Systems
Salesforce
Cisco and Policies
MISCELLANEOUS
Macros
100

In what system do you open up first thing in the morning to access all other systems?

What is OKTA.

100

Where do you locate the button to open a new case if one does not automatically populate? SHOW ME!

What is at the bottom of the browser and states "Customer Care".

100

Where would you locate the queues you are in? SHOW ME!

What is underneath Agent CSQ Statistics Report.


100
What is the phone number to our company and what option do customers need to choose?

What is 1.877.238.2623 option 3

100

Customer calls in about an item that the store is refusing to return. The customer feels like they should get a refund. What macro would you run? SHOW ME

DIY:: Return Policy Customer Opportunity

200

In what system do you use to locate a transaction that does not have a phone number linked to it?

What is Store View.


200

Where do you locate previous information on a particular case ? SHOW ME!

What is Feed.

200

What is the refund policy? 

What do we do if they have not received it?

SHOW ME!

Funds will return in 3-5 business days but can take up to 10 business days. It also depends on the customer's financial institution.

Run retail credit macro.

200

Who handles online orders and what is there extension?

Ecommerce

1628

1630

200

A customer calls in with a store compliment. What macro would you run? What else should you do after the macro? SHOW ME

DIY::DIY Customer Compliment


Spark Compliment

300

In what system do you use to locate a factory direct order for a customer?

What is the FDO Portal.

300

Where do you locate the procedures for interactions such as complaints, compliments, gift card deactivations, etc? SHOW ME!

What is "Macros".

300

Where would you locate the amount of calls offered to you in a day? SHOW ME USING THE TRAINERS CISO!

What is statistics then calls offered.

300

If a shop calls in wanting to pay their invoice who would they speak with?

Pro Credit

6831

300

A customer is extremely upset with the service that they have received at a store and they want some kind of incentive for the inconvenience but they do not have a speed perks account what macro would we offer? SHOW ME

Gift Card Request

400

In what system do you use where you assist customers and have their information readily available?

What is Salesforce.

400
Where do you locate the button in which you would use to speak with your supervisor? What is it called? SHOW ME.
DoCS- Executive Decision.
400

What is the warranty policy (exchange)?

Customer has to bring in the part with original proof of purchase and it has to be cleared as defective by the instore team members. The new part does not receive a new warranty instead it gets the rest of the current warranty.

400

What are two things you have to state at the beginning of a call?

What is the companies name and your name.

400

A customer calls in with a store complaint. They do not want a call back. What macro would you run? SHOW ME

DIY::DIY Customer FYI
500

In what system do you use when you need to locate a store?

What is Starting Line.

500

Where do you locate previous customer call in history, what is the section called ? SHOW ME!

What is called "Cases for Parent Contact".

500
Where do you locate the exact time that you logged into the systems today? SHOW ME!

What is Statistics->Recent State History->Scroll to the bottom

500

What are things that QA looks for while reviewing your calls?

What is Greeting, customer information, repeating customer information, rude behavior, expressing empathy, dead air, branded the call, offered case number, notes, macros align if needed, provide time frame if needed.

500

A customer or team member calls in about a team member selling the wrong part or damaging a vehicle during an installation or free service. What macro would you run? SHOW ME

Team Member Error Claim

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