The automatic detection of products and pains is a feature that allows the software to identify the appropriate Product/Pain for the lead based on their responses during the application of filters.
This feature is especially interesting in scenarios where you have an extensive portfolio of products/pains and your sales team has difficulty bringing the best solution to the customer. Or even when there is a division between sellers who are more familiar with a particular product or type of pain. This will make it easier for the pre-seller to make an appointment with the seller responsible for the product and/or pain detected.
To configure an automatic detection rule you must follow the steps described below.
1. With the manager profile, access the Settings menu , then click on the Detection Rules
2. After that, click on Register New Rule to create a new product and/or pain detection rule.
3. Define the rule name and click Next.
4. Choose at least one product and/or one pain:
Note: You can select more than 1 product and/or pains for detection.
5. Next, you will define which step this rule applies to
6. Then you will carry out a similar procedure, but selecting the question and answer you want to detect that product and pain.
Note: You can select more than one question and answer to generate a combination
7. The next stage consists of defining which questions and answers ELIMINATE the detection, that is, which alternatives that, if answered by the lead , prevent the detection of the product or pain.
Note: This part should only be done if there is a question and answer that eliminates the detection, if not, you can just proceed by clicking Next.
8. Finally, a rule summary screen will appear. Just check that everything is set up as expected and click Save.
That's it, product and pain rule detection configured! (:
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