Home

  
 
 

Search Knowledge Base


Knowledge Base Web View
Total Records: 103
ID Title Type Of Article
1024 
Setup Access to Compliance File Manager on SI Portal How To
993 
5 things customers want from their salesperson Sales and Marketing
778 
TPM Installed on Cheetah requires correct BIOS Version How To
730 
Parallels Connection Mode Change How To
728 
Cell Phone Policy for Conference Rooms and Meetings Company Policy
723 
Office 365 Appointment Feature Meeting Poll How To
722 
Managed Services Program Descriptions - Elite, Live, Guard How To
712 
Windows 10 multiple display - windows are moved and resized on display power cycle or sleep Support
694 
QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To
687 
Fix for Error Call to GetCustomUI() for RibbonID "Microsoft.Excel.Workbook in Engage OLE" Support
675 
Browser Emulation Settings in the Registry allows IE version for specific applications How To
671 
Use Eversign with Engage for Digital Signatures on Quotes, Work Orders, Invoices and More How To
660 
3CX Client How to setup Auto Status Change on Workstation Idle How To
649 
Engage Online Portal Export Reports to Excel How To
643 
How To Find PC Name How To
599 
Consumption Marketing a function Consumption Economics: The New Rules of Marketing Case Study
598 
Dynamic Resource Allocation Strategy Workforce Management Case Study
597 
Hyper-Converged Threat Initiative IT Security Strategy Case Study
596 
Cyber Security and My Cloud Applications: Am I safe? Case Study
595 
What value does Data-Tech bring to a Cloud Provider Partnership? Case Study
594 
The solution was extremely reliable and the process couldn’t be simpler. Case Study
593 
Emergency Services Turn to 3CX Voice Over IP Phone System after Hurricane Strikes Case Study
592 
Kaseya VSA Over Other Tools What it Means for Our Clients Case Study
591 
Data-Tech Chooses Kaseya Over Major Competitor After Three Month Evaluation Case Study
590 
Tew and Associates Migration to Managed Services and Cloud Solution Case Study
Add New  Records per page  2 of 5   
Engage Knowledge Base Web View         SOP          Print
Title Customer Care Vendor Management & Billing Protocol      
Resolution
Vendor Management is part of Data-Tech's Customer Care Center Services
There is no expectation for Customer Care Representatives to know every technology, software or support procedures which our clients may use. However, as part of Vendor Management our objective is to act on behalf of our Client to gather information on the current issue and act as a liaison with the Vendor for the Client.  
 
To effectively provide this service our clients must be in a current and up to date service agreement with the vendor.  Without a current service agreement in place, Data-Tech is not able to provide Vendor Management Services.
 
Client must provide the minimal Required Information to Customer Care for Vendor Management. If the client does not have the Required Information, Customer Care must make an effort to escalate the information request to clients senior personnel and/or the clients Account Manager.
 
*Required Information
    1. Vendor Name:
    2. Type of Services Provided:
    3. Active Service Agreement Information: (Customer Care may request a copy of the agreement)
 
The Client is also requested to provide information about contacting the Vendor.  If the Customer does not have Vendor Contact Information, Customer Care should take the initiative and attempt to get the contact information via other means (Google).  Customer Care is to update the Service Ticket and notify the customer of the impact and potential delay of timely service due to this missing information.
 
Optional Information required to expedite Vendor Management Services
    1. Contact Name:
    2. Support Call Number:
    3. Support Email Address:
    4. Customer #:
 
After information gathering, diagnostic and contact with the Vendor, Customer Care must determine if the process to remediate the issue is within our capability or notify the client and escalation point of the limitations that prevent repairs.
 
Billing Note: Vendor Management is included in Data-Tech's Customer Care Services. Though the actual remediation may be a billable service.  I.e. Through Vendor Management Data-Tech will assist a client with an issue involving their Phone Services Vendor. However, since this is not a Service Provided by Data-Tech, if remediation or any attempt at remediation services are rendered, billing the Client for those services at the agreed upon hourly rate for that client is correct and expected.
 
Data-Tech's Customer Care will provide a detailed transcript of services rendered through ticketing.  
Vendor *
Web Link
Date Entered 8/1/2022
You Tube Link
Type Of Article SOP
Article ID 1228


  Copyright    Lietz Development, Inc. 1996. All Rights Reserved.