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Preferred Financial Service Inc
SDR Name :
Spencer Wilson
Age :
10
Phone Count
8
Phone model
RCA
Wanted Features
Max Number Of Lines:
4
Door Phone Auto Attendant
Wanted Features:
Analogue Lines:
Fax
Savings
# Of Wall Mounted Phones:
WiFi Or Lan:
Savings:
DM Process
Poc:
Dm:
Karen
Jeffery
Owner?
Office Manager
Title:
Title:
Pivot / Closer:
Dm On Pre Pivot Call:
Bills Requested:
Yes
No
Yes
Phone Issues
Choice 1 Choice 2
*Has ISSUES* with:
- calls not going through at times, portables/cordless especially.
- Losing calls
- Speaker phone doesnt work
- Some Static
Phone Issues:
Misc. Phone Issues:
Customer Experience:
- Said phones are very very old and she hates them. no features/functions, its 2024...
Notes:
https://blinkvoiceportal.com/crm-core/contact/485108/edit
I spoke with Karen. She's only the Office Manager but said they make they decisions together.. aka enough influence to kick it to her in full.
- Would like only ONE vm box set up for everyone access to, doesnt want to search through 4-5 different inboxes to find message. messages get lost, etc. makes sense
- verizon fios -- dedicated fiber internet
- Didnt schedule pivot, waiting to get bill and then will schedule.
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