{"id":24592,"date":"2020-09-24T13:51:42","date_gmt":"2020-09-24T13:51:42","guid":{"rendered":"https:\/\/www.process.st\/templates\/call-center-sales-quality-assurance-form\/"},"modified":"2024-03-13T14:46:08","modified_gmt":"2024-03-13T14:46:08","slug":"call-center-sales-quality-assurance-form","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/call-center-sales-quality-assurance-form\/","title":{"rendered":"Call Center Sales Quality Assurance Form"},"content":{"rendered":"\n
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Introduction to Call Center Sales Quality Assurance Form:<\/h2>\n
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Your sales agents<\/strong> not only need to be well-versed in your products<\/strong> and services, but also have a solid grasp of customer service skills.<\/a><\/p>\n

Still, competition is brutal<\/strong> out there. It's no longer enough<\/strong> to merely offer a great product<\/strong> at a good price, or provide stellar service;<\/strong> your agents need to master creating those \"wow! moments.\"<\/strong><\/p>\n

Equipping them with the best tools, strategies, and information,<\/strong> though, will ensure they go into every call with complete confidence.<\/strong><\/p>\n

Quality assurance audits<\/strong> will make sure that happens. Every call. Every customer. Every agent.<\/p>\n

I feel you. Call center quality assurance audits are not fun.<\/strong> No one likes them - not the auditors, not the supervisors, and definitely not the agents. But they're a necessary evil, right?<\/p>\n

Wrong.<\/strong> With this checklist template, I'm going to walk you through how Process Street<\/a> can make your QA auditing experience fun, fast, and faultless,<\/strong> so it's no longer something your employees dread, but a vital tool to help them reach their full potential.<\/strong><\/p>\n

Using recommendations and guides<\/a> from DMG Consulting,<\/a> we've created a checklist of the most common situations<\/strong> your agents will handle. Bear in mind, this is just a template so it may not cover every eventuality, but that does mean you can easily customize it<\/strong> to fit your call center like a glove.<\/p>\n

So what is Process Street?<\/h5>\n

Process Street is super-powered checklists.<\/strong> It\u2019s the easiest way to manage your recurring tasks<\/a>, procedures, and workflows.<\/p>\n

Create a checklist template<\/a> and run individual checklists <\/a>for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals<\/a>, assign tasks<\/a>, and track each team member's progress<\/a>.<\/p>\n

You can also connect to thousands of Apps<\/a> through Zapier<\/a> and automate your workflows even more.<\/p>\n <\/div>\n<\/section>\n

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Details:<\/h2>\n
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Checklists should start like all good beginnings: establishing the who, what, when, where, and why.<\/strong>

\n This section deals with inputting all the essential information<\/strong> about the quality assurance audit.

\n Each task has a stop tasks<\/a> in place to make sure nothing gets left out.<\/strong> 

\n A stop task<\/strong> stops a checklist at a particular point, preventing any task<\/strong> after that point from being completed until the stop task is complete. <\/strong><\/p>\n <\/div>\n<\/section>\n

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Enter audit details<\/h2>\n
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First thing's first: Add names and emails of the agent, the agent supervisor, and the quality assurance auditor. Type them in the appropriate form fields below.<\/p>\n

Using the tools on the right, you can customize<\/a> this with as much or as little information as you need for each audit. <\/p>\n

If you want to edit this checklist template and its features (short text, email, dropdown, date entry, etc.)<\/strong> that's easy to do by clicking on the \"edit template\" button.<\/p>\n <\/div>\n

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