How to transfer dealers from the messenger to the personal account
Orders in the messenger are convenient, while the dealers are five. Then there are lost messages, old prices and orders like last time. We understand how to transfer dealers to the office without ultimatums.
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The dealer writes to the messenger not because he likes messengers. He was so quick: he opened the chat, wrote "like last time, only twice as many cables," got the bill. It will only be possible to transfer him to the office in one case - if it is even faster in the office.
What's wrong with the messenger
As long as there are few dealers, everything works. Problems arise with growth:
- The order cannot be separated from the conversation. Composition, clarification and "oh, add more" are scattered across the tape.
- Price from memory. The dealer orders the price he received in March.
- Human attachment. Correspondence lives on the manager's phone. The manager left, the story went.
- No residue. Availability is recognized by the question, the answer comes in an hour.
- Double work. Someone manually transfers the order from the chat to the accounting system - and is mistaken.
At the same time, the messenger remains a good channel for what it was created for: quick questions. The task is not to ban it, but to remove orders from it.
What should be in the office
The dealer will move if he receives something that is not in the messenger:
- Your price and balance In each card - no question to the manager.
- Re-ordering in one act. This is the main argument: “Like last time” is the most frequent order.
- List ordering - insert articles with a number or upload a file.
- **Check right away.**I'm not going to put it out after lunch.
- History. Orders, invoices, correspondence for each transaction.
- Phone. The office should be opened from the phone as convenient as chat.
If the office can only accept an order through a long form, dealers will return to the messenger in a week, and will be right.
Transitional arrangements
1. Prepare the office before the invitation. The catalog is loaded, each dealer has its prices assigned, the balances are updated. The first entry should show the finished picture, not the blank page.
2. Start with three to five dealers. Those who order frequently and are willing to say they are uncomfortable. Correct their remarks before general launch.
3. Invite the others in person. Not the newsletter “we’re transitioning to a new system,” but the manager’s message: “I’ve got you an office, your prices are already there, here’s the link.”
4. First order, together. The manager takes the dealer through the first order. Ten minutes removes most objections.
5. Give me a reason. Not a discount for the transition itself, but what is available only in the office: balances, shares, a quick bill.
6. Set a date. After a month or two, orders in the messenger cease to be accepted; the manager politely asks to arrange in the office and helps if it does not work.
Objections
"I'm so familiar." The answer is to reorder. Show that this is one click against three messages.
"I don't have time to sort it out." The first order with the manager, then - according to the model.
"What if I need to clarify something?" Correspondence remains – on a specific order, with history.
"My buyer won't be." Give access to both the buyer and the manager: each their own account.
What managers should do
Managers are afraid of moving no less than dealers: it seems that the office will replace them. In fact, their routine goes away — recalculating prices, answering “is there in stock”, moving orders — and what the Cabinet does not do: negotiations, new dealers, work with refusals.
It is useful to agree in advance as the result of the manager after the transition: the order of the dealer from the office is still his order.
Post-transition documents
Orders in one place also simplify calculations: the account is formed from the order, and the reconciliation goes through the list of shipments and payments, not by correspondence. While the office is not, the account can be collected online - Invoice with a QR code, and the calculations can be compared - Reconciliation statement; how to read the act of reconciliation - in the article The act of reconciliation of mutual settlements: how to make and what to do in case of discrepancies].
Dealer's office in Kup2B
On the site, the dealer sees the supplier's catalog with its prices, collects an order, repeats the past and receives an invoice. Buyer's office is free. For more information, see [[solution:lichnyj-kabinet-dilera|"Dealer's office"].
Frequent questions
How long does the transition take?
Usually one to two months from the first dealers to the rejection of orders in the messenger. Faster - if there are few dealers and the catalog is already in order.
Do I need to give a discount for ordering through the office?
Not necessarily. Constant discount on the channel quickly becomes just a price. Better work benefits that are not in the chat: balances, shares, speed.
What about dealers who refuse?
Leave an exception: the manager makes an order in the office for the dealer. There are usually several of them, and over time they move on themselves.
Is it possible to leave the messenger for urgent questions?
Yeah. It is important that there are no orders and prices: everything that affects money must live where there is history.
