Your application and buyer experience
Can you build around our existing frameworks, spreadsheets and sales processes?
Yes. We can turn questionnaires, maturity frameworks, Excel calculators, pricing models and manual workflows into interactive applications. If the material is incomplete, we can work with your subject experts to develop it. This includes defining the questions, calculations, scoring, recommendations, reports and user experience.
Can we connect several tools into one customer journey?
Yes. An assessment can identify gaps, a recommender can suggest relevant solutions, and an ROI or business-case tool can help buyers evaluate the investment. Pricing, proposals and statements of work can support the commercial stages. We design which tools belong together and what information should carry between them, so buyers do not repeatedly enter the same details.
Can the experience work independently, with AI guidance and alongside our sales team?
Yes. Buyers can explore through self-service tools, receive AI assistance when they need explanations, or involve a sales or technical specialist. A hybrid journey can pass the relevant requirements, responses, results and open questions into that conversation, with appropriate consent.
How much can we customise?
We can tailor the framework, questions, branching, calculations, recommendations, design and reports. This can include short and detailed assessments, combined assessment and ROI experiences, multi-product recommendations, different currencies and approval workflows. We can customise an existing application or develop a bespoke solution around your requirements.
Accuracy, AI and useful outputs
How do you make sure the calculations, scores and recommendations are reliable?
We agree the underlying model with your subject experts, including its inputs, formulas, weightings, assumptions and decision rules. We test agreed scenarios and edge cases, then review the outputs before launch. Benchmarks and supporting data need an agreed source, and changes to the model should follow an agreed review process.
Where does AI help, and what remains governed by our rules?
AI can help develop initial content and application drafts. Within the customer experience, it can clarify questions, explain results and help buyers explore relevant information. Scoring, financial calculations, product eligibility and pricing remain governed by the approved model and rules. The role of AI, its information sources and when it should hand over to a person are defined for the application.
What information do customers and our sales team receive?
Customers can receive a personalised result, recommendations, comparison or downloadable report. Sales teams can receive a different view containing the agreed contact details, responses, scores, priorities and recommended follow-up. The outputs are designed around what each audience needs, rather than giving everyone the same report.
Enterprise rollout and ongoing management
Can we adapt applications across our portfolio, markets and partners?
Yes. We can create versions for different products, industries, audiences, languages, currencies and partner brands. These can share an underlying framework while using different content, questions or recommendations where needed. We agree what remains consistent and what local or product teams can change.
How will the application fit our website, systems and hosting requirements?
Depending on the application, deployment can include embedding it within your website, publishing on a dedicated domain or subdomain, or a bespoke deployment in your environment. Connections to CRM, marketing automation, sales enablement and other systems are scoped through suitable APIs, webhooks or supported connectors. Your technical and privacy teams help define access, consent, data handling and security requirements.
Who creates, maintains and improves the application after launch?
We can support requirements definition, framework development, content, UX and UI, design, development, testing, deployment and integration. Where administration features are included, your team can manage agreed content, settings or variants. We can provide assisted updates, maintenance and further development, using engagement data, completion rates, genuine enquiries and sales feedback to prioritise improvements.