If you work in Telesales or work with people who do then you are best to run through this trainingCustomers that order regularly or respond well to a call to take an order
Table of Contents
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A customer ends up on the list based on the call cycle on the debtor card for Telesales.
Sales calls are tracked against the Debtor / Lead. Each time a call is planned a new "Sales Call" record is created.
Each time a planned call is deferred to another date that days call is marked as "cancelled" and a new call is created for the new date.
Step-by-step guide
Start the day
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- Open the Telesales Dashboard and create all Telesales Calls for the day
The result should look like this
Using the screen
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- sort
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/ filter / see only those you have not yet completed
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Leads
Review any new leads in the dashboard to action first
- Call leads
- Send emails for them to follow up
- Assign a sales rep to call today and arrange a visit
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Select a customer or lead to call - review their information before calling.
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Correspondence history only shows emails in the last 180 days |
Call the customer
if no answer
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- Update the call outcome to "Call Back" to defer the call to later in the day or another day if required
if the customer answers
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- Take payments
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, Enter a new order
Select the Place an order button
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Back on the Telesales Screen - update notes on the customer for next time
Update the call outcome - and save.
Note that all historical call outcomes are on the debtor
All orders placed on customers in your Telesales list for the day will show on the Order list
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End of Day Process
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