Strategic Sales and Sales Management (11 Weeks) - CBE Online Course - 2024 Winter Quarter

MAR3592CBE Section 01CBE Strategic Sales and Sales Management (11 Weeks) - CBE Online Course - 2024 Winter Quarter Deliverable 7 – CRM Presentation Deliverable 7 – CRM Presentation Assignment Content Competencies Evaluate common sales strategies. Differentiate between B2B and B2C sales strategies. Synthesize the importance of customer service throughout the sales cycle. Evaluate the key functions of managing a sales force. Interpret management strategies for a business-to-business (B2B) sales force. Assess software programs for sales management and customer relationship management (CRM). Student Success Criteria View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane. Scenario Your one-person, one-van plumbing company has grown over the last 10 years into a nationwide enterprise consisting of 300 plumbers and vans that provides B2B and B2C plumbing services. You want your company to provide outstanding customer service—better than any other plumbing company out there. You also want your team to focus on ethical consultative selling, rather than transactional selling, and build long-term relationships. You’ve decided CRM software can help you achieve these goals. Instructions Give your plumbing company a name. Then create a PowerPoint presentation with a minimum of 12 slides (not counting the cover slide or reference slide) that discusses the following. The difference between consultative selling and transactional selling. The importance of ethics and building long-term relationships. The differences between B2B sales and B2C sales and lead generation strategies. The importance of customer service skills and expertise needed to support sales efforts. How to incorporate customer service into your company’s sales strategy. Which CRM program you will be using and why. What customer and potential information will be entered into the CRM program. How customer and potential customer information will be collected for your CRM. Please keep the following in mind. Use only key words or phrases on the slides, along with pictures and graphics to create visual appeal and a profession look. Include at least one paragraph in the Speaker Notes section below each slide explaining the details of what you would say if you gave the presentation live. Include citations and a reference slide, with at least 3 quality references, that follows APA guidelines. NOTE - Be sure the documents contain proper grammar, spelling, punctuation, and sentence structure. Resources Library Databases: Gale Virtual Reference (topic overviews & definitions) Business Source Complete via EBSCO (articles) Business via ProQuest (articles) Encyclopedia Britannica Image Quest (images) APA Guide Click on the PowerPoint tab in the Business Writing Guide for support with developing PowerPoint presentations. Submission

Sample Solution

         

Sure, here is a sample CRM Presentation for your Plumbing Company:

Slide 1: Title Slide

  • Title: Transforming Our Business: Leveraging CRM for Exceptional Customer Service
  • Subtitle: John Doe Plumbing - Building Long-Term Relationships Through Consultative Selling
  • Company Logo (Insert your company logo here)

Speaker Notes Good morning/afternoon everyone. Today, I'm excited to introduce a new initiative designed to elevate our customer service to unmatched levels and strengthen our position as the leading plumbing company nationwide. We'll discuss how a Customer Relationship Management (CRM) system will empower us to achieve these goals.

Slide 2: Consultative Selling vs. Transactional Selling

  • Title: Consultative Selling vs. Transactional Selling
  • Bullet Points:
    • Consultative Selling:
      • Focuses on customer needs and long-term solutions.
      • Builds trust through expertise and personalized recommendations.
    • Transactional Selling:
      • Focuses on a one-time sale and immediate profit.
      • May prioritize speed over understanding customer requirements.

Full Answer Section

         
  • Image: (Insert an image depicting a plumber consulting with a customer)

Speaker Notes Traditionally, sales might have been about closing deals quickly. However, we're committed to consultative selling. This approach involves understanding our clients' specific needs and plumbing challenges. By offering expert advice and crafting solutions that address their long-term needs, we build trust and foster lasting relationships.

Slide 3: Building Long-Term Relationships and Ethics

  • Title: Building Long-Term Relationships and Ethics
  • Bullet Points:
    • Ethical Practices:
      • Honesty and transparency in communication.
      • Offering solutions that genuinely benefit the customer.
    • Long-Term Relationships:
      • Fosters customer loyalty and repeat business.
      • Generates positive word-of-mouth referrals.
  • Image: (Insert an image of two people shaking hands)

Speaker Notes Building trust is paramount. We'll uphold the highest ethical standards, ensuring transparency in our recommendations and prioritizing solutions that genuinely address customer needs. This commitment to ethical practices, combined with our consultative approach, will cultivate long-term relationships with our clients. Loyal customers become brand advocates, generating positive word-of-mouth recommendations that fuel our continued growth.

Slide 4: B2B vs. B2C Sales and Lead Generation

  • Title: B2B vs. B2C Sales and Lead Generation
  • Bullet Points:
    • B2B Sales:
      • Targets businesses and facility managers.
      • Focuses on long-term contracts and service agreements.
      • Lead generation through networking, industry events, and online tools.
    • B2C Sales:
      • Targets individual homeowners and renters.
      • Focuses on one-time repairs or installations.
      • Lead generation through local advertising, online reviews, and community engagement.
  • Image: (Insert a split image showcasing a commercial building and a residential home)

Speaker Notes Our company caters to both B2B and B2C clients. Understanding these distinctions is crucial. For B2B clients, like property management companies, we'll focus on building long-term partnerships and service agreements. Lead generation might involve industry events or online tools like contractor directories. For B2C clients, we'll tailor our approach to address individual needs, perhaps through local advertising or community outreach programs.

Slide 5: Importance of Customer Service in Sales

  • Title: The Power of Exceptional Customer Service
  • Bullet Points:
    • Enhances customer satisfaction and loyalty.
    • Increases positive online reviews and referrals.
    • Creates opportunities for upselling and cross-selling.
  • Image: (Insert an image of a smiling plumber fixing a faucet)

Speaker Notes Exceptional customer service is the cornerstone of our consultative selling approach. By prioritizing customer satisfaction, we go beyond simply fixing a leak. We ensure a positive experience, from initial contact to project completion. This builds trust and loyalty, leading to positive online reviews and referrals – powerful tools for attracting new customers. Additionally, satisfied customers might be more receptive to upselling or cross-selling services they may need.

Slide 6: Sales Support Through Customer Service Expertise

  • Title: Empowering Our Sales Team Through Customer Service Expertise
  • Bullet Points:
    • Plumbers trained on effective communication and problem-solving skills.
    • Invested in ongoing training programs on new technologies and products.
    • Emphasis on building rapport and exceeding customer expectations.
  • Image: (Insert an image of a group of plumbers undergoing training)

Speaker Notes Our sales team, comprised of our expert plumbers, will be equipped with the necessary customer service skills. This includes effective communication to understand

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