I. General principles
In order to standardize and effectively manage the company's customers and ensure stable development, these measures are formulated.
Two. Customer definition
Company customers are suppliers and distributors who have business dealings with the company.
Lawyers, financial consultants, advertisements, public relations, banks, insurance and financing assistance institutions related to the company can all be listed as special customers.
Three. Customer information management
1. The company information department is responsible for the collection and collation of all customer information of the company.
2. The company establishes customer files and prepares a customer list for future reference.
3. The establishment of customer files.
1). Every time you develop and contact a new customer, you must establish a customer file account;
2) Properly standardize the customer files so as to know the basic information of the customer, such as customer name, legal representative, address, postal code, telephone number, fax number, business scope, registered capital, etc.
4. Update and modify customer files.
1). Major changes in the customer unit and business contacts with the company must be recorded in the customer file;
2). Major changes of the client company and business dealings with the company shall be recorded in the client file;
3). Accumulate the annual performance and financial status report of customers. 4. All major matters that all departments of the company contact with customers must be reported to the Information Department (except business confidentiality), and shall not be limited to the personal scope of business personnel. 5. Employees are transferred from the company and are not allowed to take customer information with them. Their business departments will receive, sort out and archive customer information together with the Information Department.
6. Establish restrictions on the right to access customer information, and do not access customer files at will without permission.
Seven. customer management
Customer reception shall be handled according to the company's external reception method, and important customers shall be received according to VIP level.
Letters, faxes and long-distance communications with customers should be recorded in accordance with the company's various management measures and incorporated into customer files.
For some important new customers to be developed in the future, the company should have more than two people to contact and establish a contact reporting system.
When the employee in charge of contacting customers is transferred from the company, the company should inform the relevant customers in time and assign its employees to replace the transferred employees, so as to establish contact with customers quickly.
Eight. supplementary terms
The Information Department shall be responsible for the interpretation and supplement of these Measures, which shall be promulgated and implemented after being approved by the General Manager.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.