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CALL FLOW. PREFACE. BE PROFESSIONAL LISTEN TO THE CUSTOMER KNOW THE CUSTOMER GUIDE THE CUSTOMER. PROCEDURE. GATHERING INFORMATION / CONFERENCE CALL 1 PRESENT PROPOSED CALL FLOW / CONFERENCE CALL 2 POST INSTALL FOLLOW-UP. GATHERING INFORMATION. CURRENT CALL FLOW CURRENT ISSUES
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PREFACE • BE PROFESSIONAL • LISTEN TO THE CUSTOMER • KNOW THE CUSTOMER • GUIDE THE CUSTOMER
PROCEDURE • GATHERING INFORMATION / CONFERENCE CALL 1 • PRESENT PROPOSED CALL FLOW / CONFERENCE CALL 2 • POST INSTALL FOLLOW-UP
GATHERING INFORMATION • CURRENT CALL FLOW • CURRENT ISSUES • REQUESTED CALL FLOW • STATION TYPE / NAMES • ALL DIDS • POC INFO
PRESENT NEW CALL FLOW • LEAD THE PRESENTATION • LISTEN TO THE CUSTOMER • SET REASONABLE EXPECTATIONS
POST INSTALL FOLLOW-UP • END OF WEEK 1 • END OF WEEK 4
Simple Call Flow 706-922-5864 Receptionist (5805) No answer/busy Shirley Taylor (5807) Pat Finney (5806) Ring’s all idle Overflows into customer’s Auto Attendant Auto Attendant Appointments Option 1 (5805) Overflows to personal voicemail Billing Option 2 (5806) Overflows to personal voicemail Urgent Problems To hold for the receptionist please press 0 ( ACD Queue on 5805) Option 3 (5808 & 5809) Overflows to shared voicemail (5810)