Took a nice little training today. Didn't really want to, but am now glad to have had to. Learned to proceed as follows:
-) Hallo, good afternoon (or whatever)
-) Nice to meet you, what was your name?
-) Can you substantiate that?
-) Thank you! Who is your manager?
-) Could I talk to her/him ?
"Social engineering" is the apparent buzzword.
(disclaimer: this posting might contribute to poster's career opportunities, and could be meant to)