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    Marketing

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    Unit 17: Marketing Intelligence

    Learning hours: 60

    NQF level 4: BTEC Higher National H1

    Description of unit

    The aim of this unit is to enable learners to understand the purchase decision-making process

    and to recognise the variables and situations that influence buying behaviour. The learner will

    explore the marketing research process and assess the importance of different types of

    information and marketing research requirements needed for effective marketing management in

    a competitive environment. This unit will also provide learners with the specialist knowledge

    and skills to prepare and present a research proposal.

    Summary of learning outcomes

    To achieve this unit a learner must:

    1 Explore and evaluate buyer behaviour and the purchase decision-making process

    2 Identify the nature and purpose ofmarketing information and marketing research

    requirements

    3 Assess current and potential market size and demand

    4 Discuss the importance ofcustomer satisfaction and feedback.

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    Content

    1 Buyer behaviour and the purchase decision-making process

    Customers and markets: purchase decision-making process, buying situations and types of

    buying decision, dimensions of buyer behaviour

    Buyer behaviour: influences on buyer behaviour, stimulus response models, models of

    purchase behaviour, diffusion and innovation, model unitary and decision-making units

    Buying motives: psychological factors, socio-psychological factors, sociological factors,

    economic factors and cultural factors influencing customer behaviour, lifestyle and lifecycle

    factors, customer and prospect profiling

    Branding: relationship between brand loyalty, company image and repeat purchase

    2 Marketing information and marketing research techniques

    Market research: role and importance of marketing research, research process, objectives,

    issues relating to the use of primary and secondary data sources and methods, existing

    sources of primary and secondary market research, internal sources, external sources,

    competitor data and sources and customer data, ethics

    Market research companies: benefits and limitations of use, cost, reliability and types

    Research techniques: stages of the market research process,research proposals, use of

    qualitative and quantitative methods, use of surveys, sources of information, value and

    interpretation of data

    Types: face-to-face, telephone/postal, electronic, focus groups, depth interviews, omnibus

    surveys, psychological research, mystery shoppers, sales, price and distribution research

    Reliability of research: validity, sampling process, sample size, sample and interviewer bias,

    methods of recruitment

    Researching developing and established markets: issues associated with researching

    developing as well as the established consumer, industrial and service markets

    Use of research data: research data supporting marketing planning, producing actionable

    recommendations, evaluating research findings for business decision making

    3 Market size and demand

    Measuring: defining the market, estimating total market size, value and volume, growth and

    trends, forecasting future demand

    Competitive analysis: competitor analysis market/product profiles of competition, brand

    and market share, characteristics of the competition market innovator/follower,

    objectives of the competition, strategies of the competition, strengths and weakness of

    competition, future behaviour of the competition and their strategic intent

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    4 Customer satisfaction and feedback

    Measuring customer satisfaction: post-sale surveys, guarantees, complaint handling and

    suggestion systems, mystery shopping, product placement, service agreements, customer

    follow-up

    Customer care: customer care programmes, objectives, use and value in data collection,

    customer care as a means of adding value and influencing purchase/repeat purchasebehaviour, customer retention

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    Outcomes and assessment criteria

    Outcomes Assessment criteria for pass

    To achieve each outcome a learner must demonstrate

    the ability to:

    1 Explore and evaluate buyer

    behaviour and the purchase

    decision-making process

    describe the main stages of the purchase decision-making process

    identify approaches and theories of buyer behaviourin terms of individuals and markets

    explain the factors that affect buyer behaviour

    evaluate the relationship between brand loyalty,corporate image and repeat purchasing

    2 Identify the nature and

    purpose ofmarketing

    information and marketing

    research requirements

    review and evaluate different types of marketresearch techniques

    identify and use sources of secondary data in twomarketing contexts

    assess the validity and reliability of market researchfindings

    propose a marketing research plan to obtaininformation in a given situation

    3 Assess current and potential

    market size and demand

    identify market size growth and trends within agiven market

    plan and carry out a competitor analysis for a givenorganisation

    evaluate an organisations opportunities and threatsfor a given product or service

    4 Discuss the importance of

    customer satisfaction and

    feedback

    identify and evaluate techniques of assessingcustomer response

    design and complete a customer satisfaction survey

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    Guidance

    Delivery

    This unit builds on Unit 6: Business Decision Making and is designed to enable learners to

    apply quantitative methods and research techniques in developing marketing research. It can be

    delivered as a stand-alone package or in combination with the marketing planning unit.

    Wherever possible a practical approach should be adopted with the use of case studies or the

    collection and evaluation of primary and secondary data for a given organisation, product or

    service. The use of outside speakers and visits to organisations could be used where appropriate

    to support delivery. Efforts should be made to ensure that learners gain a good understanding of

    the marketing knowledge they gain and can apply it to real-life situations and case studies.

    Assessment

    Evidence of outcomes may be in the form of written or oral assignments or tests. The

    assignments may focus on real problems or case studies. Learning and assessment can be across

    units, at unit level or at outcome level. Evidence could be at outcome level, although

    opportunities exist for covering more than one outcome in an assignment.

    Assessment may consist of a combination of formative and summative assessments.

    Links

    This unit is part of the marketing pathway and forms a direct link with the other marketing units

    in the programme. The unit is also linked with Unit 1: Marketing, Unit 6: Business Decision

    Making, Unit 18: Advertising and Promotion, Unit 19: Marketing Planning and Unit 20: Sales

    Planning and Operations.

    Resources

    Access should be available to a learning resource centre with a wide range of marketing texts.

    Texts should be supported by use of the newspaper business sections, as well as trade journals,

    company reports and government statistics. Case studies, videos and documented examples of

    current issues should illustrate the topical nature of this unit.

    Support materials

    Textbooks

    Sufficient library resources should be available to enable learners to achieve this unit.

    Particularly relevant texts are:

    Burns A C and Bush R F Marketing Research: Online Research Applications 3rd Edition

    (Prentice Hall, 2000) ISBN: 0130351350

    Chisnall P Marketing Research6th Edition (McGraw Hill, 2001) ISBN: 0077097513

    Crouch S and Housden M Marketing Research for Managers 3rd Edition (Butterworth

    Heinemann, 2002) ISBN: 0750604883

    Wilson A Marketing Research: An Integrated Approach (FT/Prentice Hall, 2002)

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    Journals and newspapers

    Campaign

    The Financial Timesand other daily newspapers which contain a business section and marketreports

    International Journal of Market Research

    Marketing

    Marketing Business

    Marketing Review

    Marketing Week

    Videos

    What is Market Research? (TV Choice, 1996)

    Websites

    www.acnielsen.co.uk website of A E Nielsen, marketing informationcompany

    www.cim.co.uk The Chartered Institute of Marketing

    www.eiu.com The Economist Intelligence Unit

    www.euromonitor.com Euromonitor International, provides market

    analysis

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    Unit 18: Advertising and Promotion

    Learning hours: 60

    NQF level 4: BTEC Higher National H2

    Description of unit

    This unit is designed to provide learners with a comprehensive understanding of the key areas of

    advertising and promotion as part of an integrated approach to marketing communications.

    Learners will develop the ability to determine specific promotional activities in response to

    target audience and other stakeholders characteristics, and to apply and justify appropriate

    promotional mixes within a strategic and tactical framework.

    Summary of learning outcomes

    To achieve this unit a learner must:

    1 Explore the scope ofmarketing communications

    2 Investigate the role and importance ofadvertising

    3 Assess the role ofbelow-the-line techniques and how they are used

    4 Prepare an integrated promotional strategy.

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    Content

    1 Marketing communications

    Communication process: nature and components of marketing communications, model of

    communication process, adoption process and adoption categories, consumer buying

    decision-making process, influences on consumer behaviour personal, psychological,

    social; response-hierarchy models, integration of marketing communications

    Organisation of the industry: structure and roles of marketing communications agencies,

    advertising agencies, media owners, advertisers, triangle of dependence, types of agency

    full service, la carte, media independents, hot shops, concentration in buying and selling,

    media sales houses; other supporting services PR, sales promotion, marketing research

    Regulation of promotion: Sale of Goods Act, Trade Descriptions Act, Consumer Credit Act,

    Data Protection Act; Statutory authority Independent Television Commission and RadioAuthority; self-regulation Advertising Standards Authority; consumerism, ethics and

    public opinion as a constraint

    Current trends: media fragmentation, micro-marketing, brand proliferation, media costs,

    increasing use of sales promotion techniques at the expense of advertising and their effect

    on branding and awareness, new media, eg payslips, till receipts, petrol pumps, increased

    sophistication and use of marketing research; the role of marketing communications in

    globalisation eg media availability, culture, religion, education and literacy

    The impact of ICT: role of IT, internet and on channels of communication, cyber consumers,

    global media reach, computerised home shopping interdependence, disintermediation,

    and reintermediation; the ability to develop relationships through ICT, business-to-business

    and business-to-consumer communications

    2 Advertising

    Role of advertising: definition, purpose, and objectives of advertising, functions of

    advertising remind, inform, persuade, sell; advantages and disadvantages of advertising,

    advertising process, role of advertising within marketing mix, within promotional mix,

    characteristics of advertising media press, TV, radio, cinema, posters/outdoor,

    advertising objectives

    Branding: definition, purpose, objectives and dimensions of branding, benefits, concepts,

    branding strategies blanket, family, individual, multi-branding, brand extension, ownbrands, situations when branding is inappropriate, brand image, personality and equity,

    brand evaluation techniques

    Creative aspects of advertising: positioning, messages, message-appeals, advertisement

    design and testing, copy writing, visuals, creative briefs, creative strategies and tactics,

    impact of IT on advertisement design, measuring advertising effectiveness; key media

    concepts (reach, duplication, frequency, GRPs, flighting); principles in measuring media

    effectiveness

    Working with advertising agencies: agency structures, role of account handler and account

    planner, process and methods of agency selection, agency appointment including contracts

    and best practice guidelines, agency/client relationships, remuneration commission, fee,

    results, media planning; key account management and the stages in developing key account

    relationships

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    3 Below-the-line techniques

    Primary techniques: sales promotion, public relations, sponsorship and product placement,

    direct marketing, packaging and merchandising; for each of the above techniques detailed

    consideration of role, characteristics, objectives, advantages/disadvantages, appropriate

    uses, evaluation measures

    Other techniques: an overview of the role and uses of corporate communications, image andidentity, exhibitions, word-of-mouth, personal selling, miscellaneous and new media

    4 Integratedpromotional strategy

    Budget formulation: methods percentage of sales, per unit, marginal analysis,

    competitive parity, task, executive judgement, overview of media costs, budget

    determination process, guidelines for budget allocation, relative costs of various

    promotional techniques and low-and high-budget campaigns, new product considerationsDeveloping a promotional plan: communication goals AIDA, DAGMAR SOSTT +

    4Ms, SOSTAC, situation analysis, objectives, target audiences, creative strategy,

    promotional strategy and tactics, media selection, scheduling, budget allocation, evaluation

    measures, inter and intra-media decisions, burst versus drip

    Integration of promotional techniques: benefits, methods, role of positioning, positioning

    strategies, push and pull strategies, importance of PR, corporate identity and packaging in

    aiding integration, barriers to integration eg company and agency organisation structures,

    cost, methods of overcoming these barriers, levels of integration, award-winning campaigns

    Measuring campaign effectiveness: customer response, recall, attitude surveys, sales levels,

    repeat purchases, loyalty, cost-effectiveness, degree of integration, creativity, quantitative

    and qualitative measures

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    Outcomes and assessment criteria

    Outcomes Assessment criteria for pass

    To achieve each outcome a learner must demonstrate

    the ability to:

    1 Explore the scope of

    marketing communications

    explain the structure, role and relationships betweenparties in the communications industry

    identify current trends in advertising and promotionand evaluate their impact

    use models to assess the impact of advertising andpromotion on customer behaviour

    2 Investigate the role and

    importance ofadvertising

    explain and demonstrate how advertising can bedesigned to differentiate, remind, inform and

    persuade

    evaluate appropriate uses and applications foradvertising in two given situations

    evaluate the role, organisation and functions ofagencies in the advertising process

    3 Assess the role ofbelow-the-

    line techniques and how they

    are used

    differentiate between the characteristics andobjectives of the various below-the-line promotional

    techniques

    recommend the use of individual techniques in twocommercial situations

    4 Prepare an integrated

    promotional strategy

    explain the principles and process of campaignmanagement

    combine appropriate techniques into an integratedand cost-effective campaign

    present promotion recommendations in the form of apromotion plan

    suggest appropriate measures for assessingcampaign effectiveness

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    Guidance

    Delivery

    This unit can be delivered as a stand-alone unit or as part of the marketing pathway. Wherever

    possible, an integrated approach of academic and practical skills should be delivered. Emphasis

    in this unit should be towards an observational approach to promotional practice necessitating

    involvement in documentary and analytical studies based on current or case study marketing

    activities and the practical application of the communications mix for a given product or

    service.

    Assessment

    Evidence of outcomes may be in the form of written or oral assignments or tests. The

    assignments may be on real problems or case studies. Evidence produced at outcome level can

    maximise flexibility of delivery although tutors may find implementation of the unit using the

    framework of a promotion plan, as a total package, better suited to the needs of learners. A

    portfolio of evidence generated through work placement could provide evidence against

    outcomes, although it is more likely that evidence will be generated by a combination of tutor-

    led assignments or tests.

    Evidence could include:

    a group brand tracking study conducted across the academic year, which observes recordsand analyses campaign techniques used by a major brand

    individual assignment which appraises and compares individual advertisements to evaluatetheir likely impact, audience and effectiveness

    time-constrained assessment which requires a learner to devise a promotion plan against acase study scenario.

    Links

    This unit forms a direct link with the other marketing units in the HN Business programme: Unit

    1: Marketing, Unit 17: Marketing Intelligence, Unit 19: Marketing Planning and Unit 20: Sales

    Planning and Operations.

    Resources

    Access should be available to a learning resource centre with a wide range of marketing texts

    and companions.Texts should be supported by tracking of latest developments within the

    communications industry from trade journals (Campaign,Marketing Week,Marketing,

    Incentive and Marketing Business could be used) and Trade Association Monthly Bulletins

    (ASA). Case studies, videos and documented examples of current practice should illustrate the

    topical nature of this unit. Access to media statistics and cost information, BRAD and media

    research reports eg JICNARS is desirable. Where appropriate, guest speakers from the industry

    should be invited to contribute.

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    Support materials

    Textbooks

    Sufficient library resources should be available to enable learners to achieve this unit.

    Particularly relevant texts are:

    Fill C Marketing Communications: Contexts, Strategies and Applications 3rd Edition(FT/Prentice Hall, 2002) ISBN: 0273655000

    Smith P R and Taylor J Marketing Communications, An Integrated Approach

    (Kogan Page, 2001) ISBN: 0749436697

    Yeshin T Integrated Marketing Communications: The Holistic Approach (CIM/Butterworth

    Heinemann, 1998) ISBN: 0750659637

    Journals and newspapers

    BRAD

    Campaign

    The Financial Timesand other daily newspapers which contain a business section and marketreports

    International Journal of Advertising

    International Journal of Corporate Communications

    Journal of Product and Brand Management

    Marketing

    Marketing Business

    Marketing Incentive

    Marketing Review

    Marketing Week

    Videos

    Lucozade and Lara Croft(1998, TV Choice) TV advertisement for a revamped product

    The Marketing Mix at Cadburys (1998, TV Choice) the thinking, planning and advertising

    behind the launch of the Fuse chocolate bar

    What Is Marketing? (2001, TV Choice) covers 4Ps and branding

    Websites

    www.bized.ac.uk provides case studies appropriate foreducational purposes

    www.cim.co.uk The Chartered Institute of Marketings site

    contains a useful Knowledge Centre

    www.marketing.haynet.com Marketing magazine

    www.revolution.haynet.com Revolution magazine

    www.thetimes100.co.uk multimedia resources

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    Unit 19: Marketing Planning

    Learning hours: 60

    NQF level 4: BTEC Higher National H2

    Description of unit

    This unit will consolidate and integrate previous knowledge and understanding of marketing

    and enable the learner to apply and evaluate analytical tools in the development of marketing

    plans. Upon completion, learners will be able to understand the planning needs of organisations,

    present a marketing plan to meet target market needs, and achieve specified strategic marketing

    objectives.

    Summary of learning outcomes

    To achieve this unit a learner must:

    1 Compile marketing audits

    2 Examine the main barriers to marketing planning

    3 Formulate a marketing plan for a product or service

    4 Examine ethical issues in marketing.

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    Content

    1 Marketing audits

    Changing perspectives: changing perspectives in marketing planning, market-led strategic

    change

    Assessment of capability: evaluate issues relating to the aspects of competing for the future

    and balancing strategic intent and strategic reality

    Organisational auditing: evaluating and coming to terms with organisational capability:

    balancing strategic intent and strategic reality, the determinants of capability, managerial,

    financial, operational, human resource and intangible (brand) capability, approaches to

    leveraging capability, aspects of competitive advantage

    Environmental auditing: approaches to environmental analysis, the identification and

    evaluation of key forces using the PEST framework, the implications for marketing

    planning of different environmental types, Porters five forces, identifying the

    organisations competitive position and relating this to the principal opportunities and

    threats, market, product and brand life-cycles

    2 Barriers to marketing planning

    Barriers:objective/strategy/tactics confusion, isolation of marketing function,

    organisational barriers, organisational culture, change management, ethical issues,

    McDonalds Ten S approach

    3 Marketing plan

    The role of marketing planning in the strategic planning process: the relationship between

    corporate objectives, business objectives and marketing objectives at operational level; the

    planning gap and its impact on operational decisions

    The strategic alternatives for new product development: an overview of the marketing

    planning process, SWOT, objectives in differing markets, products and services, product

    modification through to innovation, evaluation of product and market match, use of Ansoff

    matrix in NPD and meeting customer needs, product failure rates and implications for

    screening ideas against company capabilities and the market, product testing, test marketing,

    organisational arrangements for managing new product development, unit costs,encouraging and entrepreneurial environment, the importance of celebrating failure

    Pricing policy: price taking versus price making, the dimensions of price, approaches to

    adding value, pricing techniques cost-based versus market-oriented pricing; the

    significance of cash flow, the inter-relationships between price and the other elements of the

    marketing mix, taking price out of the competitive equation

    Distribution: distribution methods, transport methods, hub locations and distribution

    centres, choice of distribution medium to point-of-sale, distribution and competitive

    advantage

    Communication mix:evaluation of promotional mix to influence purchasing behaviour,

    media planning and cost, advertising and promotional campaigns and changes over thePLC, field sales planning

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    Implementation: factors affecting the effective implementation of marketing plans, barriers

    to implementation and how to overcome them, timing, performance measures financial,

    non-financial, quantitative, qualitative; determining marketing budgets for mix decisions

    included in the marketing plan; methods of evaluating and controlling the marketing plan;

    how marketing plans and activities vary in organisations that operate in virtual marketplace

    4 Ethical issues

    Ethical issues in marketing: ethics and the development of the competitive stance, different

    perspectives on ethics across nations, ethical trade-offs and ethics and managerial cultures

    Ethics of the marketing mix: management of the individual elements of the marketing mix

    Product: gathering market research on products, identification of product problems and

    levels of customer communication, product safety and product recall

    Price: price fixing, predatory pricing, deceptive pricing, price discrimination

    Promotion: media message impact, sales promotion, personal selling, hidden persuaders and

    corporate sponsorshipDistribution:abuse of power restriction of supply

    Counterfeiting: imitation, faking, pre-emption, prior registration

    Consumer ethics: warranty deception, misredemption of vouchers, returns of merchandise,

    recording of music and videos, software copying, false insurance claims

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    Outcomes and assessment criteria

    Outcomes Assessment criteria for pass

    To achieve each outcome a learner must demonstrate

    the ability to:

    1 Compile marketing audits appraise the processes and techniques used forauditing the marketing environments

    apply organisational and environmental auditingtechniques in a given situation

    2 Examine the main barriers to

    marketing planning

    identify the main barriers to marketing planning suggest how organisations may overcome barriers tomarketing planning

    3 Formulate a marketing plan

    for a product or service

    explain the need to be innovative in the market orservices

    identify and assess techniques for developingproducts

    make recommendations for pricing, distributing andcommunicating a product or service

    specify measures to monitor and review marketingperformance

    present a marketing plan for a product or service4 Examine ethical issues in

    marketing

    investigate two different organisations responses toethics in marketing

    identify ethical issues in marketing describe the implications of ethical issues on the

    marketing mix for an organisation

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    Guidance

    Delivery

    This unit can be delivered as a stand-alone unit or as a component of the marketing pathway. It

    is designed to be linked to the Unit 1: Marketing and Unit 17: Marketing Intelligence and can

    be delivered and assessed in the form of an integrated case study on a real or tutor-devised

    organisation, product or service. Efforts should be made to ensure that learners gain a good

    understanding of the theoretical underpinning and practical application of marketing planning

    and produce credible responses

    Assessment

    Evidence of outcomes may be in the form of written or oral assignments or tests. The

    assignments may focus on real problems or case studies. Learning and assessment can be at unit

    level as an integrated unit or at outcome level. Evidence could be at outcome level although

    opportunities exist for covering more than one outcome in an assignment

    Links

    This unit is a part of the marketing pathway and forms a direct link with the marketing units in

    the HN Business programmes: Unit 1: Marketing, Unit 17 Marketing Intelligence, Unit 18:

    Advertising and Promotion and Unit 20: Sales Planning and Operations. The unit is also linked

    with Unit 4: Business Environmentand Unit 7: Business Strategy.

    Resources

    Access should be available to a learning resource centre with a wide range of marketing texts

    and companions. Texts should be supported by use of journals, company reports and

    government statistics. Case studies, videos and documented examples of organisations and their

    marketing, auditing and planning techniques should illustrate the topical nature of this unit.

    Support materials

    Textbooks

    Sufficient library resources should be available to enable learners to achieve this unit.

    Particularly relevant texts are:

    Dibb S et al Marketing: Concepts and Strategies 4th Edition (Houghton Mifflin, 2001)ISBN: 0395962447

    Fifield P Marketing Strategy 2nd Edition (Butterworth Heinemann, 1998) ISBN: 075063284

    Hatton A The Definitive Guide to Marketing Planning (FT/Prentice Hall, 2000)

    ISBN: 0273649329

    McDonald M Marketing Plans: How to Prepare Them, How to Use Them 5th Edition

    (Butterworth Heinemann, 2002) ISBN: 0434912301

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    Journals and newspapers

    Campaign

    The Financial Timesand other daily newspapers which contain a business section and marketreports

    Harvard Business Review

    Journal of Marketing

    Journal of Marketing Management

    Journal of Services Marketing

    Marketing

    Marketing Business

    Marketing Review

    Marketing Week

    VideosMarketing Decisions (1998, TV Choice) marketing problems faced by three companies

    The Marketing Mix at Cadburys (1998, TV Choice) the thinking, planning and advertising

    behind the launch of the Fuse chocolate bar

    Websites

    www.bized.ac.uk provides case studies appropriate for

    educational purposes

    www.cim.co.uk The Chartered Institute of Marketings site

    contains a useful knowledge centre

    www.ft.com The Financial Times business sections

    www.marketing.haynet.com Marketing magazine

    www.thetimes100.co.uk multimedia resources

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    Unit 20: Sales Planning and Operations

    Learning hours: 60

    NQF level 4: BTEC Higher National H2

    Description of unit

    The aim of this unit is to develop a critical awareness of sales planning and operations. Learners

    will analyse the stages involved in the selling process, and evaluate the role of personal selling

    in creating value and developing customer relationships in a variety of contexts and

    environments. The unit will also consider the management and organisation of the sales force to

    achieve sales objectives.

    Summary of learning outcomes

    To achieve this unit a learner must:

    1 Explore the role ofpersonal selling within the overall marketing of organisations

    2 Identify and evaluate the stages in the selling process

    3 Analyse the role and objectives ofsales management

    4 Examine the implications of operating in different sales environments and contexts.

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    Content

    1 Personal selling

    Promotion mix: personal and impersonal communication, objectives of promotional activity,

    push-pull strategies, integrating sales with other promotional activities, evaluating

    promotion, allocation of promotion budget

    Understanding buyer behaviour: consumer and organisational purchase decision-making

    processes, personal, psychological and social influences on consumer purchase behaviour,

    environmental, organisational, interpersonal and individual influences on organisational

    buyer behaviour, purchase occasion, buying interests and motives, buyer moods, level of

    involvement, importance and structure of the DMU, finding the decision-taker, distinction

    between customers and users

    Role of sales force: definition and role of personal selling, types of selling, characteristicsfor personal selling, product and competitor knowledge, sales force responsibilities,

    information gathering, customer and competitor intelligence, customer databases,

    prospecting, stock allocation, sales reports and records, liaison with sales office, sales force

    communications and the role of IT in improving communications

    2 Selling process

    Principles: customer-oriented approach, preparation and objective setting, opening remarks,

    techniques and personal presentation, need for identification and stimulation, presentation,

    demonstration and use of visual aids,handling and pre-empting objections, techniques andproposals for negotiation, buying signals and closing techniques, post sale follow-up,relationship marketing

    3 Sales management

    Sales strategy: setting sales objectives, relationship of sales, marketing and corporate

    objectives, importance of selling in the marketing plan, sources, collection and use of

    marketing information for planning and decision-making, role of sales forecasts in planning,

    quantitative and qualitative sales forecasting techniques, strategies for selling

    Recruitment and selection: importance of selection, preparing job descriptions and

    personnel specifications, sources of recruitment, interview preparation and techniques,

    selection and appointment

    Motivation, remuneration and training: motivation theory and practice financial and

    non-financial incentives, salary and commission-based remuneration, induction and ongoing

    training, training methods, preparation of training programmes, the sales manual

    Organisation and structure: organisation of sales activities by product, customer, area,

    estimation of call frequency, territory design, journey planning, allocation of workload,

    team building, creating and maintaining effective working relationships, sales meetings and

    conferences

    Controlling sales output: purpose and role of the sales budget, performance standards,

    appraisals, self-development plans, customer care

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    Database management: importance of database building, sources of information, updating

    the database, use of database to generate incremental business and stimulate repeat

    purchase, use of database control mechanisms, importance of IT methods in database

    management

    4 Sales environments and contexts

    Sales settings: sales channels retailers, wholesalers, agents, importance of segmentation,

    industrial selling, selling to public authorities, selling for resale, telephone selling, selling

    services, pioneer selling, systems selling, selling to project teams or groups

    International selling: role of agents and distributors, sources, selection and appointment of

    agents/distributors, agency contracts, training and motivating agents/distributors, use of

    expatriate versus local sales personnel, role, duties and characteristics of the export sales

    force, coping in different cultural environments

    Exhibitions and trade fairs: role, types and locations of trade fairs and exhibitions,

    principles of stand design, setting objectives for exhibition attendance, audience profile and

    measurement, qualification and follow-up of exhibition leads, evaluation of exhibitionattendance, financial assistance for exhibition attendance

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    Outcomes and assessment criteria

    Outcomes Assessment criteria for pass

    To achieve each outcome a learner must demonstrate

    the ability to:

    1 Explore the role ofpersonal

    selling within the overall

    marketing of organisations

    provide two examples of objectives from differentelements in the communication mix and explain

    their roles and the relationship between them

    illustrate how an understanding of buyer behaviourcan be used in personal selling

    identify the environmental and managerial forcesaffecting personal selling

    describe the main types of personal selling2 Identify and evaluate the

    stages in the selling process

    discuss the principles of personal selling analyse the stages in the personal selling process

    3 Analyse the role and

    objectives ofsales

    management

    explain how sales strategies are revised in line withcorporate objectives

    devise appropriate recruitment and selectionprocedures

    evaluate the role of motivation, remuneration andtraining in enhancing sales performance describe two techniques used to co-ordinate and

    control sales output

    use given information to recommend appropriateorganisation structures and procedures

    4 Examine the implications of

    operating in different sales

    environments and contexts

    identify and give three examples of the differencesin the nature of sales tasks and skills in a variety of

    contexts

    explain the role of sales staff operating in aninternational environment

    explain the purpose of trade fairs and evaluate theircontribution

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    Guidance

    Delivery

    This unit is designed to have a variety of theoretical and practical delivery mechanisms. The use

    of case studies and sales organisation evaluation could be used to develop theoretical

    knowledge. A data-bank of sales figures relating to number of customers, number of sales visits

    and number and value of orders for a number of sales staff could be analysed to evaluate sales

    force performance against a variety of criteria such as profitability or new business generation.

    The use of outside speakers and visits to organisations could be used where appropriate to

    support delivery. Efforts should be made to ensure that learners gain a good understanding of

    the marketing knowledge they gain and can apply it to real life situations and case studies.

    Assessment

    Evidence of outcomes may be in the form of written or oral assignments or tests. The

    assignments may focus on real problems or case studies. Learning and assessment can be at unit

    level as an integrated unit or at outcome level. Evidence could be at outcome level although

    opportunities exist for covering more than one outcome in an assignment.

    Links

    This unit forms a direct link with the other marketing units in the HN Business programme: Unit

    1: Marketing, Unit 17: Marketing Intelligence, Unit 18: Advertising and Promotion and Unit

    19: Marketing Planning.

    Resources

    There are numerous textbooks covering sales planning and operations. It is important that

    learners are directed to a balance of comprehensive theoretical texts and the more readable how

    to books which exist and provide an excellent source of practical exercises.

    Marketing and sales journals are a good topical source of personal selling and sales management

    activities. Over the years a number of videos have been produced demonstrating good (and bad)

    sales techniques. Many of these form part of sales training programmes which can be purchased.

    Throughout the course of an academic year, topical programmes often appear on television.

    Support materials

    Textbooks

    Sufficient library resources should be available to enable learners to achieve this unit.

    Particularly relevant texts are:

    Jobber D and Lancaster G Selling and Sales Management(FT/Prentice Hall, 2000)

    ISBN: 0273674153

    Johns T Perfect Customer Care: All You Need to Get It Right(Random House, 1999)

    ISBN: 0099406217

    Noonan C Sales Management(Butterworth Heinemann, 1998) ISBN: 0750633611

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    Journals and newspapers

    Campaign

    The Financial Timesand other daily newspapers which contain a business section and marketreports

    Harvard Business Review

    Journal of Marketing Management

    Journal of Personal Selling and Sales Management

    Marketing

    Marketing Business

    Marketing Review

    Videos

    Over the years a number of videos have been produced demonstrating good (and bad) sales

    techniques. Many of these form part of sales training programmes which can be purchased.

    Throughout the course of an academic year, topical programmes often appear on television.

    There is also a good source of topical video material available from:

    The Open University Broadcasting Office

    P O Box 953

    Walton Hall

    Milton Keynes MK7 6EB

    Telephone: 01908 652777

    Websites

    www.bized.ac.uk provides case studies appropriate for

    educational purposes

    www.cim.co.uk The Chartered Institute of Marketings site

    contains a useful Knowledge Centre

    www.ft.com The Financial Times business sections

    www.iops.co.uk Institute of Professional Sales

    www.thetimes100.co.uk multimedia resources


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