Telecom Customer Care

Provide a Better Customer Experience

CostGuard’s Customer Care module provides the comprehensive tools needed to service customers through an interface that is easy to use and that lets your reps do their work as quickly and efficiently as possible. Just as important, you can configure Customer Care to match your existing business processes.

A streamlined interface for fast and thorough customer service:

  • Complete customer servicing from a single platform, including communications, ticketing, invoicing and ordering
  • View a customer’s current status at a glance, then quickly move to a specific area to find more detailed information and manage the account as needed
  • Track all customer interactions and outcomes
  • Drive business processes through Follow-up tasks and Workflows
  • Simultaneously support different business markets and models
  • Embed Quicklinks to external web sites directly in the Customer Care module and toggle seamlessly between the other applications without having to leave Care
  • Enable sales associates and their managers to keep tabs on and ensure the health of their accounts through a convenient agent portal
Corporate Accounts

B2B Solutions for Corporate Accounts

Simplify Support for Complex Business Accounts

CostGuard’s Corporate Billing helps simplify the management of complex corporate account hierarchies to suit the unique way your customers structure their business. The solution handles multi-tiered accounts with ease and allows service providers to establish account relationships, assign invoice responsibility and unify accounts for comprehensive invoice presentation.

Tailor your corporate billing solution to meet the needs of your customers:

  • Establish multiple levels of “parent/child” account relationships
  • Track changes to corporate structure over time
  • View relationships, invoices, balances, usage and tickets across the corporate structure
  • Roll up charges from child accounts into parent invoices
  • Quickly add new accounts to the structure by cloning an existing one

OnlineBill – Telecom Self-Care Portal

Enhance Your Customers’ Online Experience

OnlineBill is IDI’s Electronic Bill Presentment and Payment (EBPP) and self-care solution. It offers your customers a variety of ways to manage their account online, reducing your customer care costs and improving customer satisfaction. You can easily customize the user experience by re-branding the application and configuring options to meet your unique business needs.

Power for your customers:

  • View service information and change plans and features
  • View and print invoices, make payments, setup auto-pay and view transaction history
  • Fast, easy access to critical account information directly on the home page
  • View and export usage for voice, messaging and data for each service, including corporate accounts

Flexibility for your business:

  • Brand with company logos, colors, fonts and images from corporate to market level
  • Customize and create new menus, move/reorder/rename existing menus, rename existing menu items and control which menus are visible to a user
  • Embed pages on your website into OnlineBill via the Create New Menu functionality
  • Monitor user activity through login statistics
  • Localize the user interface for language, currency, date format, and more

Learn More About OnlineBill

Market Manage

Market Management

Segment your Customers from Point of Sale to General Ledger

CostGuard’s Market Management solution lets you organize customers by geographic territories, agents, distribution channels, or even by service offerings. The benefits of segmenting your customers by markets are as numerous as you can imagine.

Markets allow you to connect billing and retail operations to accounting and auditing business processes. Assigning each customer account and point-of-sale location to a market-group facilitates the creation of segmented general ledger entries that can be reviewed and analyzed using standard reports. Other applications include limiting user access to customer accounts and strategic targeting of promotions or other product offerings.

Strategically organize your customer base to align with your business:

  • Enforce a market assignment for every new Customer
  • Leverage CostGuard’s “User Limit To” solution to regulate a user’s access to customer accounts by market
  • Name and define markets according to your business rules
  • Generate financial data by market using CostGuard’s General Ledger solution


A Better Support Experience for You and Your Customers

With CostGuard’s Tickets module, your support organizations can focus on resolving customer issues instead of struggling with a cumbersome ticketing system. Tickets can reduce the time and effort you’ll spend submitting, monitoring and updating issues – leading to quicker resolution times and increased customer satisfaction.

Resolve issues faster and achieve better outcomes:

  • Simultaneously support multiple service groups who can create and customize their own dashboards and work queues
  • Standardize and optimize your business processes by guiding users through ticket creation, classification and resolution
  • Ensure that you understand the impact of an issue by linking affected locations and services
  • Send and receive email communications for a ticket from within the application
  • Manage and respond to unsolicited email communications sent to your company
  • Integrate with our OnlineBill subscriber portal to provide customer self-service and communication capabilities
  • View a timeline of important activity and milestones for each ticket

Two-Way Communications

Connect Directly with your Customers

The way to successfully manage your customer interactions is to have the capability built into the same solution that you use to manage the rest of their lifecycle. Users can send and review Emails directly from the item that they are working on in CostGuard which makes finding a pertinent conversation very easy.

IDI’s Communications provides the ability to:

  • See the full picture of your accounts by using the same system to manage both your customer data and customer communications
  • Take control of customer interactions and gain insight into why customers are contacting you and what type of services they are receiving
  • Accelerate processes with features including conversation threading, autoreplies, message templates and response tracking, providing a centralized, organized approach that reduces the time needed to send or find a message
  • Ensure quality and consistency by pre-defining the messages and processes that employees use
  • Effectively manage and alert users to undeliverable messages

Partner Portal

Keep Tabs on and Ensure the Health of Accounts

Our Partner Portal is an easy-to-use, single-page dashboard that gives your agent sales channel a view into their customer accounts. As part of our CostGuard B/OSS suite, the portal provides the tools needed to deliver an exceptional experience for customers by extending the same applications representatives use every day.

Increase productivity, centralize communications and reduce manual support time:

  • Access summarized account information including services, balances and current billables as well as track the progress of partner orders, status and projected delivery dates.
  • View ticket details including priorities, commitments and escalations to ensure accounts are receiving the highest level of service.
  • Post and prioritize important messages in the Notice Board by entire channel or down to the individual user.
  • Centralize all sales tools and documentation into the Resources section with the ability to create resource categories, add notes and easily upload new file versions.
  • Configure your partner experience and define channel relationships by mapping your partner organizations into a single, easy-to-use view of reporting structure as well as relevant financial and contact information.
  • Streamline the experience using IDI Quicklinks to create one-click navigation menu links to any internal or external application.
  • Embed IDI’s commissions partner Core Commissions dashboards and reports into the Partner Portal for simple, centralized access.
Tax Services

CostGuard’s Customer Care module gives telecom providers the comprehensive tools needed to service customer accounts.

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