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Preview Dialers We have 2 very simple Dialing options to comply with TCPA: Preview Dialer first calls the agent and the agent initiates the call, they can then decide whether to dial it or not. Progressive Dialer is the same as Preview but with portfolio al...

Pre-Offboarding Preparation Notify Relevant Stakeholders:Inform HR, IT, team leads, and other departments about the employee’s departure and the steps required to ensure a secure offboarding process. Review Contracts & Agreements:Verify that the employee’s ...

Record Retention Policy Outlines the guidelines and procedures for managing customer records to ensure compliance with legal, regulatory, and operational requirements. We are committed to maintaining transparency, data security, and efficient record-keeping p...

Change Management Process Establish a Clear Change Vision Objective: Define the purpose and expected outcomes of the change initiative. Steps: Identify the business drivers behind the change (e.g., new technologies, market demands, regulatory changes). D...

TRAINING PROCESS Initial Training for New Hires The onboarding and training process for new hires is designed to ensure they understand Clever Ideas' core values, technical competencies, and operational procedures. Phase 1: Orientation Duration: 1-2 daysP...

HIRING PROCESS Introduction Clever Ideas is committed to ethical, sustainable, and inclusive hiring practices that reflect our values of innovation, empathy, and excellence. This document outlines our standardized approach to attract, evaluate, and onboard...

COMPENSATION PROGRAM The compensation program is tailored for sales, technical, and administrative employees to ensure alignment with company goals while motivating employees to achieve their objectives. The compensation program rewards employees based on me...

Data and Security Protection Plan Best practices for managing and preventing data breaches and suspicious activities Immediate Response Plan for Data Breaches Incident Response Team (IRT): Establish a cross-functional team ready to respond to security inci...

Work-from-Home Best Practices and Policies for Employees Work Environment Optimization Set up a dedicated workspace that is ergonomic, distraction-free, and equipped with reliable internet and essential tools. Allowance or equipment reimbursement for chair...

Disaster Recovery Plan The implementation of an effective Annual Disaster Recovery Plan (DRP) involves a structured and strategic approach to ensure the company’s telecommunications services are resilient, secure, and capable of rapid recovery in case of disr...

Employee Handbook Welcome We are thrilled to have you as part of our team. We strive to create an innovative, inclusive, and collaborative environment for all employees, whether you work on-premises or remotely. This handbook outlines the policies, expectati...

Archivo Original RIT CLEVER IDEAS 2025

Estos son algunos ajustes basicos dentro de uContact:   Creación de marcadores y números telefónicos en las campañas Navegador Chrome Creación de campañas entrantes y salientes Agregar y eliminar usuarios Creación de Usuarios Permisos de Micrófono Có...

Introducción Cada carpeta dentro de la organización tiene como función tener separados los proyectos por su propósito y ofrece la facilidad de poder asignar permisos por grupos a cada carpeta y estos a su vez se heredarán a sus correspondientes proyectos de e...

1-GENERAL Clever Ideas promueve un alto nivel de comportamiento responsable y pretende mantener un servicio que satisfaga las necesidades de nuestros clientes. Con este fin, Clever Ideas ha creado esta política de uso aceptable para: • Definir las prácticas ...

1-DEFINICIONES 1.1. ARN: una autoridad regulatoria nacional en el país en el que se utilizarán los números o cualquier otra autoridad competente para determinar las normas, reglamentos y directrices aplicables al servicio ofrecido por Clever Ideas. 1.2. Auto...

A. AVISO DE PRIVACIDAD INTEGRAL PARA CLIENTES Y EX CLIENTES En cumplimiento a la Ley Federal de Protección de Datos Personales en Posesión de los Particulares (la “LFPDPPP” o la “Ley”), el Reglamento de la Ley (el “Reglamento”), y a los Lineamientos del Aviso...

1-GENERAL Clever Ideas promotes a high level of responsible behavior and aims to maintain a service that meets the needs of our customers. To this end, Clever Ideas has created this Acceptable Use Policy to: • Define acceptable practices for the use of any C...

1-DEFINITIONS 1.1. ARN: a national regulatory authority in the country where the numbers will be used or any other competent authority to determine the rules, regulations and guidelines applicable to the service offered by Clever Ideas. 1.2. Authorizations: ...

CLEVER IDEAS S.A. DE C.V. In accordance with the provisions of the Federal Law on Protection of Personal Data Held by Private Parties (the "Law"), its Regulations and Guidelines of the Privacy Notice, and in compliance with the obligation of CLEVER IDEAS S.A....