How to Use the Sales Assistant in CRM

Overview:

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

Sales Assistant is a recommendation tool that helps Sales Associates build and enhance quotes by providing product recommendations, partner insights, and other data-driven suggestions that support quoting activities.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM navigation menu, go to Sales > Quotes.

6. Ensure the quote view is set to All Quotes - ANZ.

   • To change the view, select the view drop-down menu and choose All Quotes - ANZ.

7. Locate the required quote using either:

   • Filter By on the column headers, or

   • The Filter by keyword search bar.

8. Open the quote by selecting the quote name.

9. On the quote page, select Sales Assistant from the command bar.

   • If the Sales Assistant button is not visible, select the ellipsis (...) to view additional command options.

10. The Sales Assistant opens in a new browser tab.

11. You can use Sales Assistant to enhance your quote with product recommendations, partner purchasing insights, and other intelligent suggestions designed to support the quoting process and improve sales opportunities.