An outside sales rep is working a complex deal and needs to review the key facets of it (budget, authority, need, and timing). A Youreka assessment, within the Opportunity in Salesforce, helps the rep forecast more accurately in their deal review by asking them a series of investigative questions. What's more, Youreka discovers and tells the rep the next best actions to take to increase their chances of winning the deal.
A brand representative for a Consumer Goods company enters a retail store to review product placement, promotional discounts, and opportunities for new displays. The rep captures all the details of their store visit in a Youreka form on their tablet. The Youreka form automatically recommends adjustments to promotions and/or products that will drive revenue for the rep.
A proud new car owner visits their dealer’s website and fills in a Youreka smart form to make a service appointment for their 10K-mile checkup. Youreka streamlines the reservation process by pre-populating with information it already knows about the owner (e.g., the owner's contact information and vehicle model). Youreka even suggests certain promotions based on the data the owner has entered in the form.