Student Name: ___________________________________________________________
Student ID No: ___________________________________________________________
Date: ___________________________________________________________
Part A : BSBSLS407 Identify and Plan Sales Prospects Assignment
You are to research a Customer Relationship Management System (1 supplier/system) that you can use to manage and record your prospect information (you can use the business selected in Assessment 1). Your system may be a vendor product or a system developed internally. For the system you choose, you are to consider the below points;
| Area | Answer |
| Name of supplier/software | |
| The effectiveness of the CRM | |
| The capability of the CRM (to process, analyse and present information in terms of reports) | |
| How easy the CRM is to use | |
| How appropriate the CRM is to your type of business and customers | |
| Set-up and/or ongoing costs in terms of value to business | |
| How many staff may use and rely on the CRM | |
| The support provided by the developer or vendor |
ORDER This BSBSLS407 Identify and Plan Sales Prospects Assignment NOW And Get Instant Discount
Part B : BSBSLS407 Identify and Plan Sales Prospects
For the business you selected in Assessment 1, you are now required to develop a sales plan that includes:
| Area | Answer |
| Note two Key Performance Indicators.
· One will be for a period of 1 week · Second can be a yearly KPI Eg of KPI’S; · sales targets % increase or $ value · new customers % increase or number |
1.(1 week)
2. (yearly)
|
| Two Work activities you will undertake to achieve your KPI’s | 1.
2. |
| Two ways you will communicate points 1 and 2 to the organisation/management (type of report/ ways to communicate (meeting, report, email) | 1.
2. |
Part C
Next, you are to implement your sales plan for a period of at least one week. Complete the table below
| Day | Task |
| Monday | |
| Tuesday | |
| Wednesday | |
| Thursday | |
| Friday |
The tasks you do could include the following:
- Document your sales activities
- Record your successes (new customers, new sales etc)
- Note when you record data collected in your CRM
- Note what reports are required (at least one mid week, and one at the end of the week) to compare actual progress against KPI’s / quotas
- Keep a journal of your actions throughout the week
Part D
At the end of the week, you are to complete the table below;
| Question | Answer |
| Any adjustments made to time spent on ineffective tasks | |
| How you managed your stress throughout the week | |
| What changes you would make to your CRM to improve its use | |
| What changes you would make to your next sales plan to improve potential outcomes |
ORDER This BSBSLS407 Identify and Plan Sales Prospects Assignment NOW And Get Instant Discount