Overview:
Resellers purchase history is analyzed in terms of categories, subcategories and vendors preferred. This information is crucial for providing recommendations that truly align with their interests. The New for You Engine is your secret weapon for creating compelling and personalized quotes. These steps will help you to offer personalized Recommendations to resellers using Sales Assistant in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the left navigation bar of CRM, navigate to Sales and click Quotes.
Choose your desired quote view from the drop-down menu located on the upper left corner of the screen.
Alternatively, search for the specific quote using the filter or quick find icon.
Open the quote by clicking the quote name (a hyperlink).
Click the ellipsis icon on the command bar and click on Sales Assistant.
If your screen is already zoomed out, the Sales Assistant button might be already displayed on the command bar.
You will be directed to X4A - Sales Assistant.
A list of products will be displayed.
Click the Plus (+) or Minus (-) icon to adjust the quantity of the desired products.
Click Add to add the desired products to your quote.
Click Update quote. You will be redirected to CRM with the updated quote.