Call Center and Remote Sales

Integrate customer service with sales, order, and after-sales processes.

Call centers should be capable of providing information, handling complaints, and creating service records, as well as preparing quotes, taking orders, cross-selling, and completing transactions initiated by customers on other channels.

The customer representative should be able to review the customer's past interactions, offers, orders, deliveries, and open service records, within the scope of their authorizations and permissions, all from a single view.

Essential skills for call center business

  • Customer identity verification and unique customer view.
  • Access to product, price, campaign, and stock information.
  • Creating a shopping cart or offer and sending it to the customer.
  • Continuing the store or online shopping cart
  • Secure remote payment processes
  • Order modification, cancellation and return management
  • Delivery and installation appointment tracking
  • Meeting, outcome, commitment, and follow-up task record.
  • Service level, waiting time, and resolution time measurement.
  • Conversion from consultation to sales and customer satisfaction analysis.

Don't force the customer to provide the same information repeatedly.

If the call center operates in isolation from other channels, it forces the customer to re-explain the process in each call. An integrated structure allows the representative to understand the customer's current situation and initiate the next appropriate action.

Manage the call center not as a separate support desk, but as a service and sales channel integrated into the entire customer journey.


Call Center and Remote Sales
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