How to Use the Quick Insights Feature in Sales Assistant in CRM

Overview:

This article explains how to access and use the Quick Insights feature in Sales Assistant within Xvantage for Associates (X4A) CRM.

Quick Insights provides key partner purchasing trends and recommendations based on the previous 120 days of activity. To view these insights, select the Quick Insights icon next to a partner's BCN.

The insights include:

Average order size for the partner.
Most recent order details, including order value and purchase date.
Average order frequency.
Top vendors and product categories purchased by the partner.
Market-wide trending products within those categories.

Process:

Go to My Apps and open Okta.
In Okta, search for X4A and open it.
- Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM navigation menu, go to Sales > Quotes.
Ensure the quote view is set to All Quotes.
- To change the view, select the view drop-down menu and choose All Quotes.
Locate the required quote using either:
- Filter By on the column headers, or
- The Filter by keyword search bar.
Open the quote by selecting the quote name.
From the quote page, select the Sales Assistant button in the command bar.
- If the Sales Assistant button is not visible, select the ellipsis (...) to view additional command options.
The Sales Assistant page opens.
Select the Quick Insights icon next to the partner's BCN.
Review the available partner insights, such as average order size, recent purchases, purchasing frequency, and preferred vendors.
To view additional details and recommendations, select the Insight Dashboard link.

The Quick Insights feature provides a quick view of partner purchasing behavior and market trends, helping you make more informed product recommendations and quoting decisions.