New customers registered, without retyping the form

One registration, step by step

1. 01A new customer writes inHe emails asking for a walk-in cooler service.
2. 02He’s not in your ERPThe agent looks him up by who’s writing.
3. 03It sends your formWith the consent, in the same thread.
4. 04It reads the formAs a PDF, a scan or a photo, and checks the tax ID.
5. 05It asks for what’s missingJust that detail, without sending the form again.
6. 06The office approvesAnd the customer is registered in your ERP.

Walk-in cooler service

Javier Ortegajavier@marazul.es

Good morning, could you come by this week to service the restaurant’s walk-in cooler? Thanks.

What it handles

1. 01

   A new customer gets in touch

   By email or your website chat: it sends the form without anyone in the office replying.

2. 02

   Someone else sends the form

   An accountant or a colleague, from another address: it looks them up by the tax ID on the form, not by who’s writing.

3. 03

   The tax ID or IBAN don’t add up

   It spots it by the check digit and asks only for that.

4. 04

   They were already a customer

   Before proposing the registration it looks them up by tax ID. If they exist, it tells them and doesn’t create another.

5. 05

   The form arrives as a photo

   Crooked, scanned or a PDF: it reads it all the same.

How it’s set up

1. 01

   Discover

   We look with you at how you register customers today, your form and what your ERP asks for.

2. 02

   Set up

   Delegic sets up reading your form and the connection to your ERP.

3. 03

   Test

   The agent reads real forms of yours without registering anyone, and we measure what it gets right.

4. 04

   Go live

   It starts working with your approval on each registration.