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Phone Efficiency Quiz
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D - No, I don't record the details.
C - Yes, I use specialized software (including databases).
B - Yes, I use software to log phone calls (eg. spreadsheets, text editor, etc).
A - Yes, I log them in paper (use sticky notes, pieces of paper, paper message pads, etc.
When a customer calls, do you record details of the call?
Question 1
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Question 1 of 10.
D - No, I just try to remember to phone people back.
C - Yes, I use software that reminds me.
B - Yes, I use a To Do List.
A - Yes, I use sticky notes to remind me.
Do you have a systemized method for returning phone calls?
Question 2
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Question 2 of 10.
D - No, I don't keep track of phone messages.
C - Yes, I use software that shows me the status of all phone calls.
B - Yes, I use a To Do List or spreadsheet.
A - Yes, I write notes using sticky notes/phone message pads, or other form of paper message.
Do you have a way to keep track of your phone messages?
Question 3
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Question 3 of 10.
D - No, I don't keep a history of phone calls.
B - Yes, I keep notes of calls in files.
A - Yes, I file the paper phone messages.
Do you keep a history of phone calls?
Question 4
C - Yes, I use software that automatically keeps a history of all phone calls.
Next Question
Question 4 of 10.
D - No, they can't.
B - They are manually sent to them by SMS.
A - They call in for their messages.
Can staff receive phone messages when they're out of the office?
Question 5
C - Yes, I use software that automatically forwards them.
Next Question
Question 5 of 10.
C - Yes, I use software that automatically records them in an Address Book?
A - Yes, we write them down.
Do you have a method for recording and recalling caller details?
Question 6
D - No, I don't.
B - Yes, I manually enter them into software (spreadsheet, database, contact list, etc.).
Next Question
Question 6 of 10.
D - I don't have a way to do that.
B - I search through a spreadsheet or database.
A - I organize paper phone messages into piles and look through them.
How do you search for specific phone messages?
Question 7
C - I use software that has searching features.
Next Question
Question 7 of 10.
C - I don't have a way to do that.
A - I make copies of the phone message and give it to each person.
How do you give the same phone message to multiple staff?
Question 8
B - I use software that sends the same message to multiple recipients.
Next Question
Question 8 of 10.
C - I don't have a way to do that.
A - I just ask the appropriate staff member.
How do you check the follow up status of phone calls?
Question 9
B - I use software that tracks the follow up status and enables follow up notes and allows co-ordination.
Next Question
Question 9 of 10.
C - It has to wait until they get back.
A - I go into their office or look on their desk.
When a staff member is away, how do you check their phone messages to see if any action is needed?
Question 10 (Final Question)
B - The software I use enables me to access their phone messages.
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Question 10 of 10.
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