Why Zia's Next Best Experience?

1. Zia’s Next Best Experience is entirely automated, continuously learning and adapting based on real-time data.
2. Zia leverages comprehensive data analysis to deliver suggestions that are not just relevant but also optimized for the best possible outcomes, whether that’s nurturing a lead or closing a deal.
   

Availability

Permission required

All users can view this recommendation. Users with administrative privileges can enable it for the organization.

Availability:

Zia - Next Best Experience feature is available for

1. All organizations in the Ultimate edition, and organizations in the Enterprise edition with 10 user licenses and more, in US, EU, IN, CN and AU DCs.

View and act upon Next Best Experience suggestions  

Product details sharing

Meeting/call scheduling

Subscription management

Price quotes

Discount offers

Trial extensions

Demo arrangements

Product details sharing

Sharing product information at the right time is crucial for helping prospects make informed decisions. Zia ensures that your prospects receive the details they need when they need them, automatically adjusting its recommendations based on real-time data.

1. Example: Let's say a prospect Chau kitzman has shown interest in specific product through one of your channels. In this case, Zia could recommend, “Share detailed product specs with the client,” tailoring the information to their needs.
   
   

Meeting/call scheduling

Imagine you're managing multiple deals, each at different stages of the sales cycle. Zia continuously monitors these deals and automatically identifies when it’s the right time to schedule a meeting or make a call, based on past interactions and the current stage of the deal.

1. Example 1: Zia suggests, “Schedule a meeting with Chau Kitzman from Zylker by Monday morning at 7 AM.” This recommendation is based on data showing that early morning meetings have higher success rates in this particular deal stage.
   Along with the Next Best Experience suggestion, you will be able to see the last activity performed. This is to give users context as to what activity Zia took into account in order to generate the suggestion. The last activity information is available for calls, meetings, and email actions.

Example 2: If a prospect prefers meetings next week, Zia might suggest, “Arrange a meeting with Chau Kitzman from Zylker next week,” taking into account the client’s preferences and increasing the likelihood of engagement.

Demo arrangements

Product demos are a critical part of the sales process, especially during the evaluation stage. Zia helps you determine the best time to arrange these demos, ensuring that they occur when the prospect is most engaged, all without requiring any manual input.

1. Example 1: If the data indicates that a Monday morning demo has a high success rate, Zia will recommend, “Schedule a demo for James Merced from Zylker on Monday at 7 AM.”
   
   
2. Example 2: If a client requests a different time, Zia adapts and might suggest, “Reschedule the demo for Christopher Maclead from Zylker as the client prefers next week,” ensuring that the demo aligns with the prospect’s availability.
   
   

Trial extensions

Offering a trial is a powerful way to get prospects to experience your product first-hand. Zia automatically monitors trial usage and suggests when to extend or offer additional trial periods based on the prospect’s engagement level.

1. Example 1: “Extend the trial for Kayleigh Lace from Zylker,” Zia might suggest, when it detects that the prospect is actively using the trial but needs more time to evaluate.
   
   
2. Example 2: If a prospect shows interest but hasn’t had enough time, Zia could recommend, “Offer a 2-day trial extension to Felix Hirpara,” allowing the prospect to explore the product further and increasing the chances of conversion.
   
   

Subscription management

Managing subscriptions can be complex, especially when dealing with renewals, upgrades, or changes. Zia simplifies this by providing timely suggestions on the next best action to take, all based on real-time data analysis with no need for manual configuration.

1. Example 1: If a renewal is approaching, Zia might prompt, “Renew the subscription for Kayleigh Lace from Zylker,” based on the subscription’s expiration date and customer’s usage patterns.
   
   
2. Example 2: For a client showing interest in additional features, Zia could suggest, “Upgrade the subscription for Zylker,” ensuring that the sales team capitalizes on the opportunity to increase revenue.
   
   

Discount offers

Discounts can be a decisive factor in closing a deal. Zia automatically analyzes the prospect’s behavior and the stage of the deal to recommend the optimal time to offer a discount, ensuring you make the right offer at the right time.

1. Example 1: If a prospect is hesitating at the negotiation stage, Zia might recommend, “Offer a 15% discount to Michael Ruta from Zylker,” increasing the likelihood of closing the deal.
   
   
2. Example 2: If the deal is progressing well without needing a discount, Zia could suggest holding off on the offer, thereby preserving your margins.
   
   

Price quotes

Sending price quotes at the right time can significantly influence a prospect’s decision. Zia provides suggestions based on the deal’s progression and the prospect’s engagement, ensuring you send quotes at the optimal moment.

1. Example 1: If the deal is at a critical decision point, Zia might suggest, “Send price quotes to Tresa Sweely from Zylker,” ensuring that the prospect has all the information needed to move forward.
   
   
2. Example 2: If the prospect is comparing options, Zia could advise sending a detailed quote that highlights your competitive advantages.