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Personalized Selling
Dashboard / Analysis

Personalized Selling

It used to be that an informative web site was sufficient. Today customers also expect to be able to interact with you via your web site, and to do so quickly and intuitively.

VisualCalc’s personalized selling solutions will help you lead your customers to the right product for their needs. Attract customers with an engaging and intuitive user interface. Guide them by asking relevant questions. Close the sale with an immediate call to action. Keep them coming back to see how changes in their circumstances might change their product needs.

These tools can also be used by your sales organizations to guide customers through complex products or to adapt discussions to life-style changes. Whether used by sales or by the customer directly, personalized selling solutions can help you increase close rates, reduce cycle time and increase revenues.

VisualCalc’s infrastructure enables rapid implementation while offering you full customization. It let’s you define your business rules, your desired results and your web-design standards, including compliance with the Americans with Disabilities Act. We provide the user experience and the data analysis expertise.

Explore examples of our work. Then contact us to learn how we can guide your customers to the right decision, then help you monitor and analyze your customer interaction data using our Dashboard / Analysis tool (D2D™).

Financial Institution Applications Business Applications
Bank of America

Consumer Deposits
Build Your Own CD Ladder

Consumer Checking
Advantage Checking

Small Business
Account Fit tool (public version)

Countrywide Bank

Certificates of Deposit
CD Laddering

Quantum - SnapAppliance

Network Storage Devices
ROI Tool

Synergex

VisualSmart BI Tool
ROI Tool

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