Get product recommendations for leads using needs analysis

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: sales_agent

    About this task

    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.

    Procedure

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

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

    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 tile for the product that best matches your customer needs.
      The selected product is added to the lead. 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.