Bridge, the holistic advisory solution
All-in-one solution – For digital counselling without media discontinuity
Simple & individual adaptable to your needs
Digital interaction for unique proximity to your customers
We accompany you every step of the way during software implementation
With Bridge, the web- & cloud-based application, advisors and sales staff are always prepared for a professional customer meeting. The personal digital consulting room in Bridge combines all functions for an interactive customer experience from offer presentation to contract conclusion. Bridge thus offers far more than any conventional software for online consultations.
Your digital guidance process with Bridge
The client books an appointment directly via the consultant’s website.
By synchronising with the e-mail program, a suitable invitation is sent directly from the calendar.
In the web & cloud-based application, preparation works across devices.
Counselling content can be saved and managed in Bridge and also created. Thanks to rights and role management, this can also be done by an employee of the counsellor. Forms and documents can be sent to clients in advance for data collection.
Customer data can be collected interactively before and during the consultation.
All client data collected in Bridge is stored directly in the application or transferred to your CRM system via interface. This facilitates the workflow enormously and allows for easy data- & occasion-related preparation of the counselling content.
The interface to your existing CRM system with Bridge Business
We adapt to your needs and ensure that a seamless data exchange can take place between Bridge and your CRM solution. Data entered and updated during the financial analysis or consultation is transferred directly into your system. At the same time, existing client data in Bridge can be conveniently used for the next client meeting. We take a holistic approach and offer an integrative advisory solution.
More information on customer data management with Bridge
https://hp2.bridge-systems.com/en/sales-tool/
The interactive presentation of product and offer creates a unique closeness to your customer.
The product presentation works in Bridge without screen sharing. You upload consultation sections or create them in Bridge. In the cloud library, you always have all the content with you and can easily respond to spontaneous customer requests.
Digital consulting with Bridge creates an interactive experience and unique proximity to your customer
The customer is not just a spectator during the consultation, but actively participates – can enter data, draw, mark, make notes and sign digitally. This is possible during customer consultations on site and online. The interactive experience allows non-invasive data collection and leaves a lasting impression on customers.
Every contract can be concluded completely digitally.
The signature required for this can be obtained before, during, or after the online appointment..
For legally valid digital signatures, the established software inSign from iS2 is seamlessly integrated into Bridge
You can sign documents and contracts directly during the online consultation or digitally on site with your client. You can request the signature conveniently by e-mail or SMS. Your client simply signs on a touch-enabled device. The signed document is sent to the client and automatically saved in Bridge.
More information on the digital signature in Bridge
https://hp2.bridge-systems.com/en/electronic-signature/
Subsequently, all discussed contents are automatically documented & filed in a customer-specific manner.
All recorded data is passed directly to the connected system. For follow-up appointments, the collected data provides the best basis for preparation.
The client presentation, including all notes and drawings, is automatically saved as a PDF document
All data, notes or drawings recorded during the customer meeting are documented chronologically and saved as a PDF in the digital customer file. This means that all important information is available at any time for subsequent processing of this consultation and preparation of future appointments. In addition, the client-consultant relationship can be strengthened by ensuring transparency about the data collection with the documentation.
Further information on counselling documentation with Bridge
https://hp2.bridge-systems.com/en/telecommuting/
How Bridge is implemented in your guidance process
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