Real-Time Offers

Use

You can integrate the real-time decisioning engine with the Interaction Center WebClient. It proposes products or messages to the agent, who then recommends them to the customer in what are termed real-time offers. The real-time decisioning engine (RTD engine) is a self-learning tool. It evaluates all customer contacts and determines products that might interest the customer.

Prerequisites

You have activated the business function Sales and Service (CRM_SLS_SRV_1).

You have made the Customizing settings for integrating SAP Real-Time Offer Management. You do this in Customizing for Customer Relationship Management under Start of the navigation pathCross-Industry Functions Next navigation step Interaction Center WebClient Next navigation step Integrating Real-Time Offer ManagementEnd of the navigation path.

Example

  1. A customer calls the agent to obtain information.

  2. The system identifies the customer by their name or telephone number, or the agent searches for the customer.

  3. The system displays all the previous orders and contracts for the agent.

  4. The real-time decisioning engine processes this data.

    If there are no orders or other data, the RTD engine processes the existing data.

  5. The agent chooses Offers to display a list of products they can recommend to the customer.

    If the customer is interested, the agent navigates to a detailed view of the product.

The customer can purchase one or more of the products offered. These are then placed in their cart and displayed in the sales order.