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不做好跟進客戶管理,客戶就是別人的 How to Follow up Customers


外貿業(yè)務與客戶的相處離不開“報價”、離不開“跟進”,所以主要的關鍵點即為“報價學問”、“客戶跟進管理”。業(yè)務為什么拿不住訂單,這就主要取決于關鍵點“客戶跟進管理”了。

The communications between foreign trade business and customers are always filled with "quotation" and "follow-up", so the key points are "knowledge of quotation" and "customer follow-up management". The reason why salesmen can't take orders depends largely on "customer follow-up management."


客戶關系管理的根本就在于客戶的訂單跟進的專業(yè)度和細心程度,主要是提供客戶服務及進一步提升企業(yè)和客戶的關系,提供創(chuàng)新式的個性化的客戶商談和服務,輔以相應數(shù)據(jù)挖掘和相關信息的記錄協(xié)調所有客戶跟進的交互。所以一旦業(yè)務在客戶訂單跟進上一單出現(xiàn)差錯過多而且對于自身客戶信息不熟悉就會容易在客戶服務上提供不到位。那么如何做好客戶的訂單跟進和客戶跟進管理呢?

The essence of managing relationship with customer lies in the professionalism and carefulness of following-up customers' order, mainly to provide customer service and further enhance the relationship between the company and the customers, to provide innovative and personalized customer negotiation and service, supplemented by corresponding data mining and coordinated with all customer follow-up interactions with records of related information. Therefore, once the business has missed more than the customer order, and it is not familiar with the information of its own customers, it will be easy to provide the customer service. So how can you do well in following up customer orders and managing following up customers?

(1)整理客戶類別
Managing categories of customers

在對客戶進行分析和管理時,可以根據(jù)客戶的購買數(shù)量將客戶分成A類客戶、B類客戶和C類客戶。
When you analyze and manage customers, customers can be classified into A-type, B-type, and C-type customers, which are based on the number of customers’ purchasing.


由于A類客戶平時的交流頻率高和交流程度較深,一般會為A類客戶建立專門的檔案著重管理,提高跟進頻率、增加跟進時間;而對數(shù)量眾多,但購買量很小,分布分散的C類客戶則只需采取一般的跟進管理,但不能讓客戶感覺到我們對其的不重視,因為C類也有可能轉為B類,甚至A類客戶的;對于中間段的數(shù)量中等、購買量中等的B類客戶則進行正常跟進管理即可。

Due to the high frequency of communication and the deep communication level of the A-type customers, the special files of the A-type customers are generally managed to improve the follow-up frequency and increase the follow-up time. However, C-type customers whose number is large while the purchase amount are small and distributed only need to be adopted general follow-up management. But you can't make customers feel that you don't pay much attention to them, because C-type customers may also be converted to B-type or even A-type customers. As for B-type customers with medium number and purchasing amount, you can turn to normal follow-up management.


(2)確定跟進頻率
Determine the frequency

跟進頻率的確定是基于客戶分類進行的。針對于A類客戶,跟進頻率應該相對較高,一周至少安排一次,甚至幾次,具體根據(jù)實際情況而定;針對B類客戶,跟進頻率應保持正常,一月至少安排兩次,具體根據(jù)實際情況而定;針對C類客戶,跟進頻率應相對較低,一月安排一次即可,具體根據(jù)實際情況而定。
The determination of the follow-up frequency is based on the customer classification. For A-type customers, the frequency should be relatively high such as at least once a week, or even several times, depending on the actual situation; for B-type customers, the frequency should be normal, at least twice once a month or according to the actual situation; for C-type ones, it should be relatively low, and can be arranged once a month, depending on the actual situation.

(3)制定跟進表格
Make up a following-up form

跟進表格可以根據(jù)自己的喜好、便利進行設計,只要達到效果即可。我們可以根據(jù)自己的跟進情況如實進行填寫更新,以便于自己對整個跟進情況的了解。精心詳細記錄好客戶觸點交互跟進的詳細情況,是做好客戶持續(xù)經(jīng)營的基礎。
Follow-up forms can be designed according to your own preferences and conveniences, as long as the results are achieved. We can fill in and update according to our follow-up situation, so that we can understand the whole situation. Carefully record the details of contact interaction with customers, which is the basis for the continuous operation with the customer.

(4)監(jiān)督跟進效果
Supervise the effect

自身對自身所負責的客戶最為了解,能根據(jù)實際情況調整頻率及時間;其二,上司的時間有限,面對的不止一個人,而是一群人,很多時候不能詳細分析,所以本著業(yè)績提升的最終目的,自身做好監(jiān)督才是關鍵。

We are always familiar with the customers we are responsible for, and can adjust the frequency and time according to the actual situation. Second, bosses have limited time. They don’t just face one person, but a group of people. So we often can not analyze in detail. Therefore, to supervise  yourself is the key with performance improvement.


業(yè)務在跟進客戶過程中給其提供有針對性的產品和服務,進而影響客戶對企業(yè)的看法和認同度,最終把客戶變?yōu)槠髽I(yè)的長期資產。

Salesmen provides targeted products and services in the process of following up the customer, which in turn affects the customer's perception and recognition of the company, and ultimately turns the customer into the long-term assets of the company.


文章來源:外貿連


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