Guided Sales Support

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