Yesterday I finished my second week at Original One Parts!
Learning Inbound Calls
This week I started learning how to take inbound calls.
Monday I read the training material but didn’t actually answer the phone. Tuesday I took my first couple calls. Wednesday through Friday I took more calls and got more comfortable. I still have a lot to learn but I’ve learned from listening to the rest of the team take and make calls and taking some calls myself.
I was not walked through our process for recording the calls we take, but I figured it out. Tuesday and Wednesday I hadn’t been told I needed to put the calls I take on the log, but Thursday and Friday I realized it’s a great way to show my work in addition to it being important for the team.
We put in our initials, the name of the person who called, the insurance company they’re associated with (if it’s an insurance company rep calling us), the part they called about, the price of that part, and any notes from the call.
Hubspot and Salespad Account Information Project
I continued last week’s project of going through old orders and updating accounts in Hubspot and Salespad accordingly. I’m almost finished going through the previous sales team member’s papers to complete this project.
When I find duplicate accounts in Salespad, which happens frequently, I was emailing Tim, who is able to merge them. There’s a high volume, though, and sometimes he is unable to merge accounts because they’re both/all connected to CCC (a parts ordering platform) and have different ID numbers. To make it easier for him to see what needs done and keep track of what’s been merged and what the new account numbers are, I made a spreadsheet. I have the company name, the new account number, the accounts that need merged, and a spot for notes about the accounts or why they can’t be merged if they can’t.
Other Places I See to Create Value
I found out this week that our marketing “team” is just Kyle. He was working in the sales office some this week and I learned that he gets anything somewhat marketing related put on his plate and he’s the whole department. Once I master my position and am great at taking inbound calls and possibly starting to learn outbound calls, I want to leverage myself to take up some of Kyle’s extra work. I wanted to find a marketing position for my apprenticeship and this could be a good way to get my feet wet and start learning while also freeing up Kyle to do more of his more important tasks.