How To Add Products To Opportunities The Easy Way (CPQ Wizard)
Many salespeople get frustrated when they try to add products to opportunities in Salesforce.
That’s because it’s cumbersome to find the right products, even (especially) if you’re using Salesforce Lightning.
For example, the Recent Products list gets in the way.
There’s no logical grouping of items.
And sometimes, you have to scroll through many pages to find the right products to add to the opportunity.
The result?
Instead of being easy to add the right products to opportunities in Salesforce, it’s complicated. Consequently, essential products often get missed off.
When this happens:
- The average deal size is reduced.
- Pipeline reports and dashboard charts are less accurate, and
- User adoption suffers, and frustration grows.
Besides, failing to add the right products to opportunities is a non-starter if your business relies upon these for customer quotes and to fulfill orders.
How To Make It Easy To Add Products To Opportunities
To solve this, sometimes companies turn to a full-blown CPQ system.
That’s a viable solution.
Especially as it can guide users through a path that helps salespeople choose multiple related products.
You’ll need deep pockets, however.
There’s also, of course, a significant project delivery effort and timescale.
However:
In most companies, salespeople KNOW what products they must to add to opportunities. What’s needed is a simple, helpful way to do it.
Therefore, if you need a powerful, affordable, and intuitive way to make it easy to add products to opportunities in Salesforce, then you’ll love our CPQ Product Wizard.
Robby Johnson does, he’s the Senior Business Analyst at Charlotte-based Ellison Technologies:
“The CPQ Product Wizard makes it super-easy for our salespeople to add products to opportunities. That saves time and means we have accurate deal values and pipeline reports. It’s driven Salesforce user adoption right across the company”.
CPQ Product Selection Wizard
Here’s a summary of the CPQ Product Wizard main features:
– Dead-simple to find the right products to add to an opportunity.
– Products display in logical groupings.
– Customizable product layout.
– Intelligent product search function.
– Easy to add packages and product bundles to opportunities.
The CPQ Product Wizard is a monthly subscription per company, with no user-based fees.
Make it much easier for salespeople to add
products and bundles to opportunities.
Make It Easy To Add Products To Opportunities
The CPQ Product Wizard makes it MUCH quicker and more straightforward for salespeople to add products to opportunities in Salesforce. That’s compared to standard functionality.
It means you can be confident about getting the RIGHT set of products onto the opportunity.
Here’s how it works.
Let’s say we want to add products to Salesforce Opportunities in Lightning.
Start by clicking on the Product Wizard button.
This button opens the Product Wizard.
Products Groupings
The Wizard groups products logically:
Click the ‘+’ alongside the group to open it up and see the products.
In this example, we are grouping items by Product Family. However, if necessary, you can easily change that to use other picklist values.
For instance, here we have a custom field on the Product called ‘Type.’
In other words, in addition to Product Family, we categorize each product as Install, Maintain, or Monitor.
You can easily add this field to the product grouping tree structure in a few simple steps.
That means you can organize products in Salesforce Lightning or Classic the way that suits your business.
Search for products
The tree on the left side of the Wizard makes it easy to find products.
However, there’s also an intelligent search function to help salespeople locate products. Here’s the Salesforce Lightning product search:
Superb Pipeline Visibility and Sales
Performance Metrics from this free Dashboard.
In short, the CPQ Product Wizard is THE easy way to find the right items to add to opportunities in Salesforce.
Enter product details
When a salesperson selects a product, it appears in the top-right pane.
Quantity and Sales Price fields are entered.
However, you can easily add other fields to the pane.
For example, let’s say we want to show two fields: List Price and a custom field called Color.
We want salespeople to see the List Price (read-only) and enter the Color when adding products to opportunities in Salesforce.
In a few simple clicks, you can make this happen:
Products running total
The list of products added to the opportunity builds up in the bottom right corner.
The total running amount also updates dynamically. Consequently, salespeople have an easy-to-see overview of all the products on the opportunity before they hit Save.
Add Product Bundles to Opportunities
A product bundle is a collection or package of multiple items. Price the product bundle at either the sum of the total individual items; or at a discounted amount.
Sometimes product bundles are groups of items sold together for technical reasons. Other times, they represent promotional groupings that provide the customer with a purchasing incentive.
You can create both in the Product Wizard.
Here’s the easy way for salespeople to add product bundles to opportunities:
Salespeople can see the products within the package on the left. The bottom-right table shows the bundle and its products added to the opportunity.
How To Build Product Bundles in Salesforce
The GSP Product Wizard includes a bundle-builder. This feature means you can quickly and easily create packages of multiple products.
The ‘Use Rollup Price’ button sets the bundle price to the same as the sum of the individual products.
Alternatively, you can easily set a custom price for the product bundle. In other words, offer a discount for buying the group of products.
Next Steps
We believe the GSP Product Wizard is the easiest way for salespeople to add products to opportunities in Salesforce Classic or Lightning.
It’s quick and straightforward to implement. Install it from the AppExchange and add the Product Wizard button to the opportunity page layout.
Take it for a trial today.
Get In Touch
Like what you see but want to adapt things to suit your business? No problem. Contact Us today and we’ll discuss what you need.
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