Tools
Our customer relationship tool.
What is Salesforce?
VCI
What is Verify Customer Information?
An Intuit view but not where we work from.
What is Heads Up home?
Record steps taken and resources used during a customer call.
What is document a case?
Celebrated annually by an individual.
What is date of birth?
We use this to communicate with our customers.
What is Amazon Connect ECUIv2?
ICS
What is Intelligent Contact?
How we look at the customer's screen.
What is Glance?
Protect the customer's personally identifiable information.
What is use secure pause?
Used to purchase stuff.
What is a credit card number?
The app used in Salesforce that becomes sticky.
What is ICS or what is Intelligent Contact?
PII
What is Personally Identifiable Information?
Gives us the case summary and helpful recommendations.
What is the Relationship Panel?
Look at the customer's computer screen?
What is use screen share?
This number is assigned at birth.
What is the social security number?
This appears when a call comes in and provides important information.
What is a case pop?
ACW
What is After Call Work?
This show information about products and the case.
What is the Case Document Panel?
Prevent unwanted sounds heard by the caller.
What is use mute?
An employer needs this number to file taxes.
What is an EIN?
Use this to locate knowledge based articles.
What is the Help Panel?
CFU
What is customer follow up?
This houses necessary tools and shows up when a case is open.
What is the Expert Resources tab?
Send a knowledge based article to our customer.
What is use the QuickBooks Desktop article template?
A 15 digit number that identifies the purchased product.
What is a QuickBooks license number?