Solution Advisor

Step by step guidance of sales right through to the offer

How it works

The Solution Advisor is a needs-based guided selling (for both the seller and customer). Customer journeys can be configured with specific business needs questions and relevant content. It recommends products based on customer needs.

The seller can launch a quote with a pre-filled basket based on the recommendation from the Solution Advisor.

Available in: Elite

Productivity benefits

  • Provide a consistent seller and buyer experience across the entire sales organisation with guided selling
  • Minimise training effort
  • Launch a quote with a pre-filled basket based from a recommendation, speeding up quoting time
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