Help the representative prepare a suitable, technically sound, and commercially viable recommendation for the client.
In telemarketing, representatives must quickly formulate the right offer amidst a very wide product portfolio, options, and promotions. Guided selling matches customer needs with product features and business rules.
The system can offer suggestions; however, it remains the representative's responsibility to ensure a correct understanding of the customer's needs and to verify the final offer.
Needs assessment
Intended use
Budget and price range
Product specifications and dimensions
Delivery time
Current product or system compatibility
Service and installation requirements
Product and packaging recommendations
Filtering of suitable products
Alternative products
Complementary products and services
Top model or economy option
Product kits and packages
Campaign eligibility
Controls
Product availability for sale
Variant and configuration validity
Stock or supply status
Pricing and campaign feasibility
Customer and regional restrictions
Delivery and service capacity
Explainable proposal
The agent should be able to see which customer need the recommendation is based on. Recommendations generated by AI or rule engines should be validated against the risk of mismatches and outdated information.
Use guided selling not to load more products onto the customer, but to prepare a suitable and feasible offer based on their needs.