Selling to Corporate Fleet Owners Online Short Course
Overview
Corporate fleet sales refer to the process of selling vehicles to businesses, organizations, or government entities that need to acquire multiple vehicles for their operational needs. These vehicles are typically used for transportation, delivery, service operations, or employee commuting. Unlike individual vehicle sales, corporate fleet sales focus on bulk purchases, long-term relationships, and tailored solutions to meet the specific needs of the organization.
Description
The learner is capable of identifying and making contact with potential corporate fleet owners, providing information clearly and accurately, carrying out presentations of proposals, providing fleet purchasing options, creating and pursuing sales opportunities, agreeing on future actions with the customer, and recording details for use in future sales discussions. This unit standard makes provision for the automotive retail industry with special reference to the fundamentals of selling products to corporate fleet owners in the following categories: Light commercial vehicles, passenger vehicles, recreational vehicles, Motor cycles, Tri-cycles, Quad cycles, Boats, light and heavy commercial vehicles, agricultural vehicles and Off Road (ATR) vehicles.
Course Content
Unit 1: Source new corporate prospects
- The objectives for a corporate interface are explained with reference to company policy and procedures
- Corporate prospects in a specific area are identified from referred and non-referred leads
- Methods to research source leads are described with reference to the identification of related corporate prospects
- A database of potential corporate prospects is compiled to inform decisions
- Source leads are listed with reference to possible corporate clients
Unit 2: Make contact with corporate prospects
- The most viable purchasing options are established in terms of the corporate prospects’ financial position and in accordance with company procedures
- Different methods of contacting corporate prospects are explained in terms of pros and cons and research done on the prospective client
- Company policies and procedures secure an appointment with the decision-makers Information is recorded with reference to the requirements and/or present status of the corporate fleet
- Company policy and procedures present information on the organisation and products relevant to the corporate prospect’s requirements
- The financial position of a corporate prospect is established in terms of the envisaged sale and in accordance with company policies and procedures
- Decision-makers of prospective clients are identified prior to a sales intervention with reference to who can make a purchasing decision
Unit 3: Present a proposal/quotation to the corporate prospect
- Concerns and objections are addressed in accordance with company policy and procedure
- Viable purchasing options are formulated and presented to the client in terms of covering a range of financial commitments
- A sales presentation is compiled according to company policies and procedures within the financial capabilities of the prospective client
Unit 4: Obtain necessary approval to conclude the deal
- Obtain necessary approval to conclude the deal
- Proof of approval for the deal is presented in terms of obtaining approval from the prospective customer and own management
- The terms and conditions for further dealings are compiled according to company policy and procedures
- Agreement is obtained from the prospective customer to conclude the deal
Accreditation
- Non-accredited: Short course only
- Duration: 1h 30m
- Delivery: Classroom/Online/Blended
- Access Period: 12 Months
