03 / Guided selling

Give every rep a reason
to hold the price.

The customer sees a number. Your rep should see the whole story. Poka brings the cost, account history, and value talking points into every deal.

Your data. Your rules. Your team in control.

app.pokalabs.com/sellingInteractive example
Deal workspace/Midwest Coatings Co.
All sources synced
Quote Q-2026-0412

A better conversation
than “can you go lower?”

Midwest Coatings Co.

Quote value$24,800Gross margin28.5%
Customer history considered
Your margin defense

Lead with the total cost.

Our delivered price includes local inventory, technical support, and consolidated freight. Compare the total cost of supply, including your handling and inventory costs, alongside the unit price.

Local stockTechnical supportFreight terms
Built for the details your business runs on.
01 / Customer context

Know the account.

Bring order history, buying patterns, and previous conversations together before your rep replies.

02 / Margin defense

Make the value clear.

Connect the price to availability, freight, service, and total cost. Give your team a specific reason to hold the line.

03 / Better opportunities

See the next opening.

Surface relevant alternatives and complementary products from your catalog, grounded in what the customer actually needs.

Good questions

A little more
before we talk.

Where do the talking points come from?

Poka uses the context available in your connected business data: customer history, product information, commercial terms, and the reasoning behind the quote. Your rep can review and adapt the recommendation.

Does it communicate directly with our customers?

Your team stays in charge of the relationship. Poka prepares the context and suggested talking points for your rep to review and use.

Can we start with quoting or pricing first?

Yes. We can start with the workflow that matters most to your team and build from there. The products share context as you connect more of your commercial operation.

Less busywork. Better business.

Better context. Better conversations.

Show us a deal where the price was hard to defend. Let’s work through it.

Book 30 minutes