Workle classified customers of its users.
The issue of protection of personal data has always been relevant for any startup, it is equally important for Workle developers. Let us explain the “Vorklovskaya” specifics: the site is a platform for the exchange of information and data (including personal ones, such as telephone numbers) between Workle users and managers from partner companies.
Our users have customers to whom they offer various products (insurance, loans and tours abroad). Managers, for example, insurance companies have a habit of tracking when the CASCO policy, CTPO, etc., expires, in order to propose a prolongation in advance. The same is true of banks and tour operators - project partners.
Where is the guarantee that the client will remain with the Workle user , and will not use the services of the same insurance directly? In our best interest not to allow such a situation in any case.
The developers proposed to solve this problem in the following way: to classify the personal data of customers using call routing.
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This is how it happens. In the process of registration of the transaction involves three parties: the client who wants to purchase the product; Workle user, who intends to sell this product to him, and the manager of the partner company, processing applications and, in fact, making out the product to the client.
The Workle user communicates with his client, specifies his wishes and identifies needs, and then sends a request to the partner company via the Workle website. It is processed by the company's manager, after which he contacts the client in order to clarify the parameters of the product and agree on the timing of the application. The manager calls to a special phone number that is processed by the call routing service. Then it is automatically connected to the answering machine, which communicates the rules of communication with the client, after which the manager follows the instructions of the answering machine (“To call the client, press the asterisk, request number ...”, etc.). The call routing service through the database determines which client the manager wants to call and connects it to him.
This solution to the problem of protecting databases, according to the developers of Workle, is most effective for a site of this kind. Although, in order to adjust the entire routing process, there is still much to be taken into account: for example, to provide for all possible situations (erroneous input of the application number, the client is not available for a call, the application is closed by the Workle user, etc.) and adjust the answering machine. However, the result is worth it - managers of partner companies of the site will not be able to contact customers Workle users without the knowledge of the latter.
You will learn more about protecting your customer base from the video .
Our users have customers to whom they offer various products (insurance, loans and tours abroad). Managers, for example, insurance companies have a habit of tracking when the CASCO policy, CTPO, etc., expires, in order to propose a prolongation in advance. The same is true of banks and tour operators - project partners.
Where is the guarantee that the client will remain with the Workle user , and will not use the services of the same insurance directly? In our best interest not to allow such a situation in any case.
The developers proposed to solve this problem in the following way: to classify the personal data of customers using call routing.
')
This is how it happens. In the process of registration of the transaction involves three parties: the client who wants to purchase the product; Workle user, who intends to sell this product to him, and the manager of the partner company, processing applications and, in fact, making out the product to the client.
The Workle user communicates with his client, specifies his wishes and identifies needs, and then sends a request to the partner company via the Workle website. It is processed by the company's manager, after which he contacts the client in order to clarify the parameters of the product and agree on the timing of the application. The manager calls to a special phone number that is processed by the call routing service. Then it is automatically connected to the answering machine, which communicates the rules of communication with the client, after which the manager follows the instructions of the answering machine (“To call the client, press the asterisk, request number ...”, etc.). The call routing service through the database determines which client the manager wants to call and connects it to him.
This solution to the problem of protecting databases, according to the developers of Workle, is most effective for a site of this kind. Although, in order to adjust the entire routing process, there is still much to be taken into account: for example, to provide for all possible situations (erroneous input of the application number, the client is not available for a call, the application is closed by the Workle user, etc.) and adjust the answering machine. However, the result is worth it - managers of partner companies of the site will not be able to contact customers Workle users without the knowledge of the latter.
You will learn more about protecting your customer base from the video .
Source: https://habr.com/ru/post/148168/
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