Regulatory documentation
Posted: Mon Jan 20, 2025 4:50 am
Often this point of the OP check is left unattended. And very much in vain. Since the employees' salaries are determined by the KPI system (ideally, of course), you always have the risk of a conflict arising due to incorrectly calculated figures or indicators.
Regulatory documentation of the OP
To avoid this, make sure that all labor relations with personnel are documented. Write down job descriptions, requirements for fulfilling plans, KPI calculations and other standards, and do not forget to update these documents regularly.
Client base
The customer base is the holy of dentist database holies of your company. It needs to be increased, monitored and all data needs to be protected from competitors and third parties.
What you need to check:
methods of maintaining a client base (ideally, through a CRM system);
the presence of rules for maintaining a client base for sales managers;
segmentation of the base by types of clients (former, potential, as well as those with whom negotiations are currently being conducted), as well as geographic, product range and other principles;
does the ROP have access to the client base and how often does he check its maintenance;
list of persons with access to the client database;
have documents on non-disclosure of commercial secrets been signed;
Have rules for communication with clients been developed (methods of corporate communication, tone of voice, etc.)
Having a client base allows you to develop individual plans for each client, analyze funnels and plan sales. Moreover, employee motivation is closely linked to working with this base, which greatly affects sales in general.
Read also!
"KPI for th
Regulatory documentation of the OP
To avoid this, make sure that all labor relations with personnel are documented. Write down job descriptions, requirements for fulfilling plans, KPI calculations and other standards, and do not forget to update these documents regularly.
Client base
The customer base is the holy of dentist database holies of your company. It needs to be increased, monitored and all data needs to be protected from competitors and third parties.
What you need to check:
methods of maintaining a client base (ideally, through a CRM system);
the presence of rules for maintaining a client base for sales managers;
segmentation of the base by types of clients (former, potential, as well as those with whom negotiations are currently being conducted), as well as geographic, product range and other principles;
does the ROP have access to the client base and how often does he check its maintenance;
list of persons with access to the client database;
have documents on non-disclosure of commercial secrets been signed;
Have rules for communication with clients been developed (methods of corporate communication, tone of voice, etc.)
Having a client base allows you to develop individual plans for each client, analyze funnels and plan sales. Moreover, employee motivation is closely linked to working with this base, which greatly affects sales in general.
Read also!
"KPI for th