Guided Selling for Retail

Sell more, faster

Wouldn’t it be great if you could: sell any product, simply and efficiently, no matter the number of product options; empower buyers to customize purchases without the risk of errors; provide a visual customer experience that boosts conversion rates by 40%; and increase organizational efficiency by breaking down silos between sales, operations, and production? Well, with KBMax, you can!

The challenge

Sales reps are frequently customizing products that are nonviable from an engineering and profitability standpoint

The solution

With guided selling, every sales rep becomes a top performer and a trusted advisor to your customers


“KBMax [Epicor CPQ] 3D Configurator can be manipulated smoothly to let your customer view your product from any angle, add options and place them where they like. Rules can be created behind the scenes to make sure that the configuration is valid, putting the power in their hands, but not allowing them to put something together that can’t be produced by your manufacturing team.”

Tuff Shed

“We have a simple product with numerous and sometimes complex and unlimited option catalog. KBMax [Epicor CPQ] allows us to handle 95% of the custom requests without needing to use outside drawing programs to meet the customer’s needs. ”

Timberlane, Inc.
Request a demo of KBMax
105% increase in deal size
40% increase in conversion rate
26% increase in reps achieving quota
$2.9 million in reduced errors