The Virtual Sales Advisor Machine 5

 

We continue the discussion on SAM the Virtual Sales Advisor Machine. 

 

Role 2: Automatic SAM—Becoming the Sales Professional 

In its second role, SAM will eventually be deployed to handle many of the sales process steps currently performed by human sales reps. As the knowledge base becomes more robust, SAM could potentially even handle transactions for medium- to large-ticket items.

 

Here are 6 areas where SAM can serve in the role of the sales professional:

 

1) Customer Conversations – SAM will personify the actions of a human sales professional to guide the steps of the sales process by directly communicating with the customer. As SAM manages the conversation with the customer, it will also know when a human sales professional needs to be engaged in the sales cycle. 

 

2) Customer Surveys – SAM will correspond with the customer to gain an understanding of business needs, requirements, and issues. The customer provides preliminary information that can accelerate SAM’s discovery of the customer’s needs. 

 

3) Solution Selection – SAM will evaluate the results of the customer surveys, then select the type of solutions that could work best for the customer. SAM will also favorably position the selected solution by communicating unique differentiators and business value points.

 

4) Solution Recommendation – Using all available data from the surveys, the CRM, and purchase history based on the needs of other customers, SAM will make specific recommendations for the solution(s) to be proposed. 

 

5) Pricing Proposal – SAM will prepare and deliver customer proposals that document the pricing, terms and conditions; any relevant case studies or testimonials; and a business value proposition that is tied to the unique benefits of the proposed solution.

 

6) Customer Service Assistant – SAM will answer solution-related questions, select specific solution options, and resolve simple to moderately complex service issues.

 

I’m DJ Sebastian, and we’ll continue the discussion on the Intelligent Virtual Sales Advisor Machine in the next briefing. 

 

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