Page 102 - Sales and Operations Handbook for Managers.pdf
P. 102

Sales Agent                           DSM                                RSM





                  1. Customer
                    complaints made in
                  person should be
                  documented and
                    take down customer
                  information.
                  Include a note in
                     Ipro regarding the
                  situation.





                  2. Try and deescalate
                    the situation by
                   understanding the
                  customer's complaint
                    and resolve the
                   complaint with the
                   agent's authority.




                                                   4. DSM must contact the
                 3. If the customer is still        unsatisfied customer
                 not satisfied, then reach           immediately and do
                 out to the DSM to assist            everything within
                    in the matter.                  authority to resolve the
                                                    customer complaint.






                                                     5. If still unable to               6. Get involved
                                                    resolve the issue, then            immediately when the
                                                   reach out to RSM to help             complaint remains
                                                    assist in the matter.             unresolved by the Sales
                                                                                         Agent and DSM.
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