WiMAX Sales Order Entry. Order Entry Process Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete.

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Presentation transcript:

WiMAX Sales Order Entry

Order Entry Process Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services

sales.clearwire.com Enter Username and Password, then click “Login”

Your Name Here Sales OE Portal For new customers, click “Start New Order” Verify you are logged in correctly Add additional services to existing customer Refer a Friend, Tracker and CQ Cheetah scores & Training Materials

Order Entry Process Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services

Customer Pre-Qualification To verify customer is in a serviceable market, enter their complete primary service address Select “credit check” option or “no commitment” option as appropriate * Click “Search” to continue * All Business rate plans require a credit check!

Customer Pre-Qualification Your Name Here Possible address matches appear and are selectable - click on one of the radio buttons for submission to pre-qual If one of the choices is not the prospect’s address, address can be adjusted and resubmitted Ensure you select the right address! If you don’t know address for certain – go to “Find Address on a Map”

Credit Check Enter and confirm customer’s SSN for credit check (credit check not required for “No Commitment” plans) Note: “Business as Individual” checks SSN instead of Tax ID Your Name Here

Credit Check Non-passing scores of D, E, & N must select a “No Commitment” plan

Credit-Based Plans Credit check on two-year agreements and business plans only D, E, & N customers must do “No commitment” option with activation fee Response of * (an asterisk) means customer has fraud alert on their identify –Has to be verified by our fraud team before being entered –Request Manual Review via CQ ticket Activation waived for contract plans –Clear Modems, Clear USB Modems, and Clear 4G+ Mobile USBs all have lease and purchase options depending on contract vs. no contract Accepted payment methods: –Credit & Debit Cards (All Sales channels) –Cash (Retail Sales channel only)

Credit-Based Plans Credit Check Response Activation Fee: No Commitment Activation Fee: 2-yr Contract Clear Modem Clear USB Modem Clear 4G+ Mobile USB Eligible for Promotions? A$35.00$0.00 Lease: $4.99/mo Purchase: $79.99 Lease: $4.99/mo Purchase: $59.99 Lease: $5.99/mo Purchase: $ Yes on 2-yr Contract B$35.00$0.00 Yes on 2-yr Contract C$35.00$0.00 Yes on 2-yr Contract D$35.00Not Eligible E$35.00Not Eligible N$35.00Not Eligible * Customer has a fraud alert on their identity. This must be verified by the fraud team – request a Manual Review via a CQ ticket.

ETF Begins at $120 Decreases by $4 each month over life of contract No ETF for “No Commitment” plans Months Completed ETF ($)

Pre-Qualification Completed Once customer is qualified, available plans are displayed

Order Entry Process Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services

WiMAX Gate Page After address is verified, available plan options will be shown - click on one of the “Start Order” buttons to begin

WiMAX Plan Page Choose Plan (or Choose Combo) Choose Plan Options Equipment Contract length Security and hardware add-ons Add Features and Accessories (not shown) and then review with customer Add Voice service

M2M Plans If a month-to-month plan is needed, click here to display those options

WiMAX Combo Select Combo type Choose plan options under “Home” or “Mobile”

WiMAX Plan Page When contract length is selected (if applicable) the activation fee discount will be cited

Your Name Here Provisioning Hardware Note any options, offers and/or discounts Verify your name and location so you get credit for the sale

Order Entry Process Step 4: Select service plan Step 6: Add services Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 5: Complete the sale

Customer Information Select whether or not customer will receive s about CLEAR Enter all valid customer information Select how customer heard about CLEAR from drop down menu or type in referral code

Billing Information Enter customer name as it appears on their credit card and enter credit card address Enter credit card number (must be repeated to customer to meet legal requirements; billing address must be same as credit card address) Enter three- or four-digit security code

Authorization Hold Policy For New Activations & Add-on Activations: –Small authorization of $1 occurs during payment method entry to verify card is valid –Big authorization of $20 or amount of sale (whichever is greater) plus 15% or 20% of purchase (for estimated taxes) occurs at end of activation process when order is submitted Sales tax estimate (based on market) is submitted at time of activation –If taxable address is part of non-taxable market, no tax estimate will be assessed How long does it takes for a hold to fall off? –VISA – known to fall off between 3-5 business days from date of transaction –MasterCard and Pre-paid Cards – known to take between 3-30 business days from date of transaction Why does CLEAR hold the Pre-Auth for so long? –CLEAR does NOT hold the pre-authorization –The customer’s Financial Institution (i.e., bank that issued the card account) has internal rules that determine the length of time a pre-authorization remains on a customer’s bank account

Security Information Enter the customer’s requested service name/MyAccount login An alternate address is required

Options Example: Hardware Protection Program Confirmation that the Hardware Protection Program was added can be viewed on Checkout screen If features need to be removed or added, click “Change plan or options”

Terms and Conditions “By activating or using the Clearwire service or equipment, you agree to be bound by Clearwire's standard Terms and Conditions set out at our website: The standard Term for all of our customers is 2 years. If you stop making payments before the end of your term, you may be responsible for an early termination fee. If you remain a customer after the period ends, no termination fee will be required. You are also responsible to return the equipment in proper working order at the end of term or you may be charged a replacement fee.”

Review Order Your Name Here John Doe “You’ve agreed to a two-year term of ________ service. The first ________will be discounted to $ (remember promotion). After that, the monthly cost of the service, including equipment, will be $_______. Taxes are applicable only to the equipment lease fee. The shipping fee for the modem is (if applicable) $9.99 and the cost of activation is $________.” Click “Place Order”

Confirm Order “Here are a couple numbers for your reference. Your Order ID is ______________. Your Customer ID is _____________. If you need to contact us for any reason, us via our website, or call Thank you for choosing CLEAR. Is there anything else I can do for you?” Click here to print Your Name Here John Doe Your Name Here

Order Entry Process Step 5: Complete the sale Step 4: Select service plan Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 6: Add services

Add Services If adding service to an Existing Account, click “Add Services”

Add Services: Multiple Accounts Allows customers to have multiple hardware solutions on a single billing account Single credit checks for new customer who is going to open multiple CLEAR accounts One bill with all account details

Add Services: Multiple Accounts Your Name Here Customer requesting services must have administrative account access - otherwise this error will appear Sales partners need to enter the MyAccount username and last four digits of customer’s billing method

Adding Clear Voice Once logged in, click on the link to add new Digital Voice Service

Clear Voice: Customer Information Select plan and equipment option Note whether additional lines and/or local number porting are needed

Clear Voice: Hardware Information MAC address is available on outside of the box or on the bottom of the device Enter MAC address of supplied Clear Voice Adapter (or choose to ship device to the customer) and select Adapter model

911 Registered Location Information provided to public safety officials in the event of an emergency – verify with customer that information is correct Enter customer 911 address – information is broken down to ensure 100% accuracy

Failed 911 Registration Address submitted for 911 registration will be validated - if address is submitted incorrectly or is unrecognizable, an error will be returned

911 Terms of Service & CPNI Along with standard Terms of Service, customer must also acknowledge limitations of 911 service – review with customer before proceeding Customer must also read and acknowledge the CPNI Notifications

Complete eLOA When porting, customer must read and agree to our Electronic Letter of Agency (eLOA)

Thank you for attending!

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