MC No: 2017 - Proper Steps/Procedures to be observed for the Sales Promo: KITA SA TAG ULAN July 3 to September 30, 2017
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A. Objectives:
1. To standardize procedures and avoid confusion with regards to implementation thus avoiding confusing and promoting speed and efficieincy
2. To save on personnel and software costs
3. To provide customer satisfaction and delight
B. Reality:
1. Some former employees and even current officers who do not fully understand our system have decried that this company is engaged in illegal business despite the fact that we are on the level even confusing many on use of documents and the products being sold.
2. This office is even accused of not having sales policies (procedures) which is a big lle
3. Documents remain undelivered and insurance remain unaccounted for, remitted to the proper office entity, and PAID PUTTING THE COMPANY AT GREAT RISK in case of accidents or death of the customers
4. Highly paid employees ask for more personnel: and computer system (worth millions) for being asked to deliver results: finished documents, sales reports, and FS. The existing MC and portal, and other systems were totally disregarded and new ones installed without proper authorization and notification or even meetings so that the same can be implemented
C. Options
1. Do nothing
2. Emphasize observance of correct procedures and systems to facilitate processing and reporting
1. BASIC PRINCIPLE;
1. Single entry at the SBU level and file data sharing from branch/SBU level using a simple portal (Axxes based system)
1. The sbu through its CSS 3 encodes the PPA data of a closed sales, generates its own reports for
1. Master list of customer/ppa
2. Abstract of daily collection
3. Sales report
4. Ledger
2. The file is shared at 3ffb with the following sections /personnel using google drive or drop box
1. Records assistant for the PPA master list
2. ICR for the ledger or even the AP for the AP to MLII
3. With MLII so that the funds collected are made AR by the same and proper SOA collected
4. With Treasury Assistant to reconcile and verify:
1. OR and PPA used
2. Inventory vs. Sales report
3. Abstract vs. deposit slips and bank balance
HENCE THERE IS NO NEED TO DO REPETITIOUS ENCODING AND DATA ENTRY WHICH TAKES UP TIME EFFORTS AND MORE PERSONNEL
2. Major procedures that need to be understood well and mastered
1. Issuance of PPA to the SBU; issuance by SBU to sellers
2. Sales transaction with the customers
1. Filling up of PPA
2. Receipt of payment
3. Data entry/encoding at the SBU (using a portal)
1. Customer data
2. Collection
4. Generation of report (using a portal)
1. Master list of customers/PPA
2. Abstract of collection
3. Summary of customer collection
4. Sales report
5. (JV report) optional
5. Deposit of collections with the depository bank
6. File sharing with: 3ffb
1. ICR assistant
2. AP
3. Treasury Assistant
4. Majorem Lending
5. Treasury Assistant
7. Weekly pouching of PPA, Hard copy abstract and deposit slips, OR
The sbu uses the customer list harvested from the portal as the transmittal form
8. Receipt of the pouch from the sbu:
1. Checking of ledgers vs PPA by ICR and RA
2. Checking of OR, PPA by Treasury Assistant
3. Authorized personnel signature of the documents
4. Archiving and systematic filing by RA; update of master list:
1. Customer
2. Inventories
5. Pouching of the white copy of the PPA to the customers
9 Encoding, backtracking of backlogs
(At the SBU or 3ffb)
DETAILED EXPLANATION
The SBUs under this campaign will be selling traditional services to existing customers of Holy Gardens and only in places where it has memorial assets (crematorium, chapel services). For all the PIS are available. These have been sucesssfully sold and served for the last 30 years even our trustee refused to reimburse us for the Certificate of entitlement, and even when we lost money
It has been inquired from the IC whether it is legal, for Memorial Park and allowed to sell services (to prepaid services to its existing customers as adjunct to the plots that have been sold to them. It is. One such memorial parks is Heavens Gate Memorial Park along Marcos High way. It is selling prepaid cremation, funeral and interment service. It was revealed to us by its former GM
Rey Tamondong who used to work for us for a while
Furthermore, HOLY GARDENS has the branding and is well recognized; despite the fact that Holy Gardens has wholly owned subsidiary, the Destiny Financial. It will take some labor to up the Destiny Brand or retire this (for some unpleasant market experience by the customers
The PIS PMS campaign is legal and above the board
Jorge U. Saguinsin
To "be the best, do your best, expect the best" always
N.B. The information contained herein are private and confidential in nature. The sender does not assume any damage that may arise from improper use of the email contained. ; especially if the information in this communication falls into the wrong hands causing damage and loss. to the company or any other parties.To "be the best, do your best, expect the best" always