Summary:
This article explains the enhanced Call Outcome capabilities available in Xvantage for Associates. It covers the new outcome options, automated quote status updates, bulk call creation functionality, and smarter follow-up reminders. These enhancements help associates document customer interactions more accurately, improve quote management, and focus follow-up efforts on opportunities that require action.
Table of Contents:
What has changed in Xvantage?
What are the new Call Outcome options?
What happens when I select "Ordered"?
What happens when I select "Expired Quote"?
What does "Quote Update – New Information Requested" mean?
When should I use "Budgetary Only"?
When should I use "Duplicate Quote"?
Does Xvantage support Bulk Call Creation?
How do Follow-Up Reminders work?
What are the benefits of these enhancements?
Who should use these features?
Question #1: What has changed in Xvantage?
Answer: Xvantage now offers 10 Call Outcome options within My Quote Insights, expanding the previous selection of five outcomes. This enhancement provides greater flexibility when documenting customer interactions and helps associates capture more meaningful engagement details.
Question #2: What are the new Call Outcome options?
Answer: The following Call Outcomes have been added to improve tracking and reporting:
Ordered
Expired Quote
Quote Update – New Information Requested
Budgetary Only
Duplicate Quote
These options provide more precise insight into quote status and customer intent.
Question #3: What happens when I select "Ordered"?
Answer: When Ordered is selected as the Call Outcome, the associated quote is automatically updated to a Won status. This helps ensure quote records accurately reflect successful sales outcomes.
Question #4: What happens when I select "Expired Quote"?
Answer: When Expired Quote is selected, the associated quote is automatically updated to a Lost status. This eliminates the need for manual quote closure and improves reporting accuracy.
Question #5: What does "Quote Update – New Information Requested" mean?
Answer: Select this outcome when a customer requests additional information, clarification, or quote updates before making a purchasing decision.
Examples may include:
Requests for revised pricing
Product configuration changes
Additional product details
Updated quote requirements
Question #6: When should I use "Budgetary Only"?
Answer: Use Budgetary Only when a customer is collecting pricing information for planning or budgeting purposes and is not yet actively pursuing a purchase.
This outcome helps distinguish early-stage planning discussions from active sales opportunities.
Question #7: When should I use "Duplicate Quote"?
Answer: Select Duplicate Quote when a quote has been identified as a duplicate of another existing quote and should be tracked accordingly.
Using the correct outcome helps maintain clean and accurate quote records.
Question #8: Does Xvantage support Bulk Call Creation?
Answer: Yes. Xvantage now supports Bulk Call Creation, enabling associates to create and update calls for multiple quotes at the same time.
Benefits of Bulk Call Creation:
Reduces repetitive manual work
Saves time when managing high quote volumes
Improves productivity
Supports more consistent customer follow-up
Question #9: How do Follow-Up Reminders work?
Answer: Xvantage generates Smarter Follow-Up Reminders only for Call Outcomes that require further action.
This approach helps:
Reduce unnecessary reminders
Improve task prioritization
Focus attention on quotes that require customer follow-up
Increase follow-up efficiency
Question #10: What are the benefits of these enhancements?
Answer: These improvements are designed to help associates work more efficiently while providing better visibility into customer engagement and quote activity. Benefits include:
Improved data accuracy
Simplified quote management
Increased visibility into customer interactions
Better insight into sales progress
Reduced manual effort through automation
More efficient follow-up activities
Question #11: Who should use these features?
Answer: These enhancements are intended for associates who perform outbound IDA calling activities and manage customer quote follow-up within Xvantage.
They are particularly valuable for users who:
Regularly engage customers regarding quotes
Track customer responses and outcomes
Manage quote pipelines
Perform follow-up and quote progression activities