Splitting of position of Records/CRM

TO       :    EPR, Accounting Officer

cc:      CC,   Bgg

This was discussed with Mr. Perez

What:   to have two separate staff for the former position of CRM/Records

Goal :    To gain at least +10% additional sales from email markeing DSM (  10 million)

Reality:  

We have been having rigodon for same position:   Mark, Majo,  Perez.

Action:

Hire two well qualified applicants for records and marketing assistant

1.  Records and file assistant:

    Job objectives:

  1. delivery of documents to customer within 14 days after full payment/signing

   2.  to have high level of customer satisfaction and service to enhance repeat sales

   

     Qualifications:   college of 4 year course, meticulous, organized, patient passionate about his/her job.  Can work with minimum of supervision, IT literate

    Responsibilities:

    1. Verifying documents vs. ledgers/payments

    2.  Typing of documents, having them approved, recorded orderly and systematically, notarized, sent to customers direct, and filed

   3.  Filing:

       1.  CRM

       2.  Master list update of plans and records

      3.  Physical filing

      4.  Optical filing inhouse or cloud

2.  Marketing Assistant

    Qualifications:   graduate of marketing course, with marketing experience, strong leadership and communication skills, proven track record, excellent IT skills like blogging and email marketing, especially those working with autoresponders;  excellent oral and writing skills, customer and people oriented

    Job objectives:

    1.  To sell additional P5 million in sales through internet marketing

    2. To recruit, train and reward agents properly and adequately.  Tasks include accreditation, issuance of ID and calling cards, prompt payment of commissions.

   3. Makes sure that marketing plans especiallly are implemented 100%

   4.  Ensures excellent customer service and interments

Responsibilities:

    1.  Accreditation of agents;  agents data base, application forms , TIN records.

    2.  Sales report

    3.   DPMS

    4.  LCP and email marketing.

    5.  CRM

    6.  Maintenance and monitoring of blogs:

        1.  Griefshare

        2.  FOFF

        3. Archives of tributes

       4.  Birthdays and anniversaries

7.  Complaints ticket files; action and resolution

JUS

 

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