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CRM PROCEDURES 1. Setting Up a Customer 4. Customer Preservation 89 // 98
2. Customer Retention Procedure
3. Procedure for Customer
Preservation
05/2 CUSTOMER RETENTION PROCEDURE
Targets
• Minimum monthly sales target required:
30 new accounts
• Monthly meetings required: 50
(coordinated by the customer portfolio
administration)
• welcome sms/email
FIRST ANY NEGATIVE
MONTH • a week later - phone call and feedback FEEDBACK
• two weeks later - visit the client
1. Update sales agent.
• SMS/email (verify quality, orders, 2. Schedule client visit
SECOND troubles etc.) within 48 hours.
MONTH
• phone call with feedback
3. Back to beginning of
the procedure (first
moth)
THIRD
MONTH • visit the client
