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What is the FIRST thing you should do before you transfer a customer to another department?

User JustnpT
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1 Answer

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Final answer:

Before transferring a customer to another department, ensure that you fully understand their needs, confirm the appropriate department for their query, notify the customer about the transfer, and document all relevant information for a seamless transition.

Step-by-step explanation:

The first thing you should do before you transfer a customer to another department is to ensure that you understand the customer's needs and that the issue or query is fully understood by you. Confirm that the other department is the most appropriate one to assist them and inform the customer about the transfer, including why it is necessary and what they can expect. Document the conversation and any other relevant information to provide a seamless transition. This action will help maintain customer satisfaction and ensure effective communication and customer service within the business.

User Pettys
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