Customer relationship management (CRM)
From EDeskWiki
Customer relationship management (CRM) is a broad term that covers concepts used by companies to manage their relationships with customers, including the capture, storage and analysis of customer, vendor, partner, and internal process information.
Contents |
How can we add value to our clients
- Write down your USP (Unique Selling Proposition)
Aim: Get fresh business from old cliets
examples of fresh business
- Audit (haribhakti bda)
- NPA Resolution (non performing asset / loan which has become overdue )
( kabra amdavad / suraj nayak )
Aim: to get new clients
- Identify new clients (laxmivijay) from advt in newspapaer
- Get their details (contact, business)(try to use nilesh) from advt, website, or a Tele Script seeking connection to the CEO
- Make a call mentioning USP to CFO requesting permission to send a email
(intro, rq for meet)
What are the steps to making an introduction ?
??
- Tele Script seeking confirmation of email id before sending an introduction
- How to report upon completing a tele-call
- wait for a minimum of 24 hours
- enquire whether they have received our email and suggest a meeting with our Head of Investment Banking ( SN to prepare a draft tele-script .. )
- To write to Distribution@sumedhaFiscal.com for updating their database. They should send you the corrected entry.
- To write to Distribution@sumedhaFiscal.com to set up a reminder. They should send you a copy of the reminder.
- Other administrative issues ..
Telescript for updating email ID
- Hello, I am calling from AOL the mail which we had sent to you regarding our programmes were bounced. So Please give me your correct email ID.
