Assistants /

Sales Enablement Assistant

Sales Enablement Assistant

Supports advisors with context-based offer and product recommendations.

30% higher conversion rate

Strengthen sales with data

Strengthen sales with data

Challenges

  • Confusing product portfolios

  • Lack of personalisation

  • Time pressure during consultation discussions

What it does

  • Offer suggestions

  • Cross

  • Selling

  • Impulses

  • Conversation guides

Impact on the business

  • Higher completion rates

  • Increase in turnover

Description

The Sales Enablement Assistant analyses customer data, product portfolios and market information in the context of your CRM. It creates personalised proposal suggestions and conversation guides. Integration into existing systems enables data protection-compliant and context-rich consulting.

Industries

Financial sector

Roles

Sales Enablement Manager

Financial advice

Relevant for

Sales, Customer Advisor

Use cases

Data analysis

Customer communication

Process automation

Prices

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Contact Sales

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