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Email Body not in notes

HC

Recently I began using the Email function and noticed that when I forward an email the body is no where to be found as a note. Any idea what can be happening? I've checked this through the Mac app and the web both with the same results.

All responses

David Trey staff
Replied on Mar 10, 2014 - 14:05

Hello Harly,

Please try to forward one test email that does not have a signature, doesn't have any attachments, just some "Test text" in its body and a short subject and if this message also arrives with no body converted to a task note, please forward this email to david@doist.io and brendon@doist.io


Best regards,
David

HC
Harly Chavarria premium
Replied on Mar 10, 2014 - 15:06

Plain text email was received fine, when I forward an email with my signature only my signature appears the rest of the message is not there. When I forward a message and remove my signature only the subject comes through.

David Trey staff
Replied on Mar 10, 2014 - 15:11

Harly,

Please forward an email with your signature to us, we'd need to see how it's formatted and what kind of separator between the text and the signature is used.


Best regards,
David

Will Wilson premium
Replied on Mar 10, 2014 - 15:51

I am also having this problem. I have an HTML Signature and anything I forward is not showing up in the notes, only the subject. I have even removed my signature and just sent the body of the original email and it still did not go through.

If I just type some text above the forward email only that text shows up, not the rest of the email.

I am using a Mac and have tired this with Airmail, the Mac Mail client, and Outlook 2011 and the forward items always have the body of the email removed from the nots box.

Also not working for iPad or iOS devices. Forwarded email bodies are not showing up.

HC
Harly Chavarria premium
Replied on Mar 10, 2014 - 16:44

I have the same results as Will and have also tried the same applications as his. I have forwarded an email that I previously forwarded as a ToDo.

David Trey staff
Replied on Mar 10, 2014 - 18:34

Hello,

Thank you for the emails, we'll look into this issue now.


Best regards,
David

David Trey staff
Replied on Mar 11, 2014 - 10:01

Hello,

These issues should now be fixed. Please let us know if you'll still experience them.


Best regards,
David

KS
Kelly Smith premium
Replied on Mar 13, 2014 - 09:52

I have this issue, too. But it seems to only happen when I add a date prompt like <date tomorrow>

KS
Kelly Smith premium
Replied on Mar 13, 2014 - 09:55

This is an essential part of my workflow so if we can look into this soon I'd appreciate it.

David Trey staff
Replied on Mar 13, 2014 - 10:47

Hello Kelly,

Unfortunately, I can't reproduce this issue. Please forward one such mail to david@doist.io and brendon@doist.io

Also, please tell me - do these mails have attachments? If so, what are the file sizes of the attachments?


Best regards,
David

AR
Andreas Reinhold premium
Replied on Mar 14, 2014 - 15:08

I still have this issue. No matter how I format my email body and signature, there is either a part of the message missing in the note or no note created at all.

Will Wilson premium
Replied on Mar 14, 2014 - 16:06

This was working for me earlier now it is back to not working. I forward an email and I only get the information BEFORE the forward email. If I removed all the stuff I add in front nothing shows up.

David Trey staff
Replied on Mar 14, 2014 - 16:31

Will,

We've reverted the recent change and will look into another solution. It should now work as it did before. Sorry for the inconvenience.


Best regards,
David

Will Wilson premium
Replied on Mar 14, 2014 - 16:48

Ok so it is not working now, is that the expected behavior until you have a solution in place?

David Trey staff
Replied on Mar 16, 2014 - 17:55

Will,

We will solve this in the upcoming week, sorry for the inconvenience.


Best regards,
David

MB
Markus Blaser premium
Replied on Mar 21, 2014 - 06:47

Hi David,
I noticed that attachments are in the task but not text/content in the forwarded mail. Tell me if you need an example (don't want to fill your Inbox unnecessarily :-) ).

Best regards

Markus

David Trey staff
Replied on Mar 21, 2014 - 07:46

Hello Markus,

Yes, please send such email to david@doist.io (incl. the URL to this thread for reference) and we'll look into it.


Best regards,
David

David Trey staff
Replied on Mar 21, 2014 - 09:49

Markus,

Thank you for the email, I've been able to reproduce this issue and we'll look into it.


Best regards,
David

MB
Markus Blaser premium
Replied on Mar 28, 2014 - 11:01

Hi David,
I was out of office for some days - any news about this issue?

Best regards

Markus

Brendon Wadey staff
Replied on Mar 28, 2014 - 11:04

Markus,

We do not have any updates at this time, but we are still looking into this issue.

Regards,
Brendon.

HM
H.F. Mason  premium
Replied on Apr 05, 2014 - 11:57

Yes, it would be nice to simply forward an email and have the entire body of the email show up as a note. Any progress?

David Trey staff
Replied on Apr 06, 2014 - 15:52

Hello H.F.,

That's exactly how the "Email tasks to this project" feature is supposed to work. We're looking into the issues tat cause it to not register the email's body or signature.


Best regards,
David

J
Jeff premium
Replied on Apr 07, 2014 - 07:07

I have the same issue using Apple Mail on Mac OS X (not gmail btw).
Postbox has the same problem, although it passes thru not the "forwarded" part, but a trailing text at the bottom. In both cases, the actual content of the mail is not included.

David Trey staff
Replied on Apr 07, 2014 - 08:37

Hello Jeff,

Thank you for the mail, I've passed it to our devs and we'll look into this.


Best regards,
David

J
Jeff premium
Replied on Apr 08, 2014 - 07:35

a hint for your support staff -- if I "redirect" the mail instead of
"forwarding" it, then it all works as it should.

the obvious conclusion is that the mail filter you use does not always
interpret the quoting correctly; might also not be able to handle all
the various forms of "Begin Forwarded Message" attributions.

David Trey staff
Replied on Apr 08, 2014 - 08:24

Jeff,

Thank you, I'll pass it along to our devs.


Best regards,
David

M
MyRec.com premium
Replied on Apr 11, 2014 - 10:28

Any update on this? We've just realized this was happening as well (Mac Mail 7.2) and as a result are missing a lot of information we thought we'd kept.

Brendon Wadey staff
Replied on Apr 11, 2014 - 13:40

Hi,

We don't have any update at this time, sorry for the trouble.

Regards,
Brendon.

MB
Markus Blaser premium
Replied on Apr 15, 2014 - 03:42

Hi together,
today I have a new issue with forwarding mails: The server bluntly refuses the message.

Yes, I can add the mail in Postbox also as task but then I have access only on my Mac. Forwarding it would mean to have the mail-body as note to the task on any other device and if this would work that would be really nice.

Hope you'll have a fix soon.

Best regards

Eric Machan Howd premium
Replied on Apr 22, 2014 - 12:00

I'm having the same issue ... and have confirmed that the Redirect option works. Looking forward to the forwarding fix. ;)

TP
Thomas P. Sauerlaender premium
Replied on May 07, 2014 - 06:42

Same with me.

David Trey staff
Replied on May 16, 2014 - 07:06

Hello,

We've made changes to the way incoming emails are handled and this issue should now be solved. However, if you'll still experience it or fragments of an email won't arrive as a task note, please let us know.


Best regards,
David

TP
Thomas P. Sauerlaender premium
Replied on May 16, 2014 - 09:51

Sorry David,

just forwarded your Mail ti my Todoist account and the body is still not in the Note field…

Brendon Wadey staff
Replied on May 16, 2014 - 10:22

Thomas,

Thanks for the information, we are going over it now and will respond when we know more.

Regards,
Brendon.

Mark Berger premium
Replied on May 21, 2014 - 14:12

Hey there,

I experience the same issue now, forwarding mails worked fine before, now I only find my signature in the Todoist Note.

Brendon Wadey staff
Replied on May 21, 2014 - 19:38

Mark,

Thanks, we are still looking into this. Sorry for the delay.

Regards,
Brendon.

J
Jeff premium
Replied on May 22, 2014 - 08:46

Hi *

I have a clue to the problem: it has to do with quoting. I "redirected" a mail to Todoist; this mail was a reply to another mail so there were pieces in that mail that were quoted (attributed). Those pieces are missing in the Todoist task note. To be clear:

A piece of the original mail source (apple mail, View->Message->Raw Source):

Hoi

ik weet niet wat er stuk is, of naccuse of je handleiding ..=20

On May 13, 2014, at 16:40 , David <email@addres.here>; wrote:

> Voor de niet-VO accounting: daar moet ik nog even naar kijken, want
> in de nieuwe methodiek moet je die los opgraven. Dat kan wel, maar
> heeft wel heel veel command-line opties nodig (in plaats van "FQAN"
> moet je dan "UNIX" als aggregator opgeven).

ik probeerde UNIX in verschillende vormen, omdat in de handleiding voor =
naccuse is er niets wat =91aggregator=92 heet :-)

.... and now what shows up in the note attached to the task:

Hoi

ik weet niet wat er stuk is, of naccuse of je handleiding ..



ik probeerde UNIX in verschillende vormen, omdat in de handleiding voor naccuse is er niets wat ‘aggregator’ heet

Notice that everything preceded by ">" characters has been filtered out of the message. Many email clients quote a forwarded message with ">" characters. This is probably why forwarded messages are not working for so many people.

Brendon Wadey staff
Replied on May 22, 2014 - 09:25

Jeff,

We will try testing this, but to be clear. You are saying if the forwarded email has no quotes "" in it at all, as in the quote symbols, it works without issue? Does it happen even if the quotes are not surrounding any words?

Regards,
Brendon

J
Jeff premium
Replied on May 22, 2014 - 13:17

Hi Brendon,

Sorry for the confusion, I am using what may be "unix speak". What I mean is, that when a mail client program is used to forward or to reply to a mail, it includes the original message. In order to make a distinction between the original message being forwarded or replied to, it very often prefixes lines from the original message with a special character. This is a process called "quoting" the original message but has nothing to do with quotes "".

In the example provided, the lines that start with ">" (greater than characters) are the "quoted" message. These lines have disappeared in the version attached to the todoist task. Hence I suspect that whatever mechanism you use to transfer mails into tasks, is somewhere along the chain, removing any lines that start with a greater than character >

Given that most email clients, when forwarding an email, will prefix every single line of the original email with a greater than > character, this could easily explain why the forwarded messages are empty. It also explains why the signature lines would show up, as the signature lines are not part of the original message being forwarded so those lines are not prefixed with a greater than > character and hence not removed from the message and hence DO show up in the Todoist task attachment.

Mark Berger premium
Replied on May 23, 2014 - 05:03

FYI, forwarding works again for me...

TP
Thomas P. Sauerlaender premium
Replied on May 23, 2014 - 05:15

Sorry, NO, its not, just checked it....

Mark Berger premium
Replied on May 23, 2014 - 11:15

yeah, I was celebrating too early... just found this out: it works fine for me when I forward the mail via the icloud web interface, and not at all when I use my macs mail app.

Brendon Wadey staff
Replied on May 23, 2014 - 11:42

Hi,

If everyone can confirm...

- Which clients are you using to send the emails, do they all fail for you?
- Are you forwarding a new mail, or a reply, as in does it have quotations in it?
- If you send an email directly to it, not forwarding a mail (new mail) does it happen?

Regards,
Brendon.

Mark Berger premium
Replied on May 24, 2014 - 03:04

Hey,

forwarding works fine if I use the web interface (both icloud and gmail),

it doesnt work via apple mail app (both)

With a direct (not forwarded) email, its just the same.

cheers,

mark

J
Jeff premium
Replied on May 25, 2014 - 06:19

Hi,

I've tested using both apple mail and the gmail web interface. The constant factor is the ">" character at the beginning of a line. This is what apple mail uses as standard to prefix forwarded mails, as well as to show attribution of replied-to mails.

As far as I can tell, it doesn't matter whether you send something, redirect something with replied-to text in it, forward something ... anything that results in a ">" character at the start of a line will get stripped out.

Lots of windows mail clients use HTML formatting, and in HTML format, the ">" character is escaped. I suspect that whatever Todoist is using to parse mail may be assuming certain HTML behavior and hence not dealing correctly with and un-escaped ">" characters.

If your test / debugging / development team doesn't have enough info to solve this now, you should consider getting a new team ;-)

J
Jeff premium
Replied on May 25, 2014 - 06:22

one more piece of info : it appears to only be a ">" character at the start of a line. A line in the email like:

this line contains a quote character >

comes thru just fine. A line like

> this line contains a quote character too

will disappear from the mail when viewed as the Todoist task note.

AR
Andreas Reinhold premium
Replied on May 25, 2014 - 06:42

I have to say that I'm seriously disappointed in how this issue, which has been around for such a long time, has been addressed. Instead of fixing this problem that is crucial for the workflow, there were resources dedicated to new features that do not add any real value (last bigger update) IMHO. I was forced to find a replacement for todoist and had to make the switch. This basically leads me to canceling my premium membership now, which is a shame because todoist is such a promising app. I simply disagree with the development and support strategy of todoist.

Best Regards
Andreas

J
Jeff premium
Replied on May 27, 2014 - 13:49

The thing that worries me the most about how this issue is being addressed, is what it says about the troubleshooting / support / testing / maintenance team. I did not say "development team" because the core of Todoist is relatively trouble-free. I have yet to experience a service outage and the system does not lose tasks -- somebody obviously knows what they are doing at Todoist. The same cannot be said for the troubleshooting / support / testing / maintenance team (TSTM for short) ... either there is no TSTM team, or they are rather inexperienced -- I can't believe finding this would take more than a day of full-time effort, and certainly a week should be sufficient to handle even the most contorted of fixes. I am basing my estimates on watching my own team of 5 engineers doing (part time) TSTM for global distributed computing services.

If there is ever a big problem at Todoist, major service outage, I see no reason to expect that it would be addressed quickly. Does anybody have examples of big Todoist problems that were fixed quickly? I haven't been using it that long.

J
Jeff premium
Replied on May 27, 2014 - 13:54

PS this is not a potshot at Brendon -- often the face of the TSTM to the outside world has that as their primary job, not actually doing the TSTM! They are also often instructed to be relatively neutral in their answers (say "expectation management" three times real fast) -- my previous post was based on my own diagnosis of the cause of this problem (> characters), how long it took me to make that diagnosis, watching my team handle similar problems, and how long this particular bug has been unsolved -- NOT on how Brendon has communicated with us here in this thread.

Brendon Wadey staff
Replied on May 27, 2014 - 14:03

Jeff,

The issue is sometimes we can't reproduce, which we need to be able to do, sometimes its because we are working on other issues. That being said, most issues are resolved quite soon, and issues such as we are having today are rare.

I will bug the developers about this again, and re-explain the situation and it shouldn't be much longer.

Regards,
Brendon.

J
Jeff premium
Replied on May 27, 2014 - 14:37

Hi Brendon,

Surprised you can't reproduce it. For me it's 100 percent reproducible:

make sure emails are not being sent in HTML in your email client
send a mail to the todoist project
in that email include at least one line that starts with a > character. the line really needs to start with that character, this is not the same as the character showing up in position 1 of the text box due to line wrap!!

if HTML format is turned off and the > character really is the first character of a text line in the email, for me that line NEVER shows up in the todoist task notes version of the email. never.

Brendon Wadey staff
Replied on May 27, 2014 - 14:42

Jeff,

Thanks for the detailed instructions. Even if I can not, someone on our team should be able to. This situation is taking longer due to both reasons.

Again, sorry for the delay.

Regards,
Brendon.

Justin Bajema
Replied on May 28, 2014 - 08:53

I am having the same issues. I've identified that it DOES work with Google Apps Gmail, but will not work for same emails sent from desktop Mac Mail or from iPhone Mail App. Thank you,

MA
Mo Abdelbaki  premium
Replied on May 29, 2014 - 16:56

I'm having the same issue, as if you need to hear it again. Mac Mail and it strips out the body of the forwarded message. I actually upgraded for this function specifically, but it looks like you're close to a solution. I thank you in advance.

WC
Wells Chang premium
Replied on May 29, 2014 - 22:20

Same issue as well. Hope this gets resolved soon, as this was one of the primary reasons I upgraded as well.

Issue reproducible on various Android mail apps (Mailbox, Cloudmagic, etc.) as well as Mac apps (Airmail) and Gmail client.

CN
Christophe Nebout premium
Replied on May 30, 2014 - 09:32

Just to add a little contribution.... the attachments are always stripped out when I use Mail (mac os) but everything works fine when I forward it from my web interface (Firefox & gmail account).

MA
Mo Abdelbaki  premium
Replied on Jun 03, 2014 - 16:04

Okay. I've found a workaround and something that may help staff to figure it out. For those of you using Mac Email:

1) Click on Preferences
2) Go to "Composing" as shown on the bar above
3) Go to "Responding" on that page
4) Uncheck "Increase quote level"

This worked for me. I've included a screen shot to clarify. I'm now able to forward to Todoist and I've only had to sacrifice the indent of past messages in my threads. Until Staff figures out the reason for the stripping out of these indented messages, it'll work for me.

I hope this helps.

MA
Mo Abdelbaki  premium
Replied on Jun 03, 2014 - 17:33

I've added another pic to clarify.

Brendon Wadey staff
Replied on Jun 03, 2014 - 18:09

Mo,

Thank you for that information, it has been passed along.

Regards,
Brendon.

MA
Mo Abdelbaki  premium
Replied on Jun 03, 2014 - 19:00

My pleasure, Brendon. I hope it helps solve the problem.

Mo

Mark Berger premium
Replied on Jun 06, 2014 - 00:49

Mo Abdelbakis workaround helps me - a little bit. After unchecking "Increase level quote" the body of the forwarded message shows up in my Todoist, my attatched S/MIME certificate too - but not the PDFs that where attached to the message. This is really strange...

J
John premium
Replied on Jun 06, 2014 - 22:33

This works for me...

If you are using Postbox on Mac to forward a message to Todoist, on the forwarded message's toolbar, toggle "quote" to "summarize" and the body of the message will show up as note in your task.

Penny  premium
Replied on Jun 11, 2014 - 11:45

I'm having the same issues in Outlook but I can see the email body from the OUtlook add-on but nothing else.

Brendon Wadey staff
Replied on Jun 11, 2014 - 12:03

Penny,

As many of mentioned, changing your mailer's settings for how quoting emails work seems to resolve the issue. We are in the meantime looking how to resolve this permanently without having to change this.

Regards,
Brendon.

J
Jeff premium
Replied on Jun 11, 2014 - 12:30

Hi Brendon,

Your choice of words suggests that you are not aware of the scope of this issue. Changing the mailer's setting for quoting does *NOT* resolve the issue; it LIMITS the EFFECT of the issue somewhat.

Original emails come through OK when the quoting settings are changed. However if someone forwards me a message, or I want to forward a mail conversation to Todoist, changing my quoting settings does not help, as these mails are coming at least partly from other people, who are using normal quoting settings. In such a case parts of the mail will be missing when forwarded to Todoist and there's nothing I can do about it short of deep-editing the format of the mail before clicking the send button.

This issue is NOT resolved. For three months already!!

AO
Augusto Oliveira premium
Replied on Jun 11, 2014 - 18:05

I agree! The issue is not solved!

Brendon Wadey staff
Replied on Jun 11, 2014 - 18:07

Hi,

Yes we understand this and we are looking into it. It was not said it was resolved, sorry if that was understood that way.

Regards,
Brendon.

J
Jeff premium
Replied on Jun 12, 2014 - 08:04

Hi Brendon,

Take a look above : you wrote "changing your mailer's settings for how quoting emails work seems to resolve the issue."

Those words "seems to resolve the issue" are yours, not mine, and based on those words of yours, I wrote my post about there being no resolution as of yet. Since you know that the issue is not resolved, I suggest you avoid saying that something seems to resolve it. That in turns avoids the incentive for me to tell you something you already know, and waste my time posting! I am already wasting enough by being careful how I forward mails to Todoist because of the unresolved issue in question!

Regards,

Jeff

J
Jeff premium
Replied on Jun 26, 2014 - 05:38

Hi,

Today this feature does not work at all for me. Nothing shows up -- not even a task with empty body. It's as if I never sent the mail!

Bruce Saltzman premium
Replied on Jun 27, 2014 - 01:13

Any update on this issue. I'm new to TD and when trying this last night, I experienced the same issue as everyone else described.

CD
Cliff Donaldson premium
Replied on Jun 29, 2014 - 12:31

It's particularly frustrating when I forward an email to my Todoist Inbox that was sent to me without a subject line. In cases like that, not only is there no message in the forwarded email, but now I'm stuck trying to figure out what email message it was that I was supposed to follow up on! Yes, I could add details in the subject line when forwarding, but that really takes away from workflow and is far from being a "productive" way of getting things done.

Brendon Wadey staff
Replied on Jun 29, 2014 - 12:38

Hi,

We are very sorry about this. Our system is designed to strip out email signatures and information such as this, we aren't 100% sure why it has started to cause issues now but we are working to change how it works, and we hope it wont be much longer.

Regards,
Brendon.

Brendon Wadey staff
Replied on Jun 30, 2014 - 11:06

Hi,

We have made a major change to our system and how it works. So the issue should not occur anymore. That being said, it may be different then what you are used to if you have had it working before.

Regards,
Brendon.

Bruce Saltzman premium
Replied on Jun 30, 2014 - 11:23

Brendon, it seems to work. However I tried it with an email that had attached images. The images did not carry over. Is that not going to be a possibility? Thanks.

Brendon Wadey staff
Replied on Jun 30, 2014 - 11:55

Bruce,

Can you attach an EML file fo the emails sent that contains the attachment? It should be working.

Regards,
Brendon.

Bruce Saltzman premium
Replied on Jun 30, 2014 - 11:59

Sorry, not sure I understand.

> On Jun 30, 2014, at 12:55 PM, Todoist Support <support.30778.878715.dc1bbeb5870b12b66e1f@support.todoist.com>; wrote:
>
>
> Todoist Support | Brendon Wadey (Doist Support Staff) added a comment to question Email Body not in notes
> Bruce,
>
> Can you attach an EML file fo the emails sent that contains the attachment? It should be working.
>
> Regards,
> Brendon.
>
> Click this link to see it:
> todoist.com/Support/show/30778/#comment_115154
> If you no longer wish to receive notification emails, click here to unsubscribe

Brendon Wadey staff
Replied on Jun 30, 2014 - 12:06

Bruce,

I suppose this depends on the client you use, but basically we need a copy of the email, these turn into a file EML. Though giving an example of the attachment used may be of help as well.

Regards,
Brendon.

Bruce Saltzman premium
Replied on Jun 30, 2014 - 13:19



Hi Brandon,

I tried to send this earlier but it was rejected. I think it needs to be zipped. So hopefully this should do it. Thanks again.

Bruce


On Jun 30, 2014, at 1:06 PM, Todoist Support <support.30778.878715.dc1bbeb5870b12b66e1f@support.todoist.com>; wrote:

Todoist Support | Brendon Wadey (Doist Support Staff) added a comment to question Email Body not in notes
Bruce,

I suppose this depends on the client you use, but basically we need a copy of the email, these turn into a file EML. Though giving an example of the attachment used may be of help as well.

Regards,
Brendon.

Click this link to see it:
todoist.com/Support/show/30778/#comment_115160
If you no longer wish to receive notification emails, click here to unsubscribe

Brendon Wadey staff
Replied on Jun 30, 2014 - 13:27

Bruce,

Thank you, we will look into it.

Regards,
Brendon.

Bruce Saltzman premium
Replied on Aug 11, 2014 - 22:02

support.30778.878715.dc1bbeb5870b12b66e1f:您好!!

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销售人员见到客户后总是找不到话说,不知道如何进行人际“破冰”,构建融洽沟通平台?
只要听到客户提出异议,销售人员就轻易放弃,根本不愿也不会坚持?
针对不同的客户,销售人员说词却千篇一律,不会根据不同客户制定相应营销策略?
销售人员不敢跟客户谈判,却很会向公司谈判,经常申请政策支持,但业绩却很不理想?
销售人员根本不会守住底线,轻易就给客户亮出自己的“底牌”?
有些销售人员嘴巴能说会道,头脑也很聪明,但么业绩总是不理想?
有销售人员总是喜欢卖一些低价的、低利润的产品,新产品却很难卖?
销售人员报销的市场费用越来越高,但业绩却越来越不理想?
销售人员也想做好,但面对目前市场无计可施,绞尽脑汁试图接近客户决策核心时,却常常无缘相见……
如何有效开发需求、不同类型客户针对性沟通、价值有效呈现、有效解除客户异议、临门一脚……处处让人
烦恼,时时晕头转向?
一系列的销售与谈判策略不会识别、不懂运用,能卖出去,意外之喜;卖不出去,意料之中?
总设计师告诉我们:不管黑猫白猫,能抓到老鼠就是好猫!
我们想提醒的是:不管这理论那模式,能卖出去才是好把式!
【课程收益】
通过两天课程的学员,能够使学员:
学习自我激励,销售工作中迅速调整心态,达到巅峰状态的六大心态;
掌握销售实战的核心理念和相关实用技巧;
掌握销售机会管理十一项核心要素;
关注与客户建立信任的N个关键点,并能够采取有效行动;
针对三类客户客户需求,进行有效的探寻与引导;
掌握有效处理客户异议的3大策略与6大流程。
【课程特色】
前瞻:来自国内外营销最前端的理论及训练体系
专注:专注于不同层次不同领域营销人员训练十余年
系统:从心态到技巧,从理念到实践全方位提升学员综合素养
实效:上午学,下午用,杜绝纯理论宣讲,每个理论,每个技巧都有丰富案例佐证,并提供实战演练的机
会,现场消化
【课程大纲】
第一单元:状态决定成败,销售精英须具备的六大巅峰心态
市场的不景气,客户难缠,任务的压力……等等这些是否已经让你疲惫不堪?如何能迅速调整状态,解
决厌烦工作的心态、永久保持激情状态、养成积极行动,全力以赴的习惯、不断提升自己、成长自己这对
于每一位销售人员都是需要去思考的问题,要知道状态决定成败!
一、危机意识
a、案例:成功的人士都是具备危机意识的,企业要有危机意识,个人也要有危机意识
b、危机意识就是永不满足的进取心,对于销售人员,自我满足意味着职场“自杀”
二、坚定目标
a、目标与人生的关系(哈佛大学的调查)
b、销售人员缺乏动力源于没有目标,人生须反躬自省的三个问题
c、合理目标的5个条件
三、专注执着
a、管理大师博恩.崔西的提醒
b、小故事:专注的力量
四、乐在工作
a、启示:不是做得好才来喜欢,而是喜欢才会做得好
b、销售人员保持激情的源动力来自于爱上自己的工作
五、永不言败
a、销售精英的信念——永不言败
b、做到永不言败需要时刻保持积极阳光的心态
c、视频分享
六、决不放弃
a、故事《纯白色的金盏花》启示:唯一的失败是您选择了放弃
b、销售精英需要决不放弃的信念
c、视频研讨/分享
学员收益:心有多远,路有多远,心态决定成败!
第二单元 客户心理认知
一、以客户为中心,转换角色,从卖方思维到买方思维
二、讨论:请思考客户为什么会买?都说有需求就会购买,为什么客户跟我们沟通时需求状态也存在,最
终却没买?
三、从分析“卖点”到研究“买点”,从一味研究怎么把客户“搞定”?到研究别人是怎么
把你“搞定”?
什么是需求?
客户为什么说不需要?是不了解吗?还是有其他原因?
当碰到客户说不需要时,你的应对是正确的吗?
如何刺激对方的需求呢?注意:对现状满意的客户是没有改变的动力的。
信任关系的建立中哪些因素会导致对方不信任我们?
销售是信心的传递,自信是销售精英的第一把武器,为什么我们的销售人员不自信?如
何培养自信呢?淡化销售痕迹:我们不是买东西给客户,而是帮助对方选择适合他的产品,
服务需要我们不断提升专业能力,更加从容应对客户各种问题为什么在销售沟通中还要照
顾对方的情绪?为什么有些销售人员说得很有道理,对方却不接受?多一点认同,少一点
辩驳你的准客户找对了吗?找对人做对事价值的困惑?我们卖的到底是什么?
都说我们卖的不是产品,是产品可以给对方的好处,为什么我把好处讲的很清楚了,对方
还是不接受?
影响价值的三个关键因素
四、榜样模式解析——找对榜样,少走弯路
案例:医生VS药店“销售”模式分析
学医生“开药方”而不是学药店营销代表单纯“卖药”
销售人员如何迅速调整销售模式,做“销售医生”
学员收益:知己知彼百战不殆,了解客户是服务客户的第一步!
第三单元 计划阶段——销售之前地准备工作
一、我们不会计划失败,但绝大多数时候我们因为没有计划导致失败
二、任何战争之前,情报战一定是走在最前面的,销售亦然
三、根据客户数据分析,制定销售机会管理计划:
销售机会管理内容
1.相关背景
客户为什么要做进行这次采购?
客户方真正的驱动力是什么?
客户希望通过实施此项目达到什么效果?
如何评估最终成果?
2.销售机会进度
3.目标销售额
4.预计签单日期
5.目前客户方面所面临的困难
6.就本次销售过程而言,客户最关心的问题有哪些?
7. 客户在这次采购中的决策流程?
8.关键人是谁?如何与之建立良好关系?
9.己方的优劣势分析
10.主要竞争对手的优劣势分析
11.自己的竞争策略是什么?如何强化己方优势,将客户焦点集中在己方优势上?
学员收益:凡事预则立,不预则废!做好销售机会管理。
第四单元 如何建立与客户的信任关系
一、销售=搞关系吗?
二、都说销售就是搞关系,那为什么有些关系你始终搞不进去?其中是否有我们忽略的因素呢?
分组研讨/分享:初次拜访时你是如何去建立好的第一印象?
三、形象走在成功之前,人与人之间的互动,第一印象决定了接下来双方沟通的顺畅度
销售的本质是推销自我,激情有时比技巧更重要时刻展现自己最好的形象,你希望你在
客户心目中是什么形象,你就以什么形象面对客户
四、初次拜访需注意什么?
1.为什么初次拜访时无话可讲?先交流感情,再谈事情
2.如何打破陌生人沟通的屏障?迅速达到融洽的氛围?
3.如何巧妙地找到对方得意处适当赞美开场?
五、会“听”大于会“说”
1.为什么你说得很好却打动不了对方?销售人员仅仅能说就能做好吗?
2.如何有效倾听?
3.顾问式销售的核心:引导对方说更多
六、让对方“爱”上你的秘诀
1.如何让客户跟我们之间像“知己般”沟通?
2.想一想生活中跟你走得比较近的人有什么特征?你为什么愿意接近他?
3.like法则,学会用对方喜欢的方式交流。
七、互惠原则
案例:视频分析——片中的人物去拜访客户为什么第一次连门都没进去和第二次却相对顺畅?
如何在对方公司发展“金牌小卧底”?
不要忽略每一个看上去不重要的人,广结善缘才能得善果。
给对方他想要的,他就会给你你想要的。
八、不同性格客户分析与应对重点(活泼型/力量型/完美型/和平型)
学员收益:如何和客户建立信任关系
第五单元 客户需求的探寻与引导
一、我们的客户哪些不一样,你对客户的需求了解吗?
二、在需求的角度,我们的客户大致分三类
完全明确型——有需求、有标准
半明确型——有需求、没标准
不明确型——没需求、没标准
三、针对不同类型得客户,我们的沟通策略和引导重点是什么?
不明确型:
a.找问题,创需求
b.销售中的提问技巧
背景性问题:摸清客户基本情况
探究性问题:试探对方潜在不满
暗示性问题:适当加大对方痛苦
解决性问题:自信提出解决方案
c.角色扮演/实战模拟
半明确型:
讲理念,建标准(一流的销售员卖的是观念,而不是产品)
如何影响对方决策:三阶沟通法
案例:卖名表的销售人员
完全明确型:
问标准,讲产品
当对方标准与我们产品/服务吻合时,该如何应对?
当对方标准与我们产品/服务不吻合时,如何调整?
案例:难当的月老
四、视频分析
学员收益:掌握如何准确探寻和把握客户需求的技巧
第六单元 如何推荐产品——价值塑造的黄金法则
一、为什么需要我们主动推荐?
1.客户往往并不知道自己的需求应该如何满足,最困惑的事就是如何选择产品,分辨产品差异化;
2.客户想要的就是他一定需要的吗?
3. 满足客户提出的要求,是引导客户在不同公司之间做比较,而不在我公司做出决策;
4. 单纯强调产品的时代已结束,销售人员要给客户解决方案;
5. 任何商品只适合特定的客户或适合客户特定的环境下使用。
6.好的,不一定是最适合的,最适合的才是最好的
二、如何给客户推荐,产品的价值如何塑造到位?
紧扣需求:依需求而推荐
展示优势:你能说出你产品的独特卖点吗?它跟别人有什么不一样?
导向利益:卖结果而不是卖“成份”
FABE法则应用级话术
小组演习:每个人向小组其他成员销售自己公司的产品或服务
互动:现场竞卖
每个小组即为“一家公司”,现场向其它组售卖产品(小组自己准备),每组十分钟,最终
以收到的现金为准计算小组成绩
第七单元 有效处理客户异议——问题的处理与成交
一、客户为什么会有异议?问题的源头在哪里?
二、客户异议处理的5个注意事项
1.当不确定客户是否真实关注的条件下,不要作无意义的让步,因为谈判需要虚构的筹码;
2.客户会隐藏自己真实的需要,而提出多个条件,在小要求上退让,而坚持自己的核心要求;
3.主动单方面让步,会让客户感觉到产品在贬值;多次单方面让步会让客户感觉到销售人员不
诚信;
4.不要轻易地让步,除非交换,越难得到的条件越珍惜;双赢是双方感觉上的双赢,大家都
认为自己赢了;
5.如果谈判出现僵局,或无法直接回答客户时,销售人员要及时增加选择;
三、有效处理客户异议的3大策略与6大流程
四、习惯性问题分析与处理
当客户说“我再考虑考虑”、“我们还要比较一下”、“留份资料吧” ……时,我们如
何应对?价格异议处理的实用话术。
五、迅速察觉对方的成交信号
六、成交的关键——敢于成交
案例分享:我是如何拿下订单的
学员收益:掌握有效处理客户异议的3大策略与6大流程,能够有效处理客户异议
第八单元:关于客户服务的提醒与总结——客户至上的服务理念
一、失败的销售人员往往在这个阶段容易忽略,他们会觉得一切尘埃落定而忽视后续的维护,
一锤子买卖的思路会阻碍销售成功的道路
二、为什么有些人持续能成交,而多数营销人员只能偶尔成交或者做一单少一个客户?
三、销售的最高境界——不销而销?如何做?怎么感动客户?
四、都说客户至上,仔细思考,你做得如何?销售时你想的是你的提成还是真正帮到客户?
五、案例分享/研讨:我们工作中如何秉承客户至上的服务理念?
学员收益:客户至上,为客户着想
" ❤ 温馨提示: 本课程可针对企业需求,上门服务,组织内训,欢迎咨询。 "

Bruce Saltzman premium
Replied on Aug 20, 2014 - 02:43

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