Inbound Call Processing Workflow Template

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Overview: Inbound Call Processing Workflow Template

This workflow template illustrates the reception and routing of incoming calls from customers and includes greeting, information collection (account number, name, reason for calling, etc.), account verification and call routing (to proper resolution employee or escalation team member). Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand Inbound Call Processing.

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Process Details and FAQ: Inbound Call Processing

What is Inbound Call Processing?

Inbound call processing involves the handling of calls received by an institution's Call Center (usually done by call center or customer service representatives) originating from customers (customer care, issue resolution, technical support, etc.). This process includes the reception and routing of incoming calls from customers and includes greeting, information collection (account number, name, reason for calling, etc.), account verification and call routing (to proper resolution employee or escalation team member).


Which KPIs, or metrics, are typically used to measure this process?

The following metrics are typically involved in the Customer Issue Resolution process:



Which employees and/or departments are involved in this process?

The following parties are typically involved in Inbound Call Processing:


  • Customer Service Representatives (from one or more departments)
  • Account Manager

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the document in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Inbound Call Processing

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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