AI-powered NBO recommender tool for surefire sales closure
Convert customer data into actionable intelligence and translate it into a profitable sale. Lead your sales team to win the best possible next business opportunity. Close more deals by pitching the right product to the right customer at the right time.
Understand customers better
Get a 360° view of customer’s financial status and history. Gain from an insightful analysis of earning, spending, and saving patterns.
Unravel potential opportunities
Ascertain customers’ needs and aspirations with unmatched accuracy. Go after profitable cross-selling or upselling opportunities.
Elevate customer engagement
Keep customers excited with personalized products and services. Succeed by securing their trust, loyalty, and interest.
Never miss a selling opportunity
Include NBO possibilities in your sales funnel. Integrate with sales force automation and CRM tools for seamless management.
Enable your sales teams to stay focused on credible opportunities. Reduce expenses and increase effectiveness with targeted marketing campaigns.
Use the power of analytics to discover the unknown facets of the customer’s financial data. Aggregate, correlate, and analyze information to spot well-founded, workable leads.
Achieve tangible results
Classify customers and personalize offers. Adopt the most effective strategy to address the customer’s exact needs. Pace your efforts perfectly to close deals in time.
Engage your sales team in productive work that yields results every time. Keep them inspired with innovative, value-centric upselling and cross-selling opportunities.
Tweak it to your needs
Customize the tool to your line of business. Configure workflows and customer engagement models. Extend the functionality of your CRM through an API.
Understand customers and succeed by offering them what they need
As customers get more discerning, the conventional one-size-fits-all sales approach falls through. Here’s where AI Steer, the NBO recommender can help. Its data-driven predictive analytics capability enables you to foresee and fulfill customer-specific requirements.
Increase sales volumes by proactively pitching what the customer requires. Keep identifying opportunities for additional business.
Ensure your team spends time and energy more productively. Adopt a focused approach to sell specific products to specific customers.
Entice customers with personalized offers that address their immediate needs. Inspire them to keep coming back for more.