Active IQ · RQF Level 3
Active IQ Level 3 NVQ Certificate in Sales (QCF)
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelRQF Level 3
- Total credits25
- Units in this qualification29
Awarded by Active IQ · on the Ofqual register
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What you’ll learn
What each unit actually teaches you to do
The Level 3 NVQ Certificate in Sales (QCF) is for individuals working in a sales role. It allows candidates to develop and demonstrate competence in areas such as selling at exhibitions, pricing for sales promotions, and managing their own professional development.
These are the units Active IQ registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated, and every one you earn is yours to keep.
Assessing customers’ credit statusReal unit · Active IQ
This unit covers assessing customers' credit status using appropriate methods and criteria. You'll apply tools to evaluate creditworthiness, monitor credit status, and comply with data protection regulations to manage financial risk.
What you'll be able to do
- Understand the methods and criteria used to assess customer credit status, including credit scoring, credit history, and affordability checks
- Assess the credit status of customers using appropriate methods and tools, ensuring compliance with data protection regulations
- Monitor the credit status of customers on an ongoing basis, identifying potential risks and taking appropriate action to mitigate them
Assisting customers in obtaining finance for purchasesReal unit · Active IQ
This unit provides knowledge and skills to assist customers in obtaining finance for purchases. You'll understand creditworthiness criteria, propose suitable financial options, and complete finance arrangements in compliance with relevant procedures.
What you'll be able to do
- Understand the conditions that customers must meet to obtain finance for purchases, including creditworthiness and affordability
- Propose suitable financial options to customers based on their individual needs and circumstances
- Complete the necessary documentation and processes to finalise finance arrangements for purchases, ensuring compliance with legal and regulatory requirements
Building and retaining sales relationshipsReal unit · Active IQ
You'll understand the benefits and risks of building and maintaining sales relationships. The unit covers strategies to develop trust-based relationships and retain customers through effective service and loyalty enhancement.
What you'll be able to do
- Understand the benefits of building and maintaining long-term sales relationships, including increased customer loyalty and repeat business.
- Understand the potential risks associated with investing in sales relationships, such as the time and resources required.
- Develop and implement strategies to build strong sales relationships with customers, based on trust and mutual benefit.
- Implement strategies to retain existing sales customers, such as providing excellent customer service and addressing their needs effectively.
Buyer behaviour in sales situationsReal unit · Active IQ
This unit covers models of buyer behaviour and their impact on the sales cycle. You'll analyse motivational and perceptual influences on buyers and adapt sales strategies to respond effectively at each decision-making stage.
What you'll be able to do
- Understand how different models of buyer behaviour, such as the buying decision process and the buyer behaviour matrix, impact the sales cycle.
- Understand how factors such as motivation, perception, learning, and attitudes influence buyer behaviour in sales situations.
- Adapt sales strategies and communication styles to effectively respond to the buyer at each stage of the decision-making process.
- Identify and address potential barriers or objections that buyers may have during the sales process.
Communicate information and knowledgeReal unit · Active IQ
This unit equips learners to identify required information and assess its reliability for effective communication. You'll understand various communication techniques and methods, adapting their approach according to audience needs and context.
What you'll be able to do
- Identify the information required for communication in a given context
- Determine the reliability of information sources for communication
- Understand various communication techniques and methods applicable to different situations
- Communicate information and knowledge effectively using appropriate techniques and methods
- Adapt communication techniques and methods based on the response of the target audience
Communicating using digital marketing/sales channelsReal unit · Active IQ
This unit covers planning and executing digital marketing and sales communications tailored to specific messages and audiences. You'll develop skills in selecting platforms, ensuring message accessibility, and monitoring and evaluating digital campaign responses.
What you'll be able to do
- Understand how to plan the use of digital media for a specific message, audience and recipients, considering factors such as platform suitability, content format, and timing.
- Plan the use of digital media for a specific message, audience and recipients, creating a detailed plan that outlines objectives, target audience, channels, content, and budget.
- Check the digital message can be accessed and/or delivered, ensuring compatibility with different devices and browsers, and testing deliverability.
- Monitor and evaluate the response to digital activity and take any corrective action, using analytics tools to track key metrics, identifying areas for improvement, and making adjustments to the campaign.
Complying with legal, regulatory and ethical requirements in a sales or marketing roleReal unit · Active IQ
You'll gain a comprehensive understanding of legal, regulatory, and ethical requirements in sales or marketing roles. The unit covers compliance with data protection, consumer rights, advertising standards, and industry codes of conduct.
What you'll be able to do
- Understand the legal requirements relevant to sales and marketing activities, including data protection, consumer rights, and advertising standards
- Understand the regulatory requirements impacting sales and marketing, such as industry codes of conduct and trading standards
- Understand the ethical considerations in sales and marketing, including honesty, transparency, and fair competition
- Comply with organisational policies and procedures relating to legal requirements in a sales or marketing role
- Comply with organisational policies and procedures relating to regulatory requirements in a sales or marketing role
- Comply with organisational policies and procedures relating to ethical requirements in a sales or marketing role
Contributing to the development and launch of new products and/or servicesReal unit · Active IQ
This unit covers the stages of the product development process and the key considerations at each stage. You'll understand the roles and responsibilities of stakeholders and develop skills to contribute effectively to the development and launch of new products and/or services.
What you'll be able to do
- Understand the product development process, including the stages involved and the key considerations
- Contribute effectively to the product and/or service development and launch process, working collaboratively with others
Develop, maintain and review personal networksReal unit · Active IQ
This unit equips learners to develop, maintain, and review personal professional networks. You'll understand networking benefits, data privacy considerations, and relevant legislation to support career progression and business opportunities.
What you'll be able to do
- Understand the benefits of networking for professional development and business opportunities
- Understand the need for data privacy and compliance with relevant legislation when developing and maintaining personal networks
- Develop a personal network of contacts relevant to professional goals and industry sector
- Review networking relationships to ensure they remain beneficial and aligned with professional objectives
Developing and implementing sales call plansReal unit · Active IQ
It teaches you to develop structured sales call plans with clear objectives and strategies. You'll practise undertaking sales calls, applying communication and sales techniques to achieve call goals effectively.
What you'll be able to do
- Develop a structured sales call plan that outlines objectives and strategies
- Undertake a sales call, applying effective communication and sales techniques
Developing and implementing sales support and customer service programmesReal unit · Active IQ
This unit provides knowledge and skills to develop and implement sales support and customer service programmes. You'll understand the benefits of these programmes and how to tailor and apply them to meet specific business requirements.
What you'll be able to do
- Understand the importance of providing effective sales support and customer service programmes
- Develop sales support and/or customer service programmes tailored to specific business requirements
- Implement sales support and customer service programmes effectively within an organisation
Developing sales proposalsReal unit · Active IQ
You'll understand the key elements and structure of sales proposals and develop proposals tailored to client needs. The unit also covers evaluating proposals to ensure they effectively address client objectives and present a compelling value proposition.
What you'll be able to do
- Understand the key elements and structure required when writing effective sales proposals
- Develop comprehensive sales proposals that meet specific client needs and objectives
- Evaluate the effectiveness and potential impact of a sales proposal
Lead and manage meetingsReal unit · Active IQ
It teaches you to lead and manage meetings effectively. You'll prepare meeting objectives and agendas, manage procedures, chair discussions, and undertake post-meeting tasks to ensure outcomes are achieved.
What you'll be able to do
- Prepare effectively to lead a meeting, including setting objectives and creating an agenda
- Manage meeting procedures to ensure meetings are productive and efficient
- Chair a meeting, facilitating discussion and ensuring all participants have an opportunity to contribute
- Undertake post-meeting tasks, such as distributing minutes and following up on action items
Leading a sales or marketing teamReal unit · Active IQ
You'll gain skills to lead a sales or marketing team by setting realistic targets aligned with organisational objectives, motivating team members using appropriate techniques, and monitoring and evaluating team progress against performance indicators.
What you'll be able to do
- Set realistic and achievable targets for the sales or marketing team, aligned with organisational objectives.
- Support the motivation of individual members within the sales or marketing team, using appropriate motivational techniques.
- Monitor and evaluate the progress of the sales or marketing team against agreed targets and key performance indicators (KPIs).
Manage own professional development within an organisationReal unit · Active IQ
It teaches you to manage their own professional development by assessing career goals, setting SMART objectives, producing and implementing a personal development plan, and monitoring progress to align with organisational objectives.
What you'll be able to do
- Assess own career goals and personal development, identifying strengths, weaknesses, opportunities, and threats (SWOT analysis) and aligning them with organisational objectives.
- Set personal work objectives, ensuring they are Specific, Measurable, Achievable, Relevant, and Time-bound (SMART).
- Produce a personal development plan, outlining specific activities, resources, and timelines for achieving personal work objectives.
- Implement and monitor own personal development plan, tracking progress, seeking feedback, and making adjustments as needed.
Managing the induction and probation of sales staffReal unit · Active IQ
You'll gain knowledge of induction and probation processes for new sales staff, including legal and organisational requirements. The unit covers planning and managing induction programmes and monitoring probation performance with constructive feedback.
What you'll be able to do
- Understand the purpose and importance of induction processes for new sales staff, including legal and organisational requirements.
- Understand the purpose and importance of probation periods for new sales staff, including setting objectives and providing feedback.
- Plan and manage the induction programme for new sales staff, ensuring all necessary information and training is provided.
- Monitor and manage the performance of new sales staff during their probation period, providing constructive feedback and support.
Meeting customers’ after sales needsReal unit · Active IQ
You'll learn to investigate and address customers' after sales needs professionally. The unit includes analysing customer requirements, handling requests, and reviewing after sales processes to improve customer satisfaction.
What you'll be able to do
- Investigate and determine customer after sales needs effectively
- Handle customers’ after sales needs in a professional and timely manner
- Review the after sales process to identify areas for improvement
Monitoring and managing sales team performanceReal unit · Active IQ
This unit provides knowledge of methods to monitor and manage sales team performance. You'll use key performance indicators and sales targets, provide feedback, and implement coaching to improve individual and team outcomes.
What you'll be able to do
- Understand various methods of monitoring sales team performance, including key performance indicators (KPIs) and sales targets.
- Understand the importance of providing regular feedback and coaching to sales team members to improve their performance.
- Monitor the performance of the sales team against agreed targets and objectives.
- Manage the performance of individual sales team members, addressing any performance issues and providing support for improvement.
Negotiating, handling objections and closing salesReal unit · Active IQ
You'll develop skills in handling objections, negotiating with customers, and closing sales. The unit covers preparation for objections, negotiation techniques, and strategies to achieve mutually beneficial agreements and successful sale closures.
What you'll be able to do
- Understand how to handle objections and negotiate effectively with customers to reach mutually beneficial agreements.
- Prepare thoroughly for potential objections and negotiation points when interacting with customers.
- Handle customer objections professionally and constructively, addressing concerns and providing solutions.
- Negotiate with customers to achieve a successful outcome, balancing customer needs with organisational goals.
- Close the sale effectively following negotiation, confirming the agreement and securing the customer's commitment.
Obtaining and Analysing Competitor InformationReal unit · Active IQ
You'll understand how to obtain, validate, and analyse competitor information for sales activities. The unit covers verifying data accuracy, identifying sources and biases, and using competitor insights to inform sales strategies and identify opportunities.
What you'll be able to do
- Understand how to validate information about competitors to ensure its accuracy and reliability
- Understand the uses of competitor information for sales-related activities, such as identifying opportunities and developing strategies
- Use competitor information effectively for sales-related activities to improve performance
Obtaining and analysing sales-related informationReal unit · Active IQ
You'll understand the uses of sales-related information for market analysis, customer profiling, and organisational purposes. The unit covers obtaining relevant sales data and applying various tools and methods to analyse information about customers, markets, and competitors.
What you'll be able to do
- Understand the various uses of sales-related information within an organisation, including market analysis and customer profiling.
- Understand how to use a range of tools and methods to analyse sales-related information effectively, such as statistical analysis and data visualisation.
- Obtain relevant sales-related information about customers, markets, and competitors, using appropriate research techniques.
- Use appropriate tools and methods to analyse sales-related information, drawing meaningful conclusions and identifying trends.
Organise the delivery of reliable customer serviceReal unit · Active IQ
It teaches you to plan and organise the delivery of reliable customer service by identifying customer needs, developing service plans, reviewing service quality, and using recording systems. You'll understand how to maintain consistent and effective customer service.
What you'll be able to do
- Plan and organise the delivery of reliable customer service, considering customer needs and expectations.
- Review and maintain customer service delivery to ensure consistent quality and identify areas for improvement.
- Use recording systems effectively to maintain accurate and reliable customer service records.
- Understand how to organise the delivery of reliable customer service, including resource allocation and staff training.
Preparing and delivering a sales presentationReal unit · Active IQ
This unit covers the preparation and delivery of sales presentations, including audience analysis, objective setting, and structuring content. You'll learn to prepare and deliver effective presentations tailored to specific audiences and sales objectives.
What you'll be able to do
- Understand the key factors for consideration in the preparation of effective sales presentations, including audience analysis and objective setting.
- Prepare a well-structured and engaging sales presentation, incorporating relevant information and visual aids.
- Understand how to deliver sales presentations confidently and persuasively, using effective communication techniques.
- Deliver a sales presentation to a target audience, adapting the delivery style to suit the audience and context.
Pricing for sales promotionsReal unit · Active IQ
You'll understand different types of price-based promotions, their advantages and disadvantages, and impact on profitability. The unit also covers developing, justifying, implementing, and evaluating price promotion proposals within promotional strategies.
What you'll be able to do
- Understand price-based promotions, including different types of price promotions (e.g., discounts, coupons, rebates), their advantages and disadvantages, and their impact on profitability.
- Justify price-based promotions as part of a promotional strategy, considering factors such as target market, competitive landscape, and marketing objectives.
- Develop and present proposals for price-based promotions, including details of the promotion, target audience, budget, and expected results.
- Understand how to evaluate price-based promotions, including metrics such as sales volume, revenue, market share, and customer satisfaction.
- Implement and evaluate price-based promotions, monitoring performance, making adjustments as needed, and reporting on results.
Prioritising information for sales planningReal unit · Active IQ
You'll understand sources and types of information supporting sales planning. The unit includes conducting internal and external business audits and using sales information to inform and prioritise sales strategies effectively.
What you'll be able to do
- Understand the various sources of information that can support sales activities, including market research, competitor analysis, and customer feedback
- Understand the different types of information that can support sales activities, such as sales data, customer profiles, and market trends
- Understand internal information sources that support sales, including sales reports, customer relationship management (CRM) systems, and marketing materials
- Carry out a business audit of the internal sales environment, assessing strengths, weaknesses, opportunities, and threats (SWOT analysis)
- Carry out a business audit of the external sales environment, assessing market conditions, competitor activities, and customer needs
- Use sales information to support the sales planning function, including setting sales targets, developing sales strategies, and allocating resources
Recruiting sales team membersReal unit · Active IQ
You'll understand legal and organisational requirements for recruiting sales team members. The unit covers preparing for recruitment, conducting interviews, assessing candidates, and making informed selection decisions.
What you'll be able to do
- Understand the legal and organisational requirements relating to the recruitment and selection of sales staff.
- Understand the importance of developing a clear job description and person specification for sales roles.
- Prepare for the recruitment and selection process by identifying suitable recruitment channels and developing interview questions.
- Conduct interviews and assess candidates against the job description and person specification.
- Make informed selection decisions based on the evidence gathered during the recruitment process, ensuring fairness and objectivity.
Selling at exhibitionsReal unit · Active IQ
This unit develops learners' knowledge and skills to assess the relevance of exhibitions for an organisation, prepare for participation, execute sales strategies during exhibitions, and evaluate their own performance to maximise return on investment.
What you'll be able to do
- Understand how to assess the relevance of exhibitions for the organisation, considering factors such as target audience, cost-effectiveness, and potential return on investment.
- Understand how to prepare for and sell at exhibitions, including pre-exhibition planning, stand design, sales techniques, and post-exhibition follow-up.
- Prepare for an exhibition, including tasks such as booking space, designing the stand, preparing marketing materials, and training staff.
- Sell at an exhibition, demonstrating effective communication skills, product knowledge, and the ability to close sales.
- Evaluate own performance at an exhibition, identifying areas for improvement and learning from experience.
Support learning and development within own area of responsibilityReal unit · Active IQ
You'll learn to identify colleagues' learning needs, create a supportive learning environment, provide guidance and coaching, and evaluate learning outcomes. The unit focuses on fostering continuous learning and development within their area of responsibility.
What you'll be able to do
- Identify the learning needs of colleagues in own area of responsibility, using methods such as observation, feedback, performance reviews, and skills gap analysis.
- Understand how to develop a learning environment in own area of responsibility, including factors such as creating a supportive culture, providing access to resources, and encouraging collaboration.
- Support colleagues in learning and its application, providing guidance, mentoring, coaching, and opportunities for practise.
- Evaluate learning outcomes and future learning and development of colleagues, assessing the impact of learning on performance, identifying areas for further development, and providing feedback.
Time planning in salesReal unit · Active IQ
You'll understand and apply time management and prioritisation strategies in a sales role. The unit includes planning and evaluating time use to maximise productivity and minimise common time-wasting activities.
What you'll be able to do
- Understand the principles of effective time management and prioritisation in a sales role
- Plan own time effectively to maximise productivity in a sales role
- Evaluate the effectiveness of time planning strategies in a sales role
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 3 credits are regulated. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you’ve earned and what’s next.
Assessing customers’ credit statusAssisting customers in obtaining finance for purchasesBuilding and retaining sales relationshipsBuyer behaviour in sales situationsCommunicate information and knowledgeCommunicating using digital marketing/sales channelsComplying with legal, regulatory and ethical requirements in a sales or marketing roleContributing to the development and launch of new products and/or services
Each stamp is a real unit registered against this qualification.
Who’d teach you this
The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
Where this can lead
Associate Marketing Compliance Coordinator
Your journey starts here, learning the foundations of compliant marketing. With dedication and a thirst for knowledge, you can build a truly impactful career, becoming a trusted advisor who helps our business grow responsibly and ethically. We're excited to see where you take it!
See the whole journey →Opens the roleAssociate Marketing Compliance CoordinatorOne of the jobs this qualification is a route intoSee the role →Opens the roleMarketing Compliance SpecialistOne of the jobs this qualification is a route intoSee the role →Opens the roleSales Training CoordinatorOne of the jobs this qualification is a route into · 2 near-identical records folded inSee the role →Opens the roleExhibition CoordinatorOne of the jobs this qualification is a route into · 2 near-identical records folded inSee the role →Opens the roleExhibition SpecialistOne of the jobs this qualification is a route into · 2 near-identical records folded inSee the role →Opens the roleSenior Marketing Compliance SpecialistOne of the jobs this qualification is a route intoSee the role →Future FluencyAll ten future skillsSee how every unit is contextualised by the tenExplore →
Showing 6 roles, drawn from 57 job records mapped to this qualification.
Skills it covers
What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.
Monitor and evaluate information to support sales planningNegotiate, Handle Objections and Close Sales
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
One-to-one, on your real workNo lectures, no past-papers. Every unit is practised on the actual tasks your job throws at you, a tutor beside you, not a video in front of you.
Taught to the top, not the testMost courses stop at remembering. Your companion keeps climbing: analysing, judging, creating. That’s the part a machine can’t do for you.
Credits you keep, a map that continuesEvery unit is regulated and yours for good. The day you finish, Zavmo already knows the next role your new credits open.
Applied to your work in any of these jobs
Which job do you mean?
This unit covers assessing customers' credit status using appropriate methods and criteria. Learners will apply tools to evaluate creditworthiness, monitor credit status, and comply with data protection regulations to manage financial risk.
How the thinking builds
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
Built for Active IQ Level 3 NVQ Certificate in Sales (QCF)
29 units in this credential, in the order it lists them, awarded by Active IQ.
- Assessing customers’ credit status
- Assisting customers in obtaining finance for purchases
- Building and retaining sales relationships
- Buyer behaviour in sales situations
- Communicate information and knowledge
- Communicating using digital marketing/sales channels
and 23 more in the full unit list below.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
Why this matters: AI can already remember and understand for you. What it can’t do is
take your real problem and judge the right call. So the only learning worth paying
for is the learning that takes you to the top. That’s exactly what a tutor doing it with
you, on your real work, is for.
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
Earned on your own work, taught to the top.
Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.