Get product recommendations for opportunities using needs analysis

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales opportunities.

    Vorbereitungen

    Role required: sales_agent

    Warum und wann dieser Vorgang ausgeführt wird

    A needs template is a questionnaire that you complete to get product recommendations based on input or requirements that you receive from a customer. The product selection guide lists the needs templates available for a particular catalog.

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Opportunity > All and select the opportunity that you want to work on.

      The product catalog displays in the Catalog tab of the opportunity.

    3. In the Catalog tab, select Product selection guide in the catalog hierarchy.
      The needs template cards for the guide are displayed.
    4. In the needs template card that best matches what your customer wants, select Capture Needs.
      The questionnaire for the selected template opens.
    5. Answer the series of questions.
    6. After replying to the last question, review or select the recommendations:
      • To review your responses, select the Edit icon. You can change your responses if needed.
      • To view product recommendations, choose Select Recommendations. The Catalog tab displays the recommended products.
    7. Choose a recommendation by selecting Add in the card for the product that best matches your customer needs.
      The selected product is added to the opportunity. The Needs tab displays the needs template that you selected. You can review the needs template and if needed, change your answers, which might result in different product recommendations.