Protocol Compliance
• If the customer asked where the agent was located, the agent provided them with an accurate answer
• The agent updated the customer’s contact information in the CRM, call center software and relevant business tools
• The agent documented important information in the notes of the call
• The agent received prior authorization when negotiating prices, offering discounts or giving refunds
• The agent quoted the customer with the correct price for the product or service
• The agent recommended the most appropriate product, service, or pricing plan
• The agent leveraged upselling and cross-selling opportunities
• The agent informed their colleagues of a new bug, issue, or product defect