Idiligo adds smart content and processes to any customer meeting. Like this, advisors hold results-oriented and predictable customer meetings, since Idiligo automatically leads them through a structured meeting, step by step. This can be used both in online or offline meetings. During the meeting both parties see the same content and are able to interact. Since the perfect sales or advisory process has been predefined, nothing can be forgotten or explained incorrectly. This predefined process is called a ‘script’.
Contact us to find out, how Idiligo can help you perform successful customer meetings.
Predefine, what your perfect sales or advisory meeting looks like. Or activate a Network Script provided to you by your vendor.
If you hold the meeting online, the customer joins the online meeting via an email link or code. No download of software needed.
Automatically go through the predefined sales or advisory process. Show presentations, share your screen or complete forms and contracts. You can even get contracts signed online by your customer. Use the video and voice function to communicate or sit side-by-side in an offline meeting.
Bring the online meeting to the desired closure. Send a summary email to your customer, including all relevant details and documents, such as signed contracts. Then say goodbye.
No, neither you nor your participants need to download software. You only need a stable internet connection.
No, your participant doesn’t need to sign up for an Idiligo account. He can simply join via an email link or participation code.
Yes, Idiligo can be used on any modern mobile device.
Yes, using the powerful Idiligo API, it is possible to integrate Idiligo with your CRM system.
Yes, depending on your Idiligo plan you can adjust and customize the Idiligo interface to different extents.
Creating your own script is quite easy. Simply decide, which conversation features you need and put them in a structured order. Either learn how to create your script by following the instructions from the support desk, or just contact us – we are happy to help!