The rules set are based on the marketing team business experience and makes it easy for customer facing professionals to know exactly what to propose to walk-in customers. It can also be used to display targeted offers on ATMs, mobile banking Apps or internet banking systems.
The Sales Recommendations Admin module lets you specify rules such as: If customer age is between 25 and 35, if employer is a school and if salary between 1,000 and 2,000 USD then offer a silver credit card. A sales script can be added to help the sales person convince the customer. The offer can be snoozed so that it is not constantly proposed and all actions are logged to measure the the performance of the inbound marketing campaign triggered by the rule.