Sales in Consulting
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Sales in Consulting

This course equips learners with essential skills to effectively identify client needs, present consulting solutions, and close deals with confidence. Participants will master strategies to build lasting client relationships and drive business growth through consultative selling techniques.
Consulting Unit Standards

115395 – Understanding ERP Functional Area and Business Processes

The person credited with this Unit Standard will have a good understanding of the relevant business processes and underlying theoretical knowledge of the appropriate Enterprise Resource Planning (ERP) functional area and be able to relate it to the business practice of a client.

The qualifying learner is capable of:

  • Explaining the underlying principles and theory that underpin a functional area.
  • Explaining the best-practice business process associated with an ERP functional area.
  • Comparing the client's business processes with best practice business processes.
  • Drawing a basic business process flow.

115403 – Analysing and Determining Client's Needs for Consulting Projects

The person credited with this Unit Standard is able to analyse and determine the client's needs and expectations for a consulting project.

The qualifying learner is capable of:

  • Obtaining an accurate picture of the client and his/her organisation.
  • Assessing the personal and professional motivations of client and customers (end-users of change).
  • Assisting the client to engage in clear and directed thinking with regard to problem diagnosis.
  • Using the information thus obtained to establish a long-term relationship of trust and collaboration between consultant and client.

115399 – Identifying Potential Sales Leads within ERP Project Environment

The person credited with this Unit Standard will be able to identify a potential sales lead within an ERP project environment.

The qualifying learner is capable of:

  • Identifying the types of project/client issues that can be converted into potential sales leads.
  • Understanding the correct procedures of feeding back potential sales leads to the consulting firm.
  • Discussing and confirming the potential lead with the senior consultant in a capable manner.
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