Introducing OCE Optimizer
Optimize alignments, segments, and engagement plans across all customer interactions
Click a capability
to see how it works
Segmentation
Engagement
plan
Alignment
OCE Optimizer
Segmentation
Engagement
plan
Alignment
Anticipate trends to identify opportunities and refine targets
Segmentation
Intuitive segmentation
Capabilities
·
Use case
Create segments and identify targets using the intuitive segmentation builder interface
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Build static, dynamic, and nested segments based on any account and engagement attribute
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Incorporate segments into multichannel engagement plans for use by personal and digital engagement applications
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Update customer segments by incorporating intelligent and dynamic profile data for more targeted campaigns
Back
1.
Use OCE Optimizer to visually and intuitively segment into intelligent groupings
2.
OCE Sales and OCE Marketing execute campaigns, tracking customer interactions and responses
3.
OCE Optimizer suggests ways to fine-tune segments based on Ada analysis of sales potential
Outcome – Publish enhanced static, dynamic, and nested segments to CRM and marketing applications
Modify plans based on customer preferences and market events
Agile engagement plans
Capabilities
Use case
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Orchestrate HCP/O interactions across multiple engagement channels
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Analyze prior engagements, performance data, and market events to refine plans
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Manage the frequency and quantity of plan adjustments based on organizational capacity
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Publish plans to numerous personal and digital customer engagement solutions for execution
1.
Leverage intelligent segments and dynamic customer profiles as inputs into engagement plans
2.
Go to market with effective engagement plans for each customer segment to achieve business goals
3.
OCE Optimizer proposes course corrections to engagement plans based on Ada analysis of prior interactions and preferences
Outcome – CRM and marketing applications execute updated engagement plans that Ada regularly enhances
Engagement
plan
·
Apply rules-based field adjudication of engagement plans
Back
Balance and optimize outliers quickly with realignment
Responsive alignments
Capabilities
Use case
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Inform alignments with dynamic customer profiles for optimal territory definition
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Compare different alignment options using what-if scenarios
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Setup intuitive workflow-based rules and visualize alignments with ease
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Show the impact of changes with intelligent, maps-based adjudication
Back
1.
Create base data including field users, products, and territories to set up sales coverage
2.
Simulate different field alignment scenarios, then compare them with the help of Ada to identify the best resource deployment
3.
Release the optimized field alignments to CRM, directing the field to engage with customers they were assigned
Outcome – Intelligent Ada algorithms analyze profile and geolocation data to target a group of customers
·
Help operations with root cause identification for modified account alignments
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Enhance alignment balance and optimization using built-in analytics
Next
Next
Next
Engagement
plan
Engagement
plan
Segmentation
Segmentation
Alignment
Alignment
Alignment