Guided Selling in Salesforce for Services
We’ve created a Lightning Web Component for PSQuote that we’re really excited about. The Build a Quote assistant turns a manual scoping process into a guided selling experience in Salesforce for professional services.
More and more, we’re seeing services teams ask for some form of guided selling—and it makes sense.
Scoping a services deal isn’t always straightforward, especially when offerings are complex or when newer team members are involved. A guided selling process walks the user through a structured set of questions or options. With the build a quote wizard, the user defines the services in scope and what kind of effort is required.
For services orgs, this drives consistency in how deals are quoted and reduces the back-and-forth between sales and delivery. It’s easier to onboard new team members without needing tribal knowledge or spreadsheets.
Watch the demo and see how in just a few minutes, we’ve scoped the work, forecasted effort, priced the services, and created a professional quote. No spreadsheets, no confusion—just fast, accurate quoting that both Sales and Delivery can trust.
Watch the Demo of Guided Selling in Salesforce
Is your team looking for guided selling in Salesforce to scope professional services? If so, contact us!
And, if you prefer to build your own quote, there’s plenty of flexibility built into PSQuote, read about the three ways to estimate services in Salesforce using PSQuote.
Sayeef joined the PSQuote team in 2021 to focus on the engineering and development of the product. Outside of work, he’s probably singing, dancing, or meditating.