Connect the phone call to secure ordering, payment, delivery, and customer confirmation processes.
The commercial value of telesales lies in the reliable conversion of the conversation into an order and payment. When a representative processes a transaction on behalf of a customer, they must accurately verify identity, product, price, address, delivery, and payment information.
Payment data and call logs must be managed according to security and compliance rules, regardless of sales speed.
Order lifecycle
Customer and authorization verification
Product and quantity selection
Price, promotion and tax calculation
Stock and delivery confirmation.
Address and logistics selection
Payment or credit check
Order confirmation and customer communication.
Shipping and after-sales tracking
Payment options
Secure payment link
Secure IVR where the customer makes keystrokes.
Authorized virtual terminal
Bank transfer, cash on delivery, or other methods.
Advance and installment plan
Authorized repayment via registered token
Separation of duties and authority
The agent's permissions to change prices, receive payments, cancel orders, or issue refunds must be defined separately. High-value and exceptional transactions may require additional approval.
Don't end the sales negotiation with a verbal commitment; complete it with a verified order, secure payment, and a traceable delivery schedule.