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Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
Steps Of The Call
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Steps Of The Call

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Introduction of the steps of the call fundamental stage

Introduction of the steps of the call fundamental stage

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  • 1. Footage script [email_address]
  • 2. Introduction of the steps of the call fundamental stage <ul><li>Welcome to the steps of the call SOC for the customer that was created by the field marketing team of MSCO to comply with the needs of the FMD team for the required skills during the service delivery for the client. The implementation of SOC during the foundation stage will reinforce the knowledge of the merchandiser in case he is new in this field or even if he is experienced but without the knowledge of the best practices, and this will be reflected on the overall in-store performance which will ultimately lead to a superior visual merchandising at the point of sale. </li></ul><ul><li>The greatest challenge resides in the evolution meaning that it has become part of our profession in addition to the skills of the employee. </li></ul><ul><li>As a result today&apos;s merchandiser is expected to be vigilant and creative in his duty in order to sore the level of service to the top among the leading companies around the globe. </li></ul><ul><li>Last but not least we wish you success and benefit of this session. </li></ul>
  • 3. Steps of the call program (the foundation stage) <ul><li>Preparation; </li></ul><ul><li>Store approach; </li></ul><ul><li>Greeting the customer; </li></ul><ul><li>Stock check </li></ul><ul><li>Display; </li></ul><ul><li>Taking notes; </li></ul><ul><li>The endorsement session. </li></ul>
  • 4. Step 1: preparation <ul><li>Preparation means to be technically, mentally and physically ready for the day in order to implement the pre planned visit and to assure that the uniform is clean and personal hygiene is followed . </li></ul><ul><li>The preparation consist of copy of the journey plan, POS material, cleaning material pricing machines and the associate docs /HHD . </li></ul><ul><li>Preparation helps in making the visit an effortless one by taking precautious steps before driving as the vehicle should be cross checked by checking the tires, coolant level and fuel level then insure vehicle registration papers are valid and finally to buckle up! </li></ul>
  • 5. Summary of step 1 <ul><li>Follow the dress code and personal hygiene; </li></ul><ul><li>The readability of the vehicle and registration papers; </li></ul><ul><li>Availability of the required tools; </li></ul><ul><li>Fully charge and inspect the HDD; </li></ul><ul><li>Availability of POS material; </li></ul><ul><li>Buckle up! </li></ul>
  • 6. Step 2: Store approach <ul><li>Insure an organized departure from the office by following the instructions of the group leader also avoid speeding and while approaching the store through to parking it try to glance the demographics and sociographics of the surrounding area that reflect the area’s population and income level. This will help in enriching the knowledge of the merchandiser as well as involve him in future trade marketing activities due to his previous expertise in this field. </li></ul>
  • 7. Summary of step 2 <ul><li>Drive carefully and abstain from speeding; </li></ul><ul><li>Park the vehicle properly; </li></ul><ul><li>Observe the demographics and sociographics of the zone; </li></ul>
  • 8. Step 3: Greeting the customer <ul><li>Upon arriving at the store double check that the store is the intended store in the journey plan, then enter the store quietly and insure to greet the store owner then the group leader should start dividing the tasks and roles for his group while involved in the duty he also should be monitoring the group performance. </li></ul>
  • 9. Summary of step 3 <ul><li>After entering the store greet the store mgr by hand shaking and smiling. </li></ul><ul><li>In case of visiting the store for the first time insure to present yourself politly and give a brief statement about the represented client(s) and the products in addition to informing him about the dates of visit. </li></ul>
  • 10. Step 4: stock check <ul><li>The merchandiser is to cross check the target products in-store (showroom) and in the backroom starting with the KVIs and the fast moving items in that particular store. Checking the stock will give you a clear scope of the client’s stock compared to the competitors. Also general check of cleanliness expiry and quality of the packaging is recommended then backroom should be checked for availability of the items and take notes incase there is an OOS situation finally, any product challenges should be listed in terms of defective or damaged units and any quality issues that could plague the products. </li></ul>
  • 11. Summary of step 4 <ul><li>Each team member is to cover his assigned categories/aisles; </li></ul><ul><li>Checking of products quality, expiry; </li></ul><ul><li>To head to the backroom and obtain the needed qty of stock for replenishment; </li></ul><ul><li>List the OOS items. </li></ul>
  • 12. Step 5: visual merchandising <ul><li>Visual merchandising starts after withdrawing the stock from the backroom as the main task of displaying the products is in the hand and mind of the merchandiser and first thing is to insure that end consumers are not annoyed by the cart/jack at the POS where they stand then to make sure that shelves and products alike are clean and free of dirt and dust, next is to price the items with tags if applicable ensuring that the brand label, expiry date and weight/ volume are not obscured following that rotation (FIFO) of the product is a vital part of professional displaying next is to check the “block” and to try to do so if possible then to implement any available planogram as per the supplied photo if available bearing in mind not to misalign the rows and to insure all labels inside and out are facing out towards the end consumer and in English and Arabic sequentially if possible , finally to paste and apply the POS material and replace the damaged/obsolete ones. </li></ul>
  • 13. Summary of step 5 <ul><li>Ensure the cleanliness of products and shelves/fixtures; </li></ul><ul><li>Rotate the product; </li></ul><ul><li>Labels must be facing out with English/Arabic pattern; </li></ul><ul><li>Pricing the items; </li></ul><ul><li>Implement/follow the planogram; </li></ul><ul><li>Past/apply the POS material. </li></ul>
  • 14. Step 6: filling out the reports <ul><li>This step is the final step in the visited store and it requires the merchandiser to be vigilant and have a common sense, it involves reporting the damaged, defective, slow moving and near expiry items then to fill out the sales opportunity report once a weak, in addition reporting the competitors activities is vital for the client counter measures and plans and the merchandiser is the last line of defense in this case as they spot what others might not see on a daily basis. </li></ul><ul><li>Lastly, damaged/defective and near expiry items are to be collected and packed in a box then to seal it with masking tape and paste the items list on it following that is to place it in an open space so it can be located by the logistics staff . </li></ul>
  • 15. Summary of step 6 <ul><li>Fill out the product challenge report; </li></ul><ul><li>Fill out the competitors activities report; </li></ul><ul><li>Fill out the sales opportunity report; </li></ul><ul><li>Pack the damaged/defective items and move it to the backroom for logistics pick up. </li></ul>
  • 16. Step 7: the endorsement session <ul><li>After finishing all the plotted visits the team will head back to the office so the group leader can start the endorsement session in which it will list the whole situation during the day starting from number of stores visited to total cases packed in addition to any notes or incidents during the day. Then all group leaders are to review the reports and insure the correctness and legibility of it before submitting them to the line mgr and ultimately to the field coordinator. </li></ul>
  • 17. Summary of step 7 <ul><li>Fill out the endorsement session form; </li></ul><ul><li>Review all the filled out reports then submit it to the field marketer. </li></ul>
  • 18. <ul><li>Thank U </li></ul>

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