Software Update
Greetings 🖖
CRM Circle
Try Your Best
Time to Transfer!
100

Where can the customer find their update ID?

Tandem Source

100

What greeting will you use to answer an inbound call?

Welcome to Tandem Diabetes, this is [insert name]. How can I help you?

100

How many Consent Contacts can a customer have?

Unlimited, but only two can be documented under the Consent Contact field

100

During update process, customer receives TDU Error 05. What should you do?

Have customer select the "Restart" button

100

Customer is out of warranty and wants to start the process for a new pump

Renewals

200

Name two of the three requirements that need to be completed prior to downloading TDU.

Review CGM compatibility, confirm personal information if a Rx is needed, training modules

200

Name three things you will want to confirm for every customer calling in.

Full name, Date of Birth, Pump Serial Number
200
Customer reports a pump issue and you need to transfer. How should you notate the transfer?

Add an Interaction Log Note through iSync and submit

200

Customer reported seeing "missing key" error in Tandem Source when attempting to watch training videos

Confirm customer is using supported browser, make sure they allow cookies, pop ups, clear cache/cookies

200

Customer is asking to speak to a supervisor to complain about wait times

Customer Success Advocate (CSA)

300
Name one difference between TDU & mTDU.

TDU: Used for t:slim X2 pumps, requires Mac or Windows computer

mTDU: Used for Tandem Mobi pumps, will be embedded on Tandem Mobi mobile app

300

What is Tandem's customer facing phone number?

877-801-6901

300

Explain the difference between a parent case and a case issue

Parent case houses all relevant information for the case (reporter, reported date, any case issues, emails, notes, etc)

Case issue has all information related to the specific issue created

300

Customer is receiving a "pump connection lost" error after completing the software update. What is the problem, and what should you do?

Customer needs to repair the pump and mobile app and we will transfer the customer to Software queue to assist.

300

Customer is experiencing a touchscreen issue on their pump after updating.

Transfer to Software queue

400

What resets after the pump is rebooted?

Insulin on Board, Max Hourly Bolus

400

What will you inform customers of when you make an outbound call?

That the call is being recorded for quality and training purposes

400

Customer requests assistance updating the pump and while we are assisting, experiences a TDU Error 17. How many cases will you create? How many case issues will you create?

One case, two case issues

400

Navigate to the place you will find all of your resources (outside of WhatMom)

Tech Support SharePoint > Document Library > SWUPI Class

400

List one reason the customer may want to talk to the Field team.

Customer does not have a computer to update, needs additional training, wants to speak to or meet with a local rep.

500

Name the three things the customer will need to do after the update is complete.

Load a cartridge and resume insulin

Start or resume CGM sensor session

Pair to t:connect Mobile App

500

What is the difference between an inbound call and an inbound callback?

inbound call = customer does not enter callback number and reaches CTS

inbound callback = customer enters phone number and gets called back by CTS

500

Where can you see your call interaction log after taking the call?

Under the case activities or under the customer file > activities

500

Customer reports receiving a "no activities are assigned" message on Tandem Source.

Confirm pump can be updated, confirm their Initial Pump Task is completed, confirm the customer has requested the update on Tandem Source

500

Customer speaks Serbian and needs help requesting the software update.

Follow the LSA Interpreter instructions, help the customer request the update.

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