Guided Selling is a sales engagement solution that converts a company's playbook into actionable, in‑CRM guidance so sales representatives know who to contact, when to follow up, and what messaging to use. It automates lead and account prioritization, sequences multichannel outreach (calls, SMS, email, social) and enforces approved templates and workflows to improve consistency and conversion. By operating directly inside Salesforce, the product increases CRM adoption and visibility while capturing all activities for reporting. AI-driven recommendations and curated moments reduce ramp time for new hires, help inexperienced reps follow proven best practices, and enable managers to monitor execution and optimize playbooks in real time. Dynamic automation can add or remove contacts from sequences based on outcomes, and integrations with common mail and calendar tools ensure communications remain synchronized across channels. The platform includes implementation guidance and dashboards that surface key metrics to drive continuous improvement across inbound, outbound, and account‑based sales motions.

Features & Benefits

• In‑Salesforce Guidance: Delivers real‑time next‑best‑action prompts and curated moments directly within Salesforce to guide rep behavior without leaving the CRM.
• Multichannel Sales Cadences: Schedules and automates sequences that combine calls, SMS, email, social and tasks to maintain consistent outreach across channels.
• Playbook Automation & Prioritization: Creates prioritized contact sequences based on target profiles, contact history, and custom playbook rules to focus reps on high‑value opportunities.
• Real‑Time Performance Insights: Captures all sales activities to provide dashboards and reports that reveal what is working and where to optimize execution.
• Faster Onboarding & Coaching: Uses AI and repeatable sequences to shorten ramp time by helping new reps follow the steps of top performers and apply approved messaging.
• Dynamic Sequence Automation: Automatically adds or removes leads and contacts from sequences based on outcomes or rule triggers and prescribes contact frequency per lead.
• Integrations & Tool Compatibility: Works with Salesforce as the primary interface and integrates with email clients and other sales tools to ensure synchronized communications.