Total Beverage Value

Customer Sales Analysis Tool

The sales team needed an interactive tool to assess the needs of the customer, and make appropriate recommendations for potential sales opportunities. We built a branded wizard that allowed the customer—with or without an associate present—to take a brief survey in areas that most relate to their needs, and be given a customized report of recommended resources available for purchase. The tool followed the sales team’s “four pillar” strategy, and made recommendations according to their familiar methodology. The solution included informational background on each of the pillars, the ability to explore each recommended solution, with links to more information on the customer site, the ability to print out their report, or save a jpeg for email or later reference.

See a short video of it in action:

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