Enhance sales productivity and proactive customer service by using the Industries Sales Assistance and Asset Service Management agents. Sales reps can automate tasks like searching for products, accessories, and parts, creating opportunities with dealer mapping, and generating quick quotes with manual discounts. Service reps can efficiently manage service estimations, incorporating price books, product coverage, and warranties to produce enriched, detailed customer quotes.
- Boost Sales Productivity with Industries Sales Assistance
Search for products and relevant accessories, find relevant dealers that sell them, create a single opportunity for multiple selected products, and manage trade-in requests for assets with the Industries Sales Concierge agent topic. Use the enhanced features of the Automotive Sales Concierge agent topic, now a part of the new Industries Sales Assistance agent template, to support more AI-assisted task automation and increase productivity of sales reps. Search for and select relevant accessories for a vehicle. Search for dealers that sell a particular vehicle and choose to capture the details as opportunity preferred seller records. Create a quote and add manual discounts as required. - Efficiently Manage Coverages for Proactive Customer Service
Improve proactive customer service by using the enhanced features of the Asset Service Estimation and Vehicle Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject.