---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Get product recommendations using needs analysis

# Get product recommendations using needs analysis {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sales_agent

## About this task

A needs template is a questionnaire that you complete to create 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.

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to OpportunityAll.
   * To work on an existing opportunity, select the opportunity.
   * To [create an opportunity](https://servicenow-prod.fluidtopics.net/Dl7Gzb~E9YKYq9Ds0EFDIw "Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size."), select New.

     Immediately after you create the opportunity, a message confirms that the opportunity was created.
     To continue working on the opportunity, select the link in the message.

   {#opp-mgmt-use-needs-analysis__choices_pvy_bhh_bbc}  
   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.
   {#opp-mgmt-use-needs-analysis__choices_slw_kh2_41c}
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.

*[\>]: and then