What our customers say:
First, put the different steps of your customer advice into a structured order. Predefine the whole process and content of the online meeting. Like this, the agent can fully concentrate on the customer contact. Idiligo automatically leads him through the steps and content of the online meeting. It ensures, that nothing is forgotten or explained incorrectly. Thus, even untrained agents can deliver high quality advice.
Complete forms with the customer’s personal details such as contracts, order forms and surveys. Select the matching product and present videos or presentations. To save valuable time and minimize input errors, simply use Idiligo’s API to synchronize Idiligo with your own systems. If necessary, the customer can also upload documents, such as his ID.
After having discussed the product details and contract, your agents can close the deal straight away. Simply upload the completed contract. The customer can then sign it online and legally secure, using his smartphone or tablet. At the end of the online meeting, email the signed contract to your customer and download a PDF report of the entire meeting for your records.