Conversity Charm -

Charm: Guided Sales and Service Assistance

Conversity Charm is a Software-as-a-Service solution that is deployed on sales advisors or contact center agents’ mobile phones or tablets to ensure that everything they need to consult a customer and either ask for the sale or provide the best possible service, is right at their fingertips. Charm features consumer psychology best practices and provides the corporately-approved qualifying questions and corresponding script to ensure that front line team members are positioned for success.

Sales or Support Optimization at Your Fingertips

Sometimes keeping fully-trained staff on the sales floor is a challenge. And sometimes keeping tenured team members on script or talking about the newest promotion just doesn’t happen.

Conversity Charm is the sales or service enablement tool that allows all team members to access the most current discovery and qualification questions, product detail, promotional pricing and other elements of the customer conversation.

Charm makes sure that your front-line team members are equipped to excel and delight customers.

Charm Delivers Real Value:


Sales Discovery

Who is the customer and what are they looking for?


What is the best option based on what they need?


What other purchases can be facilitated based on stated needs?

Pricing Matrix

What plans and devices are appropriate and what do they cost?

Inventory (optional)

What is the inventory level for those items today?

Customer Data

Who bought, what did they buy, and how can we stay in touch?


What powerful insights can be learned from the results?

We provide a hyper-personalization solution

Our Software-as-a-Service solution, coupled with our team of customer experience experts who leverage consumer psychology best practices, drives tremendous increases in conversion rates as well as building strong brand loyalty in the process. Want to engage your customers in a more authentic way? Get in touch. We can help.

Charm personalizes your customer interactions:

Dynamic Discovery and Qualification Questions

Give team members the right conversation topics and questions to truly understand your customers and help navigate the conversation with confidence

Develop and Deploy a Pricing Matrix

Ensure that your team has the latest product, pricing, social media rating and inventory detail to review all of the relevant options with a customer

Customer Relationship Management

Charm helps sales team members finalize the discussion with the quote generator that can be sent directly to the customer to capture contact details

Tablet Device

Deployed at the largest retailer in the world!

Charm can be deployed across any number of categories; anything where there are multiple inputs to be consulted before a purchase decision can be made. One such deployment is present in the largest retailer in the world. In this particular application, mobile phone salespeople rely on Charm to understand plans and device options for five different mobile service carriers. The reps who use the tool outsell their peers by 25-30%!