Compare the Top Guided Selling Software Tools in 2025
Guided selling software are tools that help sales reps and customers move through the sales process. Guided selling tools guide sales reps through the entire sales cycle and selling process, so that they can close more deals and become more efficient at selling. Guided selling software can also be utilized by ecommerce sellers to guide customers through the buying process and help them find the right product. Here's a list of the best guided selling software:
-
1
servicePath CPQ
servicePath
QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.Starting Price: $75 USD/user/month* -
2
SalesExec
ClickPoint Software
SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.Starting Price: $65.00/month/user -
3
Zebrafi
Zebrafi
Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.Starting Price: $2500/month -
4
DealHub
DealHub.io
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations. -
5
Revenue.io
Revenue.io
Sell more and spend less on sales with a complete RevOps platform for conversation guidance, sales engagement, and live call insights and analytics-all in real-time. Revenue.io powers high-performing teams with real-time guidance and revenue intelligence. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Fidelity Investments, and Amazon Business to deliver predictable results and optimize their entire revenue operation. Optimize your revenue operations, analyze what works best, and scale your top performers with Revenue Science. Some solutions surface insights. Others give you the tools to act on them. We do it all—so you can optimize revenue performance in real-time. No more switching from tool to tool, fixing messy data or wasting budget on technology that your team barely uses. Revenue.io is the complete AI-powered RevOps platform that delivers real-time guidance in the moments that matter. -
6
Dot.vu
Dot.vu
Dot.vu is an Interactive Content Platform that empowers brands to create Interactive Experiences that engage, entertain, and educate their audiences – without writing a single line of code. Powered by a wide range of add-ons and components, the Dot.vu platform gives its users complete creative freedom in crafting unique Interactive Content that differentiates their brand from competitors, provides customer insights, generates leads, and boosts conversion rates. The Dot.vu platform helps you to unleash the power of data. Interactive Content allows you to track your KPIs through visual dashboards and reports, and zero- and first-party data for more customer insights. With Dot.vu, you can create, publish, manage, and track your content on one platform. If time is of the essence, our Agency Service guides, supports and creates Interactive Content for you.Starting Price: $200 per month -
7
Salesforce CPQ
Salesforce
Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.Starting Price: $75.00/month/user -
8
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
9
Dealcode
Dealcode
AI Guided Selling Software: for B2B and SaaS Sales Teams! Dealcode analyzes your CRM and identifies success patterns in your sales process. Learn how your pipeline health is doing, which deals are at risk and how to increase your sales teams productivity with AI Guided Selling. Dealcode is a SaaS company that develops and provides an AI Guided Selling solution for B2B sales teams. By using artificial intelligence it helps to minimize subjective components in the sales process, enabling sales teams to close deals faster and more efficiently. Existing CRM systems are analyzed based on 150 factors to determine the perfect sales process - making Dealcode the world's first system that uses machine learning to determine a custom winning formula for each company and customer. The result: revenue and growth become more predictable, sales efficiency measurably increases, and resources remain stable.Starting Price: 49€ -
10
Aligned
Aligned
Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.Starting Price: $29/seat/month -
11
ThirdChannel
ThirdChannel
ThirdChannel is driven by passionate brand experts equipped with cloud-based technology. We empower retailers and brands with actionable data, attributable trust in their workforce, and a genuine competitive advantage. Manage and maintain insights from a single, organized platform. Our suite of intuitive retail solutions allows real-time visibility into each of your stores anywhere in the world no matter what time of the day. ThirdChannel offers distinct field force solutions specifically designed to provide you with up-to-the-minute, real-time visibility into all of your stores around the world all at once, from anywhere. Explore our data-driven resources, all designed to help your company thrive and see how we've supported leading brands and retailers in creating tailored retail execution solutions. Oversee, optimize, and direct your workforce from anywhere. Our intuitive solutions are designed to provide you with real-time visibility, everywhere work happens.Starting Price: Free -
12
Veelo
Veelo
Veelo, a cloud-based sales enablement solution, combines the tools for training, ongoing enablement, optimization and onboarding into one platform. With Veelo's onboarding feature, users are able to create learning paths that are based on roles for new employees using interactive content. Veelo's Guided Selling feature allows users to automate recommended content to sales representatives. -
13
Crobox
Crobox
Crobox is a next-generation Guided Selling solution that humanizes your product data and discovery experience to connect customers to your products. Our game-changing Product Discovery Platform delivers dynamic conversations based on the real needs of shoppers. Gone are the days of quick conversion wins. Instead, we make customers feel more confident in their purchases. How? Through a zero-party data approach that keeps brands in line with data-privacy regulations while facilitating individualized experiences for their shoppers. Why? Because in today’s retail climate, we need to empower customers with frictionless and delightful shopping experiences. With Crobox, retailers experience a scalable and flexible solution. By building product profiles that capture insights instead of tracking behavior, we keep you in line with data-privacy regulations while elevating the buyer’s journey. Through this, you get to build a compelling and future-proof eCommerce experience that ensuresStarting Price: $999 -
14
Quark Docurated
Quark
Quark Docurated makes it easy to find, recommend and share enterprise content assets. Then it helps you understand exactly how they’re performing. Whether you’re delivering images, videos, PDFs, Microsoft Office files or other critical assets, this content intelligence takes the guesswork out of your content strategy. You’ll know what resonates with your target audiences and identify your best opportunities for improvement. This knowledge leads to optimized content experiences, smarter content investments and more control over the content lifecycle. Quark Docurated is a SaaS solution with broad integrations and AI and ML capabilities for content management and intelligence. Curate and share multi-format content with your desired audiences via their preferred devices, and then analyze if and how that content resonates. -
15
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
16
Shop Assistant
Shop Assistant
Add guided selling to your website to get higher conversion rates, more sales and satisfied customers. This easy to use, plug and play option will get you on your way to increased conversion rates in no time. Discover the benefits of our guided selling solution for yourself. For a limited time, we are offering a free trial of our most popular Shop Assistant Create selector. The cost-effective option that is easy to implement and manage. Increasing conversion rates on your eCommerce site could hardly be easier or cheaper. The custom-built option that is tailor-made just for you, with a user interface database and algorithm designed to meet your specific needs. Improve sales and support your retailers using our guided selling tool to sell to consumers through your own website or through your retailers' sites. Experience what guided selling can do for your business, risk free. -
17
bluebarry
bluebarry
Bluebarry is designed for e-commerce businesses seeking to boost their webshop conversions by streamlining the shopping experience and guiding customers swiftly to the products that best match their needs. With bluebarry, you can take advantage of powerful features that enhance both the back-end and customer-facing aspects of your online store: - Product Data Integration: Easily upload product feeds or integrate directly with your CMS to ensure accurate, up-to-date product data is available. - Product Data Enrichment: Automatically enhance your product listings with enriched descriptions, detailed specifications, and optimized categorization to provide a more engaging and informative shopping experience. - AI-Driven Q&A Generation: Leverage AI to generate dynamic questions and answers that anticipate customer needs and address common inquiries, making it easier for customers to find what they're looking for. - Customizable Front-End Advisor: Personalize the advisor interfaceStarting Price: $0 -
18
Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection. -
19
Verenia CPQ
Verenia
Verenia CPQ increases sales and reduces costs for manufacturers, Verenia CPQ enables sales and engineering to quickly and accurately create quotes and orders of complex products while automatically applying all necessary product, pricing, and business rules, including dynamic, on-the-fly creation of Bills Of Material and/or Routings.Starting Price: $89.00/month -
20
Pega Sales Automation
Pegasystems
Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business. Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences. Eliminate sales complexity with dynamic opportunity management and end-to-end automation. Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real AI empower sellers to take action when it’s relevant. -
21
Ivy Mobility
Ivy Mobility
Industry Cloud for Consumer Goods, by Ivy Mobility, is a fully integrated suite of software applications built for the consumer goods industry. It supports and transforms all of your sales, merchandising, distribution and direct store delivery functions. Retail Execution. Field sales module for sales reps to enable the perfect store, complete surveys, audits and perform guided selling. Direct Store Delivery (DSD). Typical users are sales, delivery, route sales, and independent reps. Field Service Supports field force of route sales reps to schedule stock, replenish vending machines and collect monies. Sales Force Automation. Enables clientelling in the store by brand ambassadors to promote products directly to consumers, activate promotions, sell more and manage time and stock. Distributor Management. Used by brands and major distributors to manage routes, sales and route accounting. Digital Merchandising. For merchandisers to manage planograms, displays, competition -
22
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
23
Olono
Olono
Combination of leading revenue intelligence solution with activity data capture and next best action sales engine offers industry’s most complete platform to drive predictable growth. Your forecast is only as good as the data and insights used to create it. Olono automatically captures all the details and delivers data-driven insights, which means you’ll know every deal that’s “at risk” or “likely to stall” and how to impact results, well before it’s too late. Most companies use 10+ sales stack tools and get data from each one. With Olono you’ll know every detail and exactly how each activity, and the combination of multiple activities, impact pipeline movement and stage conversion. Olono is real-time guided selling for B2B organizations seeking predictable revenue growth and consistent sales execution. A SaaS-based solution, Olono automatically captures all sales activity from 80-plus tools and sources, then delivers intelligent, sales-consumable “Actions”. -
24
Logik.io
Logik.io
Finally, remove limitations from configuration and quoting. Deliver always fast and flexible configuration experiences in CPQ and for self-service quoting, so your sales team can sell more, and your IT team maintains less. Logik.io gives you one centralized engine to that powers how your solutions can and should be configured sold across all your channels, so you can build once, and create amazing selling experiences everywhere. Managing product rules and recommendations doesn’t need to be a technical headache anymore. Say goodbye to custom development and scripting, and get the solution that makes product and selling logic easier to manage, less costly to maintain and scale, and delivers the stellar selling experiences sellers and buyers demand.
Guide to Guided Selling Software
Guided selling software is a type of sales tool that helps sellers to provide the most relevant and personalized buying experience for customers. It is based on a series of questions that help narrow down the customer's preferences and guide them to the ideal product or service. Guided selling software allows sellers to become more effective salespeople, by providing tools and information to quickly identify customer needs and recommend items accordingly.
Guided selling software usually integrates with existing online shopping carts or websites so that customers can easily find their desired products without having to scroll through long lists of choices. The system offers interactive elements such as product comparisons, dynamic recommendations, and personalized search results. This makes it easier for customers to get what they want without spending too much time searching for it.
In addition to helping guide customers throughout the shopping process, guided selling software also helps sellers understand who their target audience is by collecting data on what kinds of products they are interested in. This data can be used to create targeted marketing campaigns or improve existing ones, making sure that each one reaches its intended audience more effectively.
The main benefit of guided selling software is the time it saves both buyers and sellers when it comes to finding the right product or service. With this technology, buyers don't have to waste time browsing through products that aren't relevant; instead, they can find exactly what they're looking for in a fraction of the time. On the other hand, sellers can use guided selling software to increase conversion rates by targeting potential customers with tailored suggestions based on their preferences or past purchase history.
Features Provided by Guided Selling Software
- Customizable Layouts: Guided selling software typically provides customizable layouts, meaning that users can customize the look and feel of their store pages, product listings, and other parts of their store to match the branding of their business.
- Search Filtering: This feature allows users to narrow down search results by various criteria such as price, category, color, size or other attributes. This helps shoppers find exactly what they are looking for quickly and easily.
- Interactive Product Recommendations: Most guided selling software solutions come with interactive product recommendations based on customer preferences. The recommendations can be tailored to suit each customer’s individual needs and help them find the right products faster.
- Automated Upselling & Cross-Selling: Another great feature available in guided selling software is automated upselling and cross-selling. This feature helps customers discover additional items related to what they are already viewing or buying so they can add them to their cart with a single click.
- Advanced Analytics & Reporting: With advanced analytics and reporting, guided selling software provides businesses with useful insights into user behavior and preferences. This enables them to gain better visibility into sales trends and make more informed decisions about product selection and pricing.
What Are the Different Types of Guided Selling Software?
- Navigation-Based Guided Selling Software: This type of software helps visitors quickly find the products and services they are looking for by using a series of menus and dropdowns. The customer is then guided to the perfect product for them based on their selections.
- Decision-Tree Guided Selling Software: With this type of software, customers answer questions about their needs or preferences that help guide them to the appropriate product or service. The answers are used to build a decision tree, with each customer selecting one of two choices at each juncture until a suggested solution is arrived upon.
- Product Comparison Guided Selling Software: Customers use this software by entering details about what they want in a product or service, such as features, benefits, cost range, etc., and then being presented with different solutions that would meet their needs within their budget. By comparing multiple products side-by-side, customers can make an informed decision regarding their purchase.
- Expert Advice Guided Selling Software: This type allows customers to interact with experts who can provide personalized advice on which products best suit their individual needs and requirements. Customers may be able to ask questions directly via chat or other messaging tools and receive real-time advice from knowledgeable sales reps or subject matter experts.
- Recommendation Engine Guided Selling Software: This type uses artificial intelligence (AI) technology to recommend specific items based on customer data collected from past purchases or browsing history. The AI algorithms analyze the data in order to make accurate recommendations tailored to each person’s individual interests and buying habits.
Advantages Provided by Guided Selling Software
- Time-Saving: Guided selling software saves significant time, as it streamlines various processes that would otherwise take a long time to complete. It automates the process of finding and recommending products, providing customers with an efficient shopping experience. This results in less effort for customer service representatives, allowing them to focus on more complex tasks.
- Personalized Experience: Guided selling software offers customers a personalized experience by tailoring product recommendations based on their individual needs and preferences. By providing customers with the most relevant options for their buying decision, they are more likely to make the purchase.
- Improved Conversion Rates: By taking away some of the guesswork from the buying process, guided selling software can help improve conversion rates by making it easier for customers to find what they’re looking for quickly and efficiently.
- Increased Customer Satisfaction: Customers appreciate being provided with an enjoyable shopping experience tailored to their needs and preferences. As guided selling software helps provide this type of experience, it can lead to increased satisfaction levels amongst customers.
- Cost Savings: Using guided selling software can reduce costs associated with customer service inquiries and increase sales by helping customers find what they need quickly and easily. This cost savings can be passed on to your business which leads to improved profits over time.
Types of Users that Use Guided Selling Software
- B2B Sales Teams: Guided selling software provides sales teams with an easy-to-use interface to quickly and accurately provide recommendations to customers.
- Retailers: With guided selling technology, retailers can offer tailored product selections and advice to customers with the click of a button.
- Customer Service Representatives: Guided selling software helps customer service reps quickly and efficiently guide customers toward products they need.
- Digital Marketers: Marketers can use guided selling solutions to customize campaigns for individual users or specific groups of users, increasing the relevancy of their offerings.
- Enterprise Employees: Employees in larger organizations who are increasingly tasked with providing customer service and guidance can benefit from implementing guided selling technology.
- Small Business Owners: Small business owners often don’t have access to large resources, making guided selling solutions a great tool for them to increase their efficiency while providing better customer service.
How Much Does Guided Selling Software Cost?
The cost of guided selling software can vary greatly depending on the features and customization you are looking for. Generally speaking, there are a few pricing structures that you might come across when researching this type of software. These include one-time (sometimes called perpetual) licenses which can range from a few hundred dollars to several thousand, subscription-based licenses which may charge a monthly or annual fee, and hosted solutions with additional fees being charged based on usage.
When it comes to one-time licenses, prices usually start at around $100 for very basic functionality and increase to anywhere between $1,000 - $10,000+ for more complex implementations that require customizations such as integrations with other systems or specific needs and requirements from the business.
Subscription-based options often have different plans available ranging from basic packages that cost as little as $50/month up to larger scaled options with premium features that can be as much as $500/month or more depending on the level of customization required.
Finally, hosted solutions generally offer different tiers of service depending on how many users need access to the system, how many transactions will be processed, etc., so pricing can vary significantly based on those factors and what additional services are included in the package. Generally speaking these packages typically range between $200 - $3,000+ per month.
Overall, when it comes to finding the right guided selling software solution for your business needs it is best to do some research before making any decisions so you have an idea of what features are out there and what they could cost. The costs mentioned above should give you a general understanding of what is available in terms of pricing but make sure to speak directly with providers so you get an accurate picture of all your options before making a decision.
What Software Does Guided Selling Software Integrate With?
Guided selling software is a type of technology that helps customers make better decisions when choosing products and services. It can be used to personalize customer experiences, reduce customer acquisition costs, and optimize upsell opportunities. Software that integrates with guided selling software includes ecommerce platforms, CRM systems, analytics solutions, marketing automation solutions, AI chatbots, and more. By integrating with these types of software, guided selling software can become even more powerful by giving users access to data such as customer account details, purchase history, product preferences, and more. This data helps guide customers toward the most suitable products or services for them. Furthermore, integrated solutions allow businesses to easily implement their own custom strategies which can be tailored according to their specific needs.
Recent Trends Related to Guided Selling Software
- Guided selling software has become increasingly popular among businesses as it helps to simplify the sales process and make it more efficient.
- It enables customers to find the right product for their needs quickly, by providing personalized recommendations based on individual preferences and requirements.
- It also helps sales representatives in providing customized solutions to customers, resulting in higher customer satisfaction and better sales performance.
- Guided selling software provides real-time insights into customer behavior, which can be used to identify new opportunities and improve sales strategies.
- It allows businesses to easily track customers’ purchase history, making it easier to provide timely follow-ups and offers.
- Guided selling software is becoming more intelligent as artificial intelligence technologies are being integrated into these platforms. This allows businesses to provide highly personalized experiences to their customers by leveraging machine learning algorithms.
- Guided selling software is also becoming more user-friendly, with intuitive user interfaces and easy-to-follow steps for customers to find the right product or service for their needs.
How to Pick the Right Guided Selling Software
Make use of the comparison tools above to organize and sort all of the guided selling software products available.
Choosing the right guided selling software for your business can involve several key considerations. To begin, evaluate the needs of your organization and determine how guided selling software will provide value. Consider factors such as potential cost savings, automation of tasks and processes, or customer service improvements that this software could provide.
Next, research available options in the market to identify which best suit your organization’s needs, budget, and desired features. Look for user-friendly systems with comprehensive support options and a good track record of successful implementations. Make sure to speak with any existing users of the software if possible to ensure it is a good fit before committing to it.
Finally, compare potential solutions side by side and select one that is most likely to meet your organizational goals. Once you have chosen the right guided selling solution for your business, be sure to prepare a detailed plan on how you will implement it into your workflow so that everyone involved has a clear understanding of their role in adopting this new tool.