Highlights
Scenario
For this assessment, you will be assuming a role as a salesperson for an identified company (use SHOPLINE as your company in this assignment and have secured an initial meeting with an identified prospect (the client side company background/story/situation is made by yourself, can be real or virtual). In preparation, you will undertake some background research. Marks will be provided for evidence of preparation in your sales meeting and in your proposal. As part of the sales meeting, you will also be delivering a brief (approx. 6 min) credentials presentation - which will be done via a pre-recorded audio PPT - to introduce yourself and your company.
Task One – Sales meeting preparation
You have secured a meeting with the prospect and now need to prepare for this meeting with the objective of gaining agreement to submit a proposal for selling your products / services to the client company. For this task, you must provide:
PPT content guidance
1. Credential cover slide
2. Introduce your company and yourself (use SHOPLINE as your company in this assignment)
3. Introduce your products/services, choose 2-3 products/services to introduce
4. Case studies – successful cases, share some experience of clients having bought the products/services
5. Client testimonials – include graphs, charts, diagrams, photos, etc.
Task Two – Business Proposal
As a result of your second meeting and an assessment of the prospect's needs, prepare a 2000-word business proposal to your target company detailing why they should do business with you and presenting a product or service that would be suitable for them, based upon their identified needs. The proposal should follow the format below:
1. Background - On the prospect’s organisation(the client side company background/story is made by yourself, can be real or virtual) and on your organization (i.e. SHOPLINE). Company background, history, product ranges, who are our clients…etc.
2. Identified Needs - Summary the problems of client you wish to solve, demonstrate that you have an understanding of their issues and can solve the problem/meet their need.
3. Solution - Summary of your solution to the problem, introducing the product or service you wish to sell and its features and benefits, based on the findings from your meeting.
4. Costs and timings - Summary of timeline and costs involved, statement of cost(price list), payment method, any discount for early bird?
5. Account Management – Key account management(KAM), how the account will be managed if you are successful, any special benefit be given?
6. Appendix - Sales meeting pro-forma from task one
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