SM Roles & Responsibility
1 Outbound calls to allocated parties and note orders from them and do billing simultaneously
2 Take care of party claim,expiry breakage and submit report to TL
3 Note down the Customer complaint/dispute and resolution and submit report to TL
4 Debtors realization
5 Sale analysis of assigned parties and submit report with reason & action plan to TL
Analysis points -
Frequency, volume, company, expiry ratio, online order, No. of bills, ABV, No. of item, per line item value, No. of customer visited
Process -
Download or copy the excel sheet of the day from google sheet and prepare the sheet with data for analysis
Find out the ach % (current month vs last month or correct month target)
Sort the parties as ach % (Highest to lowest)
Select 5-10 parties in a day (complete in a week) from top to bottom
Analysis & find out the reason of deficit about frequency from the ledger, outstanding, overdue, order value & company wise to know the reason for dropping the sale and how can regain the business
Submit the analysis report with action plan ( how to achieve the target)
Some tools to increase sale (talking points) -
Timely delivery (how can we supply in particular area at fixed time)
No. of items & companies (we can serve 60-70% of customer requirement)
Expiry/ breakage settlement in time
To involve our DBs
Ensure the next time business whenever you close the call of customer Achievement of target Weekly
6 Send request for Customer master Updation/addition Through to TL As on requirement
7 Shift existing customer and add new customer on Live Connect app and submit report to TL No. of customer with value Weekly
8 Discuss the status of parties before week off/leave days with the allotted SM.