DEMOS
TECHNOLOGY/EQUIPMENT
PHONE ETIQUETTE & GENERAL CALL CENTER RULES
DEPARTMENTS
FUN FACTS
100

Latest we schedule appts on weekends

What is 2-4?

100

Name of our CRM software

What is Lead Perfection?

100

We are not allowed to be on these when not on breaks

What are Cell Phones?

100

Department if someone is requesting us to fix their bath/siding/windows we installed for them

What is the service department?

100

CJ goes here everyday

What is the Portal?

200

"PM" stands for...

What is Pitch and Miss

200

Device used by CSRS to keep them from having to pick up phone receiver when phone rings

What is a headset?

200

Required when calling out for day

What is Calling manager, leaving voicemail if not answered, 2 hours notice?

200

Department to transfer if someone is following up on their install with a question (i.e. how to clean the windows, something misc not complete on job)

What is the install department?

200

How many of us in the call center have kids?

What is 6?

300

How long do we ask for customers to set aside for an appt?

What is 2 hours?

300

Name of team app with updates, work schedule, requesting time off, additional resources, etc.

What is Connecteam?

300

Phrase used when dialing to make us sound more happy when we talk to people

What is smile and dial?
300

Our CME service department manager's name

Who is Bob?

300

Two things Amy is most afraid of

What are ghosts and cats?

400

When we go back to a customer's home after a PM

What is rehash or Goback?
400

Our phone company's name

What is The Garam Group?

400

How do you ask for a day off?

What is either fill out time off request form and hand in to manager or request in Connecteam app?

400

Name of person we transfer to if someone says they missed a call from someone about financing and job was just signed

Who is Cyndy?

400
City our other office used to be located in

What is Missouri?

500

One part of our windows demonstration during appt

What is showing window opening, window tilting to clean, difference in panes with temperatures?

500

Program used to clock in and out

What is uAttend (ADP can also be accepted)?

500

Something everyone needs to really work on

What is Toning in the continuous talking with each other or reeling it in?

500

Name a siding or windows installer

Who is Chansey, Adam, Dennis, Mason, Danny?

500

Sam's family owns an island where?

What is Alexandria Bay? (Holiday Island, Thousand Islands, St. Lawrence River all accepted)

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