The Products in the Aviso platform is designed to provide a comprehensive view of the products or services associated with a client account. This sub- module helps sales teams understand the client’s current product portfolio, identify gaps or opportunities for additional offerings, and align sales strategies with the client’s specific needs and preferences.
To access the module, follow these steps:
- Log in to Aviso. Click Accounts from the upper menu bar.
- You will be redirected to the Accounts page. Here you can view the list of all the currently available accounts in the system.
- Click on the Account Name for which you want to view the detailed information. Switch to the Products tab.
- Here you can view a list of all the products associated with the
particular account. You can view detailed product information such as the Owner, Amount, Close Date, and much more.
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