A smart cheat sheet for your sales managers

What is a “cheat sheet”?

What is a “cheat sheet”?

Contexta adds an internal block to your website that only your employees can see, not the customers browsing it.

The block shows a hint with information you can't post openly on the site.

That might be margins, special prices, supplier stock levels, a comparison with competitors, or anything else a manager needs to know when talking to a customer.

Why “smart”?

Why “smart”?

Contexta puts into the hint block only the information that relates to the product on the page.

You can show something on a single product or on all products that match a certain criterion.

For example, all products of brand X, priced above Y, or heavier than Z.

You can also set the period when the information is shown. It appears on the date you need, and when it's no longer relevant, it hides automatically. There's nothing to keep track of.

Where does the information come from?

Where does the information come from?

Contexta can show:

1) information you enter into the system yourself. It takes just 2 clicks

2) links to documents and files you already have - no need to move or rework them

3) data returned by your systems via API - for example, stock levels from 1C, purchase prices or data from a delivery calculator

Try it for free!

Test the service at no cost.

We'll credit you 30,000 ₽ in bonus funds that you can spend on the Pro plan

Why use CONTEXTA?
Contexta improves your lead-to-sale conversion

You pay for every call, chat or other customer inquiry. Whether that spend pays off depends on how well your sales manager handles it.

If a manager can't answer a customer's question on the spot and promises to get back later, there's a risk the customer will turn to a competitor in the meantime. A manager busy with a stream of inquiries may also simply forget to call back. Either way the deal falls through, and the company loses the money it put into marketing.

On the other hand, when a sales manager can answer questions right away and provide all the information, the customer sees an expert, and a company that knows its product inside out.

In Contexta you can post answers to frequent customer questions, as well as facts and nuances about the product that only someone who really knows it would know.

When a manager shares something highly specialized that the customer hasn't read or seen in public sources, the customer sees that the company has real expertise. If your manager can tell them something Google doesn't know, the customer's trust grows, and so does the chance of closing the deal.

Contexta reduces staffing costs

A company usually has internal information about its products and working rules in one form or another. But it's not always easy to find the answer to a customer's question in it.

Managers often spend a lot of time searching the knowledge base or the internet, distracting experienced colleagues, other departments or their boss with questions. As soon as one manager gets an answer, the next one shows up. As a result, up to a third of the working time of everyone involved in deals goes to unproductive communication.

Contexta gives the manager the information they need right away. They don't wait on the line, don't spend time searching, and don't interrupt other employees. If they did have to find something out separately, they can post it immediately for everyone else. That frees up time for other tasks.

This way a manager can handle more requests, or handle each one better, in the same working time. And the company can serve more customers with lower staff costs.

Contexta makes onboarding new managers easier

If expert knowledge lives in managers' heads or in scattered materials, every new manager has to build up their own stock of knowledge from scratch. Even with product training and catalogs, a newcomer's memory is limited.

So it takes at least several months before they can find their way around the materials quickly, let alone remember the answers to frequent questions by heart.

Contexta makes product knowledge readily available. In essence, all you need to teach a newcomer is to read confidently from the screen :)

Not only do new managers have to memorize far less about the product when working with Contexta, we can also add full guidance for beginners to the block. For example, which questions to ask to match a customer with a product, or the steps of a basic business process.

As a result, newcomers reach average performance faster, ask fewer questions, interrupt experienced colleagues less often and lose fewer expensive leads while they learn.

Contexta reduces mistakes and unhappy customers

Contexta shows the manager every product nuance and every new workflow input right on the product page. There is nothing to memorize or look up.

With a complex product or a large range, there are always small details to remember about individual items or product types.

“Products over 100 kg require rigid packaging”, “Non-standard dimensions - the carrier calculator gives a wrong quote”, “The cable isn't included”, and plenty more like that.

There can be just as many specifics when working with a particular brand or supplier: “They always delay shipments”, “The warehouse is closed on the 23rd”, “They ship only against prepayment”.

The business process itself is full of nuances too: different prices for different customer categories, the maximum discounts allowed on various products, promotions and special offers for individual customers, special delivery terms. Some products sit in the warehouse and need extra sales focus, while others sell out fast. Even stock availability can't always be published for customers right on the site.

When we introduce a change or learn something like this, we need managers to be aware of it.

Contexta lets you get changes to managers instantly. We simply add the information to the block on the page of the product it applies to. You can select products by SKU or by rules: "all products of brand A", "all generators above 3 kW", etc.

We don't need to message a chat or gather everyone to announce the news and hope they remember. No reminders, no checking that people remembered.

When a request comes in for a specific product, the manager opens its page on the site and immediately sees all the changes and important news that concern it.

We don't rely on people's memory and attentiveness. We make sure the information finds them on its own.

This noticeably cuts the number of mistakes that lead to unhappy customers, negative reviews and the like.

Contexta shows managers a product's live status - availability, price, competitor prices, delivery cost, etc.

You can integrate Contexta with your other services to show their data right on the product card and update it as soon as it changes there.

Via API, Contexta can connect to warehouse systems (1C, MoySklad), delivery cost calculators, a CRM, a competitor price tracking service and any other service that has an API.

You can also set Contexta up so that when a product page opens, it sends some of the product's attributes to an external service and shows the response in the internal block.

For example, it can calculate the cost of delivering a product with a freight carrier or work out a product configuration for a customer's request.

That way, while talking to a customer, the manager immediately sees availability, the purchase price, margin, current competitor prices and so on, and makes decisions on the deal based on this data.

The 20 most popular ways to use CONTEXTA
1

Show the manager stock levels - in your own warehouse or at suppliers', product reservation status, etc.

2

Show a product's margin - the exact figure, a percentage or a category, and prices from different suppliers

3

Set the maximum allowed discount, different price categories for different customers (dealers, wholesalers), etc.

4

Show current competitor or marketplace prices for this product

5

Give links to all product materials - supplier catalogs, a folder with price lists, the manufacturer's official site, service center contacts, etc.

6

Describe important brand- or product-type-specific working rules - logistics, accounting or business-process details, for example “we sell products priced above X only against prepayment”, etc.

7

Note supplier quirks or news - for example “they're closed on the 13th, no shipments” or “they require the end customer to be reserved”, “they always slip on deadlines - build a buffer into the customer's lead time”, etc.

8

Add important caveats to warn the customer about at purchase - “a compressor must be bought separately”, “something basic isn't included in the package”, etc.

9

Integrate with your CRM - set up lead creation and pre-filling some request fields straight from the website

10

Integrate with other services you use - delivery calculators, configurators, a product reservation system

11

Generate quotes and price lists automatically, or issue an invoice for a product right from the site, with no time spent on manual preparation

12

Flag products that are a sales priority to reduce slow-moving stock

13

Specify products to offer with the product on the page as a bundle or an upsell

14

List alternatives to the product on the page, so the manager instantly sees what to offer as a replacement, or as a pricier or cheaper option, at the customer's request

15

Add a comparison table of the product against alternatives or competitors - the pros and cons of our offer, so the manager can emphasize the pros

16

Note delivery specifics: “we don't ship to Kamchatka”, “requires rigid packaging”, “we only ship via CDEK”

17

Post the planned logistics route for the coming days - “we're visiting them on Wednesday the 23rd”

18

Mention if the same product is on sale or marked down in stock: “There's a scratched one, 20% off, offer it if they want it cheaper”

19

Show the manager a special bonus or other incentive for selling a specific product or product type. For example, an extra bonus for selling slow-moving or discounted stock, etc.

20

Add hints for newcomers - answers to frequent customer questions, a checklist for choosing a product, pros and cons of each brand, important caveats to warn the customer about, working rules

Prices

Retail: ₽2,354,770
Wholesale price 1: ₽2,200,000
Wholesale price 2: ₽1,970,000

Availability

No

Expected in stock: Feb 12, 2023

Margin

Profitability group: A

Allowed discounts

End customers can get a discount of up to 5%, no more. Dealers can go down to 7%

Attention, contest!!! The manager who sells the most SDMO generators (by value) this quarter wins a prize - a brand-new iPhone

Features

These generators are an old shipment, bought at an exchange rate of 100

Reservations

We reserve for projects of 2+ units. A reservation requires the end customer's tax ID (INN)

Configurations

Can be ordered without an enclosure. Can be ordered with a Honda, KAMAZ or Mitsubishi engine. No Arctic version

See how it looks on a website
Example of a cheat sheet in an equipment online store
techelement demo realty demo generator pro demo compressor demo
See how it looks on a website
Example of a cheat sheet in an equipment online store
The cheat sheet shows:
  • Up-to-date prices
  • Product availability
  • Terms of sale
  • Option to hand the customer over to another manager
  • Which warehouse has it in stock
  • Delivery terms
View on the demo site
Example of a cheat sheet on a real-estate search service
Example of a cheat sheet in a generator online store
Example of a cheat sheet in an equipment online store
Plans

Basic

Core features, limited to 200 rules

₽399

per month per user

Connect

Pro

Advanced features with unlimited rules, API, widgets and user roles

₽999

per month per user

Connect

Enterprise

A dedicated server for maximum speed with large volumes of data

Price on request

Contact us
BASIC PRO ENTERPRISE
Number of users Unlimited Unlimited Unlimited
Number of rules 200 Unlimited Unlimited
Ability to connect multiple sites - + +
API - + +
Rule of type "Widget" - + +
User roles - + +
Dedicated server for your data - - +
Priority support - - +

Still have questions?

Get in touch and we'll show you how Contexta can help you earn more

Teams already using CONTEXTA
Anton Osin
Margins in our niche aren't very high, and for every brand we work with several suppliers, which takes quite a lot of time. After a customer paid, the manager had to check suppliers' current price lists (and we have more than 200 of them) to find who has the product cheaper. Thanks to @contexta we can show this information right on the product card, and the key feature of the service is that only the manager sees it, not the buyer. We're noticeably saving time on working with price lists, and on top of that the manager immediately sees the product's margin and, when needed, knows how much of a discount they can offer.
Leonid Marfin
With @contexta we effectively tackled increasing the average order value. The marketing department did a huge amount of analytics on "what is bought with what" and added that information to the @contexta block - it's extremely convenient that the consultant sees it right on the product page instead of having to remember it. After a month of testing, the average order value grew by more than 10%, and the number of items per order by 20%.
Marina Nosova
Lately marketplaces have been luring away quite a few customers with lower prices. Using the @contexta API, we were able to show competitors' prices right on the product card, so the manager can immediately make a more competitive offer while talking to a customer. We haven't measured exact results yet, but the sales conversion is already a few percentage points higher.
Artur Sandygin
Integrating 1C with our website through @contexta made working with warehouse stock information much easier. Right on the product card we show the manager the quantity in stock at different regional warehouses in a convenient table, so customers don't have to wait while the manager looks it up in 1C. And the benefits don't stop there - many important logistics nuances and product selection tips also help close sales more successfully during online consultations by phone or chat.
Marat Kuzeberdin
Our main sales are large-size products delivered across Russia by freight carriers. With @contexta we built a convenient integration with the carriers' APIs. @contexta automatically picks up the product's weight and dimensions from the page and shows, in its block, the delivery cost from different carriers. All it takes is opening the product page, and the price of the best delivery option is known within a couple of seconds. I shudder to remember how we used to calculate all this by hand on the carriers' websites :)
Nikita Udaltsov
As in any premium segment, buyers ask for a lot of information before purchasing and have also "googled" a lot themselves, so you need to know everything - any mistake can cost a sale. We spent more than 2 weeks structuring the information and building rules in @contexta - but now we can boast the most knowledgeable consulting in our niche, even if the most meticulous customer ends up with a newbie consultant.
Vitaly Yefremov
Our call center has about 100 consultants, so naturally several new people join every month. Training used to take at least 2 weeks: they had to learn the sales scripts, the finer points of the product range and the important nuances of choosing equipment. With @contexta, we now show all the necessary product information dynamically, right on the site. We cut training to 3 days, and thanks to the @contexta block a trainee consultant can give a technical consultation as well as a highly experienced specialist.
Anatoly Gorkin
Because of the nature of our range, there is a huge amount of important product information - parts compatibility, analogs, regional warehouse availability. It was all stored in different places - manufacturers' websites, paper catalogs, and some things managers just had to remember. @contexta helped us structure the information and get it instantly right on the product page. Just a week after launch, the sales team appreciated how convenient this approach is.
Nikita Samoylov
We get more than a thousand calls a day from a network of websites - every minute of a manager's time counts. The integrations available in @contexta let us automate many processes - creating a deal in RetailCRM, issuing a quote, creating an invoice in 1C.
Anton Osin
Margins in our niche aren't very high, and for every brand we work with several suppliers, which takes quite a lot of time. After a customer paid, the manager had to check suppliers' current price lists (and we have more than 200 of them) to find who has the product cheaper. Thanks to @contexta we can show this information right on the product card, and the key feature of the service is that only the manager sees it, not the buyer. We're noticeably saving time on working with price lists, and on top of that the manager immediately sees the product's margin and, when needed, knows how much of a discount they can offer.
Leonid Marfin
With @contexta we effectively tackled increasing the average order value. The marketing department did a huge amount of analytics on "what is bought with what" and added that information to the @contexta block - it's extremely convenient that the consultant sees it right on the product page instead of having to remember it. After a month of testing, the average order value grew by more than 10%, and the number of items per order by 20%.
Marina Nosova
Lately marketplaces have been luring away quite a few customers with lower prices. Using the @contexta API, we were able to show competitors' prices right on the product card, so the manager can immediately make a more competitive offer while talking to a customer. We haven't measured exact results yet, but the sales conversion is already a few percentage points higher.
Artur Sandygin
Integrating 1C with our website through @contexta made working with warehouse stock information much easier. Right on the product card we show the manager the quantity in stock at different regional warehouses in a convenient table, so customers don't have to wait while the manager looks it up in 1C. And the benefits don't stop there - many important logistics nuances and product selection tips also help close sales more successfully during online consultations by phone or chat.
Marat Kuzeberdin
Our main sales are large-size products delivered across Russia by freight carriers. With @contexta we built a convenient integration with the carriers' APIs. @contexta automatically picks up the product's weight and dimensions from the page and shows, in its block, the delivery cost from different carriers. All it takes is opening the product page, and the price of the best delivery option is known within a couple of seconds. I shudder to remember how we used to calculate all this by hand on the carriers' websites :)
Nikita Udaltsov
As in any premium segment, buyers ask for a lot of information before purchasing and have also "googled" a lot themselves, so you need to know everything - any mistake can cost a sale. We spent more than 2 weeks structuring the information and building rules in @contexta - but now we can boast the most knowledgeable consulting in our niche, even if the most meticulous customer ends up with a newbie consultant.
Vitaly Yefremov
Our call center has about 100 consultants, so naturally several new people join every month. Training used to take at least 2 weeks: they had to learn the sales scripts, the finer points of the product range and the important nuances of choosing equipment. With @contexta, we now show all the necessary product information dynamically, right on the site. We cut training to 3 days, and thanks to the @contexta block a trainee consultant can give a technical consultation as well as a highly experienced specialist.
Anatoly Gorkin
Because of the nature of our range, there is a huge amount of important product information - parts compatibility, analogs, regional warehouse availability. It was all stored in different places - manufacturers' websites, paper catalogs, and some things managers just had to remember. @contexta helped us structure the information and get it instantly right on the product page. Just a week after launch, the sales team appreciated how convenient this approach is.
Nikita Samoylov
We get more than a thousand calls a day from a network of websites - every minute of a manager's time counts. The integrations available in @contexta let us automate many processes - creating a deal in RetailCRM, issuing a quote, creating an invoice in 1C.

Try it for free!

Test the service at no cost.

We'll credit you 30,000 ₽ in bonus funds that you can spend on the Pro plan