外貿(mào)業(yè)務(wù)員離職了怎么交接？?jī)?nèi)附交接信模板！

對(duì)于外貿(mào)公司而言，員工離職是很普遍的事情，重要的是做好離職前的交接工作。當(dāng)同事離職時(shí)，如果你來(lái)負(fù)責(zé)離職同事之前的客戶(hù)，那要怎么做才好呢？

當(dāng)你的同事離職時(shí)，首先你需要先詢(xún)問(wèn)TA是否用了自己的郵箱和客戶(hù)告別。

1

假如是離職的同事親自與客戶(hù)告別

那么交接信可以從這個(gè)思路寫(xiě)：①簡(jiǎn)單帶過(guò)自己因?yàn)閭€(gè)人原因離職；②后續(xù)工作由xxx交接，TA是個(gè)工作xx年/在這個(gè)行業(yè)xx年/在我們公司xxx年；③我們內(nèi)部信息已經(jīng)轉(zhuǎn)達(dá)清晰，不會(huì)給您帶來(lái)影響，有啥疑問(wèn)也可以隨時(shí)找我；④帶來(lái)不便，深表歉意等。

這個(gè)模板是基于離職的業(yè)務(wù)員發(fā)給客戶(hù)的，重要的是傳達(dá)給客戶(hù)，會(huì)交接妥當(dāng)，讓客戶(hù)放心，重點(diǎn)在于突出新人員的特點(diǎn)與素質(zhì)。

Dear xxx team,Good evening.

I inform you that following internal changes :

I'll leave XXX（公司名）by the end of the month for my personal plans. My colleague xxx will now be taking the lead on xxx category.

We have been working together these past months to ensure a smooth handover. Of course I feel a great emotion, as we always had a special and unique relationship, professional & friendly. I was delighted to work with you all, and the last time I came to visit you is a great memory.

Wishing you，xxx（新負(fù)責(zé)人）is a very positive collaboration, as we always had !Have a nice weekend.

2

如果離職同事沒(méi)有和客戶(hù)告別的話(huà)

這種情況下，你可以使用離職同事的郵箱來(lái)發(fā)郵件做告別。為什么要用離職同事的郵箱發(fā)？是因?yàn)槿绻忝叭挥媚阕约旱泥]箱去聯(lián)系，客戶(hù)會(huì)覺(jué)得是不是內(nèi)部搶客戶(hù)了？這對(duì)公司形象不好，影響客戶(hù)關(guān)系。再者，客戶(hù)不認(rèn)識(shí)你，可能不會(huì)搭理你。郵件具體模板可以參考如下：

Dear XXX,

How are you?

What I want to tell you today is that I have decided to study abroad. I have thought about this decision for a long time. I have discussed it with my parents and they are very supportive of me. Because I am still very young, after this year's work, I find that I still need to improve a lot, so I think I need to continue to study for another year.

I am very lucky to be able to serve you. Our cooperation is very smooth, and our company is a good company with good products and colleagues. My colleague xxx will continue to serve you now. I learned a lot from her. Thank you again for your support to our company. I wish you a smooth work and a happy life.

這個(gè)模板的優(yōu)點(diǎn)在于表述比較體面，從側(cè)面夸贊了自己的公司，同事離職的原因也很正面，能夠增加客戶(hù)對(duì)公司的好感。還需要注意一點(diǎn)的是，最好在后面附上你自己的郵箱地址，如果客戶(hù)有一些事情就知道怎么聯(lián)系你了。

PS：模板參考僅限訂單客戶(hù)和A級(jí)以及B級(jí)客戶(hù)，像C級(jí)客戶(hù)可能對(duì)離職同事也沒(méi)啥印象，就不需要特地發(fā)交接郵件了，直接發(fā)送新品推薦就行了。

3

告別后新負(fù)責(zé)人再聯(lián)系客戶(hù)

老業(yè)務(wù)員發(fā)完之后，新負(fù)責(zé)人用自己的郵箱后續(xù)跟進(jìn)或者直接用離職同事的郵箱跟客戶(hù)打招呼，但是要介紹自己時(shí)要有針對(duì)性，要表述清楚，比如你是某公司的誰(shuí)誰(shuí)誰(shuí)，來(lái)接替之前的誰(shuí)誰(shuí)誰(shuí)，希望后期合作愉快之類(lèi)的，在郵件里不要講之前同事的不好，語(yǔ)氣也要盡可能的和善。

Dear xxx,

This is xxx writing from XXX company.

Sorry to tell you that xxx（離職員工）has left our company, I will take over his job in the company and service you for our business. I have been with our company for about 5 years, so I am confidient I can deal everything well for you.

Please feel free to let me know if we can be further assistance for the business. Thank you very much.

有一點(diǎn)值得注意，咱們中國(guó)的小伙伴特別謙虛，可能會(huì)說(shuō)是新手，請(qǐng)客戶(hù)多多指教之類(lèi)的話(huà)，不要這樣說(shuō)。別的國(guó)家我不知道，但是歐美國(guó)家，這樣發(fā)過(guò)去很容易被客戶(hù)嫌棄，所以盡量展示我們的專(zhuān)業(yè)，謙虛不是這個(gè)時(shí)候用的。

寫(xiě)在最后：

外貿(mào)業(yè)務(wù)員離職時(shí)，很多時(shí)候會(huì)給公司帶來(lái)?yè)p失，要么是直接帶走客戶(hù)資源，要么是新接手的員工由于不了解郵件往來(lái)溝通，沒(méi)有及時(shí)跟進(jìn)，從而造成了客戶(hù)流失。總之，將客戶(hù)變成公司的，是所有外貿(mào)老板的心聲。（外貿(mào)軟件-解決外貿(mào)業(yè)務(wù)員離職帶來(lái)的客戶(hù)交接問(wèn)題）

那么，外貿(mào)企業(yè)就需要借助工具將客戶(hù)資源沉淀在企業(yè)內(nèi)部，并通過(guò)私域運(yùn)營(yíng)的方式，進(jìn)行持續(xù)營(yíng)銷(xiāo)，不受人員變動(dòng)干擾。

孚盟外貿(mào)CRM系統(tǒng)就能輕松實(shí)現(xiàn)，歷史郵件、外貿(mào)詢(xún)盤(pán)、外貿(mào)報(bào)價(jià)、訂單以及跟進(jìn)記錄，以時(shí)間軸方式呈現(xiàn)，將客戶(hù)資源沉淀在企業(yè)內(nèi)部。若有員工離職，可直接將與客戶(hù)溝通的郵箱移交給他人，也可以批量移交客戶(hù)，10分鐘即可完成業(yè)務(wù)工作交接，大幅降低業(yè)務(wù)員離職的交接成本，也不用擔(dān)心客戶(hù)流失了，便捷的同時(shí)也保護(hù)了客戶(hù)資產(chǎn)。趕緊用孚盟的專(zhuān)業(yè)產(chǎn)品吧。