SFEDI Awards Level 3 Diploma In Sales

What you'll be able to do

• Understand how to assess customer credit status, considering various assessment methods and relevant factors
• Assess the credit status of customers, using appropriate methods and tools
• Monitor the credit status of customers, identifying and addressing any potential risks or issues

What you'll be able to do

• Understand the conditions that customers must meet to obtain finance for purchases.
• Propose suitable financial options to customers based on their individual needs and circumstances.
• Accurately complete finance arrangements for purchases in accordance with organisational procedures and legal requirements.

What you'll be able to do

• Understand the benefits and risks associated with planning and investing time and resources in building strong sales relationships.
• Build effective and lasting sales relationships with customers.
• Retain existing sales customers through relationship management and excellent service.

What you'll be able to do

• Understand the impact of different models of buyer behaviour on the sales cycle, including how psychological, social, and economic factors influence purchasing decisions
• Respond appropriately to the buyer at each stage of the decision-making process, adapting sales strategies to align with their needs and motivations

What you'll be able to do

• Identify the information required for effective communication in a given context.
• Assess the reliability of information sources used for communication.
• Understand a range of communication techniques and methods.
• Communicate information and knowledge using appropriate techniques and methods for the intended message.
• Adapt communication techniques and methods according to the target audience response to ensure effective understanding.

What you'll be able to do

• Understand how to plan the use of digital media to effectively communicate a specific message to a defined audience and recipients.
• Plan the use of digital media to effectively communicate a specific message to a defined audience and recipients.
• Check that the digital message can be accessed and/or delivered successfully to the intended recipients.
• Monitor and evaluate the response to digital activity and take any corrective action necessary to improve performance.

What you'll be able to do

• Understand the stages and processes involved in product development from concept to launch.
• Contribute effectively to the development and launch of new products and/or services.

What you'll be able to do

• Understand the benefits of establishing and maintaining positive working relationships with colleagues
• Establish effective working relationships with colleagues, based on mutual respect and trust
• Act in a professional and respectful manner when working with colleagues, demonstrating appropriate behaviour and communication skills
• Communicate effectively with colleagues, using appropriate methods and channels to convey information clearly and concisely
• Identify potential work-related difficulties that may arise in relationships with colleagues and explore potential solutions collaboratively

What you'll be able to do

• Understand the benefits of networking for professional development and business opportunities and the need for data privacy when managing contacts
• Develop a personal network of contacts relevant to professional goals
• Review networking relationships to ensure they remain beneficial and compliant with data protection regulations

What you'll be able to do

• Understand the key elements of effective sales proposals and how to write them persuasively.
• Develop comprehensive and compelling sales proposals tailored to specific client needs.
• Evaluate the quality and effectiveness of a sales proposal, identifying areas for improvement.

What you'll be able to do

• Develop a comprehensive sales call plan, outlining objectives, strategies, and tactics
• Undertake a sales call effectively, applying sales techniques and building rapport with potential customers

What you'll be able to do

• Understand the importance of providing effective sales support and customer service programmes to enhance customer satisfaction and loyalty.
• Develop sales support and/or customer service programmes that meet the needs of the target audience.
• Implement sales support and customer service programmes effectively, ensuring they are delivered to a high standard.

What you'll be able to do

• Prepare effectively to lead a meeting, ensuring all necessary arrangements are in place
• Manage meeting procedures efficiently, adhering to agreed protocols and timelines
• Chair a meeting effectively, facilitating discussion and ensuring all participants have an opportunity to contribute
• Undertake post-meeting tasks promptly and accurately, including distributing minutes and following up on action points

What you'll be able to do

• Set clear and measurable 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 performance indicators.

What you'll be able to do

• Assess own career goals and personal development needs, identifying areas for improvement and growth
• Set personal work objectives that are specific, measurable, achievable, relevant, and time-bound (SMART)
• Produce a personal development plan that outlines the steps required to achieve own career goals and personal work objectives
• Implement and monitor own personal development plan, tracking progress and making adjustments as necessary

What you'll be able to do

• Understand the key stages and requirements of induction and probation processes for sales staff
• Manage the induction and probation of new sales staff, ensuring they are effectively integrated into the team and meet performance expectations

What you'll be able to do

• Investigate and determine customer after sales needs through appropriate methods.
• Handle customers’ after sales needs in a professional and timely manner.
• Review the after sales process to identify areas for improvement.

What you'll be able to do

• Understand different methods of monitoring the performance of a sales team
• Manage the performance of a sales team effectively

What you'll be able to do

• Understand how to handle objections from customers and negotiate effectively with them.
• Prepare thoroughly for potential objections and negotiation scenarios with customers.
• Handle customer objections in a professional and effective manner.
• Negotiate with customers to reach mutually beneficial agreements.
• Close the sale successfully following negotiation with the customer.

What you'll be able to do

• Understand how to validate the accuracy and reliability of information obtained about competitors.
• Understand the various uses of competitor information to support sales-related activities and improve sales performance.
• Effectively use competitor information to inform sales strategies and tactics.

What you'll be able to do

• Understand the various uses of sales-related information in making informed business decisions.
• Understand how to effectively use different tools and methods to analyse sales-related information.
• Obtain relevant sales-related information about customers, markets, and competitors.
• Use appropriate tools and methods to analyse sales-related information to identify trends and opportunities.

What you'll be able to do

• Plan and organise the delivery of reliable customer service, ensuring resources are allocated effectively.
• Review and maintain customer service delivery to ensure it meets required standards and customer expectations.
• Use recording systems to accurately maintain records of customer interactions and service delivery to ensure reliable customer service.
• Understand how to organise the delivery of reliable customer service, including the importance of policies, procedures and staff training.

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 the techniques required to deliver impactful sales presentations, including communication skills and handling objections.
• Deliver a sales presentation confidently and persuasively, adapting to the audience and achieving the desired outcome.

What you'll be able to do

• Understand the different types of price-based promotions available to organisations.
• Justify the use of price-based promotions as an integral part of a broader promotional strategy.
• Develop and present well-structured proposals for price-based promotions, outlining their potential benefits and risks.
• Understand how to evaluate the effectiveness of price-based promotions in achieving desired outcomes.
• Implement and evaluate price-based promotions, analysing their impact on sales and profitability.

What you'll be able to do

• Understand the different sources of information that can support sales activities.
• Understand the various types of information that are relevant to supporting sales.
• Understand the nature of internal information that can be used to support sales processes.
• Carry out a business audit of the internal sales environment, identifying strengths and weaknesses.
• Carry out a business audit of the external sales environment, identifying opportunities and threats.
• Use sales information to effectively support the sales planning function within an organisation.

What you'll be able to do

• Understand the key stages of the recruitment and selection process specifically relating to sales roles.
• Prepare for the recruitment and selection of sales team members, including defining job descriptions and person specifications.
• Make informed and justifiable selection decisions for sales team members, based on evidence gathered during the recruitment process.

What you'll be able to do

• Understand how to assess the relevance of exhibitions for the organisation, considering factors such as target audience and potential return on investment
• Understand how to prepare for and sell at exhibitions, including planning, marketing, and sales techniques
• Prepare for an exhibition, including setting up the stand, preparing marketing materials, and training staff
• Sell at an exhibition, engaging with potential customers and promoting the organisation's products or services
• Evaluate own performance at an exhibition, identifying areas for improvement and learning from the experience

What you'll be able to do

• Identify the specific learning and development needs of colleagues within your own area of responsibility.
• Understand how to develop a supportive and effective learning environment within your own area of responsibility.
• Support colleagues in their learning and development activities and the application of new knowledge and skills.
• Evaluate the outcomes of learning and development activities and plan for future learning and development opportunities for colleagues.

What you'll be able to do

• Understand how to effectively manage and prioritise time in a sales role to maximise productivity.
• Plan own time effectively in a sales role, taking into account priorities and deadlines.
• Evaluate the effectiveness of time planning strategies in a sales role and identify areas for improvement.

What you'll be able to do

• Understand the legal, regulatory and ethical requirements that apply to individuals working in a sales or marketing role.
• Comply with organisational policies and procedures designed to ensure adherence to legal, regulatory and ethical requirements in all sales and marketing activities.

What you'll be able to do

• Improve customer service by working effectively with others
• Monitor their own individual performance when contributing to improvements in customer service
• Monitor team performance when contributing to improvements in customer service
• Understand how to collaborate with others to enhance customer service delivery