STRATEGIC PLAN ( SALES & OPERATIONS ) RECORDS MANAGEMENT ( RMS )

1. STRATEGIC PLAN
RECORDS MANAGEMENT DIVISION ( OPERATIONS & SALES )
PREPARED BY SUDESHNA DIXIT
( DOMAIN SPECIALIST )
RECORDS AND ARCHIVES
MANAGEMENT

2. SERVICE ( RAMS )
Mission
A common sense and risk based approach should be taken to ensure that the records are
captured and managed appropriately to support good corporate governance; compliance
with legislative requirements and mandatory standards.
Importance
• Provides evidence of business actions and decisions
• Contributes to the corporate memory
• Enable sharing of information and knowledge to support decision making
• Preserves significant information.
• Fulfils legal obligations .

3. MANAGING DIFFERENT TYPES OF RECORDS
Identifying where records belong ; who is responsible for them and how they
might need to be accessed over time are all important criterion when
determining the best way to manage records .
• Academic Record
• HR Record
• Financial Record
• Legal Record
• High risk or Valuable Record

4. ACTIVITY FLOW IN A TYPICAL RMS
ENVIRONMENT

5. STANDARD OPERATING PROCEDURES ( SOP
)

6. PROCESS FOR ACTIVE & INACTIVE RECORDS

7. DIGITAL PROCESS SYNOPSIS
SALES OBJECTIVE

8. Sales Objective through SMART GOALS :
• Specific – This is the specific goal that we want to achieve
• Measurable – Quantifying the goal
• Achievable – Realistic Goal
• Relevant – It must be related to the key responsibility of the person assigned
• Timed – The goal should have a specific due or end date
SALES STRATEGIES & TACTICS
• Define the customer focus
• Create the customer profile
• Identify the industry base
• Define the Sales territory
• Increased line of business from existing customer base ( organic growth )
• New Business acquisition through Cross Selling & implemented Sales tactics

9. NEW BUSINESS STRATEGIES & TACTICS
• Exceed Sales Quota
Sending a defined number of letter of introduction to new prospects each week.
Make a healthy funnel and adding prospects in the funnel on regular basis.
Make a defined number of cold calls to new prospects each week.
Create a defined number of sales proposals to new prospects each week.
Make a defined number of sales pitch presentations each week.
• Increase awareness of the services & solutions .
Join and participate in no less than 3 professional associations in which the customers and prospects belong .
Attend various trade shows and conventions that are joined in by the niche customer segment.
Sending mailers to the prospects to make aware about our service offerings / product portfolio.
• Obtain Referrals from New customers .
• Increase incremental revenue from the existing customer base ; add on business from them; and work towards gaining high margin business from
them.
• Create touchpoint program by contacting customers on a month on month basis with new ideas and periodic lunch invite.
• Optimal utilization of the Sales tools and system to monitor the progress reviews on a periodic basis .

10. • Define success triggers & identify potential threats at each stage .
• Establish Metrics for success at the various stages .