BSBSLS407 Identify and Plan Sales Prospects Assignment – Training A Joint Initiative of the Australian And State And Territory Government.

Student Name:  ___________________________________________________________

Student ID No:  ___________________________________________________________

 Date:                ___________________________________________________________

Part A : BSBSLS407 Identify and Plan Sales Prospects Assignment

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

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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

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