Rules:

We want to answer the sales line live
Answer the Sales line if it rings more then 2 times
The person answering the phone must speak clearly and cheerfully

Who calls sales line

New Prospect Looking to speak to Sales - (Follow process outlined)

Existing Client looking for support:
- Transfer to Extension 825 (Support)
Existing Client Looking to speak to Sales:
- If Alex or Peter is available via Teams
- Ping on Teams
- If not available (Create Sales Ticket)
Vendor looking to speak to someone:
- If Alex or Peter is available via Teams
- Ping on Teams
- If not available
- Transfer to Voicemail.

New Prospect Call Process - Ask if they are a current client

Use Teams to see if Peter/Alex or Sales person is available to pick up that call.

If no one is available to pick up the call, follow the process.

New Prospect SCRIPT AND PROCESS

A prospect calls in and says something like “Hi, I’m calling to talk to someone about <<blank>>.”

The Response Is ALWAYS: “Excellent, I can help you with that!”

First, may I get your name and the company you’re calling from? Is that here in <<City>>?
Great, thanks, <<Name>>. Are you the owner?
May I get a good call back number in case we get disconnected when I transfer your call?
Thank you!
And finally, how did you hear about us?

If The Sales Rep Is Available

Thank you for that information! Let me transfer you over to <<Name>>, who is our <<example: Director Of Client Support>>. One moment please…

Send info collected in Teams to sales rep

If The Sales Rep Is NOT Available

“Thank you for that information! Can you tell me a little bit about what you need help with?” <<Let them explain while you take careful notes.>>

“Okay, the best option is for me to schedule Peter to talk to you in detail on how we can help. I can schedule the appointment for you right now if you have time.

Click Booking Link and put in Clients name, and Email Address.

Discovery Call Booking Link:
http://go.scheduleyou.in/DRhHzzWW