CIA Medical

DaVinci Customer Data Collection

Please fill out & submit the form for every call.

PLEASE NOTE: When transferring calls, please provide ALL available information to the person answering the phone, including the NAME of the caller, name of their COMPANY, and WHY they are calling (including PART NUMBERS, is this a PRICE or AVAILABILITY check, etc.).

Example: “I have Melodie Goswick from Duke University on the phone asking if we have 50 cases of Baxter #2B8011 in stock available to ship today. May I transfer the call?”

Thank you for calling CIA Medical.
May I have your name please?*
First Last
And may I have the name of the company, organization, facility or Institution that you are calling on behalf of?
May I please have your phone number in case we get disconnected?*
Phone Extension or Additional Info
[ NOTE: If the customer requests to speak to a specific person at any point: go to tab ]

[ NOTE: If the customer insists on speaking to a sales person immediately, say: ] "Absolutely, just let me collect a bit of information so when I send it to the sales rep they will be best prepared to assist you."
Are you a current CIA Medical customer?*
- Yes
- No
[ NOTE: Once this selection is picked, relevant follow-up questions will be displayed below ]
Hidden
Do you remember what search engine you used?
- Google
- Bing
- Yahoo
- DuckDuckGo
Hidden
Do you remember what you searched for?
Are you calling to check if an item is in stock?
- Yes
- No
If VA customer, ask for CIA Medical Customer ID ( Ok if unknown )
Are you inquiring about an existing order?
- Yes
- No
Would you like to place a new order?
- Yes
- No
Are you calling to check the status of your order?
- Yes
- No
What can I help you with today?
[ Not a Current Customer ] What can I help you with today?
[ DaVinci note - Is this regarding Placing an Order, Product Inquiry or Request to Speak to Sales Person? ]
- Yes
- No
Are you calling from a medical facility, physician's office, pharmacy, wholesaler or other professional organization?
- Yes
- No (Skip to [Not a business] End Call)
Transfer immediately to (in order - continue down list until someone answers):
Poline Matti
Nima Sadeghi
Nicolette Pajda
Camille Mikolajczyk
Teresa Pew
Steve Trainor
Anthony Saguto
David Carmody
Kelton Bradley
What is your email address? [ Confirm with phonetic alphabet ]
Do you know the name of your Sales Rep?
- Yes [DaVinci transfer to Rep Immediately]
- No
If Rep is unavailable, transfer to (in order):
Poline Matti
Nima Sadeghi
Nicolette Pajda
Camille Mikolajczyk
Teresa Pew
Steve Trainor
Anthony Saguto
David Carmody
Kelton Bradley
Let me collect a bit more information and I will send this information to a sales rep who can follow up with you as soon as possible. Do you know the CIA part number of what you want to order? (If not - can you tell me the manufacturer item number or a general description of what you need to order, and how many?) NOTE: If customers want to speak to a rep immediately, use unrepped section.
And what is the city and state you're calling from?
City State / Province / Region
Do you have an order number or a PO number available?
[ New Order ] And what is the city and state you are calling from?
City State / Province / Region
[ Customer asking about product info, in stock, etc. ] What product are you looking for?
Is there a preferred manufacturer brand and/or product code you are interested in purchasing today?
[ Existing order ] Do you know the name of your sales rep?
What quantity do you need to purchase?
[ New Order ] Do you know the name of your sales rep?
- Yes
- No
[ New Order ] Name of sales rep
Thanks for calling CIA Medical today. Quick question - my manager's asking us to find out a bit more here - can you please tell me how you found us?
- Online search
- Referral
- Clicked on an Ad (online advertisement)
[ Not a business - END CALL ]
I'm sorry but as a medical wholesaler, we are only authorized to sell to other businesses. Please contact your physician or pharmacy to assist you with placing this order. [ END CALL ]
Thank you, I'll forward your message to the right team member.
Vendor (new or existing):
Send to Kelton Bradley

Schedule a Delivery:
In Order: Brian Brostoff, Adam Foltyn

General Calls / Solicitiations
Do not transfer, submit form

Employment Calls:
For SALES positions: Send to https://sales.ciamedical.com/

All other employment inquiries:
Form (contact info and free form entry only) to Brian Tidwell

Supervisor Request:
In Order: William Woods, Brian Tidwell
Thanks for the info, I will forward it to the sales team and someone will get back to you about your order.
[ NOTE: If customers wants so speak to a rep immediately: use unrepped section ] END CALL
Thanks! I'll have our team get back to you as soon as possible regarding your order.
[ DaVinci notes: ] Send support requests to William Woods. Send Adjust Order (add, subtract, cancel) requests to Rep or use Unknown Rep tab.

Request for Billing or Shipping address (give to customer, no need to send contact form):

Central Infusion Alliance
7542 St. Louis Ave.
Skokie, IL 60076

Accounts Payable, Accounts Receivable, Make a Payment, questions about invoice or shipping charges: direct to Tom Slater

Return Request: William Woods

Supervisor Request (in order): William Woods, Brian Tidwell
Thanks! I'll have our team get back to you as soon as possible.
[ DaVinci notes: ] Send support requests to William Woods. Send Adjust Order (add, subtract, cancel) requests to Rep or use Unknown Rep tab.

Request for Billing or Shipping address (give to customer, no need to send contact form):

Central Infusion Alliance
7542 St. Louis Ave.
Skokie, IL 60076

Accounts Payable, Accounts Receivable, Make a Payment, questions about invoice or shipping charges: direct to Tom Slater

Return Request: William Woods

Supervisor Request (in order): William Woods, Brian Tidwell
Thanks for providing this information.
Let me check to see if your rep is available.
[ GO TO INDIVIDUAL TAB ]

[ IF SALES REP IS UNAVAILBLE ]
I'm sorry but your rep is not available right now, would you like me to transfer you to another sales rep to help you with your order?

If yes, transfer to (in order):
Poline Matti
Nima Sadeghi
Nicolette Pajda
Camille Mikolajczyk
Teresa Pew
Steve Trainor
Anthony Saguto
David Carmody
Kelton Bradley

If no, say, "Let me collect a bit more information and I'll send it to your rep so they can follow up with you as soon as possible."
Do you know the CIA part number of what you want to order? If not, can you tell me the manufacturer item number or a general description of what you need to order?
What quantity do you need to purchase?
Thanks. Let me collect a bit more information and I will send this information to a sales rep that can follow up with you as soon as possible.
[ NOTE: If customers wants so speak to a rep immediately: use unrepped section -- complete form END CALL ]
Do you know the CIA part number of what you want to order? If not, can you tell me the manufacturer item number or a general description of what you need to order?
What quantity do you need to purchase?
[ Additional Notes & Closing ]
Is there anything else I can help you with today?
Thanks for calling CIA Medical. Have a great day! Goodbye. [END CALL]
[ DaVinci Form Submission ] - What is this message about? Who should be notified about this message? NOTE: If you successfully transferred the call to an individual, select THAT individual below. If you were unable to transfer the call, select the topic of the call or a specific individual to notify below:*
- Order Status - William Woods
- New Customer Sales Lead – ONLY select if not transferred
- Existing Customer / Unknown Rep – ONLY select if unable to transfer and no sales rep
- Question about Invoice or Shipping Charges - Tom Slater
- Return Request - William Woods
- Accounts Receivable / Make a Payment - Tom Slater
- Schedule a Delivery - Brian Brostoff
- Supervisor Request - William Woods
- Accounts Payable/ Request Payment - Tom Slater
- Vendor (new or existing) - Kelton Bradley
- General Calls / Solicitiations DO NOT FORWARD CALLS - collect info and email form
- All other employment inquiries
- Poline Matti - SALES
- Nima Sadeghi - SALES
- Nicolette Pajda - GOVERNMENT / SALES
- Kelton Bradley - SALES
- Camille Mikolaczyk - SALES
- Teresa Pew - SALES
- Anthony Saguto - SALES
- John Miller - SALES
- Cassidy Privet - SALES
- David Carmody - SALES OPERATIONS
- Lizette Oliveros - CUSTOMER SUPPORT
- Thomas "Tom" Slater - ACCOUNTING
- Rebecca "Becky" Abene - ACCOUNTING
- William Woods - CUSTOMER SUPPORT
- Adam Foltyn - WAREHOUSE
- Brian Brostoff - SUPPLY CHAIN
- Ariel Del Rosario - WAREHOUSE
- Ira Aronow - WAREHOUSE
- Charles Lewis (DO NOT FORWARD CALLS - collect info and email form)
- Matthew "Matt" Kilcran (DO NOT FORWARD CALLS - collect info and email form)
Comments
This field is for validation purposes and should be left unchanged.

DaVinci Customer Data Collection

Please fill out & submit the form for every call.

Thank you for calling CIA Medical.

[ Not a business - END CALL ]

Thank you, I'll forward your message to the right team member.

Thanks for the info, I will forward it to the sales team and someone will get back to you about your order.

Thanks! I'll have our team get back to you as soon as possible regarding your order.

Thanks! I'll have our team get back to you as soon as possible.

Thanks for providing this information.

Thanks. Let me collect a bit more information and I will send this information to a sales rep that can follow up with you as soon as possible.

[ Additional Notes & Closing ]

Thanks for calling CIA Medical. Have a great day! Goodbye. [END CALL]