Daily Tasks of a Sales Representative at America Credit Care ( watch the 2 other videos and add here)

This guide aims to provide a detailed walkthrough of the daily tasks performed by a sales representative at America Credit Care. The guide will cover the process from clocking in, managing leads, making outbound calls, handling no-shows, and conducting credit analyses. By following these instructions, you will be able to efficiently manage your daily responsibilities and enhance your productivity.

As soon as you clock in, open all the necessary sites, tabs, and tools you will need for the day. The first step is to open the Excel sheet and navigate to the follow-up tab, where you can find the list of leads scheduled for consultations.

Make sure to clock in by 8:30 AM. If you have an appointment exactly at 8:30 AM, it's advisable to clock in a bit earlier to prepare adequately.

For scheduled appointments, use the OOMA application to dial the lead's number. This application is used for both outbound and inbound calls. If there is no response on the first attempt, try dialing again.

If a lead does not answer after two attempts, send them a no-show message using the predefined template { Add Template from Notion}. This lets them know that you attempted to reach out.

After sending a no-show message, update the status on the Excel sheet. Indicate whether the call went to voicemail or if the lead was unavailable.

Before consulting with a lead, review their credit report to conduct a thorough credit analysis. This involves examining any negative accounts and factors affecting their credit score. If the lead has not provided login information beforehand, request it over the phone and perform the analysis while they are on hold.

Once you have the login information, access the lead's credit monitoring account. The platforms commonly used include Report Identity, Identity IQ, MySquare IQ, Smart Credit, or Credit Hero.

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By following this guide, you should be able to efficiently manage your duties as a sales representative at America Credit Care. From clocking in to conducting credit analyses, these steps will help ensure you can handle your daily tasks effectively and provide excellent service to your leads.