Tech Upsell Tracker - Nov 2012

Tracker for tech upsell calls

Name


A red asterisk (*) indicates required questions.


  1. Rep_ID*


  1. Transferring_Agent_CUID*


  1. BTN*


  1. Customer_Name*


  1. Call_Type*
    Sale
    No Sale
    Misdirect
    Inelgible for upgrade
    Customer Dropped
    Transfer to Retention
    Transfer back to Tech


  1. Call Outcome*
    Other product sold
    Ineligible - Customer Not Interested at this time/ Return call requested
    Ineligible - Customer already on highest speed
    Misdirect - Customer not authorized
    Misdirect - needs a different department
    Ineligible - Coin/ .net/ Business Customer
    Inelgible - Unresolved Tech Issue
    Sale - H.S.I. Speed Upgrade (change in price)
    Sale H.S.I Speed Upgrade (no change in price)
    Misinformation from Tech on speed pricing
    Misinformation from Tech on modem pricing
    Misinformation- Offer Business Customer Technology
    Speed Availaibility Conflict (Please leave remarks in comments section at the bottom)


  1. Current_Speed*
    256
    640
    1.5
    3
    5
    7
    12
    20
    40
    NULL


  1. Future_Speed*
    1.5
    3
    5
    7
    12
    20
    40
    NULL


  1. Additional No Sale Comments