Looking for help with an assignment? Connect with an assignment Expert Now!

Explain how customer data will be collected and shared

Explain how customer data will be collected and shared.

Competencies

  1. Distinguish between traditional, personal, and strategic selling.
  2. Create a strategic sales plan.
  3. Apply customer service skills before, during, and after a sale.
  4. Describe the key functions of managing a salesforce.
  5. Apply management strategies to a business-to-business (B2B) salesforce.
  6. Select appropriate software platforms for sales management and customer relationship management (CRM).

Scenario Information

You are one of the founders of a family-run business that offers bookkeeping for small businesses in your tri-state area. Your business has been level for many years, and you have a strong, healthy relationship with your clients. Many of your clients have been with you for over 10 years, and your new clients almost exclusively have come from word-of-mouth promotion from current, satisfied customers.

You want to expand the services you offer to include payroll and accounting beyond bookkeeping. You have heard from your current clients that they need assistance with those two services for their business to grow, but you have been hesitant until this last year. In the last 18 months, you have a family member that has passed the CPA exam and remains a vital employee. She has expressed interest in being more involved and leading the payroll and accounting business, but she is not very well-versed in sales.

Your sales staff has historically been the family, plus the bookkeeping staff. Your main job at the company has been in customer relations and hiring. There are 4 family members working full-time (including the new CPA), as well as 3 bookkeepers. You have 27 business that you consider your main customers, and you have about 2-3 new customers every year or two. There is also a natural attrition of about that same amount every couple of years as well.

Instructions

As the co-founder and managing partner of your business, you are in charge of this new project. You will be the primary researcher, and you have decided to present a comprehensive strategic sales plan to the other owners, the new CPA, and the bookkeepers.

As managing partner you have decided to create a strategic sales plan to share your findings and the proposal using a PowerPoint presentation. Before presenting, you will share with the other co-founders using a PowerPoint with detailed presentation notes to mimic your narration for their approval. Your goals will be to expand the services you offer to current customers, and to create a prospecting list of new customers that can use the full bundle of services you can now offer.

You decided it will be important to include the following:

  • Introduce the launch of the new payroll and accounting services to the employees emphasizing the selling style you expect to implement.
  • Outline how the sales program impacts personnel needs and the employee hierarchy. (For example: Will you hire a dedicated sales staff?)
    • Identify management strategy/ies being implemented to meet the goals.
  • Explain the structure of the sales compensation plan.
    • Incorporate how you will compensate the bookkeepers that help convert current customers to the new bundle of services.
  • Emphasize the role of customer service.
    • Express the value of customer service for this expansion.
    • Integrate the use of communication and psychological expertise and problem-solving skills.
  • Explain how customer data will be collected and shared.
    • Include your recommendation whether a CRM system needs to be purchased and integrated for your business to grow and for information to be shared with the full team.
  • Establish metrics to evaluate the success of the sales plan.
    • Incorporate both qualitative and quantitative.
    • Evaluate lead generation and sales conversion.
  • attachment

    Doc1.docx

Explain how customer data will be collected and shared

Get a Quick Quote

Approximately 250 words
Total price (USD) $: 10.99

Spend Hours doing a Paper or spend just $33 for a 3 page essay?

Tired writing homework

Reviews from Clients who Ordered this Paper

Our Benefits

Take a look at the characteristics of our custom essay writing service. We ensure that not only will your essay be delivered on schedule, but that it will also be of the finest possible quality.

Guaranteed Customer Satisfaction

We are always available to help with any revisions and deliver flawless results

Quick Results

Any deadline can be met. 400+ dedicated writers are waiting to finish your essay in as little as three hours.

Support is available

We’re here for you at all times and can answer in as little as one minute.

All papers reviewed

We examine our own database of completed orders to ensure that you always get original work.
b

Provide Detailed Instructions

  • Fill in instruction details on the order page such as length, title, slides, subject etc. and upload neccesary attachments
  • Provide additional parameters which you would like for your order such as writer category, formatting requirement, sources etc.

Login & Complete Payment

  • Once logged & completed payment, your order will be put to bid and assigned to suitable writer who matches your requirements.
  • The order is moved to ‘in progress’ on this stage.

Writing, Editing & Proofreading

  • Once the writer completes your order, he or she forwads it to the editing team for review.
  • The order is scrutinized for syntax or grammar error and checked for plagiarism with softwares such as turnitin.
h

Download Your Final Document

  • Upon satsfaction by the editing team, your order is moved to ‘completed’ tab where you can download final copy.
  • You can tip writer if you are satisfied with the order.
  • Approve the order or ask for revision if unsatisfied

Having a rough time with your urgent homework?

Place your order today and get it delivered before your deadline