Start the sales conversation with useful context.
Start with one product family and the questions your salespeople already ask. A first experience shared by link helps customers prepare their inquiry before the next conversation.
Share the questions that move a sale forward.
Experienced salespeople know when to ask about an application, check a constraint or clarify an option. SmartSelect helps make that knowledge accessible and consistent across buyer conversations.
Share a link before a meeting or work through the journey together. In the Forma Atelier example, intended use, mobility and available width establish the basis for a workbench recommendation.
Separate confirmed selections from open questions.
A useful request brings together known requirements, the selected product, configuration choices and points that need a conversation. The salesperson can pick up where the buyer left off.
When you enable confirmation with an advisor for a question or option, uncertainty is recorded explicitly. It is never treated as an answer the buyer did not give.
Connect with your existing sales process.
Requests can reach your team by email and through the HubSpot integration configured in your workspace. Your team handles advice, technical validation and the commercial proposal in its existing process.
Use feedback from those conversations to maintain the configurator. Add a recurring question, adjust an option or refine a recommendation, then review the changes before publishing.