Sales Call Knowledge Check

Sales Calls are primarily answered by the SAS Team. However, some of these calls find their way into Customer Service from time to time.

It is important for us to put our best Sales Dialogue forward to make sure we take advantage of these calls and wow the customer.

These are also easy calls for us to impress customers with our world class customer service skills while giving them the best sales solution! (Hint: PCE)

Buying customers are Happy Customers! It is also important for us to make sure we track them correctly for us to know how well we’re doing and for us to recognize customer service agents who are making us proud over the sales line. Here are a few questions to help us understand our current challenges in tracking them in Expert Insight.


A red asterisk (*) indicates required questions.

  1. What is the most obvious indication of a Sales Call at the beginning?   *


  1. When does an agent tag the call as Sales Call?   *


  1. What part of the EI Disposition are you tagging the call as "Sales"?  *


  1. Customer is calling to buy the DV7t Select Edition and the agent successfully places the order. Should we tag the case as Sales Call in EI?*
    Yes
    No


  1. Agent hears whisper tone and customer asks about the DV7t Select Edition however the customer opts to call back at a later time. Should we tag the case as Sales Call in EI?*
    Yes
    No


  1. Customer is calling to check on the status of the all in one printer she ordered 2 days ago from us. Should we tag the case as Sales Call in EI?*
    Yes
    No





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