Customer service and sales reps have limited visibility and time to gather competitor offers and products manually. Improve customer satisfaction and retention by always offering the best pricing and offers compared to competition with Offer Matching, all while protecting your margins.
Gather and analyze detailed attributes of competitors' broadband products such as speeds, prices and promotional offers.
Objects Referenced
Account, Contact, Quote
Data Sources
CRM, Data Cloud
Template Type
Record Summary
How to use
1. Create an Enterprise Quote
2. Add Products
3. Click "Match Offer"
Availability
Coming soon*
Enhance customer satisfaction and retention with personalized offers based on customer segments, needs and preferences.
Objects Referenced
Account, Contact, Quote
Data Sources
CRM, Data Cloud
Template Type
Flex
How to use
1. Select a competitor
2. Select a plan name
3. Click Match Accepted
Availability
Coming soon*
Generate a personalized sales pitch that sales and customer service reps can use, based on the customer's account history and the offer generated.
Objects Referenced
Account, Contact
Data Sources
CRM, Data Cloud
Template Type
Flex
How to use
1. Open Einstein window
2. Select Sales Pitch under Inquiry Type
Availability
Coming soon*
Deliver the best possible offer to customers while protecting margins and profitability.
Objects Referenced
Account, Contact, Product, Quote
Data Sources
CRM, Data Cloud
Template Type
Flex
How to use
1. Profitability Analysis automatically generated when comparing offers
Availability
Coming soon*
DISCLAIMER: *Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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