Objective:
To effectively set up intake script statements and questions in the system to prompt salespersons or service persons to ask customers for specific information.
Key Steps:
Navigate to Point of Sale in the menu and go to Settings.
Select the Intake Script tab.
Determine whether you want to set up a statement or a question.
For a statement:
Write a sentence or thought that prompts the salesperson without requiring a response from the system.
Example: "Did you ask about extended warranty?"
For a question:
Write a question that requires a response from the customer.
Example: "Would it be okay to text you for a follow-up?"
Tie the statement or question to relevant fields in the system.
Make the question required if necessary.
Save the statement or question.
Test the setup by starting a new quote and inputting customer information.
Ensure that the statement or question prompts as intended and gathers the necessary information.
Cautionary Notes:
Ensure that statements and questions are clear and relevant to the sales process.
Double-check the tie-ins to system fields to ensure proper data collection.
Test the setup thoroughly before implementing it in live sales interactions.
Tips for Efficiency:
Utilize statements to prompt salespersons for specific actions without requiring customer responses.
Use questions to gather essential information from customers during the sales process.
Make questions required when specific information is crucial for the sales order.
Regularly review and update intake script statements and questions to align with changing business needs.