Email Communication Best Practices
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Questions and Answers

Who must approve a discount if an exception occurs in the documentation?

  • HOS/HKAM
  • DMD
  • COO (correct)
  • Sales Person

What is required from the Sales Person when processing an order?

  • Submission of the order in the system and upload of written request (correct)
  • Only verbal confirmation from the customer
  • Approval from DMD before submitting
  • No specific requirements

In the case of a discount matrix application, who checks and approves the documentation?

  • DMD
  • HOSM
  • Sales-Operation (correct)
  • ZSH

If a discount is to be forwarded for booking, who can only reduce the discount?

<p>HOS (A)</p> Signup and view all the answers

What action is required if there are exceptions that need ZSH approval?

<p>Upload written request and collect customer information (C)</p> Signup and view all the answers

What is the maximum time frame allowed for the entire process to be completed?

<p>10 working days (D)</p> Signup and view all the answers

Who will receive an email notification regarding the approval of the customer code creation?

<p>RSI, ZSH, HOS, and TCD (A)</p> Signup and view all the answers

Where will the Original Approved Copy as per checklist be preserved?

<p>In the Corporate office (B)</p> Signup and view all the answers

What item is prepared and notified to the customer through email and SMS?

<p>Customer code creation ticket (A)</p> Signup and view all the answers

What document is supposed to be kept at the Regional Office?

<p>Photocopy and working doc as per checklist (B)</p> Signup and view all the answers

Study Notes

Customer Order and Approval Process

  • Orders must be submitted by the Sales Person on the same day they are received.
  • Documentation includes a signed request similar to a National ID for Sub-Area and RSI approval.
  • ZSH, Sales, and HOS/HKAM play pivotal roles in checking and approving orders.
  • In cases of documentation issues or requested discounts, approval from higher management (HOSM and COO) is required.

Discount Approval Hierarchy

  • Discounts can only be reduced and forwarded by HOS as per the hierarchy matrix.
  • A discount matrix is referenced for calculations and authorizations.

Dealer Opening Procedure

  • Once approved, required forms include the Dealer Opening Form, Customer Code Creation Request Form, and necessary documentation (Trade License, NID, TIN).
  • TCD-SS Team raises a ticket for customer code creation, notifying involved parties via email and SMS.
  • A congratulatory letter detailing terms and conditions is issued to new dealers.

Documentation and Record Keeping

  • Original approved documents are stored at the corporate office; photocopies are kept at regional offices.
  • An audit log is maintained in ERP to track customer status changes.

Customer Follow-up and Communication

  • Follow-up visits should be conducted monthly or bi-monthly as feasible, ensuring proper backlog maintenance in the system.
  • Sales personnel are responsible for logging customer interactions and follow-ups for performance review.

Market Research and Project Visits

  • KAM Sales Personnel must visit all new projects within their territories, maintaining a comprehensive project database.
  • Key information collected includes project name, authority details, estimated costs, product categories, project duration, and main contacts.

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Description

This quiz covers essential practices for effective email communication. It focuses on timely responses, maintaining professionalism, and ensuring clarity in messages. Test your knowledge on how to communicate effectively via email.

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