Guided sales and easy solution selling through playbooks and collaboration rooms
The Bridge platform provides the capability of guided selling through dynamic playbooks. These playbooks help you build a guided sales process by allowing you to define the process flow for all types of leads and all the steps in your sales cycle. You can also detail which marketing and sales assets should be used at each step of the sales cycle and target that information by customer vertical, geographic region, or other criteria. By documenting processes, assets and playbooks, you can make it easy for new channel partners and salespeople to sell.
Bridge has the capability to suggest the right asset for users to share with their prospects—the one that is most relevant and thus most likely to be effective, based on various factors. The content and tools are delivered to the salespeople and partners based on the buyer’s attributes, engagement score, and buyer’s behavior. The playbooks and collaboration rooms allow marketers to assemble content, process, tools and strategy based on various solutions being sold. Based on the attributes in the CRM (lead, account, opportunity) records (industry, verticals, solutions) the content is dynamically adjusted. These playbooks can be shared with sales teams, partners, and independent reps across geographies and audiences. The performance across these playbooks can be collated to effectiveness and use.
Powerful CPQ engine that facilitates guided selling
Bridge is equipped with a powerful CPQ engine that allows you to configure product bundles and solutions, thus facilitating the guided sales process and simplifying proposal generation.
The CPQ engine further facilitates guided selling by
- Assisting users in generating personalized proposals for each lead
- Facilitating approvals for additional discounts
- Supporting e-contract generation
- Offering flexible pricing, markup and discount models