About the company:
"Diespay"
"The DIESpay company provides a comprehensive acquiring services.
Request:
The main task was set by the customer - to collect and enter data into the CRM system from the client, check the correctness of data filling by the system operator and transfer them to the partner bank system for registration.
To solve the company's tasks in CRM, the following is configured:
Creation of properties and directories according to the bank's technical specifications for the request "For the transfer of information and information about recipients obtained during the process of Identification (for bank payment agents - payment aggregators) in XML format".;
CRM-forms were created: Questionnaire of a client of a legal entity, Questionnaire of a client of a natural person.;
Key results:
Increasing the company's profit from online sales.
Reducing time and costs for ordering and processing.
Formation of the online application database.
Optimization of application processing and contract formation increased employee productivity.
All customer communications and approval steps are documented in CRM.
Reducing time and costs for ordering and processing.
After filling in the client's data and checking the data by the operator, when clicking on the "send questionnaire to the bank" button, the client's data is transferred to the bank's system via a secure communication channel and the client is automatically registered in the bank's system.
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