Customer advice from the home office

25 mars 2020

Online advice solutions ensure sales

In times when entire departments are relocated to the home office, especially sales and customer advice employees face major challenges. Even without the personal contact, customer support, sales and advice must continue to be guaranteed. Regardless of whether it is about general advice or even a contract closure – customers should be able to expect professional advice and support even today.

Idiligo enables customer advice from the home office

In order to be able to provide customer advice from a distance, the market already offers numerous solutions for online communication. However, these usually only address single aspects of digital communication. A solution that combines all important aspects of online advice is Idiligo. A browser-based Online Meeting solution that can be used by any customer at any time without a software download. The advisor communicates with the customer via Online Meeting. Advisor and customer meet online, for example to fill in contracts or have them signed. During the Online Meeting, the advisor can share his screen with the customer (e.g. tariff calculator or online shop), complete forms or show presentations. In addition, documents can be uploaded, discussed or digitally signed by the customer.

Trust through transparency

Of course, the personal contact and trust that are built up during an on-site meeting cannot be easily replaced. However, if personal contact is not an option, Online Meetings are a real alternative to ensure sales. The fact that the advisor uses a video function to communicate with the customer and transparently discusses documents, presentations or other content in real time, a certain level of trust is maintained. This can be particularly advantageous when it comes to follow-up calls with existing customers.

To find out how Idiligo helps your business to communicate digitally and increase sales (or to hold a certain sales level in times of minimal personal contact) simply get in touch with us. We are be happy to assess together with you, whether and how your business can benefit from Idiligo. Or order a FREE Idiligo account with basic functions such as screen sharing, uploading and presenting documents or sharing videos.

Read more about how digital tools help financial advisors to become and stay successful.