In addition, solutions that combine these two functions have emerged and are attracting attention for use in call centers, where actual contact with customers takes place.
The "Sales Force Assistant" introduced here can also be said to be a system that can strengthen your business by linking it with a call center system.
Table of contents
What is Sales Force Assistant?
Key features of Sales Force Assistant
Sales support function (provided by AI secretary)
CTI Integration
Gamification Features
What you can gain by linking Sales Force Assistant with your call center system
summary
What is Sales Force Assistant?
Sales Force Assistant is a general term for SFA and CRM products provided by NI Consulting Co., Ltd.
The biggest feature of this product series is the AI-based assistant function "AI Secretary" . AI Secretary uses a "gamification" mechanism to provide various mongolia b2b leads suggestions to sales representatives to stimulate their motivation to achieve their goals. It is also worth noting that the The following versions are available for different sales styles.
● Sales Force Assistant Customer Creation
A version specialized for sales activities to acquire new cases
● Sales Force Assistant Deep customer cultivation
A version specialized for route sales and strengthening relationships with existing customers
● Sales Force Assistant Deep Creation
A version that covers both new customers and route sales
● Sales Force Assistant Customer Creation R
A version specialized for sales activities of repeat cycle type new deals (leasing, periodic contract renewals, etc.)
● Sales Force Assistant Deep customer cultivation R
This version is specialized for sales, such as leasing and depreciation, where negotiations occur periodically, while also handling customer management, equipment management, negotiation management, and prospective cases.
● Sales Force Assistant ABM
A version that collects various activities in the nonprofit sector as numerical data and helps support business improvement
In this way, the " AI assistant" and "functions specialized for each sales (work) style" are the two wheels that support Sales Force Assistant . Now, let's take a look at the specific functions of Sales Force Assistant.
Key features of Sales Force Assistant
Sales support function (provided by AI secretary)
● Visit preparation assistance
This function references the registered information on the SFA and notifies the past visit history (when and how many visits there have been) of the company to be visited. The name of the company to be visited is accompanied by the result of a web search, so the advantage is that you can know the customer information in advance.
● Claims Care Assistance
This function notifies you of the number and details of complaints received from the places you plan to visit. You can also keep track of complaints received by other departments, which helps strengthen customer relationships through complaint handling.
Prevents leaks and leaks
You will be notified in the form of alerts about customers and cases that have not been addressed or are delayed in response.
● Sticky notes
This function allows you to enter and save information on the memo screen that opens with one click. It can be used like a sticky note that you attach to the screen.
● Success Assist
This function picks up past order records as success cases and allows you to simulate the process leading up to receiving an order. When you select a case, the top five similar cases from the past success cases are displayed.
● Notification of contact by others
This function allows you to see whether other people within the company have contacted the same customer.
● Notification of missed project progress
If you change the probability of winning when saving the sales negotiation information, it will automatically check whether the actions set for each probability have been missed. If any have been missed, the AI secretary will notify you on the screen.
