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The client was needing to provide their telesales representatives with information enabling meaningful conversation across their customer’s portfolio. Their current solution needed extensive manual effort to produce the existing Excel-based tool.

ProfitOptics extracted the features of the existing tool and validated need with users. Prioritizing validated needs created a much simpler interface that highlights areas of greatest opportunity and leads representatives to actions.

The result lead to an application that users and managers, in the words of the VP of National Telesales Operations says, “love”. ProfitOptics eliminated the manual report creation process and improved rep performance within the system.

Consolidator

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