Unit 107 3.1 Identify the Purpose of the Call

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3.1 Identify the purpose of the call Receiving a call- Identifying the purpose of the call is important because if a customer rings the office and I don’t know the purpose of the call I will not be able to help them with their query however if I identify the purpose of the call I can decide whether I can assist if not I can transfer the call to the appropriate person. Making a call- When making a call it is important to know why you are making the call as if you ring someone and you don’t know what you are talking about it would look unprofessional. It is good to plan out exactly why you are calling the person for example you may want three key bits of information so you would write it down by doing this it helps you keep on track and to remind you why exactly you made that call. However knowing the purpose of the calls allows you to shorting the time ringing outbound for example whilst planning the call, you may need information in front of you such as someone’s details on the computer screen so before beginning the call pull up that information so you don’t need to find it during the call by doing this it shortens the call to save you time and the company money on their telephone bills and most importantly makes you and the company look more professional. 3.2 Obtain the name and number of the person to be contacted You can obtain name and numbers of the person to be contacted by either keeping a safe record of it; this may be adding it to the phone book, or adding it to your contact list on your emails. For example the only outbound calls I make is to a member of staff or to a learner. I would obtain this by updating any changes to a member of staffs name or contact numbers, I would update this on the office mobile phone, also if there are any changes to learns name or contacts numbers I would update this in there file and our system PICS.
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