How to write a good quarterly work plan for salesmen

The so-called quarterly work plan is the arrangement of our work content in the next three months. Most people in the workplace will encounter such a situation. But most people find themselves unable to write. The following is Bian Xiao's quarterly work plan for sales staff. If you like, you can share it with your friends around you!

Quarterly Work Plan for Sales Staff 1 How to write it?

In order to promote the company's market operation, speed up the introduction of products to the market, seize the sales market and share in _ _ _ _ region in a limited time, and rapidly increase the product sales channels. Now, according to the company's sales strategy, the sales work plan for the second quarter is drawn up, with centralized sales control and independent accounting, and efficiency is linked to performance.

First, clarify the company structure, responsibilities of each position and sales management mode.

1, company organization structure

Factory office: worker recruitment, logistics, factory hygiene, reception, etc. Production group: production and storage.

Quality and technology group: acceptance of raw materials/semi-finished products/finished products, sample/mold making and technical guidance; Sales group: sales and sales management.

Planning group: promote and handle the filing of relevant documents, market information summary and analysis, and external relations; Finance department: accounting, cashier.

Second, the marketing strategy

1, market-oriented and partner-based.

Adhere to the brand policy of high technology, high quality and high service, take market development as the guide and develop partners as the basis of market development. The company integrates sales force and manages information in a unified way, and the marketing department is concentrated in the second district of _ _ _ _ _ _ _. Through the Construction Committee and the Reform Office as the basic points of sales channels, we will actively seek partners with sales strength, strive to open the regional market of _ _ _ _ as soon as possible, establish our own peripheral sales network, and form a stable sales channel.

2. Regional chain management to ensure payment recovery.

Guided by regional managers, we will establish a solid market position, find a solid backbone partner, and take them as our focus, and then continuously cultivate such key market sales and partners to extend downwards, so that they can have stable sales performance, thus ensuring the stability of payment.

3. Preferential sales policies to ensure service quality.

When developing partners, we should give preferential sales policies, improvise and go with the market; When the regional sales volume exceeds the rated task, it will give partners more profit space; Regional partners can pay the quality deposit, enjoy the corresponding delivery volume, and reduce the financial pressure of partners. Strengthen service and management, strictly demand the quality of engineering technology, and send technicians to give explanations and training and engineering guidance to ensure the quality of engineering technology.

4, scientific management, with the system as the criterion and performance as the standard.

Internal management, scientific and standardized management, establish and improve the management and assessment system, take the system as the criterion of management and assessment, and implement the system to manage people.

In terms of assessment, we must first clarify the responsibilities of each position and conduct quarterly assessment. Clear rewards and punishments, clear rewards and punishments.

Third, the product sales model.

Responsible for the development, maintenance, technical service, customer training, market development and maintenance of wall insulation materials marketing network; Responsible for the preparation of customer bidding materials, technical and commercial bidding, defense, etc.

Four, wall insulation materials sales task

(1) Product sales target (April 20th-May 20th).

(2) Product sales task breakdown table (May _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _).

(3) Market division, salary, welfare and expense standards.

(1) _ _ _ _ Regional market division and staffing.

(2)__ Treatment and benefits of regional sales directors.

1, relevant regulations on travel accommodation allowance.

After the sales director becomes a full member, he enters the assessment period. If 60% (excluding 60%) of the sales tasks assigned by the company in the current month is not completed, the travel accommodation allowance will be reimbursed by 120 yuan/day; if more than 60% (including) of the sales tasks assigned by the company are completed in the current month, the travel accommodation allowance will be reimbursed by 150 yuan/day.

2. Relevant regulations on performance bonus.

The sales director fails to complete 30% (excluding) of the sales tasks assigned by the company in the current month, and does not enjoy the performance bonus; If more than 30% (inclusive) of the sales tasks assigned by the company are completed in the current month, performance bonuses will be paid according to the proportion of the sales tasks completed.

(3) The treatment and welfare of business executives and regional managers in _ _ _ _ _ _.

1, relevant regulations on travel accommodation allowance.

Business executives and regional managers enter the assessment period after they become full members. If 60% (excluding 60%) of the sales task assigned by the company in the current month is not completed, it will be reimbursed according to 80 yuan/day. If more than 60% (inclusive) of the sales tasks assigned by the company in the current month are completed, they will be reimbursed according to 100 yuan/day.

2. Relevant regulations on performance bonus.

Business executives and regional managers who fail to complete 30% (excluding) of the sales tasks assigned by the company in the current month will not enjoy the performance bonus; If more than 30% (inclusive) of the sales tasks assigned by the company are completed in the current month, performance bonuses will be paid according to the proportion of the sales tasks completed.

(4) The new sales staff of the company will be paid basic salary+mobile phone subsidy+insurance, welfare+sales commission from the first month of employment, but they will not enjoy performance bonus during the probation period, and the social insurance benefits will be uniformly handled by the company from the third month, and they will enjoy performance bonus when they enter the assessment period.

(5) Other explanations

(1) The above subsidies are reimbursed by bills within the limit, and the travel expenses are reimbursed by tickets.

② Except for basic salary, mobile phone fee, insurance benefits and long-distance transportation fee, it is not included in the assessment.

(3) Performance bonus, travel and accommodation allowance and other related expenses are included in the assessment scope.

(4) The sales commission shall be settled according to the standards set by the company.

⑤ Cash time of commission: 70% of the sales commission of the current month will be paid on the 30th of the following month, and 30% will be paid at the end of the year.

(four) the sales commission of business executives, regional managers and salesmen.

Personal performance entrustment of wall insulation materials: product entrustment standard.

(V) Business evaluation management

1, evaluation and evaluation

(1) The relevant workflow and assessment of the salesman shall be assessed by the business supervisor.

(2) The relevant work flow and assessment of business executives and regional managers shall be assessed by the sales director.

(3) The relevant work flow and assessment of the sales director shall be assessed by the marketing general manager.

2. The first two months of the company's new business personnel are not included in the assessment period, and the company's unified assessment will be implemented from the third month.

3. Performance appraisal form (to be formulated separately by the planning group).

How to write the quarterly work plan of sales staff II

First, be familiar with the company's new rules and regulations and sales work. The company is constantly reforming and making new regulations, especially arranging professional legal personnel to assist in litigation sales. As an old salesman of the company, he must set an example and do his best to carry out sales work while observing the company's regulations.

1, mainly focusing on litigation sales and development in the first quarter. Do litigation sales development for existing old customer resources, develop all customers who may have litigation needs, and arrange legal experts to meet and negotiate for customers who are interested in cooperation. At least two lawsuits were sold during the period, and the agency fee was more than 80,000 (40,000 each). While doing litigation sales expansion, don't lose all kinds of sales assigned by these customers, keep in regular contact with these customers and report the sales progress assigned by these customers in time.

2. In the second quarter, we mainly sold trademarks and patents. Develop customers by going to professional markets, attending professional trade fairs, surfing the Internet, making phone calls, visiting strangers and other sales development methods, and step up contact with old customers to form a customer base with sales activities. In this way, the agency fee will increase by 48,000 yuan (not less than 65,438+200,000 yuan per month). While vigorously exploring the market, don't lose all kinds of sales assigned by these customers, keep in regular contact with these customers and report the sales progress assigned by these customers in time.

The "Eleventh" and "Mid-Autumn Festival" in the third quarter brought infinite business opportunities and a good one for the second half of the year. And with the relative improvement of my professional knowledge and comprehensive ability in high-end sales, I will carry out targeted development for customers whose large enterprises meet the requirements of "China Famous Trademark" or "Provincial Trademark". Customers who are interested in cooperation can arrange to meet and discuss with the sales manager and try to sign one. While doing a good job in the sales and development of well-known trademarks and trademarks, don't lose all kinds of sales assigned by these customers, keep in regular contact with these customers and report the progress of such sales in time.

The fourth quarter is the end of the year. At this time, we should fully safeguard the sales situation assigned by our old customers. First of all, we should gradually understand the development of potential customer resources among old customers, find out loopholes, put forward targeted feasible suggestions, and strive to protect the intellectual property rights of customer companies. The agency fee is at least 65438+100000 per month.

Second, make a study plan. Learning is very important for salespeople, because it is directly related to a salesperson's pace of keeping pace with the times and the vitality of sales. I will adjust my study direction according to my needs and replenish new energy. Professional knowledge and comprehensive ability are all things I want to master. Know yourself and know yourself, and you will win every battle. In this regard, I hope the sales manager will give me support.

Third, enhance the sense of responsibility, service and team. Take the initiative to do the work to the point and implement it to people. I will try my best to reduce the pressure on leaders.

How to write the quarterly work plan of sales staff 3

According to last year's work situation and shortcomings, combined with the company's current development situation and trend, the administrative department has formulated a 20-year work plan. The work of the administrative department involves all levels of the work of various departments and companies, and there are many unforeseen tasks in the daily work of the administrative department. The more important work of this department includes: strictly regulating the management of company documents and records; Procurement and reimbursement of office supplies; Strengthen daily administrative management.

First, strict and standardized management of archives and official records.

The filing work of the company is one of the important tasks of the administrative department. Formulated and implemented the relevant personnel management system, strictly standardized the employee's personnel files, training files, contract files and other data files, and constantly improved the company's administrative mechanism, so as to be well documented. , and insist on company attendance statistics at 8 am and 2 pm every day. And establish, improve and standardize personnel file management (new employment, resignation, transfer and upgrade). Re-filed the existing employees, and now the employee files are complete. File all departments and personnel in groups to facilitate work operation, verification, transmission and management. The person in charge of each department counts the number of on-the-job personnel every month, and counts and checks the resigned personnel, newly hired personnel and transferred personnel every month to facilitate department management, personnel management, financial inquiry and settlement, and strengthen human resource management. Do a good job in collecting, sorting and filing archival materials in time. In terms of personnel recruitment, each department reasonably recruits employees according to the actual needs of departmental personnel to equip each position; Through a series of practical measures such as widely publishing recruitment information, online recruitment and fixed-point recruitment, we have achieved fruitful results.

Two, clear departmental functions, to accurately send and receive documents, timely processing of official documents issued by the leadership.

Third, timely purchase and reimbursement of office supplies and daily necessities;

1, daily maintenance of office equipment;

2. Successfully organize badminton competitions, reading essays, employee health checkups and other activities;

3. Timely handle the "five insurances and one gold" and the changes of insured persons every month;

4. Pay the water, electricity and gas expenses of the dormitory and the communication expenses of the marketing center in time to ensure that there are no problems such as water, electricity and gas cut-off due to arrears;

5. Attend the weekly meeting and take minutes, and arrange the minutes in time after the meeting;

6. Fill in and report all kinds of forms in time according to the requirements of the leader and the Division.

How to write the quarterly work plan of sales staff 4

20- In the first quarter, the Logistics Management Department was formally established, and its employees will participate in the Planning Department. After completing relevant work and handover, they will mainly focus on construction-related matters. With the guidance and help of leaders and colleagues at all levels, the Logistics Department closely focuses on the annual work goal, takes the construction of logistics parks as the key breakthrough, overcomes the difficulties of lack of personnel and experience, and makes continuous progress through continuous learning and positive thinking. The work of this department in the third quarter after its formal establishment is summarized as follows:

I. Summary of work

This work began last quarter, but on the one hand, due to the rapid integration and development of the Group's logistics resources, a large amount of information is constantly updated, on the other hand, due to the lack of investigation experience, the report has been revised and improved many times. The main work of this quarter is:

(1) Inquire about the relevant information of the national drop-off transportation pilot, and ask-understand-about the information of this project.

(2) Understand the route and carrier information of your own ship, follow up the information of newly purchased containers and ships, and understand the freight volume, shipping schedule, storage area, loading and unloading location and other information of Wuzhou ore transported to Zhuhai through ocean shipping companies.

(3) Q-Ask for information about bulk cargo, specific operation methods and important cargo types in the container.

(4) For information about terminal production business, please consult the production business department of the Group.

(5) Further improve the research report, form phased results, and list the unresolved problems and the work that needs to be followed up in the next step.

Second, the problems existing in the work

Advancing in groping and believing in the unknown also exposes some problems, mainly including:

1, in the process of theoretical study and information collection, we should strengthen the discrimination and sensitivity of these theories and information.

2. It is necessary to strengthen contact with other business-related units in the group and communicate information in a timely manner.

3. Under the present situation of departmental staffing, it is necessary to improve everyone's ability to work independently.

Third, the focus of work in the next quarter

Summarizing the work of the logistics department in the first quarter, most of the work time was spent on the preparatory work for the development and construction of the logistics park. At present, the development of the logistics park is ready to carry out substantive work, and the next step should focus on the following work:

1. Cooperate with the War Development Department of the joint-stock company, and-do a good job in bidding for fourth-party logistics service providers. After determining the consulting company, fully cooperate with the consulting company to do a good job in market research, project positioning, functional planning, marketing and promotion of Zhuhai Port Logistics Park.

2. Cooperate-always solve-related problems in the project.

How to write the quarterly work plan of sales staff 5

One; For old and regular customers, we should always keep in touch, give some small gifts or entertain customers when we have time and conditions, and stabilize the relationship with customers.

Second; While having old customers, we should constantly obtain more customer information from various media.

Third; If you want to have a good performance, you must strengthen business study, broaden your horizons, enrich your knowledge, and combine business study with communication skills in a variety of forms.

Fourth; I have the following requirements for myself this year.

1: More than-new customers will be added every week, and there will be-potential customers.

2. Do a good job in telephone sales summary, weekly summary and monthly summary, see if there are any mistakes in work, and correct them in time for next time.

Know more about the customer's status and needs before meeting the customer, and then make preparations to avoid losing this customer.

There should be no concealment and deception from customers, so there will be no loyal customers. On some issues, you and your customers always agree.

We should continue to strengthen business study, read more books, consult relevant information on the Internet, communicate with colleagues and learn better methods and means from them.

6. Work attitude towards all customers should be the same, but don't be too modest. Make a good impression on customers and establish a better image for the company.

7. Customers can't ignore problems. We must try our best to help them solve these problems. In doing business, we must be a man first, and let customers believe in our work strength, so as to better complete the task.

8. Self-confidence is very important. Always say to yourself, you are, you are unique. Only by having a healthy, optimistic and positive work attitude can we complete the task better.

9. Have good communication with other employees of the company, have a sense of teamwork, communicate and discuss more, and constantly increase business skills.

10: strive to complete this year's sales task every month? Arrive? The task of 10,000 yuan will create more profits for the company.