Guided Selling by Revenue.io is a best-in-class solution that’s leading the future of sales. It’s native to Salesforce, which means there’s a single interface and single source of truth in the application where reps already spend most of their time. Guided Selling simplifies workflows for sellers and enables them to rigorously prioritize their daily tasks, so they can focus on the right things at the right times. This gives reps data at the point of decision and allows them to act quickly while delivering a modern buying experience. Lastly, Guided Selling measures and tracks success through the entire customer journey so you always know what works and what doesn’t.
This guide will help you
- Getting Started with Guided Selling including installation and Setup
- Configure Guided Selling once installed
- Use the Engage View for end users
- Leverage the Lead and Contact Module
- Build and Manage Sequences for the Admins of the tool
- Build and Manage Actions to optimize Sequence success
- Stay up to date on the latest features through Guided Selling Package release notes
- And Troubleshooting...