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 mail 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.