Direct Connect Tips

We have found that our partners are most successful in closing “Direct Connect” referrals when we are able to quickly transfer the customer directly to an agent who can go over pricing and scheduling. Our customers are typically looking to get information quickly and will not hold for long. To show the customer we value their time and to help our partners close more sales, we have three tips to help improve the “Direct Connect” process.

  1. If possible, have a sales representative answer the phone directly to avoid transferring the call. Our customers will not stay on hold for long. If they hang up, we are unable to “Direct Connect” them with you.
  2. Have your sales representative answer the phone, state their name in a friendly greeting and be prepared to take down customer information. Our agent will include the customer’s first name, whether it is business or residential, the presold quoted amount, volume or frequency, and their zip code.
  3. If you are unable to have a sales representative answer the phone, it is best to have us provide one person with the customer information rather than give it to the person answering the phone as well as the sales representative. This will avoid hold time for the customer.

Having a smooth transfer to our valued partners helps keep the customer happy and on the line, to win their business. We are here to answer any questions you may have. Give us a call at (800) 747-3365 or click here to fill out our form.

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