Sales clerk work plan

Part 1: Sales clerk work plan essay

First, the specific quantitative task of sales work
1. Develop monthly work plans and weekly work plans, and daily workload. Call at least 30 calls a day and visit at least 20 customers a week to make potential customers change from quantitative to qualitative. In the morning, I will return to the key telephone call and make an appointment with the customer. In the afternoon, I can arrange to visit the customer. Considering a large number of people and traffic congestion, it is best to choose the customer at the same or close location when making an appointment.
2. Before you see the customer, you need to know more about the customer's main business and potential needs. It is best to understand the personal interests of the decision-makers, prepare topics that are of interest to the other party, and provide targeted solutions for the customers.
3. Collect some project information from the bidding network or other channels for the project bidding reference, and provide suggestions for the engineering firm to cooperate with the engineering business and commercial project operation.
4. Do a good job of daily work records, in order to forget important matters, and mark important unprocessed matters.
5. Fill in the project tracking form and follow up the project schedule: pre-design, bidding, deepening design, stocking execution, acceptance, etc., and complete the work in each stage.
6. The project designed in the early stage will follow up with the project, and return to the customer at least once a week. If necessary, cooperate with the contractor to do the work of the owner. The projects tracked in other stages will be visited at least once every two weeks. The bidding date of the contractor and the important date of the project progress should be kept in mind and promptly followed up and returned.
7. In the early design stage, we will actively participate in project drawing and project design, and solve the design work of this major for the engineering company.
8. During the bidding process, organize the corresponding business files two days in advance, express or send them to the contractor to prevent any omissions and errors.
9. When the bid is over, return to the customer in time and ask for the bidding result. After winning the bid, the company actively requested to deepen the design, and assist the engineering company to undertake all or part of the design work and prepare the drawings required for the construction.
10. Strive to sign the supply contract with the contractor as soon as possible, and collect the advance payment, arrange the stocking in advance, and respond to the needs of the contractor with the fastest supply time, and strive for early payment.
11. The goods arrive at the scene, and the equipment is installed, and the technical department is requested to arrange the commissioning personnel to debug on site.
12. Prepare the acceptance document in advance, and collect the payment in time after the acceptance is completed to ensure a good capital turnover rate.
Second, the understanding of sales work
1. Market analysis, based on market capacity and individual ability, objectively and scientifically develop sales tasks. Temporary annual task: sales of 1 million yuan.
2. Make a work plan in a timely manner and work out a monthly plan and a weekly plan. And regularly communicate with business related personnel meetings to ensure that the professional leaders in charge of timely follow-up.
3. Pay attention to performance management, and pay attention to and track the whole process of performance planning, performance execution and performance evaluation.
4. Target market positioning, distinguish between large customers and general customers, treat them separately, strengthen communication and cooperation with large customers, and win the largest market share in the same time.
5. Constantly learn new knowledge and new products in the industry, bring practical information to customers and better serve customers. And get to know the excellent product providers of all grades in the weak electricity industry, in order to prepare the project to cooperate with the project when needed, and to share industry contacts and project information with peers to achieve win-win.
6. First friends and later, develop good friendship with customers, think for customers everywhere, treat customers as their good friends, and achieve a blend of thought and emotion.
7. Can not conceal and deceive customers, promise customers to promise in a timely manner, honesty is not only the basis of business, but also the basis of people.
8. Strive to maintain a harmonious relationship with colleagues, be kind to colleagues, and ensure the smooth implementation of all functions of the various departments in the implementation of the project.
Third, sales and life, and work happily
1. Regularly organize peers to hold salon meetings to enhance mutual friendship and better communication.
Although there is competition between customers and peers, they also need to learn and communicate with each other. I have also participated in similar gatherings and also asked customers, they are very willing to participate in such gatherings, so I think there is no contradiction, and between peers In addition to work, you can enjoy life, make salon a part of life, and let work work in a happier environment.
2. For old customers and fixed customers, always keep in touch, when the time and conditions permit, send some small gifts or banquet customers, of course, the banquet is not the purpose, focus on communication, can enhance each other's feelings, better communication.
3. Take advantage of off-hours and weekends to participate in some classes, learn more marketing and management knowledge, constantly try to combine theory and practice, check the latest information and products in the industry online, and constantly improve their abilities.
The above is my 2019 sales work plan. There will always be various difficulties in my work. I will ask the leaders to discuss with them, work together to overcome them, and strive to make the greatest contribution to the company.

Part 2: Sales clerk work plan

First, formulate detailed work plans and combine our current resources, make full use of them, and get more sales reports from last year. We should work hard to develop and develop the advertising market. Although there are many problems in front of me, we must maximize our efforts. The delivery of terminal advertisements, at the same time, to lay a solid foundation for the development of the market, and strive for greater delivery, long-term customers to absorb. According to the growth rate of the number of terminals of our company, we have adjusted our work strategies and work ideas in a targeted manner.
Second, quarterly work arrangements
1. In the first quarter, the market was mainly cultivated, and the influence and popularity of the company and the speed of promotion were extended. Because of the special period of the two festivals, many companies’ publicity plans have been completed and will be completed after the festival. During the low tide of an advertisement, I will make full use of this time to supplement my professional knowledge, and at the same time, I will step up contact with the customer's feelings and appropriately look for smaller customers to put the advertisements in, but I expect the other party to ask for a very low discount or a discount. The case of advertising fees.
2. In the second quarter, due to the influence of the “May Day Labor Day”, the advertising market will usher in a small peak period, and as the weather changes, the temperature will continue to rise, toiletries, summer drinks, anti-mosquito supplies. Such advertisements will be the focus of development.
3. In the third quarter, the “11” and “Mid-Autumn Festival” festivals will bring a good start to the second half of the year. Some products such as liquor, health products and gifts will be added to the advertising ranks. Moreover, with the increase in the number of terminals installed in our company, some long-term customers with large volume can gradually infiltrate and make full preparations for the advertising campaign at the end of the year.
4, the advertising work at the end of the year is the peak period of the year, coupled with our one-year terminal laying, customer promotion, I believe that our advertising department is the hottest time. As the number of weddings in the winter increases, wedding services and wedding supplies will also be added to the advertising campaign. The advertising atmosphere of the two festivals will follow in this environment.
I will work more in a different period of time, with specific plans and plans, and constantly adjust my work ideas, strengthen the development of customers, and correctly upgrade our advertising sales to a new level.
Third, develop a study plan.
1. The advertisement is put in, but I expect that the other party will have a very low discount or an advertising fee.
2. In the second quarter, due to the influence of the “May Day Labor Day”, the advertising market will usher in a small peak period, and as the weather changes, the temperature will continue to rise, toiletries, summer drinks, anti-mosquito supplies. Such advertisements will be the focus of development.
3. In the third quarter, the “11” and “Mid-Autumn Festival” festivals will bring a good start to the second half of the year. Some products such as liquor, health products and gifts will be added to the advertising ranks. Moreover, with the increase in the number of terminals installed in our company, some long-term customers with large volume can gradually infiltrate and make full preparations for the advertising campaign at the end of the year.
4, the advertising work at the end of the year is the peak period of the year, coupled with our one-year terminal laying, customer promotion, I believe that our advertising department is the hottest time. As the number of weddings in the winter increases, wedding services and wedding supplies will also be added to the advertising campaign. The advertising atmosphere of the two festivals will follow in this environment.
I will work more in a different period of time, with specific plans and plans, and constantly adjust my work ideas, strengthen the development of customers, and correctly upgrade our advertising sales to a new level.
Third, develop a study plan.
Market development is a work that needs to constantly adjust business ideas according to the changing situation of the market. Constantly improving knowledge is very important for business people, because it is directly related to the pace of business people's progress and the vitality of business. I will adjust my learning direction to supplement new energy as needed. China Education General Network document channel product knowledge, marketing knowledge, delivery strategy, data, media operations management and other related advertising knowledge is what I want to master, know ourselves and know each other, can not fight.
Fourth, strengthen ideological and moral construction A person's success is not a success, should be a team for us, this year I will strengthen the building of ideological and moral, enhance the overall awareness, enhance the sense of teamwork, and at the same time strengthen the sense of responsibility. Actively do the work well. Really do the idea, and I will do my best to help the leadership to reduce the pressure of work.

Part 3: Sales clerk work plan

Summarizing the work in the past year, there are still many problems and deficiencies in my work. I need to learn from other salesmen and peers in my work methods and skills. In 2019, I plan to make up for the shortcomings based on the work and gains of last year. Several aspects of work:
Ensure that the annual sales task is completed, and the information is collected actively and summarized in time;
Efforts to assist the sales manager of the business, from the price, quantity, quality and service attitude of the product, carefully communicate with the customer;
The accuracy of the sales report, carefully reviewed;
Timely processing of returning goods;
Customer relationship is maintained and new customers are constantly being developed.
Try to do everything well and stick to it!
Finally, I would like to summarize the problems that arise during the sales process as follows:
The inventory in the warehouse is not enough. Although the inventory of the minimum inventory of each product is marked on the inventory, but the actual does not match, there are many products that have even been out of stock. In the case of a small inventory, it is recommended that the warehouse contact the production in a timely manner, or contact the sales to remind the order, the situation of the fly order is mostly related to insufficient inventory.
Purchase and return is not timely. The return time will always be delayed. For this phenomenon, the attitude of the purchasing staff is mostly unresolved. Rarely think about how to solve the problem with the supplier, but hope that the sales staff can communicate with the customer to delay the time. This will reduce the credibility of our customers.
Quality inspection and procurement processing of supplier returns. Many unqualified products, due to the delay of time, finally pick and pick again in the case of forced lasting, and as a qualified product sales, this is very inconsistent with our belief in "pursuing high quality." There are often things that are taken out because the quality problems make the sales staff very embarrassed.
Finance should regularly make reminders or reminders of sales that have not been returned. There are a lot of businesses that have already returned money. The finances tell the sales staff only a few months later. During the period, the sales staff thought that they had been reminding that they had not returned money, and they were very unhappy!
There is no coordination between the various departments. For the convenience of your own work, you often don't care too much about others and don't consider the troubles that others bring. Sometimes it can be solved because of a sentence or a little thing, but the sales staff has gone a lot of detours.
Shipping and dispatching problems.
New product development is too slow.
In short, this year I will work harder to do my own thing and actively help others. I also hope that some problems existing in the company can be properly solved. Constantly develop new products and continuously develop new areas. I believe that the company will go further and have a higher market share. Chutian people will be filled with happy smiles.

Part 4: Sales clerk work plan

First, strengthen the industry management work and build a quality and standardized underwriting service system. Underwriting is the source of insurance company operations, an important basis for risk management and control, and the basis for the survival of insurance companies. Therefore, in the ** year, the company will seize the industry management work and improve its risk management and control capabilities.
1. Inspect the underwriting business in a timely manner, use risk management technology and pricing system to control the underwriting risk, determine the insurance premium rate, and ensure the quality of underwriting. Conduct a preliminary review of the business beyond the company's license to be underwritten and sign the opinion and report it to the company to ensure strict coverage of such business.
2. Strengthen the management of information technology departments, improve the processing platform for various types of insurance business, establish and improve the underwriting basic database through construction and use of electronic underwriting business processing systems, and control related reports and underwriting analysis. At the same time, do a good job in market research and regularly develop medium and long-term business plans.
3. Establish and improve the risk assessment system for major target business and special risk business, ensure reasonable control of risks, and implement relevant reinsurance or reinsurance management regulations according to the risk situation of the business to ensure reasonable dispersion of underwriting risks.
4. Strengthen underwriting and underwriting specifications, strictly enforce the terms and rate system, be proficient in the operation of the new core business system, and conduct comprehensive and systematic training for the underwriting and underwriting personnel of the Zhongzhi to improve their comprehensive business skills. And quality, to provide a good guarantee for the company's business development.
Second, improve the quality of customer service work and build a first-class customer service platform. With the continuous increase of the competition in the insurance market, various insurance companies have increased their competition for market business. The insurance company does not operate tangible products, but a service to avoid risks or venture capital. Therefore, build a service. The customer service platform of high-quality service is extremely important. When the service has become the core content of the insurance company's values ​​and become the core competition, the customer service work becomes a service culture with a unique concept. After ** years of hard work, our company has occupied a certain share in the market, and also has a large customer base. With the continuous development of business, the importance of customer service work will be particularly prominent. ** In the year, the customer service will be strictly regulated, and the first-class customer service management platform will be applied and implemented.
1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful support functions of the company's voice service system to improve their market competitiveness and achieve customer satisfaction. maximize.
2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly adhere to the service tenet of “enthusiasm, thoughtfulness, quality and efficiency”, adhere to the principle of “active, rapid, accurate and reasonable”, strictly in accordance with job responsibilities and business operations. The provisions of the process are well received, reported, investigated and determined, clause interpretation, claims and other complaints.
3. Taking the central branch as the center, specializing in part-time and part-time work, establishing a survey and fixed damage network covering the whole district. At the beginning, the middle branch set up a full-time survey and damage personnel, and at the same time, cooperated with non-professional personnel to improve the investigation. The overall quality of the business personnel will be effectively improved, and the quality of the investigation and the damages will be improved. The investigation will be accurate, the damage will be reasonable, and the claims will be quick.
4. Complete the deferred work of the two service agencies of the Marketing Service Department and the YY Marketing Service Department before June of the following year. At this point, the construction of the service outlets in the whole district is basically perfect, providing efficient and convenient insurance for the company's customers. After sales service.
Third, accelerate business development, increase market share, and strengthen and strengthen the company's insurance brand. According to the mid-year premium income of **10,000 yuan, the proportion of each type of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and human risk insurance 5%. ** In the year, the central branch company plans to develop a business development plan to achieve a total annual premium income of 10,000 yuan. The proportion of each type of insurance is planned to be 75% for motor vehicle insurance, 15% for non-auto insurance, and 10% for people's risk. The implementation will be implemented in the following aspects.
1. Motor vehicle insurance is the top priority of our business. Therefore, vigorously develop the motor vehicle insurance business, give full play to the company's auto insurance advantage, and lay a good job in the auto insurance business. It is still the focus of our work. It is necessary to consolidate the old customers and strive for new customers, focusing on the development of the fleet business and the underwriting of the new car business, in order to achieve a new level of auto insurance business.
2. Do a good job in the non-auto insurance industry, choose to visit some large and medium-sized enterprises, and focus on public relations for enterprises with good benefits and low risks, establish good relations with enterprises, and strive to cover the property, personnel and vehicles. It is necessary to do a good job in the market development of non-auto insurance-type insurance products, and strive to make a new pattern in the development of non-auto insurance business in the year of **.
3. Actively do a good job in agency business with banks. **In October, our company has signed a joint agency agreement with Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank, etc., in an active effort. Strengthen communication and communication in the business, let the bank fully understand the brand and advantages of China Insurance, strive to increase the bank's support and policy inclination to our company in the agency business, and strive to make new breakthroughs in the banking agency business and realize the insurance structure. The strategic objectives of the adjustment will lay a good foundation for the company to achieve maximum benefits.
This year, although it is still affected by the financial turmoil economy, although the market competition will be more intense, but with the correct leadership of provincial companies, Zhongzhi will develop ideas, strive to forge ahead, create new achievements, and become bigger and stronger. Struggle for the company's insurance business.

Part 5: Sales clerk work plan

First, familiar with the company's new rules and regulations and business development work. The company is constantly reforming and has established new regulations, especially with the assistance of professional legal affairs personnel in litigation. As an old business person in the company, you must take responsibility for your work and do your best to comply with company regulations.
In the first quarter, the company focused on litigation. We will conduct litigation business development for existing old customer resources, develop all customers who may have litigation needs, and intend to arrange legal affairs commissioners to meet and negotiate. During the period, at least two lawsuits were promoted, and agency fees amounted to more than 10,000 yuan. While doing litigation business development, we must not lose all kinds of business assigned by these customers, maintain regular contact with these customers, and report the progress of the business of these customers in a timely manner.
In the second quarter, trademarks and patents were the main business. Through the professional market, participate in professional trade fairs, online, telephone, stranger visits and other business development methods to develop customers, and intensify the relationship with old customers to form a customer group with a business cycle. As a result, the agency fee of more than 4 million yuan was reached. While vigorously exploring the market, we must not lose all kinds of business assigned by these customers, maintain regular contact with these customers, and report on the progress of the business of these customers in a timely manner.
The "11" and "Mid-Autumn Festival" double festivals in the third quarter brought infinite business opportunities and brought a good start to the second half of the year. Moreover, with my relative improvement in high-end business expertise and comprehensive capabilities, we will do a targeted development for large-scale enterprises that meet the requirements of China's Well-Known Trademark or Guangdong Famous Trademark. Customers who are willing to cooperate can arrange business managers to meet and negotiate, and strive to sign a "Guangdong Famous Trademark" with a contractual fee of more than 70,000 yuan. While doing well-known trademarks and the development of well-known trademarks, we must not lose all kinds of business assigned by these customers, maintain regular contact with these customers, and report the progress of such business in a timely manner.
The fourth quarter is the end of the year. At this time, we must fully protect the business situation of the old customers. First of all, it is necessary to gradually understand the customer resources that are potential to be developed among the old customers, identify the vulnerable areas, make feasible recommendations for the purpose, and strive to achieve the most comprehensive protection of the intellectual property rights of the client company. The agency fee is at least monthly. More than 10,000 yuan.
Second, develop a study plan. Learning is very important for business people because it is directly related to the pace of a business person's progress and the vitality of the business. I will adjust my learning direction to supplement new energy as needed. Professional knowledge and comprehensive ability are all things I have to master.
Knowing ourselves and knowing each other can only help you in this respect. In this regard, I also hope that the business manager will give me support.
Third, enhance the sense of responsibility, enhance service awareness, and enhance team awareness. Proactively put the work to the point and implement it. I will do my best to ease the pressure of leadership.
The above is my 20-year work plan, and may still be very immature, I hope to lead the correction. The train is running fast by the headband. I hope to get the correct guidance and help from the company leaders and department leaders. Looking forward to 20 years, I will treat each business more diligently and conscientiously, and strive to win the opportunity to seek customers, strive for the single, and improve the business. I believe that I will complete new tasks and meet the new challenges of 20 years.