The unit applies to sales personnel.
Nil
Elements | Performance Criteria |
Elements describe the essential outcomes of a unit of competency. | Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
1. Maximise sale of branded products in a territory. | 1.1.Determine characteristics and market position of product or service sales in a territory. 1.2.Report major competitor activity in a sales territory, product or service area to supervising manager. 1.3.Process and action special requests from customer businesses distributing and selling brand. 1.4.Develop sales plan for a specific territory. 1.5.Build opportunities to value add to existing businesses. 1.6.Identify and report special events or opportunities for once-off sales and promotional programs. 1.7.Factor special events into sales plans. |
2. Secure effective product positioning in business outlets. | 2.1.Implement joint merchandising plans. 2.2.Plan and secure off-location displays. 2.3.Secure optimal locations for product displays. 2.4.Confirm products or services are available for promotions and supply agreements in a timely manner. 2.5.Foster cooperative strategies with management of business customers to maximise product or service sales. |
3. Report on sale of branded products within a territory. | 3.1.Complete sales reports on branded product for a territory. 3.2.Report key activities by product, brand or service type for specific customers or other variables. 3.3.Report success of sales strategies for branded product within a territory. 3.4.Submit recommendations for improving sales of branded products in the territory to team management. |
Required skills |
collecting, analysing and organising skills to: determine current market position evaluate success of sales strategies for branded product identify positioning of major competitors identify special events and anticipate customer demands monitor progress towards sales targets provide recommendations for improving sales communication and interpersonal skills to: liaise with customers negotiate with and persuade customers literacy and numeracy skills to: develop sales reports read and interpret information review sales outcomes planning and organising skills to: implement joint plans develop and implement sales plans plan personal tasks and priorities selling skills to promote branded products teamwork skills to foster cooperative strategies and collaboration |
Required knowledge |
analysis and reporting requirements relevant legislation and statutory requirements relating to the retail industry, including: work health and safety (WHS commercial law and legislation key components of planning cycles relevant business policy and procedures special events that affect a territory or business customer’s account strategies that foster cooperative planning territory coverage plans territory features and service characteristics |
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: collects and organises relevant information to identify factors affecting sales of branded products determines market share for branded products and develops sales objectives and strategies to maximise sales ensures productive product positioning in business outlets implements and provides support for joint merchandising plans with business customers proactively identifies and responds to special events and opportunities to build sales of branded products within a territory or with a business customer. |
Context of and specific resources for assessment | Assessment must ensure access to: a business-to-business sales work environment relevant documentation, such as: business policy and procedures sales plans and objectives a range of business customers with different requirements. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: observation of performance in the workplace third-party reports from a supervisor customer feedback written or verbal questioning to assess knowledge and understanding. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included. | |
Characteristics may include: | features and benefits price range supplier or manufacturer information target group. |
Territory may be defined by: | account customers demographic parameters size, type and location of businesses territory size, location and geographic spread. |
Major competitor activity may include changes to: | customer retention figures market share positioning with local businesses presentation or merchandising of products or services price quality sales demographics volume of sales. |
Brand | company brands intellectual property product brands register trademarks registered brands supplier brands. |
Sales plan | business merchandise range characteristics of the specific products or services customer confidence and expectations customer demographics relevant business policy and procedures relevant legislation and statutory requirements size, type and location of business types of products and services provided. |
Special events may include: | promotional campaigns recreational events, such as sporting events and public gatherings seasonal events, such as holidays. |
Promotional programs may include: | advertising materials events gift merchandise and promotional materials loyalty programs manufacturer product or service campaigns sales discounts seasonal campaigns special displays staff uniforms, badges and hats. |
Merchandising plans may include: | new products new range promotional activities signage. |
Displays may include: | displays for promotional photography exhibition displays new products new range promotion sale window displays. |
Cooperative strategies with business customers may include: | co-branding collaborative planning improved trading terms joint promotions pricing special events support. |
Reports on branded product for a territory may include information on: | business customer requests competitor activities display disputes end consumer complaints product problems recalls. |
Sales strategies may vary with: | brand type marketing campaigns product or service promotional strategies and their duration, cycle, territory coverage and product or service focus territory. |
Recommendations may be given: | in groups in writing individually verbally. |
Wholesale
Sales
This unit contains employability skills.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.