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Customer Signs up for Bulloch through Customer Potal, YES, NO (Send to…
Customer Signs up for Bulloch through Customer Potal
NO ACTION REQUIRED Ticket Created And Assigned to Installer to watch
Ticket Template email sent to Bulloch Requesting information
Bulloch Replies with Credentials Case is Closed automatically CSO connection is TESTED
Date of Install and Implementation marked as complete in MSD BUP
If connection is un successful Ticket is created and sent to Sales Manager for internal follow up, If successful gets placed in sales pipeline report
If connection is un successful Ticket is created and sent to Sales Manager for internal follow up, If successful gets placed in sales pipeline report
Handed off to Support
Customer Has problem
Phone Call to Support
1 more item...
Create Ticket Through Portal
1 more item...
Ticket to Sales
Special Circumstance If MAKO or BULLCOH Doesnt reply then the person assigned to the original ticket will have to follow up with MAKO/Bulloch
YES
Ticket to sales
Assigned to Jared and he will send to Salesman directly
Salesman Qualifies Lead assigned to him by Sales Manager
Transferred to Sales queue
Qualify Lead in MSD
Discovery call and Demo scheduled
Follow Standard Sales Process
NO
Send to regular Support channels
Request for Purchase of Full Product
YES
NO
Identify Reason of Case and Send KBA
KBA 1. Cannot Log into CSO mobile 2. Missing Information such as missing shifts 3. How to Download CSO Mobile 4. General Troubleshooting / Can / Cants
Customer Signs up through MAKO
NO ACTION REQUIRED Ticket is Created and Assigned to Installer to watch
Ticket Template Email with request for Credentials sent to MAKO and Assigned to Installer Team to watch
MAKO Responds with Credentials Case is Closed automatically CSO connection is TESTED
Date of Install and Implementation marked completed in MSD BUP