Achieve better & predictable results, by adding smart content to any customer meeting. From new business to customer retention calls – Idiligo integrates entire sales and advisory processes. This increases closure rates and reduces learning curves.
What our customers say:
Put the steps of your customer meeting into a structured order and predefine the content. This ensures, that nothing is forgotten or explained incorrectly, and that the perfect content and questions are included. Use best practice sales/advisory processes and make them available for all. Idiligo automatically leads the agent through the predefined steps and content of the customer meeting. Like this, the agent fully concentrates on the customer contact and delivers recurring high quality and results-oriented advice.
During the online meeting, the customer and agent look at the same content on their respective screens – no matter where they are. This increases transparency and trust. Together, they select the matching product and complete forms or contracts together. If needed, the customer can even upload documents, such as his ID. To save time and minimize input errors, use Idiligo’s API to synchronize meeting content with your own systems.
After having discussed the product offer or contract, the deal can be closed immediately. The customer simply signs the contract digitally and legally secure using his smartphone or tablet. At the end of the customer meeting, the signed contract can be emailed to the customer and downloaded for your records.
