In online sales, everything revolves around helping customers make the right decision quickly and with confidence. Too many options or confusing combinations often lead to frustration and abandoned carts. Expivi’s guided selling software solves this by leading customers step by step through the buying process, ensuring only valid choices are shown. The result is faster decisions, fewer errors, and higher conversion rates.
What is guided selling
Guided selling is a process where customers are guided through product choices using clear steps. In Expivi’s system, this means setting up configuration rules that allow only valid combinations. Options, accessories, or add-ons are displayed gradually in an intuitive interface supported by real-time 3D visuals. Customers instantly see if their selection is possible and what it will cost. This approach prevents frustration, eliminates mistakes, and reduces choice overload.
How guided selling software works
Expivi’s guided selling tool works hand in hand with its CPQ module. The tool uses configuration rules and visual guidance so customers can see their choices, receive real-time price updates, and get accurate quotes instantly. Once the order is finalized, it flows automatically into connected CMS or ERP systems without manual handovers.
By combining guided selling with CPQ, businesses not only simplify the customer journey but also improve their internal efficiency.
Benefits of guided selling software for conversion rates
Reduced decision time
By guiding customers step by step and showing real-time visuals, guided selling software helps buyers make decisions faster. They don’t have to guess or compare complex technical details since only valid options are presented.
Increased average order value
A guided selling tool can suggest upgrades or accessories at the right moment in the configuration flow. By presenting these options visually, customers are more likely to add them, which increases the average order value.
Fewer errors and returns
Configuration rules ensure that invalid combinations are blocked. Customers always end up with a viable product, which reduces the chance of costly returns and eliminates the need for corrective actions.
Better customer satisfaction
Customers appreciate clarity and reliability. When the product matches expectations exactly and there are no hidden limitations, satisfaction rises. A smooth, transparent process builds loyalty and encourages repeat purchases.
Clear pricing transparency
With Expivi’s guided selling software, every change a customer makes is reflected instantly in the price. Whether it’s an added feature, a new material, or an upgraded accessory, the customer sees the impact in real time. This builds trust and reduces price-related objections later in the process.
Case example: expandable trailers
Expandable, a manufacturer of modular trailers, used to spend a significant amount of time creating quotes and validating customer requests. With Expivi’s guided selling tool, customers are now led through the process step by step, see their trailer in 3D, and receive accurate, real-time pricing. Quotes are generated automatically and are always correct. As a result, Expandable shortened its sales cycle by around 40 percent, reduced errors, and improved customer satisfaction.
Want to know more? See our other cases.
Why a guided selling tool is becoming essential
Customer expectations are changing. Buyers no longer accept slow processes, unclear pricing, or complex catalogs. They want transparency, personalization, and confidence at every stage of their journey. Guided selling software provides exactly that.
Expivi’s solution makes guided selling even more powerful by combining it with visual 3D configuration and automated CPQ. This means businesses can deliver a buying experience that is engaging, error-free, and scalable, while sales teams save time and focus on building relationships instead of fixing mistakes.
Conclusion
Guided selling software is reshaping the way companies sell products. Instead of leaving customers to figure out complex options on their own, guided selling leads them through an intuitive, visual, and transparent process. For businesses, this means faster decision-making, fewer errors, higher conversion rates, and happier customers.
Ready to see how a guided selling tool can improve your sales performance? Schedule a free demo and discover how Expivi’s guided selling software can make the difference in your company.