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Symplast Internal Training

Client Services - Standard Operating Procedures


Description
Client Services - Standard Operating Procedures
Content
  • Client Services
  • CS Tools for New Hires
  • Client Services Slack Channel Communication - PDF
  • CSM - Standard Operating Procedures
  • CSR - Standard Operating Procedures
  • Engaging a CSR in Real Time for a Meeting
  • Salesforce Case Reasons Definition
  • PM - Standard Operating Procedures
  • PST - Standard Operating Procedures
  • SOP - Existing Customer Training
  • Symplast University Courses Given to Clients During Onboarding
  • CRM - Standard Operating Procedures
Completion rules
  • All units must be completed