CUSTOMER SERVICE
Content
- What is RingCentral?
- What is RingCentral app?
- What is a VoIP?
- Main features of RingCentral App
- Signing into RingCentral
- Outbound Calls
- Inbound Calls
- 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
- 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)
- 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)