The claim below represents the basis for my competence to assess Telesales / Sales Level 2. The claim refers to my time at ADJ Training Ltd as the Managing Director
Mandatory Units
Unit 201 – Manage and prioritise time for sales activities
Within my role at ADJ I took inbound calls from potential customers or existing customers wanting to book Courses or enquiring about available courses. The office was open 9.30am till 3.30pm Monday to Friday. There was only 1 line within the company that customers could call on, My duties were to answer calls on the customer service line and turn the enquiry into a sale.
Unit 202 – Demonstrate compliance with legal, regulatory and ethical requirements for sales
In my role, when taking a booking for a Customer, I would enable that the customer details where accurate and the customer’s was aware of adj’s payment policy. Payments for the Course where made by invoicing the customer once they had attended the first day of the courses, payment was then due. We would Read back everything to the customer before confirming booking.
Unit 204 – Sell Products over the telephone
With in my role, I would answer calls from customers who where enquiring about one of our courses, i would furnish the would be clients with dates, cost and course dates with an over view of the course contents I would turn this quotation into a booking, outlining the benefits of using ADJ training to the customer. Once the booking was made I would cross sell to the customer other courses that may be of interest to them and also supporting materials for example first aid manuals and equipment.
Optional Units
205- obtain and analyse sales related information
All course information along with product information, are stored in related folders within the office at easy reach. These can be obtained and details given to the customer, or read up on before taking calls to be able to sell the...