How to maintain the customers of the resigned salesperson after the employee resigns

The resignation of a salesperson is a normal thing in any company, and it has the highest turnover rate. Therefore, managers are often troubled: how to prevent salespersons from leaving and taking customers away? How does the transferee contact the customer who has left the clerk? How to avoid the loss of customer resources in the handover work? To untie the bell, you must tie the bell, and you must start from the root to solve these problems.

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Let's first take a look at how companies that do not use a customer relationship management system solve this problem. In order to prevent the salesman from taking away the customers, the bosses also tried their best. Some companies allow employees to use only the mobile phone number provided by the company and return the number when they leave. Some companies have set up many systems to prevent salespersons from taking advantage of the loopholes. Some companies feel that treating employees with care is the right way, even if the business Employees who leave will also provide sales leads for the company.

In fact, the first two methods are not wise. Everyone understands the principle of "no doubt about employing people, and no doubt about others." Everyone is inevitably selfish. But the company’s distrust of its employees can easily arouse resentment.

If the salesman really wants to take away the customer, he can also find loopholes in it. The correct approach is to use the CRM system to complete the informatization of sales management, which can not only standardize the sales process, improve the follow-up efficiency of the salesperson, but also help the various departments of the enterprise to coordinate the management of customer resources.


The CRM can record the potential customers that the salesperson is about to contact, the customers and old customers who are following up, the contacts, the business opportunities that are being followed up, the expenses spent, the signed contracts, etc., and it also provides work reports, daily, weekly and monthly reports. You can also correlate and follow up on the customer's situation. Even if a resigned salesperson deletes customer information and maliciously empties the personal recycle bin, the administrator can still retrieve the information from the system recycle bin.


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If a newcomer transfers work, he can quickly understand the work process through the CRM system and successfully transfer the customer data of the resigned salesperson. Through these customer information, new sales can notify customers one by one, the original salesperson has left, take over his job, and inform his contact information, usually communicate with customers, so that you can re-establish customer relationships.

Of course, if a salesperson really wants to take away customer information when he leaves his job, he can still export data reports from CRM. But this is beyond reproach, because customer resources are shared by individuals and companies. If the customer trusts the salesperson, no matter where he is, he will continue to work with him to complete the order. Therefore, customer relationships are very important. What companies should do is not to guard against salesmen like thieves, but to help sales staff grow, improve sales skills, and treat their employees as kind to customers.


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Origin blog.51cto.com/15117399/2668338