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Glossary

Guided Selling

Guided Selling streamlines quoting and order entry by guiding users to the optimal products and options based on customer needs. This expert solution allows organization to capture the “tribal knowledge” of their most accomplished sales agents and most valued product experts to quickly present the optimal solution to their customers.

Product knowledge captured in BigMachines’ Guided Selling tools will also help quickly train new team members on your most complex products and most challenging sales scenarios.

Also see BigMachines Guided Selling Tools and Product Configurator.

Sales Configurator

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Sales Configurators

A Configurator, also commonly referred to as a Product Configurator, is a tool used for customizing products and services. BigMachines configurators enable users to quickly, easily and accurately customize a core group of products and/or services in minutes from within a web browser. Configuration of complex products is therefore streamlined during inquiry, allowing for a faster sales process. BigMachines sales configurators use rules to ensure that configurations are both structurally and financially sound and can be properly ordered or sold.