Professional Documents
Culture Documents
The Customer Cycle
The Customer Cycle
Customer
Sign Up SALES
Service Provisioning
OPS
Sales
.
Change
Billing Sales
. Billing
Ops
Ops
New Sign Up
No
Operations provides the Ops to provide Billing and Sales Billing to follow up with Sales
services requested by the client with a report of provisional for Original CIF for any accounts
accounts set up from Mon-Thr on still in Provisional Status
Fri and from Fri- Sun on Tue
What is considered a complete
Client Information Form (CIF)
A Client Information form (CIF) is considered
complete when all of the following are provided
• All mandatory fields must be completed
• The form must have the Company’s Stamp and
Signature
• KYC Form Details
• ID Proof of Authorized Signatory
ORIGINAL CIF REQUIRED AT THE MUMBAI
CORPORATE OFFICE
Sales Account Managers must provide the billing
team with the ORIGINAL CIF that has been stamped
and signed by the client
Billing Code Change for Existing New CIF required along with Change Form ( see details below for info
Account required along with Change form)
UPDATE SPECIAL INSTRUCTIONS ON CIF: <Add Current Billing Code>
THIS IS AN EXISTING ACCOUNT-REQUIRE NEW BILLING CODE.
When is a Change Form Required
Change in VAS Rates Change Form Required with trail e mail of HOD Sales Approval
Billing Code Change for existing Change Form Required with trail e mail of Clients Request to create
account separate account.
Address Change Change Form Required with trail e mail of Clients Approval
Client Initiates the Process Address Change
Sends e mail to billing or +
india@choruscall.com
E mail to be sent to billing
Invoice Attention/Account
Contact/Online Billing Change
Form Process
Billing
Update the changes in the AS400 Prints
Team involved:
details from AS400 indicates the fields Ops & Billing
that have been changed and submits the
form to Ops
Ops
Update the changes in the OMS
1. Update the changes in the OMS
2. Upload the change form submitted by
billing to the OMS
3. Give the form back to billing to be
filed with CIF
Sales
VAS Change Form Process
Submit a completed Change form as an
attachment with HOD SALES trail email
approving the rate changes to
Billing
Teams involved:
Sale Billing Ops
Billing
Review the changes
Complete the change form and email it to
Ops
Ops
Update the changes in the OMS
1. Complete the change form
2. Provide Printed form with HOD Sales
Approval and submit hard copy to
billing
3. Save soft copy of the form to the OMS
Sales
Billing Code Change Form
Submit a NEW CIF and complete Change
form as an attachment with clients trail Process
email requesting the change to the
Billing Team
Teams involved:
Sale Billing Ops
Billing
Update the changes in the AS400
Complete the change form and email it to
Ops
Ops
Update the changes in the OMS
1. Complete the change form
2. UPDATE THE APS
3. Provide Printed form with clients
email to Billing
4. Save soft copy of the NEW CIF to the
OMS with change form