Success cases

We are pleased to present some references of Clients / Projects, in which the description of the problem, responsible area, initial challenge and most importantly, the resolution that we bring to our clients is described.

Ascendancy

Description of the problem:
Our client Ascendancy asked us that their information in the form of notes or comments that is generated in the agencies be added in our CRM, the information should contain: Name of the agent who inserted the note, date and time that the information was inserted and this must be to display in the comments module.

Responsible area:
Technical Support Area 1st and 2nd level.

Initial challenge:
The problem consisted in that there were not only a few notes or comments, but the client would send thousands in each file, and the challenge was to design a way to upload all that information simultaneously, in an orderly, correct way and without errors.

Solution:
A Query was generated that would allow connecting certain CRM modules and thus also with the help of the Sublime text application to be able to insert the information in the comments module, not only dynamically but also efficiently.

Ascendancy

Description of the problem:
Our client required more contact with its users, so I requested that we implement a messaging platform where we could provide the appropriate customer contact service through WhatsApp messaging to achieve, follow up on cases, send information, etc.

Responsible area:
Technical Support Area 1st and 2nd level.

Initial challenge:
The problem was not only to send a few SMS, to the client by WA, but to find the appropriate provider of the Lines, as well as to have a meticulous coordination with the WA team to integrate these lines and follow up on the implementation.

Solution:
Find the right supplier of our Lines to integrate them with WA, as well as make the necessary configurations, tests and validations, in addition to implementing our “DigyBot” tool that allows our clients' agents to have a very useful, organized and effective that achieves better results when interacting with its borrowers.

Pangea International Investments

Description of the problem:
The consumer Pangea presented us with his concern to find out how to monitor one hundred percent of the calls he executed on a daily basis, this for the purpose of quality control of his agents.

Responsible area:
Technical Support Area 1st and 2nd level.

nitial challenge:
We did not know which tool would be indicated to fully meet the needs of the client.

olution:
The solution was to insert certain configurations in vicidial such as the "MONITOR" function as well as the "Agent API Access" function. As well as certain specific configurations in the INGROUP.
The agents, both the manager who monitors and the agent monitored, must belong to the same INGROUP, Etc.

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2222 Ponce de leon, Miami, Fl 33134

Email Us

hola@digyto.mx

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800 269 1313

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