Caller Tools Activity
Quiz by Training Team Enterprise
Feel free to use or edit a copy
includes Teacher and Student dashboards
Measure skillsfrom any curriculum
Tag the questions with any skills you have. Your dashboard will track each student's mastery of each skill.
- edit the questions
- save a copy for later
- start a class game
- automatically assign follow-up activities based on students’ scores
- assign as homework
- share a link with colleagues
- print as a bubble sheet
- Q1
This tool helps us determine state and local tax setup on employees
Insite
First Call Checklist
Symmetry
Time Trade
Competitor Reports Tool
30s - Q2
This tool allows us to track where a client is in the load process and mark them complete so that they can be transferred out to service
Time Trade
First Call Checklist
Competitor Reports Tool
Symmetry
Insite
30s - Q3
This tool allows us to setup and track meetings with clients and connect with Outlook
Time Trade
Competitor Reports Tool
Symmetry
First Call Checklist
Insite
30s - Q4
This tool helps us address system specific and payroll topics while on the phone with our clients
Symmetry
Competitor Reports Tool
Time Trade
Insite
First Call Checklist
30s - Q5
This tool provides a list of preferred reports to request for a new client based on the system that they’re coming over from
Competitor Reports Tool
Time Trade
Symmetry
First Call Checklist
Insite
30s