Content

1. RINGCENTRAL

• What is RingCentral?
• What is RingCentral app?
• What is a VoIP?
• Main features of RingCentral App
• Signing into RingCentral
• Outbound Calls
• Inbound Calls

2. SALESFORCE

• What is it Salesforce?
• What is it Salesforce used for?
• How to log in to Salesforce
• Home Screen
• Salesforce Navigation
• Tips before creating a lead
• Creating a lead
• Salesforce Calendar

3. OPERATION CENTER ROLES & RESPONSABILITIES

• CSC Operations
• Customer Service Managers

4. WEB LEAD HANDLING

• Leads with no dealer in area
• How to create a web lead
• Independent dealer leads
• Assigning a lead to a coworker

5. LEADS & SETTING APPOINMENTS

• Creating a lead
• Setting an appointment
• Converting leads
• Adding an event to Sales Rep calendar
• Outbound calls if customer does not answer phone
• GCS Appointment Schedulling
• Setting up appointments after 5 pm
• Appointment Cancellation process
• Google Calendar (Bonus lesson)

6. DEALER PROFILE

• SOH (Gulf Coast Decking dba Sundek of Houston)
• SON (Superior Concrete Resurfacing dbaSundek of Nashville)
• SOSA (Capitol Deking Inc dba Sundek of San Antonio)
• SOW (Krach Pools dba Sundek of Washington)
• ATD (All Texas Deck)
• GCS (Gold Coast Surfaces)

QUICK LESSONS

7. SUNDEK NATION TERRITORIES (with example)

8. SURFACES

9. PRICING

10. PAYMENTS

11. SUNDEK MAINTENANCE

12. JOB TYPES

13. SUNDEK APPOINTMENTS CALENDAR

14. HOW TO CREATE A VOICEMAIL

15. ABBREVIATIONS

16. SUNDEK FAQ’s