Give customers and sales staff freedom to build rapport, collaborate and close deals.
Online appointment arrangement
A potential customer is interested in your product or solution and wants to learn more. From your website or app, they are able to choose the right time and day for an appointment with the selected representative via the Xaleon calendar function.
Automatic appointment synchronization
The appointment, including an access link to the digital meeting room, is automatically entered into the representative’s calendar - while the potential customer receives an email invitation with the same information.
Automatic appointment reminder
On the day of the appointment or in preparation for the appointment, the prospect and sales representative receive a reminder via email, app or SMS.
The preferred device
The customer can join the appointment with their preferred device - whether it’s a smartphone, tablet or laptop/desktop.
The digital consultation
With features such as voice chat, video chat, live chat, document Co-Browsing and various Co-Browsing options, sales staff and prospective customers have everything they need to have a truly collaborative engagement.
Signing of the contract
With document Co-Browsing, sales teams are able to support the customer in filling out any forms or contracts on the spot, minimising the risk of form abandonment. The prospective customer can sign the new contract with the legally binding eSignature.
Cut time, increase delight
Sales teams are empowered to close deals faster than ever before, and customers are delighted with a personalised experience with the kind of support they would receive face-to-face.
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