How are assessment scores used to suggest further action?

The power and value of ARPEDIO Sales shines through in the post assessment process . Based on the scores of your assessment, a plan with suggested actions is created in order for sales reps to make decisions on how to further develop a sale. This is the power and value of ARPEDIO right in your palm!

Based on your answers, ARPEDIO will display a number of focus areas that contain a series of associated actions that reflect best practices and winning techniques to move a sale forward to a successful close.

The rules, which trigger an action, can be fully customized by your Salesforce admin.

However, this is the default rule:

  • Questions answered “Not started” result in relevant actions for closing information gaps and building support.

To add an action to your tasks in Salesforce, simply click “Add task” next to the action you want to add.

Below is an example of an Action Plan.

suggestedA.png

Want to know more about Focus areas? Click here.  

Or do you want to fully understand the rules behind the suggested actions? Click here.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk