Provide contextual guidance on improving the sales representative’s store visits

This feature provides insights such as survey summary, survey recommendations, and survey differences, by analyzing past completed surveys form previous visits to the account (currently applicable to checklist surveys only). The sales representatives can use these insights for their upcoming visits and enhance their interactions with customers.

Overview

Store Survey Summary

Summary of several past surveys in the same store and highlighting differences to help the field sales representative to be better prepared and do the right action

AI-Powered Survey Summaries

Eliminates the need of reviewing tens of PDFs summaries or skimming through past surveys to look for unstructured notes but instead quickly consume the survey summary built via Generative AI

Store Survey Analysis Efficiency

50% time saved in compiling and analyzing the store surveys

Details

Solution type

AI Feature