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Planning Sales Activity to Help Meet & Exceed Targets

This course investigates patterns of behaviour at work that impact on time management. The course focuses on planning, prioritising and reprioritising techniques, looking at time logs and other methods useful in the business environment. Delegates are shown how to make adjustments for improvement in handling paperwork, technology, interruptions, diary, journey planning and other time consumers.

This Planning Sales Activity to Help Meet & Exceed Targets course is available throughout the UK.

CPD Value 5.5 Hours

Select specific date to see price, venue and full details.

Learning Objectives

  • Understand the importance of time logs and planning
  • How to design a 12 month sales activity plan
  • How to prioritise tasks in order to achieve your objectives
  • How to plan in the short, medium and long term

Course Content

09:30 - 10:00 Coffee & Course Objectives

10:00 - 11:15 Current Time Management Practices (Patterns of behaviour at work which impact on time management. Time stealers and the common traps - Exercises)

11:15 - 11:30 Coffee Break

11:30 - 12:15 Analysing Own Work Pie Chart: Relationship to Business Objectives (Do you have clear business objectives? Where does my time go; where should it be directed;\"the clock and the compass\")

12:15 - 12:45 Taking Charge: Time Logs and Order Planning: (How to make an initial impact on my time management)

12:45 - 13:45 Lunch Break

13:45 - 14:30 Taking Charge: Urgency and Importance (Understanding the drivers. Who sets the agenda? The Customers\' needs. Analysing the optimum approach. The way we work. Prioritising and reprioritising)

14:30 - 15:15 Techniques for Improvement: Self Action (Handling paperwork, technology, interruptions, diary, journey planning)

15:15 - 15:30 Tea

15:30 - 16:30 Individual 12 month Sales Activity Plans (Number of cold calls, visits, new additions to the database, quotes etc. agreed)

16:30 - 16:45 Summary & Action Plans Agreed

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