Challenges that are currently hindering operations
Salespeople rely on their memory or calls to the office
When they don't have access to real-time customer, catalog, or inventory information.
LIMITED VISIBILITY AT THE TIME OF THE VISIT
When they don't know what to sell, who to target, or when is the best time.
LESS COMMERCIAL UTILIZATION
When there isn't enough context to identify upsell or cross-sell opportunities.
CONFLICT BETWEEN SALES, CATALOG, AND INVENTORY
When there is a mismatch between what can be sold and what is available.
Áreas donde
generamos valor
Automatiza interacciones de alta frecuencia
Resuelve casos repetitivos y de baja complejidad con reglas, contexto e integración.
Asiste al agente humano en tiempo real
Sugiere respuestas, siguientes pasos, contexto de cliente y acciones recomendadas durante la interacción.
Evalúa conversaciones continuamente
Mide calidad, cumplimiento, sentimiento, escalaciones y oportunidades de mejora.
Escala con contexto completo
Cuando se requiere intervención humana, el caso llega con el historial, la clasificación y la información relevante.
CONTEXTUAL SALES SUPPORT
Customer information, current catalog, prices, and inventory at the point of sale.
PRODUCT RECOMMENDATIONS
Cross-sell and upsell recommendations based on customer behavior and product availability.
OPERATIONAL ACCESS TO INFORMATION
Quick inquiries about customers, orders, returns, and account balances.
ORDER ENTRY AND VALIDATION
Order entry with validation and real-time operational context.
Mobiik solutions for field sales and distribution
CONTEXTUAL SALES SUPPORT
Tools that provide a comprehensive overview of customers, the product catalog, pricing, and inventory.
PRODUCT RECOMMENDATIONS
Smart recommendations based on behavior and availability.
OPERATIONAL ACCESS TO INFORMATION
Quick inquiries about customers, orders, returns, and account balances.
Specialized agents for field sales and distribution
Using Mobiik’s cognitive infrastructure, we deploy specialized agents that do more than just answer questions: they assess the context, consult multiple systems, recommend actions, and execute or escalate them according to governance rules.
UPSELL AGENT FOR FIELD SALES REPRESENTATIVES
It provides the salesperson with a complete overview of the customer, the current catalog, prices, inventory, and recommendations.
VISIT COORDINATOR
Review the history, opportunities, and alerts before the sales visit.
ORDER ENTRY AND VALIDATION AGENT
Helps with order entry by providing validation checks and operational context.
PORTFOLIO AGENT AND SECOND-BEST BID
Suggest cross-sell and upsell opportunities based on customer behavior and product availability.
Transform your Business with AI and Cloud Solutions
CRM
ERP
Product Catalog
Pricing engine
Inventory
Routes
Sales history
How we
implement it
This solution is implemented within the AI Operating Program from Mobiik. We don't just set it up and walk away. We become an integral part of your operations.
FRAMEWORKS
MAIVA (strategy), AiiOps (construction), AVIVA (culture), CONEXA (adoption)
OPERATION
MaaS AgentOps: 24/7 observability, FinOps, quality gates, and continuous evolution
DEPLOYMENT
In your own environment. Your data, your control. Compatible with Azure, AWS, and Google Cloud.
