Phone Interaction

Convince by phone - supported by virtual presentations.

The Phone Interaction module allows interactive communication during the phone call. A waiting area is available before the activity begins, allowing for optimal preparation. During the interaction, an intuitive dashboard provides access to all relevant information and functions. The organizer has access to master data and can view and enter notes.
eDetails can be presented, and approvals and sample requests can be obtained using the customer's digital signature.
For interactive communication, the module allows the organizer and customer to share screen content. Once the interaction is complete, the customer can provide rating and feedback to help optimize future conversations. All information is automatically saved to an activity in the background.

Functional Scope

  • Waiting area before the start of the activity and for preparation

  • Dashboard with access to all relevant functions during interaction with the customer, such as

  • View of master data

  • Notes

  • Presentation of eDetailings

  • Managing and collecting consents

  • Digital sample requests

  • Documentation of samples and materials

  • Sharing of screen content for organizer and customer

  • Star rating and feedback by customers possible

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