Guided Sales and Product Recommendations

Support sales professionals in identifying products that meet customer needs using clear guidelines and reliable data.

Guided selling matches the customer's intended use, budget, technical requirements, and delivery expectations with product specifications.

The recommendation system does not replace the sales representative. It enables them to ask the right questions, narrow down the options, and eliminate unsuitable products.

Essential inputs

  • Use case
  • Technical requirements
  • Budget and price range
  • Current system or product
  • Delivery and installation time
  • Service and warranty expectations
  • Country and regulatory conditions

Types of suggestions

  • The most suitable product
  • Alternative product
  • Economy or top model
  • Complementary product
  • Compatible accessory
  • Service and warranty package
  • Renewal or replacement

Explainability

The sales representative should be able to see which need and rule the recommendation is based on. AI-powered recommendations should be validated with up-to-date product, price, and stock data.

Measuring the results

  • Recommendation usage rate
  • Converting to offer and order
  • Representative adjustment rate
  • Return or discrepancy
  • Cross-selling contribution
  • Customer satisfaction

Use product recommendations not to increase basket value, but to create a suitable, feasible, and explainable solution for the customer.

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