Your first experience.
Practical guidance to get started.
A catalog, a website or both: start with what you have. Find practical guidance to try your first online sales experience, refine it and share it with customers.
Guides to get started.
Start with what you have. Refine your approach to recommendations as you try the journey.
How to prepare your catalog for a product configurator.
Your catalog, your website or both are enough to start exploring a first version. Choose one product family and clarify how you advise buyers as you try the journey, without reorganizing everything first.
Read the guide GUIDE · CHOOSING AN APPROACHGuided selling, product configurators and CPQ: where SmartSelect fits.
These tools address different parts of a sale. Start with the problem you want to solve to identify the scope you need.
Read the guide GUIDE · SALES HANDOFFWhat makes a product inquiry useful to a sales team?
Your first online experience should help customers choose and salespeople continue the conversation. Here is the context to look for in inquiries as you begin trying the journey.
Read the guidePractical questions.
Advice to improve your first version, one question or choice at a time.
How to start guided selling online without redesigning your website
Your catalog and website can already provide a starting point. Here is how to create a first experience to try, then share it through the channels your customers already use.
Read the article BLOG · FIRST TRIALYour first configurator is ready: what should you check before sharing it?
Try a few concrete sales situations to review the questions, suggested products and options. This checklist helps you move from a first version to a journey your team can share.
Read the article BLOG · AI-ASSISTED CREATIONCreating a configurator with AI: where does your expertise fit?
AI helps turn your existing materials into a first experience to try. Your team provides business context, reviews the choices and decides when the journey is ready to share.
Read the article BLOG · BUYER JOURNEYPDF catalog or product selector: how should you guide your buyers?
Your catalog can be the starting point for your first online sales experience. Learn how to complement product sheets with a guided journey, beginning with one product family.
Read the article BLOG · QUALIFICATIONWhich questions help you recommend the right product?
For your first online sales journey, start with the questions you already ask customers. Try a first version, then refine the wording that helps them choose.
Read the article BLOG · CONFIGURATIONHow do you prepare compatible options for a product configurator?
Start with the options for one product family. Here is what to review in your guided selling experience so you offer consistent choices before sharing your link.
Read the articleStep into the buyer’s shoes.
Atlas Machinerie, Boréal Ventilation and Forma Atelier: three explained fictional examples, each with an interactive journey to explore.
Explore the examplesA question? A change?
Your AI assistant is here to help.
Describe a change or ask a question about SmartSelect in your own words. The AI assistant helps during creation and updates. You review the result and choose when to publish.
Open SmartSelect« How can I explore my configurator? »
« How do I publish my configurator? »
« How do I undo the last change? »
You stay in control of your choices and publication.