Smart Digital Forms
Utilize business automation tools to have total control over customer workflows and data collection. Smart Digital Forms digitizes processes to be more efficient and customer friendly.
CallVU’s Smart Digital Forms simplify the process of customer onboarding, completing service tasks and transactions by offering a variety of methods for building, sharing and presenting digital forms.
Smart digital forms are accessible from across all channels, enabling an omnichannel service of seamless continuity.
Forms can be created and filled out across multiple platforms (web, tablet or smartphone). They can also be published in multiple formats (web forms, mobile wizards or PDFs).
Facilitate digital transformation by converting legacy forms into different digital formats, so they’re optimized to all devices.
A Smarter Way of Doing Business
Dramatically streamlining and easing the process of outbound sales, client onboarding and customer management, CallVU’s Smart Digital Forms provide automated, dynamic and powerful tools for constructing digital forms, processes and workflows. Whether the objective is to promote a sale, enhance enrollment or provide proactive customer care, digital forms reduce the hurdles involved in completing processes. Customers can view the entire process for getting a job done, in self-service directly on their smartphone or over a shared session with an agent. Customers can upload supporting documentation, provide digital signatures and complete a form between different devices or programs without losing data.
Simple Drag & Drop Functionality
Easily create new forms or update existing ones with the wide variety of editing features available. Users have the ability to adapt fonts, designs, and layouts. Exceptionally easy-to-use editing features include drag and drop functionality so that users can simply select pictures, icons or other content features by “grabbing” them from a menu bar and toggling them over to the form, without any of the hassles of creating new designs afresh.
To ensure that all forms are visible no matter the audience, there is also the option to enhance visual accessibility for those with impairment.
CRM Synchronized Auto-Fill
Significantly enrich customer data on your CRM by synchronizing data put into forms via autofill. This feature not only serves to enrich your company’s knowledge about each of your customers, it also ensures that much of the knowledge you do have is up-to-date. This data can then be used towards marketing campaigns that are highly personalized and relevant to your customer’s needs.
Stop and Continue Later Functionality
Making work easier for your customer service agents, CallVU’s Smart Digital Forms are also designed to make life easier for your customers. If a customer has started a form and isn’t able to finish it in one session, they can easily close the form and come back to it later, without losing track. The forms are also designed with an internal logic that makes them user-friendly and faster to complete. Where multiple signatures are required, users can return to specific pages and provide their signature in real time.
Easily Convert any Document to Digital
Existing documents such as PDFs and even scanned (hard copy) documents can be converted to become fully digital and dynamic. These documents can be published in different formats, so they’re optimized to whichever device is being used