View, Search, and Compare Offers from the Catalog
You can browse, search and filter the offers catalog to find relevant offers as part of an assisted buying journey. Here's what you can do:
-
Use the Customer Interview page to prefilter the offers catalog based on customer requirements.
-
Perform free form and filtered searching of offers catalog to find relevant offers for customers.
-
Compare offers, view features, and pricing side by side.
-
View offer details.
It enables you as an agent to identify offers that are the most relevant to the customer needs for increased sales and post sales customer satisfaction. Here's the process flow for the offers catalog:
-
You receive a call from the customer interested in purchasing an offer.
-
Inbound call screen pop directs you to the Sales Catalog page.
-
Alternately, open Sales Catalog page from Contact Search page by selecting from the Action menu.
-
Search through the sales catalog, which is prefiltered based on the customer information.
For example, if the customer segment is consumer, residential catalog is displayed.
-
Use filter chips and search bar to locate offers the customer is interested in.
-
Display offers in tile or list format to find and communicate information to the customer.
-
Select different filter chips to easily search using predefined filters.
-
Get more details of a particular offer by viewing the summary information on the tile and also by drilling down the tile to display the Offer Details page.
-
View the features summary, marketing features details, offer details, product guide, and similar offers.
-
Click the Arrow icon next to offer name to return to Offers Catalog.
As an agent, you can compare different offers and inform the customer about benefits, features, and pricing that is most suitable for their needs.
-
Select Compare check box for comparing offers on the Offers Catalog page.
-
Click Add to Compare to view offer comparisons on the Offer Comparison page.
-
Click the Arrow icon next to Offer Comparison to return to Offers Catalog.
Customer likes an offer after hearing about the details and how it compares to the other options. You as an agent, can add it to the cart to proceed with the configuration of the offer. You can continue shopping on behalf of the customer if additional products and services are required.
-
Click Add to Cart on the offer tile.
Message is displayed showing that the offer is added to the cart and View Cart button is displayed.
Note:If the offer that is added to the cart is a mobile plan that supports multiple mobile lines then a dialog box is displayed where you can specify the number of mobile lines to be added to the mobile plan of the customer.
-
Click View Cart button.