Non FICO Sales

Auto Rey

Sales

Sales Agent

Sales Presentation

Follow Up & Follow Sales Process

Write Up & Collect Docs

Submit Docs to Desk

Log all activity & Notes to CRM

CRM Log In

Agent Performance

Notes

Deals

Close Date

Deal $ Value

Deal Tracking

Track Appointments

Tasks

Appointment Setting

Call Process

Dialer Dials

Live Answer

Follow Script

No Appt

Disposition Outcome in CRM

Appt Success

Enter Data into CRM

Transfer Call to Verify

Sales & Telemarketing Agents

Agent Efficiencies

Work Schedules

Performance Expectations

Compensation Schedule

Script/ObjectionTraining

CRM/Dialer

Call Disposition

Call Recording

Outbound Dialing

Agent Log Ins

Scripting

Data Leads