QPilot benefit designer

Each category within ValueHub will have 3 different ways to add benefits:

  1. Add from library
  2. Design your own
  3. Design with QPilot*

Here we will take you on a step-by-step guide showing you how to create a benefit using QPilot:

Step 1 - Enter Prompt

When Design with QPilot is selected, the QPilot Benefit Designer will open, here you need to write a prompt describing what you need the benefit to do, and then press Generate:

Step 2 - Review Calculation

QPilot will design a calculation for you to review:

At this stage you can edit what has been generated for you, this includes the title as well as the calculation itself. To edit the calculation, you need to hover over a calculation field that you want to change and an edit (pencil icon) or delete (trash can icon) option will appear:

When edit is selected, the following window will open:

Click OK, when you're happy with the edits and you will be taken back to the QPilot Benefit Designer screen.

Once you're happy with the front end of the calculation, you can take a look at the Benefit Information, by clicking on the Add Information button this is where the Purpose, Assumption and Theory content has been added explaining how this benefit works:

Again, this can be modified by hovering over any text that needs changing.

When you're happy with both the calculation and the information behind the calculation, you can click Finish editing to use this brand-new benefit.

* Available on Enterprise plans

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.