Successware Call Taking Features

The Call Taking module in Successware is a single interface that allows you to:

• Search for existing customers
• Add new customer information
• Create jobs based on customer needs.

With our call booking software, you can discover which customer service reps have the best booking ratios and easily tell who needs further training.

Home Service Call Software

The Call Handling tool provides the ability to create call taking scripts. These scripts help you CSRs to move through the booking process with confidence.

This feature also helps onboard new employees with a clearly outlined process. Adding Objection Handling scripts can give your call takers more confidence when answering customers’ questions.

A scripted call handling process can mean:

• Higher closing ratios for your call takers
• More jobs for your technicians
• More profit for your business

Callback Tracking

Did you know the average company gives away 2% of annual revenue to warranty callbacks? With the Call Tracking software from Successware, your CSRs can create a new job, and easily identify whether it’s a callback. If it is, they can use our call CRM relationship between the original appointment and the new one.

Knowing which technicians are causing callbacks, and what for, allows you to do two important things:

1. Identify additional training opportunities.
2. Reduce the amount of time your technicians spend on less profitable jobs.

CRM and Call Scheduling Software

Successware's contact information software allows you to collect customer data such as:

• Addresses
• Email addresses
• Phone numbers
• Work history
• Equipment age and condition
• Membership status
• History of repairs

With our CRM booking system, you can create customer-focused marketing material and pull targeted marketing lists that ensure your employees are asking the right questions and following best practices on every call.