Compare the Top Guided Selling Software Tools using the curated list below to find the Best Guided Selling Software for your needs.

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    servicePath CPQ Reviews

    servicePath CPQ

    servicePath

    $75 USD/user/month*
    4 Ratings
    QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.
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    SalesExec Reviews

    SalesExec

    ClickPoint Software

    $65.00/month/user
    1 Rating
    SalesExec automates the complex sales follow-up process for salespeople. SalesExec eliminates the guesswork of who to call and when to call. Your salespeople can work more efficiently with their leads thanks to guided selling and automated prioritization. This will help them win more deals. SalesExec offers efficiency tools such as local presence dialing to reach 60% more sales opportunities and automated text SMS to reach customers at the right moment in their buying journey. SalesExec will also assist your marketing team by intelligently routing and prioritizing all phone calls and web leads. SalesExec makes it easy for your team to handle thousands of leads. This will ensure you get the best ROI from each prospect by enforcing customer follow-up and outreach.
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    Zebrafi Reviews
    Your prospects and sales team will benefit from a guided selling journey. Each module of the Zebra platform is part of a larger strategy that guides your team to the prospects or customers where your solution offers the greatest value. Zebra Scoring is a unique method to identify potential opportunities early and throughout the sales process. Do you have a measurable prioritization process that determines which resources are needed, such as solution and demonstration specialists, access to R&D, and executive management? Are your VoC's able to quantify and organize all the ways your solution creates value. Guided selling allows reps to understand and talk about strategic deals like they have closed them. How often do you use a business case? Is it inclusive of total cost of ownership and ROI calculated based on your VOC? Create a business case together with prospects in Zebra. Buyers and sellers are guided through the creation of a mutually agreed upon business plan.
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    DealHub Reviews
    DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).
  • 5
    Revenue.io Reviews
    A complete RevOps platform that enables conversation guidance, sales engagement, live call insights, and analytics to help you sell more and spend less sales. All in real-time. Revenue.io empowers high-performing teams by providing real-time guidance as well as revenue intelligence. Revenue.io helps hundreds of customers such as HPE, Fidelity Investments and Amazon Business to achieve predictable results and optimize their revenue operations by surfacing and recommending the best practices. Revenue Science helps you optimize your revenue operations, identify what works best, scale your top performers, and optimize your revenue operations. Some solutions surface insights. Others provide the tools to take action. We do it all so you can maximize revenue performance in real time. No more switching between tools, fixing data that isn't clear or spending money on technology your team doesn't use. Revenue.io is an AI-powered RevOps platform which delivers real-time guidance in those moments that matter.
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    Dot.vu Reviews

    Dot.vu

    Dot.vu

    $200 per month
    Dot.vu is an Interactive Content Platform that empowers brands to create Interactive Experiences that engage, entertain, and educate their audiences – without writing a single line of code. With the Dot.vu platform, users benefit from complete creative freedom in crafting unique Interactive Content that distinguishes their brand from competitors, provides customer insights, generates leads, and boosts conversion rates. Unleash the power of data with Interactive Content. The Dot.vu platform enables you to track your KPIs through visual dashboards and reports and zero- and first-party data for more customer insights. The more data you collect, the more you can personalize your Interactive Content and adapt it to your buyer’s journey. Say goodbye to multiple platforms and apps for one project. With Dot.vu, you can create, publish, manage, and track your content on one platform. If time is of the essence, our Agency Service guides, supports and creates Interactive Content for you. Save yourself some time, as well as costs, and create better Interactive Content for your customers.
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    Salesforce CPQ Reviews

    Salesforce CPQ

    Salesforce

    $75.00/month/user
    Salesforce CPQ makes it easier to get quotes, manage pricing, and close deals faster with Salesforce CPQ. Salesforce CPQ is a CPQ solution for the world's top CRM platform. It gives companies the tools to manage the sales process from quote to cash. Salesforce CPQ comes in three versions, including full Quote to-Cash which supports billing and collection.
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    eRep Reviews

    eRep

    Revalize

    $75/user/month
    eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!
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    Dealcode Reviews
    AI Guided Sales Software: For B2B and SaaS Sales Team! Dealcode analyzes your CRM to identify success patterns in your sales process. Learn about your pipeline health, which deals are at high risk, and how AI Guided Selling can help you increase the productivity of your sales team. Dealcode is a SaaS firm that provides an AI Guided Sales solution for B2B sales teams. It uses artificial intelligence to reduce subjective components in the sales process. This allows sales teams to close more deals quickly and efficiently. Existing CRM systems are evaluated based on 150 factors in order to determine the best sales process. Dealcode is the first system to use machine learning to create a winning formula for each customer and company. The result is predictable revenue growth and increased sales efficiency. Resources remain stable and are stable.
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    Aligned Reviews

    Aligned

    Aligned

    $29/seat/month
    Aligned is the place where B2B Revenue teams and buyers can work together efficiently. Moving the deal/customer project away from back and forth, dull, chaotic, salesy emails, to a single collaborative workspace that each customer can use. Reps are empowered with the ability to communicate better with all stakeholders, to better coordinate on resources, on next actions, and to use analytics to see their blind spots in buyers' journeys. Aligned is used daily by thousands of top revenue reps at companies such as Liveperson and Deel to simplify the complexity of managing their deals and enhance their customer experience by empowering buyers. As we strive to make sales more enjoyable, more impactful, and frictionless, our buyers continue to share their love for Aligned.
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    Veelo Reviews
    Veelo is a cloud-based solution for sales enablement. It combines tools for training, ongoing support, optimization, and onboarding into a single platform. Veelo's Onboarding feature allows users to create learning paths based on the roles of new employees. Veelo's Guided Selling feature lets users automate the recommendation of content to sales reps.
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    Crobox Reviews
    Crobox is a next generation Guided Selling Solution that humanizes product data and provides a discovery experience to help customers find your products. Our revolutionary Product Discovery Platform creates dynamic conversations that are based on shoppers' real needs. No more quick sales. Instead, we help customers feel more confident about their purchases. How? It uses zero-party data to ensure brands comply with data privacy regulations and provide personalized experiences for shoppers. Why? We need to provide customers with enjoyable and frictionless shopping experiences in today's retail environment. Crobox offers retailers a flexible and scalable solution. We help you comply with data privacy regulations by creating product profiles that capture insights, not tracking behavior. This allows us to elevate the buyer's journey. This allows you to create an engaging and future-proof eCommerce experience that will ensure your customers are satisfied.
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    Quark Docurated Reviews
    Quark Docurated makes sharing enterprise content assets easy by making it easy to recommend, find and share them. It then helps you understand how they are performing. This content intelligence helps you to understand how your assets perform, whether they are images, videos or PDFs. This content intelligence will help you identify the most popular content and pinpoint your best opportunities to improve. This knowledge will allow you to optimize content experiences, make smarter content investments, and have more control over your content lifecycle. Quark Docurated, a SaaS solution, offers broad integrations and AI/ML capabilities for content management. Share multi-format content with your audience via their preferred devices. Then analyze the results to determine if and how it resonates.
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    FreeAgent CRM Reviews

    FreeAgent CRM

    FreeAgent Network

    $33 per user per month
    FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.
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    ThirdChannel Reviews

    ThirdChannel

    ThirdChannel

    Free
    ThirdChannel's team is made up of passionate brand experts who are equipped with cloud technology. We provide retailers and brands with actionable information, a measurable trust in their employees, and a competitive advantage. Manage and maintain insights on a single, organized system. Our intuitive retail solutions allow you to see your stores in real-time, anywhere in the globe, at any time. ThirdChannel's field force solutions are designed to give you real-time, up-to-date visibility of all your stores in the world, at any time, from anywhere. Discover our data-driven tools, designed to help you thrive. See how we have helped leading brands and retailers create tailored retail execution solutions. You can manage, optimize and direct your team from anywhere. Our intuitive solutions provide you with real time visibility wherever work takes place.
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    Conga CPQ Reviews
    Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.
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    Verenia CPQ Reviews

    Verenia CPQ

    Verenia

    $89.00/month
    Verenia CPQ increases sales, reduces costs, and allows sales and engineering to quickly create orders and quotes for complex products. It also automatically applies all product, pricing, business rules, and dynamic, on-the fly creation of Bills Of Material or Routings.
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    Pega Sales Automation Reviews
    Keep track of changes in your forecast, account engagement levels, as well as the overall health and performance of your business. For better customer experience and close rates, anticipate and act on opportunities across all channels. Automate sales and reduce complexity with dynamic opportunity management. Engage customers by eliminating blind spots in the sales process. Pega's opportunity insight, next best actions and guided selling empower sellers to take action when it is relevant.
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    Shop Assistant Reviews
    Guided selling can be added to your website to increase conversion rates, sales and satisfy customers. This plug-and-play option is easy to use and will help you increase conversion rates quickly. You can experience the benefits of our guided-selling solution. We are offering a limited-time free trial of our Shop Assistant Create selector. This cost-effective solution is simple to set up and manage. It's easy to increase conversion rates on your eCommerce website. This custom-built option is tailored to your needs and includes a user interface database as well as an algorithm. Our guided selling tool can help you increase sales and support retailers by selling to consumers via your website or through retailers' websites. Risk-free, discover the benefits of guided selling for your business.
  • 20
    bluebarry Reviews
    Bluebarry is a webshop conversion tool designed for ecommerce businesses that want to increase their webshop conversions. It streamlines the shopping experience, and guides customers to the products they need. You can use powerful features to enhance your online store's back-end as well as the customer-facing aspect. - Product Data Integration: Upload product feeds easily or integrate directly with CMS to ensure accurate and up-to date product data. - Product Data Enhancement: Automatically enrich your product listings with detailed specifications, enriched descriptions, and optimized categories to provide a more engaging, informative shopping experience. - AI-Driven Question and Answer Generation: Use AI to generate dynamic answers and questions that anticipate customer needs, and address common inquiries. This makes it easier for the customer to find what they are looking for. - Front-End Advisor Customizable: Personalize the interface
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    Ivy Mobility Reviews
    Ivy Mobility's Industry Cloud for Consumer Goods is a complete suite of software applications designed for the consumer goods sector. It transforms and supports all aspects of your sales, merchandising and distribution functions. Retail Execution. Field sales module for sales representatives to enable the perfect shop, complete audits, and perform guided selling. Direct Store Delivery (DSD) Direct Store Delivery (DSD) is a service that supports sales, delivery, route sales, independent reps, and other users. Sales Force Automation. Brand ambassadors can promote products directly to customers, activate promotions, sell more, and manage stock and time. Distributor Management. Brands and major distributors use this tool to manage their routes, sales, and route accounting. Digital Merchandising. Digital Merchandising allows merchandisers to manage display plans, competition, and planograms.
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    Revenue Grid Reviews
    Revenue Grid is an AI Guided Selling platform. It provides step-by-step guidance to sales teams towards the best results, deals at highest risk, and actions with the greatest impact. Guided selling, a new concept in B2B sales, focuses on the needs of sales teams. Our goal is to provide step by step guidance on every deal rep has in their pipeline. This will help sales teams be in a better position to win by having full visibility into the sales process, deals, and team activity. Know the status of each deal, what has happened in the past and what is coming up.
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    Olono Reviews
    Combining industry's best revenue intelligence solution with activity data collection and the next best action sales engine, you have the most comprehensive platform to drive predictable growth. Your forecast is only as good the data and insights that went into it. Olono automatically collects all details and delivers data-driven insight. This means that you will know every deal that is "at risk" or "likely stall" and how it can impact your results before it's too late. Many companies have more than 10 sales stack tools. You can get data from each one. Olono will give you all the details and show you how each activity impacts pipeline movement and stage conversion. Olono is real time guided selling for B2B companies seeking predictable revenue growth. Olono, a SaaS-based solution that automatically captures sales activity from over 80 tools and sources, then delivers intelligent, sale-consumable "Actions".
  • 24
    Logik.io Reviews
    Eliminate limitations in configuration and quoting. Your sales team will be able to sell more and your IT team will have less work. Logik.io is a centralized engine that controls how your solutions are sold across all channels. This allows you to build once and create incredible selling experiences everywhere. Product rules and recommendations don't have to be a difficult task. You can say goodbye to scripting and custom development. Instead, you will find a solution that makes product and selling logic simpler to manage, scale more easily, and delivers the outstanding selling experiences buyers and sellers want.

Overview of Guided Selling Software

Guided selling software is a tool used to help businesses recommend products and services to customers. It works by using algorithms and advanced customer data to determine the best product or service tailored to the customer’s needs.

The types of guided selling tools vary depending on the type of business, but they all have the same goal: creating a personalized experience for customers that leads to better sales. Guided selling tools are used in many industries, including retail, banking, hospitality, automotive, and healthcare.

One of the most common types of guided selling software is intelligent product recommendation systems. These use artificial intelligence (AI) algorithms to analyze customer data and then recommend specific products or services based on their individual needs. For example, an AI-powered system may consider factors like a customer’s previous purchases or their browsing history before recommending a product or service.

This AI-powered approach has been especially successful for eCommerce businesses who use it to make more accurate product recommendations for their customers which can lead to higher conversion rates and increased revenues from sales.

Additionally, some guided selling solutions allow you to personalize your emails with customer information so that you can send targeted messages directly to them about relevant products and services they would be interested in purchasing. This kind of context-aware marketing helps increase engagement with customers as well as drive sales because they will be exposed exclusively to items that suit them best.

Lastly, some guided selling tools also provide analytics capabilities so that businesses can track key performance indicators such as time spent researching products onsite and average order value per purchase in order to refine their marketing strategies over time and more effectively reach new customers while also increasing loyalty from existing ones.

Why Use Guided Selling Software?

  1. Streamlined Process: Guided selling software simplifies the customer experience by providing step-by-step direction on what to do next. This helps streamline the sales process, making it easier for both businesses and customers alike.
  2. Increased Productivity: Guided selling software is designed to help your staff increase productivity by taking on tedious tasks such as gathering data and presenting options quickly, so they can focus their time and energy on what really matters - closing more deals with customers.
  3. Improved Decision Making: Guided selling provides easy-to-follow logical paths that lead customers through complex decisions in an efficient manner, helping them make better buying decisions faster without having to deal with overwhelm or confusion along the way.
  4. Enhanced Analysis: The platform also allows you to gather valuable information about buyer trends, preferences, and behaviors which can then be used for further research and analysis down the line - giving you insight into how your business can optimize its operations even further in order to achieve growth goals over time.
  5. Customer Satisfaction: Ultimately, guided selling improves customer satisfaction by allowing them to go through their purchase process easily, speedily, and accurately - all of which leads people back to your store again in the future due to a positive shopping experience.

Why Is Guided Selling Software Important?

Guided selling software is an important tool for businesses that want to maximize their online sales. Guided selling software helps simplify the customer's buying journey by providing clear guidance and recommendations in order to close more deals. It leverages contextual information such as past purchase history, preferences, and answers to questions posed during the decision process, in order to narrow down product options and lead the customer toward a purchasing decision quickly and efficiently. By streamlining the process, it helps decrease “cart abandonment” which often occurs when customers become overwhelmed or distracted while browsing through complicated online catalogs.

The modern consumer expects a fast and personalized shopping experience that offers tailored recommendations catered to them personally. In order for retailers to provide this kind of service, they need a tool like guided selling software that automates the process with ease of use for both customers and employees alike. This allows businesses to offer their customers relevant suggestions quickly without having the staff manually assess each individual’s needs or preferences every time; thereby optimizing resources by eliminating tedious tasks that can be done better with automation.

Furthermore, guided selling software increases store loyalty as it encourages repeat purchases by benefitting from previous purchase data in order to suggest products that would complement past buys rather than having customers start from scratch every single time they want something else from that same retailer. Finally, most brands today have multiple channels including website, mobile app, brick & mortar stores which can pose complexity when integrating various services together; however, guided selling software performs advanced operations behind the scenes which helps bridge any disconnect between different user experiences across these mediums so customers have continuity throughout their future interactions with your business no matter what channel they use.

Features Offered by Guided Selling Software

  1. Machine Learning - Guided selling software uses algorithms and machine learning to create personalized product recommendations tailored to individual customer needs. It can draw on past purchases, preferences, demographics, and more to come up with the most fitting selections for each customer.
  2. Product Filtering - Many guided selling platforms feature integrated filters that allow customers to narrow down their search results by product type, price range, features or other criteria they specify. This ensures they find what they’re looking for in a timely manner and helps them avoid being overwhelmed by too many options.
  3. Dynamic Content Presentation - This feature allows customers to access content related to any product (such as user guides, detailed descriptions or past ratings) right within the guided selling platform itself so shoppers can stay informed of key attributes while browsing items based on their specific interests or needs.
  4. Flexible Questionnaire Design – The questionnaire design portion of guided selling software enables you to customize how questions are presented to customers in order offer more personalized experiences and increase chances of conversion through better-targeted sales processes.
  5. Robust Reporting & Insights – Guided selling platforms typically have reporting capabilities that let you drill down into crucial data such as customer responses, purchase frequency and other valuable metrics which can be used for further adjusting your approach accordingly over time if needed in order maximize impact overall efficiency of your sales process.

What Types of Users Can Benefit From Guided Selling Software?

  • Customers: Guided selling software helps customers find the products that best match their needs and preferences by providing personalized product recommendations.
  • Sales Reps: Guided selling software can provide sales reps with accurate and up-to-date information about product availability and pricing, enabling them to quickly respond to customer inquiries and close deals more efficiently.
  • Businesses: By using guided selling software, businesses can reduce or eliminate manual labor associated with research and analysis of data, as well as streamline the process of selecting the right products for customers. That in turn leads to a better customer experience, increased sales, and improved profitability.
  • Product Managers: Guided selling software simplifies the process of creating product catalogs by providing automated sorting and filtering capabilities that enable product managers to create targeted offerings for specific audiences or markets. It also provides an easy way to keep track of inventory levels.
  • Marketers: With guided selling software, marketers have access to insights into consumer behavior that can help guide promotional campaigns and increase conversions. Additionally, they are able to create tailored marketing messages based on user preferences and buying behaviors.

How Much Does Guided Selling Software Cost?

The cost of guest WiFi software depends on the type of platform you choose and the features and services you need. There are free options available, such as captive portals, which offer basic network control and customer authentication, as well as premium open-source solutions like pfSense or Untangle that include comprehensive security measures. You can also purchase commercial enterprise solutions that provide extensive user management capabilities and additional features such as bandwidth management or analytics. Prices for these types of solutions range from a few hundred dollars to several thousand depending on the size of your network and scale of implementation. Additionally, some providers offer hosting or subscription plans that may be more cost effective than purchasing the software outright. Ultimately, it depends on your specific requirements when determining which solution best fits your budget.

Guided Selling Software Risks

  • Data Security Issues: Guided selling software holds sensitive customer and product data, leaving it vulnerable to cyber attacks. If the data is not properly secured, hackers could gain access and use it for financial or identity fraud.
  • User Error: If users are unfamiliar with the guided selling software, they may incorrectly input information which could lead to incorrect sales recommendations being made. This can result in customers receiving advice that does not meet their individual needs, leading to dissatisfied customers and potentially reputational damage for the business.
  • Implementation Costs: In order for guided selling software to be used effectively it needs to be installed on servers and integrated into existing systems such as customer databases. This can incur considerable costs in terms of hardware upgrades and maintenance fees.
  • Unforeseen Circumstances: Due to its reliance on algorithms, guided selling software might not take into account unforeseen circumstances when making recommendations that could ultimately have a negative impact on the customer experience or outcome of a sale.

Types of Software That Guided Selling Software Integrates With

Guided selling software can integrate with various types of software to optimize the customer experience. This includes e-commerce platforms, customer service portals, and marketing automation systems. E-commerce platforms are used to manage product content, store inventory, and calculate taxes and shipping fees for customers. Customer service portals allow customers to ask questions and get answers from support agents quickly and easily. Marketing automation system helps personalize customer experiences for loyalty programs or promotions. Finally, connected analytics tools allow businesses to measure key metrics such as website performance, sales trends, and user satisfaction ratings in order to help make more informed decisions about how they serve their customers. Integrating these types of software can give businesses a comprehensive view of their customers’ needs while helping them gain useful insights into what drives sales on their platform.

Questions To Ask Related To Guided Selling Software

  1. Does the guided selling software have predefined rules to recommend the best product or service for each customer?
  2. What are the security measures in place to protect customers’ data?
  3. Are there any customization options available to tailor the experience according to my business requirements?
  4. Is it integrated with our existing platforms, such as Salesforce or Shopify?
  5. What support and maintenance services are provided by the vendor?
  6. How quickly can I expect results after implementation?
  7. Does the software offer insights into customer behavior and preferences?
  8. Is it capable of offering upsells and cross-sells at opportune moments?
  9. Can I accommodate multiple languages within the platform?
  10. What analytics tools does it provide me with to measure performance metrics like conversions, average order value etc.?