Support Services - Incoming / Outgoing Call handling process -Global Support +1-914-908-4886
Warm and Cold calling Guidelines
We need to make sure that we keep ourselves logged in to the skype common login and make sure the calls are answered during the shift times we cover as 18/5.
Skype login will rotate among the Support staff Naomi, Randy, Sam, Larry, William, Allen, Asher, Adam and Dennis
Skype login - orangehrm.support
Password - refer the twiki link - https://twiki.orangehrm.com/bin/view/OrangeHRM/SkypeAccounts
High-level plan for the Skype voice call tracker
- On all weekdays, from 9 AM to 6 PM Naomi, Adam and Dennis will be logged in.
- Other than that Randy, Sam, Larry, Allen and Asher need to keep logged in within their respective shift times per the defined monthly roster until 3 am [IST]
- Each time minimum of 1 support engineer to be idle and available to pick and answer an incoming call through the hotline.
- A separate skype chat group (Support Services - Global Support +1-914-908-4886) is created to communicate among the nominated engineers + Paul & Kavin. It is required to update/communicate with other members using the group, whenever you are going to logout from the common skype account, confirm the reason and let others know.
- All these calls (Incoming & Outgoing) to be tracked in the Cold and Warm call tracker as a Monthly based report. This is mandatory to all the support staff engage in incoming & outgoing calls.
6. Ticket reference number is a must for each record of the above-mentioned report. For any record that does not include a reference, it should be clarified in the notes section.
How to start the call
Typically when answering the support line with any customer or prospects, we utilize the following greeting below:
i.e. "OrangeHRM Support Services, this is [Your name here] speaking How may I help you"
What to capture
Any incoming call through the hotline can be,
- Active Client
- Prospect or a sales call
- Marketer
Things you need to be clear of when handling the call.
What's the Client/Caller Name? - Always get the caller's name spelled correctly and note down.
What's the company name? - Always get the company name spelled correctly. If an active client you can do a quick search in CRM
Who called from that company? - Position he/she holds within the organization.
Location (Country) ? Specially for a prospect
What's their contact number/email or the call-back number? Make sure you have the correct contact details. Always read back to the caller to verify the given details
What's the purpose of the call? Very important to know those before you take any action relevant to the call received.
Related Articles
Client call scheduling etiquette
It is required to adhere to the below options when scheduling meetings/sessions with your clients and stakeholders. This is not optional. If it’s a meeting with one person, Calendar them for a particular time that suits you and email them and tell ...Open Source Support
In case if you receive any queries to the gold support channel from an open source (OS) you may proceed as below 1. Update the prospect/user introducing them to the OS team 2. Add the OS support email address by sending an email to ...How to change encrypted mysql password in databases.yml
Updating any encrypted database password of database.yml files can be done following the below steps. Login to Support repo and check out 'db-password-encrypt' task from below path. ...SSL Certificate Updation - Onsite Clients
This KB was generated with Volante Technologies in mind as the client has a minor difference in how they update these certificates on their side (Azure Front Door). The certificate validity shows correctly when checking on the browser, however, on ...Changing a birthday image
Requirements 1. IP address, username,password of the server. 2. MySQL password and username Procedure Step 1: Firstly, log into the server using appropriate credentials. ssh -o ...