All the essential information in one place. Assigned and own tasks, customer data, and documents (from CRM or ERP systems), integrated map and navigation, reports, graphs. Daily reports are available.
Engaging Customer involvement
Sit next to your customers and involve them in the sales process. Let them fill out the interactive forms (classification, financial planner), let the calculation and offering be transparent – our AI based engine supports all of these.
All critical information recorded by the automatic meeting memo function. The memo is shareable with the customer and can also be synchronized with your CRM.
Documents are always up-to-date in the SCOLVO app, on every device (mobile, tablet, web). A presentation function is also included with graphic note taking (drawing) for better explanation and understanding
It is an engaging and interactive sales support system which helps the advisor to stay on track to discover every financial need of the customer. The system learns from the best practices.
Where to use SCOLVO Sales?
Scolvo Intelligent Sales is the ultimate selling machine that you can use in any personal sales situation: even at the customer’s, in the office, in a coffee shop or the branch offices of banks or insurance companies.