Sales Executive Customer Relationship Management Project

Understand fundamental concepts of Customer Relationship Management (CRM) and its strategic role in sales processes.

Develop practical skills in managing customer data, tracking sales interactions, and leveraging CRM tools for pipeline management.

Apply analytical thinking to segment customers, evaluate leads, and prioritise sales opportunities effectively.

Demonstrate problem-solving abilities by designing customer engagement strategies that enhance satisfaction and retention.

Cultivate workplace competencies such as communication, negotiation, data-driven decision-making, and teamwork in a sales context.

Bridge academic knowledge from sales theory and marketing principles with industry-standard CRM software applications.

Gain experience in forecasting sales performance and reporting metrics to stakeholders for informed decision-making.

Analyse a provided dataset of prospective and existing customers to classify and segment them based on purchase behaviour and potential value.

Plan and design a tailored customer engagement workflow using a CRM platform or simulated tool to track interaction and follow-ups.

Implement sales pipeline stages by entering data, scheduling communications, and setting sales targets within the CRM system.

Evaluate lead scoring methods and prioritise leads accordingly, justifying the rationale based on data insights.

Document the entire customer relationship process, including contact strategies, negotiation techniques, and expected outcomes.

Prepare a presentation summarising customer segmentation, pipeline status, and sales forecast, with recommendations for improving conversion rates and customer loyalty.

Reflect on challenges faced during CRM management and propose solutions to optimise sales efficiency.