Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to plan and implement sales activities. It requires the ability to identify and analyse market and customer needs, proactively target current and new customers, plan the operation of sales calls, make calls and prepare sales reports. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. Operational sales skills are covered in SITTTSL005A Sell tourism products and services. |
Application of the Unit
Application of the unit |
Planning and implementation of sales activities may relate to the promotion of any product, service or event; a group of products being cooperatively marketed; or even a whole city, region or tourist precinct. This unit requires the application of planning, organisational and communication skills. This role is generally undertaken by sales and marketing personnel within the service industries who operate autonomously and who are responsible for coordinating a range of sales activities. Managers and owner-operators of small businesses would also undertake this activity. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
Nil |
Employability Skills Information
Employability skills |
The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the required performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge and/or the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
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1 |
Plan sales activities. |
1.1 |
Plan and schedule sales activities for existing and potential customers according to marketing plan or other organisation systems. |
1.2 |
Identify, analyse and incorporate appropriate organisation, customer and market information into the sales planning process. |
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1.3 |
Proactively source prospects and create profiles accordingly. |
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1.4 |
Estimate potential revenue, based on sound analysis of information and in consultation with appropriate colleagues. |
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1.5 |
Plan activities to maximise opportunities to meet individual and team targets. |
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1.6 |
Establish practical sales call patterns based on analysis of all relevant customer and market information. |
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2 |
Prepare for sales calls. |
2.1 |
Make sales call appointments in advance where appropriate. |
2.2 |
Develop sales call strategies and tactics based on market knowledge, current sales focus and consultation with appropriate operational colleagues. |
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2.3 |
Gather specific information and support materials to support individual sales calls. |
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3 |
Make sales calls. |
3.1 |
Make sales calls according to agreed call patterns. |
3.2 |
Build relationships with customers through the use of effective interpersonal communication styles. |
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3.3 |
Develop customer trust and confidence through the demonstration of personal and professional integrity. |
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3.4 |
Proactively identify and resolve customer issues and problems. |
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3.5 |
Use selling techniques to maximise opportunities to meet and exceed sales targets. |
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3.6 |
Provide current, accurate and relevant information on product features and benefits according to current organisation marketing focus. |
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3.7 |
Encourage feedback from customers and proactively seek market intelligence. |
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4 |
Review and report on sales activities. |
4.1 |
Review all activities according to agreed evaluation methods and incorporate results into future sales planning. |
4.2 |
Prepare sales reports according to required timelines and organisation procedures. |
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4.3 |
Present market intelligence in a manner that provides clear and concise information to those responsible for sales and marketing planning. |
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4.4 |
Share market intelligence with relevant colleagues in a timely fashion. |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the essential skills and knowledge and their level, required for this unit. |
The following skills must be assessed as part of this unit:
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The following knowledge must be assessed as part of this unit:
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Evidence Guide
EVIDENCE GUIDE |
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The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package. |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure:
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Methods of assessment |
A range of assessment methods should be used to assess the practical skills and knowledge required to plan and implement sales activities. The following examples are appropriate for this unit:
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Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
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Assessing employability skills |
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts. Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role. |
Range Statement
RANGE STATEMENT |
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The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. |
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Information to be incorporated into the sales planning process may include: |
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Establishing practical sales call patterns may be affected by: |
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Sales call strategies and tactics may include or be based on: |
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Information and support materials may include: |
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Unit Sector(s)
Sector |
Cross-Sector |
Competency field
Competency field |
Marketing and Public Relations |