Unit 20: Sales Planning and Operations

Unit 20: Sales Planning and Operations
Unit code: Y/601/1261
QCF level: 5
Credit value: 15 credits
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The aim of this unit is to provide learners with an understanding of sales planning, sales management, and the selling process, which can be applied in different markets and environments.

Unit abstract

Marketing principle and practice


Selling is a key part of any successful business, and most people will find that they need to use sales skills at some point in their working life – if only to persuade or win an argument. For anyone who is interested in sales as a professional career it pays to understand the basics of selling, to practice, and plan. This unit will introduce learners to the theory of selling and sales planning, and give them the opportunity to put their personal selling skills into practice.

The unit starts with an overview of how personal selling fits within the overall marketing strategy for a business. Learners will be taken through the main stages of the selling process, and be expected to put them to use. Once they are confident about the selling process, learners will investigate the role and objectives of sales management. This is knowledge that can be applied to a wide range of organisations.

Finally, learners will be able to start planning sales activity for a product or service of their own choice – this is another valuable skill that is transferable to many different situations learners may find themselves in as they move into employment or higher education.

Learning outcomes

On successful completion of this unit a learner will:

1 Understand the role of personal selling within the overall marketing strategy

2 Be able to apply the principles of the selling process to a product or service

3 Understand the role and objectives of sales management

Be able to plan sales activity for a product or service.

BH023329 – Edexcel BTEC Levels 4 and 5 Higher Nationals specification in Business – 95
Issue 1 – April 2010 © Edexcel Limited 2010


Unit content

Understand the role of personal selling within the overall marketing strategy

Promotion mix: personal and impersonal communication; objectives of promotional activity; push-pull strategies; integrating sales with other promotional activities; evaluating promotion; allocation of promotion budget

Human resource  management  Assignment help

Understanding buyer behaviour: consumer and organisational purchase decision-making processes; influences on consumer purchase behaviour (personal, psychological, social); influences on organisational buyer behaviour (environmental, organisational, interpersonal, individual); purchase occasion; buying interests and motives; buyer moods; level of involvement; importance and structure of the DMU (Decision Making Unit); finding the decision-taker; distinction between customers and users

Role of the sales team: definition and role of personal selling; types of selling; characteristics for personal selling; product and competitor knowledge; sales team responsibilities (information gathering, customer and competitor intelligence, building customer databases, prospecting and pioneering, stock allocation, maintaining and updating sales reports and records, liaison with sales office); sales team communications; the role of ICT in improving sales team communications

Be able to apply the principles of the selling process to a product or service

Principles: customer-oriented approach; objective setting; preparation and rehearsal; opening remarks; techniques and personal presentation; need for identification and stimulation; presentation; product demonstration and use of visual aids; handling and pre-empting objections; techniques and proposals for negotiation; buying signals; closing techniques; post sale follow-up; record keeping; customer relationship marketing (CRM)


Understand the role and objectives of sales management

Sales strategy: setting sales objectives; relationship of sales, marketing and corporate objectives; importance of selling in the marketing plan; use of marketing information for planning and decision making (sources and collection methods); role of sales forecasts in planning; quantitative and qualitative sales forecasting techniques; strategies for selling

Recruitment and selection: importance of selection; preparing job descriptions and person specifications; sources of recruitment; interview preparation and techniques; selection and appointment

Finance for managers

Unit 5 people management

Business –organization –in –a- global –context Assignment help

Motivation, remuneration and training: motivation theory and practice; team building; target setting; financial incentives; non-financial incentives; salary and commission-based remuneration; induction training; training on specific products; ongoing training and continuous professional development (CPD); training methods; preparation of training programmes; the sales manual

Organisation and structure: organisation of sales activities (by product, by customer, by customer type; by area); estimation and targeting of call frequency; territory design; journey planning; allocation of workload; team building; creating and maintaining effective working relationships; sales meetings; sales conferences

Controlling sales output: purpose and role of the sales budget; performance standards: performance against targets (financial, volume, call-rate, conversion, pioneering); appraisals; self-development plans; customer care

Database management: importance of database building; sources of information; updating the database; use of database to generate incremental business and stimulate repeat purchase; use of database control mechanisms; importance of ICT methods in database management; security of data; Data Protection Act

Be able to plan sales activity for a product or service

Sales settings: sales channels (retailers, wholesalers, distributors, agents multi-channel and online retailers); importance of market segmentation: business-to-business (BTB) selling; industrial selling; selling to public authorities; selling for resale; telesales; selling services; pioneering; systems selling; selling to project teams or groups

Applying promotional techniques

Business law

International selling: role of agents and distributors; sources, selection and appointment of agents/distributors; agency contracts; training and motivating agents/distributors; use of expatriate versus local sales personnel; role, duties and characteristics of the export sales team; coping in different cultural environments; the role of ICT in communicating with an international sales team

Exhibitions and trade fairs: role, types and locations of trade fairs and exhibitions; how trade fairs and exhibitions fit in with corporate strategy and objectives; setting objectives for participation in an exhibition; audience profile and measurement; qualification and follow-up of exhibition leads; evaluation of exhibition attendance; setting budgets; financial assistance for exhibition attendance; principles of stand design

BH023329 – Edexcel BTEC Levels 4 and 5 Higher Nationals specification in Business – 97
Issue 1 – April 2010 © Edexcel Limited 2010


Learning outcomes and assessment criteria

Learning outcomes Assessment criteria for pass
On successful completion of The learner can:
this unit a learner will:
LO1 Understand the role of 1.1 explain how personal selling supports the promotion mix
personal selling within the 1.2 compare buyer behaviour and the decision making
overall marketing strategy
process in different situations
1.3 analyse the role of sales teams within marketing
LO2 Be able to apply the 2.1 prepare a sales presentation for a product or service
principles of the selling 2.2 carry out sales presentations for a product or service
process to a product or
LO3 Understand the role and 3.1 explain how sales strategies are developed in line with
objectives of sales corporate objectives
management 3.2 explain the importance of recruitment and selection
3.3 evaluate the role of motivation, remuneration and
training in sales management
3.4 explain how sales management organise sales activity
and control sales output
3.5 explain the use of databases in effective sales
LO4 Be able to plan sales activity 4.1 develop a sales plan for a product or service
for a product or service 4.2 investigate opportunities for selling internationally
4.3 investigate opportunities for using exhibitions or trade

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