Strategic Insight
The "rep-free" preference doesn't kill sales; it just shifts when humans show up (demos, exceptions, and negotiation). The smarter play is to choreograph those moments with AI-powered commerce tools that streamline customer journey mapping and reduce time-to-quote, so reps enter at the right time with the most impact.
Unified Profiles & Signals
By using customer journey mapping, teams can spot friction points like an abandoned quote or a stalled approval and let AI-driven commerce trigger the next best action automatically.
Contextual B2B Experiences
Buyers also expect regional nuances to be respected—whether that’s U.S. versus Canada differences in currency, tax display, or shipping SLAs.
Orchestrated Digital Journeys
With omnichannel engagement, companies can coordinate email, in-portal nudges, and rep follow-ups without duplicating messages, ultimately driving stronger online revenue growth.
Continuous Feedback Loop
Feeding a weekly “top 5 blockers” report to ops and product teams supports continuous digital transformation, ensuring buyer experiences improve week after week.
Predictive Commerce Intelligence
Leverage AI to forecast next-best actions, predictive scoring shortens time-to-quote and helps reps step in precisely when human interaction has the highest impact.
What was blocking our customer
Critical Conversion Gap
Drop-off between quote and checkout was ~30%; buyers bounced to email threads. Buyers bounced between quote and checkout; support flooded with “status” questions.
Quote-to-Checkout Friction
Buyers got lost navigating between systems, causing abandonment at the final step.
Email Thread Chaos
Complex approval processes scattered across email chains created confusion and delays.
Support Overload
Teams flooded with "Where's my quote?" tickets, diverting resources from strategic work.
How we transformed the experience
Integrated Workflow Revolution
Shared-cart approvals + context-aware reminders + rep “assist link.” Unified profiles, journey orchestration (stage nudges), shared carts + approvals, in-flow micro-surveys
Shared-Cart Approvals
Real-time collaborative carts where team members can review, comment, and approve purchases together in one unified workspace.
Smart Reminders
AI-powered nudges that understand where buyers are in their journey and deliver perfectly timed, contextual prompts to move forward.
Human Assist Links
One-click access to sales reps when quotes stall, providing immediate human support exactly when and where it's needed most.
12 weeks of data-driven results
10 percentage point increaseQuote → Checkout Conversion
before
32%
after
42%
2.1 days reduction in cycle timeTime from Quote to Checkout
before
4.2 days
after
2.1 days
5 fewer tickets per 100 ordersSupport Tickets / 100 Orders
before
28
after
23
What to steal
“Stalled quote” trigger + rep assist link cuts back-and-forth. Micro-survey at failure points surfaces 80% of blockers in 10 days.
Data & method notes
Window: 6 weeks pre vs. 6 weeks post; GA4 + product analytics + CRM.
Attribution: cohort of net-new accounts; excluded promo weeks.
Key Implementation Insights
Strategic implementation approach focusing on quick wins that deliver measurable results.
The stalled quote trigger reduces back-and-forth communication by 80% while micro-surveys surface major user blockers within 10 days of deployment.
Partner with Reveation Labs today and let’s turn your business goals into tangible success. Get in touch with us to discover how we can help you.
