ID593
Service Call that's a possible Sales Lead
Output Type: Email
This alert is designed to advise you as soon as a new service call has come in and you might be more interested in sending a Sales Rep rather than or in addition to a Technician. The classic example is when a customer places a service call and the lease is almost up. Could your sales person say, "instead of us putting money to fix this how about you move on that quote?" But also works if the equipment is old, service discontinued, excessively high volume, etc. It will advise of: excessive of service calls in the past year, excessively low or high volume in clicks, excessive age of equipment, parts or service discontinued, lease approaching completion, contract approaching completion or that the machine has been targeted for upgrade. We suggest this sends directly to the Sales Rep.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID64 | Preview of lease end information for admin to ensure accuracy | Use ID64 to ensure your lease information in eAuto is accurate. | No |
| ID576 | Daily Housekeeping Tasks | Version dated 3.01.13 or better required | Yes |
| ID799 | Service call for a lease end machine | ID593 will report on many reasons why there might be an upgrade opportunity, however ID799 just looks at lease ending soon and is designed to go to tech. | No |
| ID519 | Ensuring new leases get entered in eAutomate | ID519 will ensure you are entering lease information in eAutomate for new deals. | No |
| ID320 | Where do you keep sales rep info, CRM or eAuto | Where do you keep sales rep info, CRM or eAuto? | Yes |
| ID911 | Supply Order placed against Contract due to Expire | No | |
| ID101 | Excessive Service Calls or CallBacks | Alerts on excessive service calls only | No |
| ID141 | HouseKeeping Required for all customers | Yes | |
| ID667 | Update Service Leases in eAuto | No |