CUSTOMER SERVICE SKILLS
RESOURCES
DELIVERY DOCUMENTS
ORDERS
ORDER HISTORY
100

The 4 Essential Customer Service Skills

What is Empathy, Patience, Positivity, Communication

100

These are your 4 major resources for handling product concern scenarios

What is the Plan Worksheet, D&P Worksheet, SharePoint, and Solutions Guide

100

The field you update to show how many of each item are remaining in the customer's home 


What is the Current Delivery Quantity

100

Click here to make changes to an order

What is the Edit Button


100

Click here to see the items listed on a specific order

What is the Expand Arrow

200

Simplifying your explanations is an example of this skill

What is Communication

200

This resource is an interactive guide that helps you make important decisions about how to help your customer

What is the solutions guide

200

Click here to enter comments about a specific item

What is Item Notes

200

The two fields you will use to determine coverage

What is the Plan Indicator and Goof Column

200

You will find the time frame by clicking here

What is the delivery info 

300

Examining your biases and identifying blind spots are tips for building this skill

What is Empathy


300

Created in training, use this resource to help you identify two of the most important pieces of information when helping a customer

What is the Diagnose and Prescribe Worksheet

300

This field is critical and gives you a quick look at what happened with an item 

What is the TDM Code

300

The field that tells you when the customer is scheduled to or has received their merchandise 

What is the Date Column

300

You can access all previous comment here

What is Notes

400

Focusing on what CAN be done rather than what CAN'T is an example of this skill

What is Positivity

400

Use this resource to find everything from job aids, to product information and more

What is SharePoint

400

Comments about the delivery belong here

What is Notes

400

Changes to the Ship To customer information of an existing order should be made here

What is the Customer Details

400

Look here to see if the order has been completed

What is the Order Status

500

Recognizing your triggers and adjusting your attitude and tips for developing this skill

What is Patience

500

Created in training, use this resource to help identify if the customer qualifies for solutions paid for by Bob's

What is the Protection Plan Worksheet

500

Click here to show that a delivery attempt is complete

What is Post Goods Issue

500

In the notes tab of an existing order, all notes should be entered in this field

What is the Sales Notes

500

Use this column to identify what type of article you are dealing with 

What is the Item Number