An Outside Sales Rep is running a complex sale and needs to conduct an elaborate review of their deal, evaluating the depths of the budget, authority, need, and timing. A Youreka assessment emerges in the details of the Opportunity and asks the Rep a series of questions to further investigate the Reps ability to forecast and win the deal accurately. Youreka discovers the next actions the rep should take to answer unknown questions and advance the pursuit.
A brand representative enters a store to review product placement, promotional discounts, and opportunities for new displays. The representative captures all the details of their store visit in a Youreka form on their tablet. The Youreka form automatically recommends adjustments to the promotions or products that may benefit from being highlighted in that particular store.
A proud new car owner visits their dealer’s website and fills in a Youreka form to make a service appointment for their 10K mile checkup. The smart form already knows the owner’s contact information and the model of the vehicle and merges this information in to make the reservation process as streamlined as possible. The Youreka form even discovers promotions that may interest the owner based on their inputs and suggests them after the reservation is made.