System and method for guided sales

G - Physics – 06 – Q

Patent

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G06Q 30/00 (2006.01)

Patent

CA 2566052

A guided sales system provides a sales person and/or a customer with guidance through a sales process including detailed information about products and technologies. The guided sales system allows a user to enter information about the customer and the customer's needs, to identify products matching the customer's needs and to make product recommendations. A user may further use the system to print a recommendation and/or a sales ticket that may be used by a customer to complete a purchase or transaction. The sales system may further provide a free--form drawing application to help visualize product placement and configurations. Various visualization and learning tools may farther be integrated into or otherwise included in the guided sales system to aid a customer's understanding of particular products and/or technologies.

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