Offer your staff access to a digital expert

Rather than capture your product, policy and procedure rules and logic into hundreds of documents or process flows that are difficult to maintain and no-one really references anyway, capture them into targeted Virtual Advisor (VA) apps within CLEVVA.
Then embed your VAs where staff need them – either inside their operating system screens, inside different intranet web pages or in a web app on their mobiles. The result is that without knowing all the details, you can ensure everyone asks the right questions, identifies the right answers, and take the right actions, with a detailed record to prove it.
01

Consistent. Compliant. Sales

Give your sales team the confidence that they can correctly apply your detailed sales formula without having to worry about making a mistake. By building them a sales VA, you can guide them through required meeting preparation; client need analysis; solution identification and cross sale, as well as all resulting actions. Plus everything can be tracked and immediately fed into relevant CRM and ordering systems so that relevant data is updated and actions are triggered. Think of it as a sales navigator for all your staff.

Focus

IMPROVE

Sales Closure Rates

IMPROVE

Cross Sale Ratios

IMPROVE

Business Insights

IMPROVE

Qualified Leads

IMPROVE

Customer Satisfaction

IMPROVE

Sales Compliance

REDUCE

Traning and Support

Client Reference : Sales VA

Client Reference : Sales VA

Case Studies

CONSTRUCTION

A large national wooden door, window and skirting manufacturer distributes over 10 000 product variations. Read about how they used a Navigator ensure all sales staff consistently ask the right questions and offered the right products, without having to be product experts themselves.

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TECHNOLOGY

A large technology product distributor needs to enable hundreds of resellers to sell their extensive and complex product catalogue. Read how they built a Navigator to guides sales people through a comprehensive, dynamic customer need analysis that then recommended relevant products instantly. As a result, resellers no longer are required to be product experts in order to sell.

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RETAIL

A large South African Retail Bank with over 800 retail outlets across the country sells a wide range of financial products to walk in customers. Read how they built a Navigator to consistently guide sales staff through customer conversations, ensuring they ask the right questions, identify the right needs, and recommend the right products, with a detailed Record of Advice to prove it.

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  • WORKS OFF
  • Embedded iFrame in your CRM
  • Approved Chatbot Front-end
  • Intranet Link
  • Mobile Web App
02

Consistent, Compliant. Policies and Procedures

Help all staff accurately apply clearly defined procedures and policy rules by helping them analyse their specific challenge, identify and apply the right procedures and interpret the right policy rules. Also ensure that every decision and action is tracked for compliance purposes.

Focus

Adminstrative Teams

Compliance Officers

Production Teams

Shared Services (HR, Legal, IT)

Case Studies

HUMAN RESOURCES

A large Bank with offices across Africa needed to ensure that, when HR decisions had to be made by in-country line managers, they were done in line with relevant policies and procedure guidelines. Read how, rather than try build in-country HR teams, they looked to build a Navigator capable of diagnosing every known HR challenge and guiding staff to desired HR outcomes with detailed compliance records to prove it.

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COMPLIANCE

A large Bank, concerned about compliance risk, wanted to find a more effective way to ensure staff made the right decisions and took the right actions, with compliance records to prove it. Read how they looked to build a Navigator capable of diagnosing every known situation and then guiding staff in real time to ensure they made the right decision and took the right action, with a detailed record to prove it.

Read more
  • WORKS OFF
  • Embedded iFrame in Relevant Operating System
  • Intranet Link
  • Approved Staff Chatbot Front-end
  • Mobile Web App
03

Consistent. Compliant. Technical Support

Guide your mobile technical team’s decisions and actions so they consistently follow the right installation procedures; accurately diagnose technical faults; and then correctly resolve each fault just like an expert.

Focus

IMPROVE

Procedural Compliance

REDUCE

Technical Errors

IMPROVE

Customer Satisfaction

REDUCE

Training & Support

IMPROVE

Business Insights

Case Studies

TELECOM

A Mauritian telecommunications company’s contact centre offers support to a broad range of client support queries. Read how they built a Navigator to help call centre agents handle any inbound call without having to worry about whether they actually knew the right policies and procedures to apply.

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BUILDING MANAGEMENT

A flooring product distributor required a more sustainable, cost effective way to offer clients technical advisory services on site. Read how, rather than train more technical specialists, they built a Navigator to guide existing sales staff and clients through real-time site assessments, ensuring they identified relevant risks and found relevant solutions.

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  • WORKS OFF
  • Embedded iFrame in Operating System
  • Mobile Web App
  • Intranet Link
04

Consistent. Compliant. End User Support

Offer software users access to real-time, contextual advice on what to do when standard help proves insufficient; when an error will prove costly; when the variables and decision rules are complex; and/ or when you need a record of what was considered when making a specific decision.

Focus

IMPROVE

Business insights

REDUCE

System related errors

REDUCE

User resistence

REDUCE

Training times

REDUCE

Post go live support

Case Studies

SAP

A global SAP implementation consulting company was awarded the contract to support SAP across a large South African mining company. Read how they built a Navigator for their call centre agents to help them effectively diagnose the user’s problem and work out the right solutions, every time.

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ORACLE

A large telecommunications company decided to adopt Oracle as their primary operating system. Read how they built a Navigator that acted like a real-time super user, showing them how to perform different actions plus helping them self-solve issues when the context matters.

Read more
  • WORKS OFF
  • Embedded iFrame in Operating Systems
  • Intranet link
  • Mobile web app