Realize Your Full Sales Potential

Streamline the sales process and enhance revenue opportunities with CostGuard’s Guided Assignment feature. Guided Assignment is the configuration solution for service providers to create step-by-step sales process flows for a more consistent and easy to understand user experience. Process flows can be defined to support a specific sales activity and help personnel to sell the correct products and services. Guided Assignment can be used in both call center and retail environments to create a better customer experience.

With CostGuard’s Guided Assignment capabilities, you can:
Create and maintain process flows for sales to be done as efficiently as possible
Add scripts to remind personnel of additional sales or promotion opportunities
Identify upsell and cross-sell opportunities based on customer selections
Define Starting Codes for users to begin a process flow
Enforce a proper flow during the selling process to improve order accuracy
Eliminate manual processes to ensure data integrity