Daisy Ocala

Why DAISY’s Client Support Is a True Differentiator in the Custom Integration Industry

Daisy Client Support

In the home technology integration business, the quality of ongoing client support can be the difference between one-time projects and lifelong customer relationships. At DAISY, client support isn’t just a service — it’s a strategic advantage, tightly integrated with our proprietary Bloom Technology Stack to deliver fast, consistent, and intelligent assistance at every step of the client journey.

This article explores how DAISY’s integrated technology, real-time tools, and collaborative service model set a new standard for client support in the industry.

Seamless Caller Identification & Case Resolution

At the core of DAISY's client support operations is a native integration between RingCentral and Microsoft Dynamics. When a client calls, the system instantly recognizes the phone number and matches it to the corresponding account record in the Bloom platform. This allows DAISY support agents to:

  • Instantly view the caller’s open cases, scheduled appointments, outstanding proposals, and billing history
  • Personalize the support interaction with full account context
  • Quickly take action without requiring clients to repeat themselves or re-explain past issues

This level of system intelligence means faster, more accurate resolutions and a dramatically improved client experience.

Integrated Case Management for Full Visibility

DAISY uses Microsoft Dynamics 365 for its case management system — integrated directly into the Bloom Technology Stack. Every service request, inquiry, or issue is logged, tracked, and categorized, so nothing falls through the cracks.

  • Support agents can assign, escalate, and collaborate on open cases in real time
  • Historical data is preserved and accessible, creating continuity across interactions
  • All DAISY locations benefit from shared visibility, enabling better coordination and service delivery

Smart Tools for Remote Troubleshooting

DAISY empowers its support agents with advanced tools that go beyond traditional phone support:

  • OvrC Integration: Enables remote monitoring and virtual troubleshooting of network-connected devices — helping resolve issues without rolling a truck.
  • Help Lightning Augmented Reality (AR): Allows support agents to send a secure text message link to a client, activate the client's camera, and see exactly what they see. With AR annotations, support agents can guide clients step-by-step to a solution in real time.

These tools not only reduce service costs and delays but also build trust and professionalism by solving problems quickly and visibly.

Real-Time Collaboration via Microsoft Teams

Each DAISY location has a dedicated Microsoft Teams channel that connects location staff with DAISY's centralized support team. This always-on channel enables:

  • Fast resolution of both client and technician issues
  • Real-time sharing of photos, videos, or documents from the field
  • Collaboration across roles — sales, service, management — without delay

This support model fosters a “one team” mindset across the entire Daisy network.

Extended Support Hours and Unified Systems

DAISY support is available from 7:00 a.m. to 10:00 p.m. Eastern, ensuring wide coverage across time zones and service windows. DAISY continues to grow its support team, and expects to reach 24/7 in the near future.

Most importantly, because DAISY’s support team operates fully within the Bloom Technology Stack, all client interactions, notes, updates, and case actions are immediately visible to relevant stakeholders. This centralized system allows for:

  • Faster resolution times
  • More efficient communication
  • Improved service consistency across every DAISY location

Conclusion: A Better Way to Support Clients

DAISY’s client support operation is not a call center — it’s a high-touch, technology-enabled partner for both clients and integrators. By uniting enterprise-grade tools like Microsoft Dynamics, RingCentral, OvrC, Help Lightning, and Microsoft Teams within a single connected platform, DAISY delivers unmatched support that scales with precision and personal care.

In an industry where service can make or break the brand, DAISY raises the bar.