CSR Skills to learn in 90 days

Customer Service:
  • Greet Customers
  • Superior Customer Service is #1
Direct customers to correct department or salesperson
Help customers with basic questions and product knowledge
  • Answering Phones
Gather information from incoming caller
Transfer call to correct department or salesperson, intercom
Take message and pass on message to proper person

  • Looking up Information
Find Customers
Find Orders
Find Salesperson assigned to accounts
Find Status of an order
  • Entering Information
Entering Marketing Leads
Entering Notes on Customers, Orders, Sales Leads
Enter Basic Orders

Computer Skills:
  • Be comfortable with basic functions of the computers
  • Run Credit Cards on the machine and in shopworks
Start up, Shut Down
Opening, closing basic programs (Shopworks, E-Mail, Microsoft Office)
Saving, Retrieving Saved files
  • E-mail
Understand office E-mail policies
Be able to accurately send messages and correspondence via E-mail

  • Catalogs
  • Using Avochato to Text for customer pickup
Be able to find catalogs, price sheets
Keep shelves stocked with Catalogs

  • Use of Fax Machine, Copy Machine