Rules
Your sales know-how stays in the company
A sales rep’s correction can become a rule for a customer, a group or the whole company. A manager decides which rules apply.
Rules for the whole company, customer groups and individual customers, in every plan.
Know-how stays in the company
Your sales rep corrected the AI once. No need to fix the same thing a hundred times
B2Bmind remembers the names a specific customer uses straight away. They work from that customer’s next enquiry.
For corrections that should apply more widely, B2Bmind suggests rules.
A manager decides which of them apply.
- a new sales rep does not start from scratch
- cover for an absent colleague does not mean lost context
For the item “elbow 16”, the sales rep chose PEX elbow 16×2 mm.
✓ Applies from the next enquiry by Instalacje ZabłocieFor the item “valve 1/2”, the sales rep replaced the M-M version with Ball valve 1/2" F-F.
✓ Applies from the next enquiry by Instalacje Zabłocie“tee 16” means PEX tee 16×2 mm: a rule for the Installers B group.
✓ Applies to all customers in the groupScope
Rules under manager control
Sales rules:
- correction → rule suggestion
- rules for a specific customer
- rules for groups
- global rules
- approval by a manager
- change history
- rule rollback
Why it matters:
- a new sales rep does not start from scratch
- cover for an absent colleague does not mean lost context
- the head of sales sees which know-how is used in quotes
Try it free on your own product data
Leave your details. In a 30-minute presentation we will show B2Bmind on your products, and you will get the free quote simulator for testing.
