Guided Selling: Overview

Close deals faster and more reliably with a data-driven approach to sales. Deploy AI to
turn your organization’s sales data and proven strategies into complete visibility,
comprehensive control, and timely guidance

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What is Guided Selling?

Designed for:

  • Entire sales org

Guided Selling is both software and methodology. It puts B2B revenue teams in the best position to win by providing complete visibility of their pipeline and team activity, deep control of the sales process, and guidance through every deal.

Guided Selling is powered by AI analysis of complete communication data. Correlating sales activities with outcomes allows it to identify winning strategies and warn teams about deals at risk.

Revenue teams can then set a unified approach to selling with contextual alerts and notifications that nudge each member of the team to take the right action at the right time

How does Guided Selling work?

how guided selling works? | revenue grid

Step 1

Automate data capture

To understand your unique sales process and
pipeline, Guided Selling automatically records
and saves all sales data and all sales activities

guided selling examples | revenue grid

Step 2

Crunch the data with AI

Then it finds the activity trends that lead to wins
and losses to figure out what healthy and at-risk
deals look like and which activities sell best for
your team

guided selling by revenue grid

Step 3

Provide visibility and guidance

As data rolls in, Guided Selling uses those
insights to provide digestible, in-time
information and guidance to every member of
your revenue team

How are sales teams using Guided Selling
to win more deals faster?

Revenue Signals

Actionable alerts and guiding notifications

Revenue Signals are the key to turning your sales data into actionable insights. They provide visibility, guidance, and focus through the sales cycle

  • Focus your team on the right actions and deals that will close
  • Stay up to the minute with key thresholds and data points
  • Set a unified approach to sales across the revenue team
  • Build speed and responsiveness into the sales process

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Pipeline Visibility

An X-ray for the sales pipeline

Pipeline visibility means important data about deals and sales activity is always digestible and easy to find

  • Get a single, connected command center for the sales org
  • Forget interrogations, get deal information on demand
  • Take in pipeline and deal health at a glance
  • Dig into all sales activity per deal: read any email, listen to any call

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Deal Guidance

Focus and guidance in every deal

Deal Guidance transforms the sales cycle from a reactive, intuition-based pursuit into a proactive, data-driven operation

  • Remove guesswork with clear next steps
  • Minimize human error and lost deals
  • Turn up deal velocity with prioritized actions for reps
  • Improve your sales strategy continuously with AI recommendations

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Sales Coaching

Top performance from every rep

Digital sales coaching replaces improvised suggestions with personalized programs that bring measurable performance improvement

  • Increase adoption of playbooks and internal processes
  • Maximize ROI on training with increased retention
  • Reduce ramp up time significantly
  • Increase agility with faster, smoother strategy changes

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