next best action, every time - Leverage the expertise and best practices of top sales performers to make inexperienced reps sell like seasoned ones.
• Train new sales reps faster than ever - Dramatically reduce the time required to bring reps to full productivity by using AI to help every rep sell like an expert.
• Level up both inbound and outbound sales - Ensure predictable cadences for account-based sales (ABS) campaigns as well as rapid lead responses and follow-up from inbound leads.
• Schedule multichannel sales cadences - Easily schedule automated sales outreach that includes calls, texts, email, social engagements, and more to maximize conversions and drive pipeline
• Keep reps focused - Guided Selling lives right in Salesforce, where your reps already work. Maximize the investment your team has already made in the CRM and take performance to the next level.
• Get real-time performance insight - All sales activities and communications are captured in Salesforce. Detailed reports & dashboards uncover what is working and what needs improvement for continuous growth.
• Collaborate across GTM teams - Leverage relationships with leads and contacts to power cross-team collaboration and execution of actions within Sequences.

Documentation