Sample regulations for the work of a sales department manager
Posted: Mon Jan 20, 2025 5:15 am
Communication with the client
The purpose of the call: to invite the consumer to cooperate by offering the most favorable conditions for him and the company.
Actions when calling: it is necessary to create a suitable base for calling in advance, in accordance with the regulations of the company's sales department:
Before making calls, you should think about how best to present a profitable offer or develop a presentation to demonstrate to potential clients;
there is no need to deviate rcs database from the number base, you should make calls strictly according to the list;
When talking to a client, you need to focus exclusively on communication and not be distracted by other tasks.
The sales department manager's work regulations require the employee to take notes during the dialogue so as not to miss the most important things. It is better to record:
topics the client is willing to discuss;
the name of the product that is of greatest interest;
which of the offers voiced by the manager interested the client the most;
what terms of cooperation suited the potential buyer;
deadlines when products can be sold to the customer at a favorable price;
the promised bonus and the conditions for its provision.
Result: a potential client has appeared in the CRM database, he is open to offers, those products that interest him have been filtered, a deal has been created that can bring profit.
Communication with the client
Control of payment for the order
Objective: to check the order payment status in the accounting program.
Actions: find the contract in 1C or CRM, record its payment status.
Result: change the transaction status in the program, checking with the order verification data.
Note: if there is a sales department administrator in the team, then this responsibility is assigned to him.
Final work with the client
Objective: to call those people who were ready to make an order, but did not place it for some reason. It is necessary to push them to complete the transaction.
Actions: check orders, track those that have not been paid, call these clients and give them an incentive to pay.
Result: the counterparty makes a payment by purchasing a product or service.
This work can be done by marketing specialists. Their plan for stimulating "hungry" clients may include:
sending out advantageous offers to postal addresses;
working with similar clients using targeting.
The purpose of the call: to invite the consumer to cooperate by offering the most favorable conditions for him and the company.
Actions when calling: it is necessary to create a suitable base for calling in advance, in accordance with the regulations of the company's sales department:
Before making calls, you should think about how best to present a profitable offer or develop a presentation to demonstrate to potential clients;
there is no need to deviate rcs database from the number base, you should make calls strictly according to the list;
When talking to a client, you need to focus exclusively on communication and not be distracted by other tasks.
The sales department manager's work regulations require the employee to take notes during the dialogue so as not to miss the most important things. It is better to record:
topics the client is willing to discuss;
the name of the product that is of greatest interest;
which of the offers voiced by the manager interested the client the most;
what terms of cooperation suited the potential buyer;
deadlines when products can be sold to the customer at a favorable price;
the promised bonus and the conditions for its provision.
Result: a potential client has appeared in the CRM database, he is open to offers, those products that interest him have been filtered, a deal has been created that can bring profit.
Communication with the client
Control of payment for the order
Objective: to check the order payment status in the accounting program.
Actions: find the contract in 1C or CRM, record its payment status.
Result: change the transaction status in the program, checking with the order verification data.
Note: if there is a sales department administrator in the team, then this responsibility is assigned to him.
Final work with the client
Objective: to call those people who were ready to make an order, but did not place it for some reason. It is necessary to push them to complete the transaction.
Actions: check orders, track those that have not been paid, call these clients and give them an incentive to pay.
Result: the counterparty makes a payment by purchasing a product or service.
This work can be done by marketing specialists. Their plan for stimulating "hungry" clients may include:
sending out advantageous offers to postal addresses;
working with similar clients using targeting.