Summary of Financial Telemarketing (1)
I've been employed for almost half a year. This half-year study process is very important to me. During this time, I learned a lot of new things, such as business negotiation, practical application of product knowledge, and harmonious coexistence among colleagues in the new environment. Now I write some thoughts and experiences this week.
Summary:
Up to now, I have issued six orders a month, and completed my initial task goal. Here I want to thank _ _ _ _ for their help. Without their help, the list would not have been won so smoothly.
After doing telemarketing for half a year, I also summed up a little experience:
1. First, determine the use target of the product. Before communicating with customers, we should fully understand customers, because I don't think we can make a phone call just to make a phone call, but to make a phone call. Focus on different content for different customers, just like everyone's mentality is different. Most of my generation are proud. Their vanity doesn't allow them to admit their defects in some aspects in front of others, so they are very exclusive to health care products, or they are very healthy and don't need them at all. At this moment, as a consumer group, we should start from our parents from another angle. Zhu Dexiao comes first and can move people with emotion.
2. Secondly, there must be correct decision makers. It takes a lot of effort to find a real decision-maker at work. Don't reveal your identity when you are not sure whether the person answering the phone is the decision maker. You can ask who has the right to decide and give your phone number and name. At this time, I need my speaking skills. For a lot of people, they will tell you something enthusiastically when they are not very busy. If they are busy with their work, they will be violent, so it is not easy to go too far.
Thirdly, we should have a positive attitude and correct words. Although I will be questioned or even insulted at ordinary times, I understand that I must bear the pressure and adjust my personal emotional changes. I must keep a very enthusiastic and positive attitude at work every day and impress each other with your enthusiasm.
4. Facing the target customers. For the intended customers, it is necessary to track them in a timely and lasting manner. At present, 30 of my clients are interested in this. I think what I'm doing now is to get to know these people, know the reasons why they wander, and take them down from the root cause.
But after long-term training, I think we should make a choice. For the nail house, if you dare to give up, maybe one person's time can be exchanged for two customers. At the same time, don't be discouraged, keep a clear head, and you can't sell it, not necessarily forever.
plan
In the next time, we will continue to maintain the daily telephone volume. In the coming last week, my plan is to look forward to a new breakthrough, exercise my eloquence and learn from others. Strive to fully achieve the goal.
Summary of Financial Telemarketing Work Part II
Holding numerous fruits, facing the winter sunshine and full of enthusiasm, we ushered in the annual work summary meeting. Personally, it's a bumper year, especially 20 19. I have gained too much, and there are too many people to thank.
Here, I would like to express my heartfelt thanks to the leaders and employees who care about and support our telephone sales department! And summarize the telemarketing work:
I. Work completion
We integrated the telemarketing team. The channel department has sales staff, the website department has sales staff and the customer service department has sales staff. The call system is completed online, and the incoming and outgoing services are divided in detail. Formulate sales rules, cooperate with product departments to carry out many telephone sales promotion activities, such as professional title English, CET-4 and CET-6, etc., and achieve _ _% of the total performance, of which _ _% of the telephone sales of key products were completed. We have specifically done the following work:
(A), strengthen training
Strengthen product knowledge and centralized training. In order to ensure the quality and quantity of training, training materials and teaching CDs are selected according to the needs of majors and trainers. Before training, it is distributed to trainers for everyone to do, which is convenient for teaching, review and self-study, which improves the teaching quality and consolidates the teaching results. Teachers have a clear division of labor, and the responsibility lies with people.
Each training session will be taught by professional teachers according to the schedule. It is required that the theoretical explanation is easy to understand and the implementation is specific and targeted, which will be clear at a glance. For example, the teacher trained us in English for professional titles and achieved good results (I compared the two groups of figures before and after the 27th).
(2) update the system
Hire professional and technical personnel, actively update the call system, and integrate the incoming call consultation telephone based on the new call system. The incoming call power consumption is obviously higher than that before the update.
(3) Detailed division of labor
Incoming and outgoing calls are detailed and the division of labor is clear. In terms of outgoing calls, increase the density of outgoing calls, let more people know about the school and its products and win more customer resources for the school. Strengthened the cooperation between calls and products, carried out many promotional activities and achieved good results; For outgoing calls, follow up unpaid orders, for students, keep abreast of students' progress and follow up in time.
Each newly developed student makes a table and statistics to analyze the gains and losses of developing students. By holding a regular meeting once a month, we can analyze the recent situation of the students, sum up the students who didn't make a deal, so as to better follow up, and also share our experience with the students who made a deal in time for everyone to learn.
At the same time, the second sale of old students with the same education was carried out to communicate with old students in time. When using a new product, first inform the old students and get their approval before using it. If they don't accept it, we will make corresponding improvements to meet their needs. We visit old students irregularly. Send greetings and blessings on holidays, and send small gifts on important days to enhance feelings.
I usually keep in touch with my old classmates, care about their situation and enhance my feelings. If it is convenient, we can visit our old classmates' home to promote our relationship with them. Through our efforts, the number of old students has reached 10 in the past six months.
(4) Improve the system
In order to better promote the work, we have studied, formulated and strictly implemented the Detailed Rules for the Implementation of Telephone Sales, which strictly stipulated the work execution process, performance identification, data security and other aspects, and the number of illegal operations was significantly reduced.
Dear leading comrades, the above achievements are the result of the care and support of school leaders and the joint efforts of our sales staff. These achievements have laid a solid foundation for further accelerating the development of education in our school and creating a new atmosphere for a new starting point.
Second, the existing problems and deficiencies
Although our work has made some achievements in 20 19, there are still many gaps and deficiencies from the requirements of the leaders, mainly in the following aspects:
1, incoming call
The consulting ability is insufficient, and some courses still lack in-depth consulting ability. It is necessary to strengthen cooperation with products and increase training.
Step 2 diverge
At present, the main daily business is the return visit of unpaid orders on the website, which is essentially superficial. Telephone sales in the true sense, that is, the secondary development of old users and the unfamiliar call sales of new users are not enough.
3. Some people only sell by feeling.
Statistical analysis of performance fluctuation and conversion rate without major products.
4. There is something wrong with the team atmosphere.
The development of enterprise competition to vicious competition directly affects the overall performance.
Third, the next step
New starting point, new hope. Achievements represent the past, and our work will begin a new starting point. Next, we will strive to do the following work:
1. Strengthen cooperation and further strengthen training.
In the new year, we hope to further strengthen cooperation with product departments, provide us with more product training, and help us step into the ranks of senior sales consultants. It is necessary for school staff to be familiar with school products. In order to develop, the school may have product improvement or launch new products, and often carry out some product training to let employees know more about the new products of the school, improve their work skills and let everyone grow faster.
2. Strengthen data statistics and analysis.
Keep abreast of incoming and outgoing calls, strengthen management according to performance fluctuations, and improve product conversion rate.
3. Actively study and explore sales laws.
Guide the development of sales work and create more economic benefits for the school.
The above is my work summary and plan suggestion for half a year. Please correct me if there is anything wrong.
In the new year, we will firmly grasp the strategic opportunity period of education development and fully assist the sales staff to achieve the sales target. We all work together, closely combine our own reality, make long-term plans, work hard, stand at a new starting point, move towards higher and better goals, and do our work better! In the near future, I believe the school will develop better and faster!
Summary of Financial Telemarketing Work Part III
At the beginning of 20__, I joined the branch of China Life Insurance Co., Ltd. and engaged in life insurance work that I was not familiar with. Over the past year, with the kind care of the company leaders and the enthusiastic help of other experts, I have changed from an insurance layman to a person who can independently engage in and carry out insurance marketing business. I didn't do anything illegal in my own business post, and worked together with the employees of the company to successfully complete all the tasks assigned by the leaders and superiors. The following is my work report for the past year.
First, strive to improve political literacy and ideological and moral level.
Actively participate in all kinds of political study, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies, branches and departments, without being absent without reason; Can adhere to the correct political direction, seriously study Deng Xiaoping Theory and Theory of Three Represents, actively strive to improve their political literacy and ideological and moral level from all aspects, and make continuous progress ideologically and politically.
Second, strive to improve professional quality and service level.
Actively participate in all kinds of business study, training and examinations organized by superior companies, branches and departments, study diligently, be good at creation, constantly strengthen the training of their own business quality, constantly improve their business operation skills and basic skills of serving customers, master their due professional business skills and service skills, handle all kinds of business skillfully, understand all kinds of business products operated by the company and carry out targeted publicity and promotion.
Third, strictly enforce the rules and regulations
Over the past year, we have strictly implemented the rules and regulations, internal control system and service regulations of superior companies and branches, insisted on using civilized language, and never acted beyond our authority or abused power for personal gain. There are no customer complaints and other irregularities. Behave yourself in your spare time, and don't participate in bad behaviors such as gambling and buying.
Four, complete the tasks assigned by the branch and department.
Over the past year, I have been able to work diligently, conscientiously, leave early and return late, stick to my post, contribute silently, and actively complete various tasks assigned by the branch and this department. Can take the initiative to take into account the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.
Over the past year, with my love for the insurance industry, I have gone all out to perform my work and post responsibilities, and tried my best to do all the work according to the requirements of my superiors. Some achievements have been made, which have been well received by leaders and comrades. Looking back on the past year, I am pleased with my achievements, but I also find that there are still some gaps and deficiencies compared with the employees in Xiu Xiu. But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do a good job that I should do.
Summary of Financial Telemarketing Work Part IV
I still remember that when my colleagues made a lot of phone calls, I dared to make the first phone call. At that time, my hand holding the phone was shaking and I was praying that no one would answer the phone. But this is not what I expected. I answered the phone there, and I didn't know what I was going to say for a moment: everything I thought at first vanished, but then I wrote it down in my notebook and gradually got used to it. Now that I think about it, it was really stupid then.
Telemarketing may also be the most difficult and challenging of all sales; Rejecting others always hurts my self-esteem. But I have to cross this threshold. To tell the truth, at that time I regarded myself as a hero who was "forced" to go to Liangshan. I call every day and make a lot of calls to let myself be rejected and learn to bear it. At first, it was with the help and edification of teachers, including a group of comrades, that I gradually got used to it. Others can do it, why can't I?
As a salesman, I feel a lot of pressure. When faced with the loneliness of leaving home alone, when faced with the frustration of not finishing the sales task, when faced with some unreasonable customers, once you lose your strong will, you can only escape from the marketing profession or live in a daze. Especially in telemarketing, we have to make at least 50 calls every day. If there are 16 working days in a month, we will make 800 phone calls every month. It can be seen how many times we have to go through rejection, and the voice we hear the most is "rejection". If we can't motivate ourselves and encourage each other, we may face the dark clouds every day, don't want to call every day, and even feel pain when we see the phone, because no one likes the feeling of rejection.
In the pursuit of success, you will inevitably encounter all kinds of difficulties, twists and turns, blows and disappointments. Few people in this world may have a pleasant journey all their lives, but most people, including many successful people, have suffered or are suffering from failure. In addition to having firm confidence in the goals you set at the beginning, you should go back from time to time to check whether your footprints have deviated from the track or taken more detours. If it has deviated, come back quickly, correct it quickly, summarize and review it irregularly, and ensure that the direction is always correct. As the saying goes: "A person who does not pursue progress is standing still"!
In retrospect, I still have many shortcomings and deficiencies in my work, especially carelessness. I forgot my name several times when I sent the fax and even forgot to bring my shoes when I went to the meeting. Finally, I borrowed them and they flew all over the sky. The details of such problems often occur in my life; I still can't face the problem on my own when I'm on the phone. When customers encounter problems, they are prone to panic and can't hold their ground calmly, so they just give the phone to the master or other colleagues. From this point of view, what I am doing now is very bad, including calling back. Now newcomers who have just arrived for less than a month can face these problems by themselves. I haven't been successful enough in this respect. I must try to get rid of this habit in the future, and I can't always rely on others. Another point is that you can't distinguish between work and life at ordinary times. Trouble at work can sometimes be brought into life, and unhappiness in life can sometimes lead to a day's mood. Of course, this is definitely not good, because if you are in a bad mood, it will directly determine whether you can have a receipt to repay your hard work! Therefore, in our daily work and life, we should firmly believe that depressed patients will be more depressed if they find depressed patients. Be sure to find someone who is more successful and happier than yourself. His happiness is contagious and he will find strength and confidence.
To make a good plan for the future, you can't never sum up and set goals as before, just like a headless fly muddling along day by day, without goals, and you don't know what will happen one day. It must be clear here: you will keep two customers at least once, or if you come down for eight times a month, you can't guarantee whether you are a quality customer, so the chances of signing the bill are too small. At least in my own efforts, I can enrich myself, set an example for my classmates, and give my family a confession, which can reassure all those who care about myself and think that I am doing well.
_ _ years have passed, and bravely challenge the success of one year, and success will surely care for those who work hard! Absolutely true!
Summary of Financial Telemarketing (5)
There has been little change this year, and my main job responsibility is telephone sales, which, as the name implies, is the sale of transactions by telephone. During this year, I mainly communicated with customers through the internet and telephone in the company. At work, it sounds like sitting in the office every day, making a few phone calls or contacting customers through qq. This is very simple, but the workload is still very large. Deal with different customers every day, and leave a very good impression on customers through their own language at the first time. In order to make customers trust the quality of our products more, besides the company's quotation, what is more important is a service. Let customers feel that Tongying Anti-counterfeiting Company is a big enterprise with a good service team, just like enjoying the process, turning the business atmosphere into a friendly exchange between friends. And let customers with strong intentions think of it for the first time, and think of cooperation with Tongying anti-counterfeiting company. These are closely related to their efforts, and as salespeople, they should have a very keen sense of smell and feel the needs of customers at the first time. For customers with strong intentions, in addition to telephone greetings, SMS greetings and qq greetings, they also need to have a work enthusiasm to infect customers, so that customers can feel my sincerity from their own actions. Then I believe that the number of customers will gradually accumulate.
I believe that through my efforts and welcoming every day with enthusiasm, I will finally see the rainbow. I believe that the company will be better next year and my performance will be more promising than this year. I also hope that the experience and lessons from this year's work practice, after a period of reflection, will enable me to make new progress and improvement in all aspects in 20__ years or even longer, and make my work better, more detailed and more perfect. I hope my business volume will reach a qualitative leap next year.
I also want to think about my work plan for the coming year before my annual leave, as follows:
First: write a work summary and work plan every day of the week. Weeks end, months end. In this way, you can work with a goal instead of working blindly. And clear up today's work ideas, work more smoothly. At the same time, look at the mistakes and incomprehension in the work, consult the company leaders and colleagues in time and make improvements. Think more with your head.
Second: make a good customer report every day. And divide customers A, B and C well, and make detailed and clear customer follow-up and the next follow-up plan. At the same time, when you come to the company every morning, you should first take a look at yesterday's customer report, and then communicate with today's customers by telephone with pertinence and purpose. Do a good job of summarizing customers A, B and C, and strive to turn _ intended customers into real customers. Turn B-level customers into _ customers and so on. Follow up by analogy and keep track.
Third, set yourself a goal every week: try to contact at least one customer with strong intentions every day and cooperate successfully with at least 6 customers every month. Constantly reflect and summarize every day.
Fourth, strengthen business knowledge and professional knowledge. When communicating with customers, talk less and listen more, accurately grasp the needs and requirements of customers for anti-counterfeiting labels, and put forward reasonable suggestions.
Fifth: follow up key customers every week, constantly explore new customers every day, and maintain old customers every half month. List key customers and big customers in the report, and devote corresponding time to good customer relations. If there are any signs, report to the leader in time.
In addition, when the Spring Festival is approaching, I plan to let customers who have cooperated or are interested in contacting before the year call or send text messages to express their New Year wishes and greetings.
In addition, some suggestions for the company:
First: In order to let employees know more about the anti-counterfeiting label industry and anti-counterfeiting label products, it is suggested that the company can regularly train employees every month. And think that learning at work is also very important. It is suggested that the company conduct some job skills training. In order to make employees grow faster and bring greater benefits to the company.
Second: It is suggested that the company's VoIP can remain stable. As a telemarketer, I call my customers at 9: 30 every day. Often _ I get disconnected suddenly half the time or the customer says that I can't hear my voice at all, and some customers advise me not to use VoIP. Every time I communicate with the customer, the customer doesn't know our company's phone number. Every time I make a phone call with an Internet phone, the phone number is displayed differently, and sometimes the number is not displayed. I hope the company can adjust and upgrade the mobile phone early next year.
Thirdly, it is suggested that employees can organize all employees to travel, climb mountains and play badminton after work, such as holidays, to enrich their spare time and enhance the cohesion among employees. Enhance team spirit.
To sum up, the above are my work plans and suggestions for 20__ years. Please correct me if there are any mistakes. In the new year, I will work harder. Strive to complete the sales target set for yourself on time and with good quality. And I also believe that the company will get better and better. In the near future, the company will develop better and faster!
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