Moyahabo Charlotte Mokgolo

• Scheduling training for dealership delegates

• Sending a break-down of the course content to dealers

• Sending emails to dealers informing them of upcoming courses (monthly)

• Phone call reminders of upcoming courses (weekly)

• Arranging flights with travel agent, accommodation, shuttle from the airports / B&B then sending all the travel itinerary to the relevant dealerships for the relevant training delegates.

• Printing, collation and binding of the training manuals

• Arranging catering (lunch) and refreshments for delegates

• Confirming training arrangements with dealerships 48hrs prior to the commencement of the course

• Compiling the attendance register for all training courses and forward to the Training & Field Support Engineer

• Ensuring that all is in order on the day of the training i.e. training center is clean, cutlery and refreshments are set up etc.

• Providing quarterly training statistics (Excel Reporting)

• Flights, accommodation and car hire bookings for the After Sales Division.

• Making bookings for company vehicles wash bay, ensure that non-company cars are paid for before being washed and compiling a monthly excel report for management.

• Ensuring every vehicle that needs to be worked on in the workshop has a service request and ensuring every service request has a job card number, vin/chassis number and service is loaded on DCS

• Ensure that invoices for After Sales service providers are signed and submitted to the Accounts Dept. for payment to all service providers and allocated into the correct account.

• Ensuring that all monthly accounting spread sheets reports are completed and budget is checked and submitted to the Accounts Department.

• Creating Purchase Orders for the After Sales Division (internal and external service providers) and Cost Estimate is signed off for processing of certificates, stationary, etc.

• Any other administrative duties assigned to the Admin Controller

All the relevant Switchboard, Admin & Reception duties according to SASA processes.

• Stock Invoice Processing

• XL Travel Invoice Processing

• Weekly Invoice Processing

• Monthly Invoice Processing

• Creditor Invoice Processing

• Payment / Creditor Allocations

• Payment Requisitions

• Invoice Filling

• Excel Reporting

• Handling The XL Travel Account (Closing March – June 2024)

• Total Invoices Processed Oct & Nov 2023: 1284

• Total Invoices Processed April – June 13th, 2024: 1460

• Total Credit Notes Processed April – June 13th, 2024: 20

• All Front of House / Reception Duties
• Order Placements, Invoicing, Quotations etc. via Syspro, SAP & SAM
• Handling & Escalating Customer Queries & Enquires
• Compiling Excel Spreadsheets
• Searching & Uploading Chemical Safety Data Sheets
• Customer Services Duties
• Stock Count & Stock Checks
• General Business Admin... etc.

• Same As Previous But For A 5 Star Facility & More Upmarket
• Reason For Leaving: Contract Downgrade & Transfer (Lockdown / Covid 19 Effects)

• Liaising with customers and suppliers daily telephonically, email and face – to face contact with both internal and external customers.
• Processing new customers' orders, raising customer order invoices, national stock transfers, new customer quotations, pro forma invoices, stock picking slips, conduct batch-tracking and adjustments effectively and timeous, price uploads etc. on company systems (SAGE)
• Completing and requesting new COD & new customer quote listings to accumulate customer acc numbers to keep customer history records on system.
• Providing both customers and field sales reps feedback on all orders provided and processed (order value, delivery date, out of stocks if any etc.)
• Follow-up on customer stock levels versus orders to placed and monitor progress in production and dispatch, communicating to customers timeous and effectively in the event of back orders
• Resolving customer queries (Log, follow – up, resolve or escalate where necessary.)
• Manage cash control for COD payments, checking daily updated Stop Supply report, regional bank statement report, national customer PS Files and Stock Reports
• Completing both daily and monthly customer services reports including orders, highlights, lowlights and credit notes passed.
• Booking in and out of stock transfers from other branches nationally & suppliers, ensuring the correct stock has been picked by the warehouse and placed in correct dispatching areas.
• Obtaining courier quotes and booking couriers for stock transfers & customer orders and that require transfer and ensuring order accuracy before booking them out.
• Ensuring information accuracy before requesting a credit note (Pricing, product quantities, batch numbers, Ship-To- Locations, Customer Account number, etc.)
• Creating daily trip sheets, truck delivery reports, verifying that truck drivers' delivery & collection are followed, checking, and signing off on delivery notes & invoices loaded for delivery.
• Manage and maintaining stock control, Proof of Delivery control and filing, ensure drivers' leave premises timeously once truck has been loaded.
• Drive compliance to HACCP GMPs and ensure that the food safety requirements are upheld throughout the plant.
• Assist Front of House when the need arises.
• Perform any other Customer Services & Stock Controller duties as and when they arise.
• Reason For Leaving: Contract Ended (Lockdown /Covid 19 Effects)

• Plan each day and month in advance, in order to generate new leads, book new appointments, and present to customers with the objective of making sales to successfully reach and exceed a pre-defined sale target.
• Record activity inputs using the tools and systems provided by Virgin Active, in line with timelines and procedures set.
• Sign up new clients, service existing clients & win back old clients.
• To maintain up to date, comprehensive knowledge and understanding of VASA products, as well as in comparison to competitors.
• To expand the customer base and strengthen the loyalty of existing customers through service calls to increase sales referrals, and ongoing development of networks and relationships.
• To understand prospective members' individual interests and requirements, building rapport and matching their interest and needs with our product.
• Close sales by overcoming objections with the support of the Sales Manager and/or Regional Sales Coach.
• Report to the Sales Manager regarding reviews, and analyze objectives and planned activities.
• To review and analyze sales data and statistics, to plan effectively for the future with the aim of increasing sales and enhance our brand image.
• Participate in sales meetings by sharing best practice, ideas and making recommendations to generate new leads, increase sales, etc.
• Inform the local consumer of Virgin Active through activating unique marketing opportunities local to your club E.g. Attend, arrange, prepare, promotions, health days and corporate / community events as well as in-club events as a Virgin Active brand ambassador.
• Reason for Leaving: Retrenchment (Last In First Out)

• Receiving orders on the team email portal from customers and sales reps (e.g., Boxer, Pick n Pay, Dischem, Clicks, Woolworths etc.).
• Placing customer orders on SAP ERP and giving customers, including field sales feedback (order value, delivery date, out of stocks if any etc.) on all orders placed.
• Upselling and cross selling on orders below minimum order value and on orders with out of stocks etc.
• Inbound and outbound sales calls (product customer deals / specials)
• Resolving customer queries (Log, follow – up, resolve or escalate customer queries where necessary.)
• Close communication with field sales reps on general customer sales orders, outstanding payments, products specials etc.
• Communicating with Imperial Logistics to track customer order locations and organize emergency deliveries if necessary.
• Rectifying product pricing issues if any, with assistance from the pricing department before releasing orders from SAP ERP within the deadline.
• Pulling Radar Reports from SAP ERP and export to excel three times per day to check on all system blocked orders (e.g., customers with outstanding payments, orders under minimum order value due to OOS etc.) and take the necessary steps to clear up the report.
• Investigating Credit Notes
• Pulling customer sales performance and account reports to feedback to management.
• Working according to the department's Key Performance Indicators (KPIs)
• Informing customers of all relevant information and all other general customer services / telesales duties.
• Reason For Leaving: Contract Ended (Festive Season Stand In)

• Company Overview: Digistics Logistics Customers: KFC, Mc Donald's, King Pie, Pizza Hut, Sub Way, Corner Bakery, Hungry Lion (Nationwide & other parts of Africa)
• Placing customer orders / Order admin using different web orders system according to relevant restaurants. (Liaising with customers & suppliers daily)
• Order admin communicates with purchasing (inventory check control, initiating purchase requisitions etc.)
• Order admin reporting and filing (Compiling statistics and preparing various reports daily for management etc.)
• Order admin promotional and test product (Assist in formulating promotional and test product launch plans etc.)
• Resolving customer queries: Log, follow – up, resolve or escalate customer complaints / cases on CRM and telephonically
• Communicate with the depots regarding daily delivery schedules per region.
• Daily tracking order locations using WebM / Plato Systems
• Updating customers of where order delivery delays have occurred
• Customer information update on SAP CRM
• Pulling daily call center performance reports for management on SAP CRM
• Resetting customer usernames and passwords on Chain Systems
• Creating & tracking customer orders and invoices on Web Orders Systems via Great Plains
• Tracking all depots out of stocks on Qlik View
• All other duties as per business requirements.
• Digistics Logistics Customers: KFC, Mc Donald's, King Pie, Pizza Hut, Sub Way, Corner Bakery, Hungry Lion (Nationwide & other parts of Africa)
• Reason for Leaving: Contract Ended

• Monitoring & managing Sales Order Accuracy & customer service per telesales agent.
• Pulling individual and team performance reports using SAP ERP, Microsoft CRM, and Excel.
• Listening to telesales phone calls, both inbound and outbound, and rating them according to company QA requirements.
• Giving input & assisting telesales agents to resolve customer queries where necessary.
• Performing one on one meetings & coaching sessions with telesales agents to help them improve on their performance to meet and exceed their KPIs (share ideas, listen to them and help motivate and encourage them to get over their weaknesses plus cheer them on for their strengths)
• Working closely and directly with Regional Distribution Managers to assist in resolving distribution queries affecting telesales Regional Trade Visits included (Inland Regions)
• Managing team shifts, attendance and leave rosters
• Create and maintain leads and target lists for potential new customers over the phone
• Identify potential target market areas & sales blitz opportunities
• Meet account regional growth targets set by management for the assigned market
• Provide continuous reporting on sales achieved
• Assist with various projects assigned to the sales team
• Help with market & competitor research when necessary
• Work together with Account Managers to create and maintain a win-win relationship with new and current customers
• Update all internal systems to properly track potential customers and existing customer contacts.
• Assist Account Managers & Service Managers to establish initial contact to new customers
• Assisting telesales agents with up-selling & cross-selling opportunities when new products are being released
• Working closely with the Credit Control Department to monitor account credit blocks, liquor license updates plus making sure orders are released on time.
• Reason For Leaving: Retrenchment (Last in First Out)

• Opening of new accounts within the agreed upon service level agreement
• Resolving / handling new accounts enquiries & queries
• Mitigate company risks by ensuring that customers requesting credit terms comply with credit insurance requirements/specifications
• Open all non & pending accounts for the regions
• Accurately capture initial data from application documentation.
• Maintenance of database integrity.
• Maintaining customer relationships by ensuring a single point of contact for customers both internal and external – be able to handle all aspects of the call
• Actively participate in the annual liquor license renewal process.
• Actively participate in achieving KRA's and incentive targets.
• Assist in maintaining service levels at 90% and over.
• Maintaining transportations zone / route codes in SAP ERP & CRM.
• Generating and distributing regular new accounts reports.
• Follow up on outstanding documentation.
• Contact the new customer and sales representative and provide them with all the information pertaining to the new account opened.
• General Admin, including filing.
• Establish and maintain relationships within the liquor board, commercial teams and wider business.
• Publish daily, weekly, and monthly reports.
• ITC and OFAC Checks
• Reason For Leaving: Company Demerger

• Liaising with customers, sales reps, and our warehouse staff
• Inbound and outbound sales calls
• Generally working on SAP (CRM and ECC Production)
• Placing orders (Phone & Email) for customers countrywide using SAP & CRM
• Up-selling & cross-selling on every order
• Logging and solving customer queries / service requests (SAP: CRM)
• Closing of Out Of Stocks daily (SAP: CRM)
• Investigating Credit Notes
• Servicing Out of Trade and Dedicated Customers daily and consolidating of team spreadsheets.
• Doing outbound spreadsheets when needed and consolidating them for my team.
• Following and achieving company Key Performance Indicators (KPIs)
• Informing customers of stock availability, delivery tracking and all other relevant information
• Trade visits – Coastal Region (Project Domino)

• All the relevant Switchboard / Reception duties

• Handling the switchboard, receive and screen calls before routing them to the relevant extensions.
• Relay messages timeously to the appropriate people and follow up where necessary
• Welcoming and ushering incoming customers & visitors and providing refreshments to them
• Capturing hours worked by drivers & factory staff (using Excel spreadsheet)
• Sending out invitations or meeting requests and/ or reminders
• Preparing and handing out material relevant to the function or meeting
• Receiving and distribution of mail
• Photocopying and faxing

• Sales Promotion and Personal Selling
• Identify the target market
• Plan the sale
• Gather enough relevant information regarding potential customers
• Assessing the need of our target market
• Face to face presentation of the product
• Meeting objections
• Closing the sale

• Filing and data capturing (Famdoc2000)
• Receiving and fielding of telephone calls
• Stock control
• Reconciliation and claiming of medical aid.