API Console

Swagger | Microservice

Executive Summary

Administer the availability and allocation of product specialists to support sales activity

Examples of Use

A relationship manager requests specialist support for a customer seeking investment product selection advice

Role Definition

Track availability and utilization and assign product specialists to support sales activity (for both internal customer up-sell and external prospect acquisition activity). This can include the administration of customer fees/charges if applicable

Related Business Scenarios

Core Business Object

Sales Specialist Support Assignment Session

Key Features

  • Track the availability of specialist product support
  • Assign resources in response to support requests
  • Obtain and process feedback from customers as to the effectiveness and impact of support