We can work on The role of a Training Designer who has been tasked with creating a Sales Skills course for sales professionals at Vilexo

You are assuming the role of a Training Designer who has been tasked with creating a Sales Skills course for sales professionals at Vilexo, a pharmaceutical company. Vilexo has been losing revenue, with market share going down in key market sectors during the last fiscal year. A training needs assessment was conducted, and the results showed development opportunities in the sales team. Specifically, the TNA found the following:

An increased conversion time of new leads to customers from two months to six months.
Loss of 18% of existing customers to competitors with comparable products.
Customers cite lower prices and believing that the competitor’s product was better as the most common reasons.
Sales reps report that they are not confident in one or more basic sales skills.
Surveys indicate that sales reps often cannot accurately describe the benefits and contraindications for products they sell.
Surveys indicate that sales reps often cannot suggest other products in our catalog to meet customer needs.
Customer complaints indicate slow response rates to customer calls and questions.
Customer complaints indicate that sales reps have given them incorrect information about pricing and ordering.
Management has decided that they want in-person sales training for 40 local sales representatives, and the direction for the course budget is to do it as inexpensively as possible. You are tasked with identifying the training objectives for this course as well as establishing the room arrangements and other course arrangements as well.

INSTRUCTION

Create five training objectives for this sales training course that align to the training needs analysis findings.

Develop the structure of the course (outline, duration, frequency, et cetera) and justify your decisions.

Select a venue for the sales training course and explain the details you considered in your selection process.

Select a course trainer and explain the factors you considered in your decision. For example, will you select an in-house trainer, a current member of management, or an outside consultant?

Describe how you will ensure the training is accessible to all training participants. What steps will you take to ensure that training is accessible to people with limitations in areas such as mobility, vision, or hearing?

Identify any other factors you will consider. For example, will meals be provided, or are there giveaways that will need to be ordered?

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Sample Answer

 

 

 

 

 

Vilexo Sales Skills Training Course Design

 

 

1. Training Objectives

 

Based on the Training Needs Assessment (TNA) findings, these five SMART (Specific, Measurable, Achievable, Relevant, Time-bound) objectives will guide the course:

  1. By the end of the course, sales representatives will be able to articulate product benefits and contraindications for Vilexo’s top 5 revenue-generating products with 90% accuracy, as assessed through a post-training quiz and role-playing scenarios.
    • Alignment: Addresses “Surveys indicate that sales reps often cannot accurately describe the benefits and contraindications for products they sell.”

Full Answer Section

 

 

 

 

 

  1. Within two months post-training, sales representatives will demonstrate an average 25% reduction in new lead conversion time (from 6 months to 4.5 months or less), as measured by CRM data.
    • Alignment: Addresses “An increased conversion time of new leads to customers from two months to six months.”
  2. Within three months post-training, sales representatives will increase the retention rate of existing customers by 10% (reducing the 18% loss to 8% or less), as measured by CRM data and customer feedback scores.
    • Alignment: Addresses “Loss of 18% of existing customers to competitors with comparable products.” and “Customers cite lower prices and believing that the competitor’s product was better as the most common reasons.”
  3. By the end of the course, sales representatives will effectively identify and suggest at least one additional relevant Vilexo product from the catalog to meet specific customer needs in 80% of simulated customer interaction scenarios.
    • Alignment: Addresses “Surveys indicate that sales reps often cannot suggest other products in our catalog to meet customer needs.”
  4. Within one month post-training, sales representatives will achieve a 90% compliance rate with internal protocols for accurate pricing, ordering, and timely customer response (within 24 hours for calls/questions), as measured by audit of customer complaints and CRM logs.
    • Alignment: Addresses “Customer complaints indicate slow response rates to customer calls and questions” and “Customer complaints indicate that sales reps have given them incorrect information about pricing and ordering.”

 

2. Course Structure

 

Course Title: Vilexo Advanced Pharmaceutical Sales Excellence

Duration: 2 Full Days (e.g., Tuesday & Wednesday)

Frequency: One-off intensive workshop for all 40 local sales representatives.

Overall Approach: Highly interactive, skill-based, with practical exercises, role-playing, and immediate feedback.

Outline:

  • Day 1: Foundations & Product Mastery (8:30 AM – 5:00 PM)
    • 8:30 – 9:00 AM: Welcome, Course Objectives, and Icebreaker (Setting the stage for a positive learning environment and addressing confidence issues).
    • 9:00 – 10:30 AM: Module 1: Deep Dive into Vilexo’s Top 5 Products
      • Detailed review of clinical benefits, mechanisms of action, contraindications, and key differentiating factors. (Addressing objective 1)
      • Interactive Q&A.
    • 10:30 – 10:45 AM: Tea/Coffee Break
    • 10:45 – 12:30 PM: Module 2: Mastering the Value Proposition & Handling Objections
      • Strategies for articulating Vilexo’s value beyond price.
      • Techniques for addressing competitor claims (“competitor’s product was better”) and price objections. (Addressing objective 3)
      • Role-play scenarios: “Selling Value Over Price.”
    • 12:30 – 1:30 PM: Lunch Break
    • 1:30 – 3:00 PM: Module 3: Consultative Selling & Cross-Selling
      • Identifying customer needs through active listening and strategic questioning.
      • Techniques for suggesting complementary Vilexo products to meet broader customer needs. (Addressing objective 4)
      • Role-play scenarios: “Needs Assessment & Cross-Sell.”
    • 3:00 – 3:15 PM: Tea/Coffee Break
    • 3:15 – 5:00 PM: Module 4: Building Confidence in Basic Sales Skills
      • Review of sales cycle basics (prospecting, qualifying, presenting, closing).
      • Interactive exercises focused on areas identified as low confidence (e.g., cold calling practice, pitch delivery). (Addressing “Sales reps report that they are not confident…”)
      • Peer coaching and immediate feedback.
  • Day 2: Customer Relationship & Operational Excellence (8:30 AM – 5:00 PM)
    • 8:30 – 9:00 AM: Recap Day 1 & Q&A
    • 9:00 – 10:30 AM: Module 5: Expediting Lead Conversion
      • Strategies for effective follow-up and nurturing new leads.
      • Techniques for accelerating the sales cycle from initial contact to conversion. (Addressing objective 2)
      • Case studies and group discussion on successful lead conversion.
    • 10:30 – 10:45 AM: Tea/Coffee Break
    • 10:45 – 12:30 PM: Module 6: Flawless Customer Service & Information Accuracy
      • Best practices for rapid response to customer inquiries (calls, emails).
      • Protocols for verifying pricing, ordering details, and product information to ensure accuracy. (Addressing objective 5)
      • Workshop: Creating a personal “accuracy checklist” and response templates.
    • 12:30 – 1:30 PM: Lunch Break
    • 1:30 – 3:00 PM: Module 7: Retaining Customers & Building Loyalty
      • Proactive relationship management strategies.
      • Handling customer complaints and resolving issues to prevent churn.
      • Leveraging customer feedback for continuous improvement. (Addressing objective 3)
      • Role-play scenarios: “Customer Retention.”
    • 3:00 – 3:15 PM: Tea/Coffee Break
    • 3:15 – 4:30 PM: Module 8: Action Planning & Commitment
      • Individual development plan creation: reps identify 3-5 key skills to focus on.
      • Q&A, Trainer provides final tips and encouragement.
    • 4:30 – 5:00 PM: Course Evaluation & Closing Remarks

Justification for Decisions:

  • 2 Full Days (Intensive): This duration allows for comprehensive coverage of multiple skill areas without overwhelming participants over a longer period. An intensive format is often more cost-effective as it reduces travel/accommodation needs compared to spread-out sessions. For 40 reps, bringing them together for two consecutive days maximizes the impact.
  • Highly Interactive & Skill-Based: The TNA clearly indicates skill deficits and confidence issues. Lectures alone won’t suffice. Role-playing, group discussions, and practical exercises are crucial for skill acquisition, confidence building, and immediate feedback.
  • Modular Structure: Breaking the course into distinct modules allows for focused learning on specific TNA areas and helps manage content flow.
  • Addressing Confidence Directly: Integrating confidence-building exercises and peer coaching directly addresses the reps’ self-reported lack of confidence.
  • Practical Tools & Checklists: Empowering reps with practical tools (e.g., accuracy checklist, response templates) makes the learning immediately applicable to their daily work.

 

3. Venue Selection

 

Given the need for an inexpensive in-person training for 40 local sales representatives in Kisumu, the ideal venue would balance cost-effectiveness with functionality.

Selected Venue Type: A well-equipped conference room at a mid-range hotel or a dedicated training center within Kisumu’s city center or a readily accessible suburb.

Details Considered in Selection Process:

  1. Cost-Effectiveness:
    • Budget Alignment: Hotels/training centers often offer competitive daily rates for conference packages that include room rental, basic A/V, and catering (if opted for). This avoids separate budgeting for each component.
    • Negotiation: Given it’s a two-day booking for 40 people, there’s good leverage to negotiate a favorable rate, especially if booking off-peak days (mid-week).
  2. Location and Accessibility:
    • Local Reps: Since reps are local to Kisumu, easy accessibility by public transport (matatus, boda-bodas) or short drives is critical. A central location minimizes commute time and cost for participants.
    • Safety: The venue should be in a safe, well-lit area.
  3. Room Arrangement & Capacity:
    • Classroom/U-Shape Hybrid: For 40 participants, a U-shape or horseshoe arrangement is ideal. This allows for:
      • Direct view of the trainer and projection.
      • Easy interaction among participants.
      • Space for small group activities, role-playing, and breaking out into pairs without needing separate breakout rooms.
      • Trainer can easily move around the room to observe and provide feedback.
    • Adequate Space: Enough room for participants to comfortably sit, take notes, and move around during interactive exercises. Avoid cramped spaces.
  4. Audio-Visual (A/V) Equipment:
    • Essentials: A reliable projector and screen, a sound system with a microphone (for trainer and possibly participants in larger group discussions), and a flip chart or whiteboard with markers.
    • Reliability: Ensure the venue has competent A/V support staff available in case of technical issues.
  5. Comfort and Amenities:
    • Air Conditioning/Ventilation: Essential for maintaining a conducive learning environment, especially in Kisumu’s climate.
    • Restrooms: Clean and easily accessible restrooms.
    • Lighting: Good natural and artificial lighting.
    • Power Outlets: Sufficient power outlets for laptops (if used for note-taking, though not primary for this hands-on course).
    • Breakout Space (Optional but Preferred): A small adjoining area or foyer for tea/coffee breaks and informal networking.
  6. Catering Capabilities:
    • While budget is tight, providing basic tea/coffee during breaks and a simple lunch can significantly enhance participant comfort and focus, and it’s often more cost-effective to bundle this with the venue.

 

4. Course Trainer Selection

 

Selected Trainer Type: An experienced in-house Sales Manager or a high-performing Senior Sales Representative from Vilexo who has demonstrated strong sales skills and a proven ability to mentor.

Explanation of Factors Considered:

  1. Cost-Effectiveness:
    • In-house Advantage: This is the most significant factor given the “inexpensively as possible” directive. An in-house trainer eliminates consultant fees, travel, and accommodation costs associated with external trainers.
    • Utilizing Existing Talent: It leverages existing internal expertise, which is a valuable, often untapped, resource.
  2. Contextual Expertise & Credibility:
    • Industry Knowledge: An in-house Vilexo sales manager or senior rep already possesses deep knowledge of Vilexo’s specific products (including benefits and contraindications, addressing TNA point), target markets, internal processes (e.g., pricing, ordering, response rates), and the unique challenges of selling pharmaceuticals in Kenya. This boosts credibility with the reps.
    • Relatability: Participants are more likely to trust and learn from someone who understands their day-to-day realities and can share relevant Vilexo-specific examples and war stories. This directly addresses the “not confident in one or more basic sales skills” by providing a role model who has likely faced similar challenges.
  3. Understanding of Vilexo’s Culture & Values:
    • An internal trainer can seamlessly integrate Vilexo’s values and long-term vision into the training, fostering alignment and loyalty.
  4. Availability & Time Commitment:
    • While challenging to pull a manager from their core duties, dedicating them to this crucial training signals management’s commitment to the sales team’s development. This needs management buy-in and resource allocation.
  5. Training & Facilitation Skills (Assessment/Development):
    • Crucial Consideration: While sales managers are experts in sales, they may not automatically be expert trainers or facilitators. This is the biggest potential weakness of an in-house selection.
    • Mitigation: The selected internal trainer must possess (or be willing to quickly develop) strong communication, presentation, and group facilitation skills. Vilexo might invest in a brief “Train-the-Trainer” program for this individual, or pair them with an L&D professional for curriculum development and coaching on delivery.
    • Role-Playing Expertise: Given the heavy reliance on role-playing, the trainer must be adept at facilitating these exercises, providing constructive feedback, and creating a psychologically safe environment for practice.

Why not external consultant/management?

  • Outside Consultant: Too expensive for the stated budget. While they bring external expertise and fresh perspectives, the cost outweighs the benefit for this specific mandate.
  • Current Member of Management (non-sales): Less ideal than a sales manager. While they understand Vilexo, they might lack the direct, granular sales experience and credibility needed for hands-on sales skill training.

 

5. Accessibility for All Training Participants

 

Ensuring accessibility is paramount for effective and equitable learning. Steps will be taken to address various limitations:

  1. Pre-Training Needs Assessment:
    • Action: Before the training, send out a brief anonymous survey or have HR/line managers inquire directly (sensitively and confidentially) about any specific accessibility needs (mobility, vision, hearing, learning differences). This should be a standard part of the registration process.
    • Rationale: Proactive identification allows for proactive accommodation, demonstrating commitment to inclusion.
  2. Mobility Limitations:
    • Action:
      • Venue Selection: Confirm the selected venue has ramp access, elevators (if multi-story), accessible restrooms, and ample space for wheelchairs or mobility aids.
      • Room Arrangement: Ensure clear pathways, adequate spacing between chairs/tables, and accessible seating positions (e.g., at the end of a row or near the exit/restroom if needed).
      • Breaks: Provide sufficient breaks for comfort and movement.
    • Rationale: Ensures physical access and comfort, preventing exclusion or discomfort that hinders learning.
  3. Vision Impairments:
    • Action:
      • Materials: Provide all presentation slides and handouts in large print (minimum 14-16 point font), use high-contrast color schemes (e.g., black text on white background). Distribute materials digitally in an accessible format (e.g., PDF that can be magnified) prior to the training.
      • Visual Aids: Ensure projected slides use large, clear fonts and minimal text per slide. Use a microphone for narration.
      • Lighting: Ensure good, glare-free lighting in the training room.
      • Verbal Descriptions: The trainer should verbally describe all visual aids, charts, and diagrams.
    • Rationale: Ensures content is perceivable for those with reduced vision, allowing full participation.
  4. Hearing Impairments:
    • Action:
      • A/V System: Ensure a clear sound system with a good microphone for the trainer.
      • Visual Cues: The trainer should face the audience when speaking and avoid speaking while writing on a board. Encourage participants to speak one at a time.
      • Written Materials: Provide comprehensive handouts that summarize key points and discussions.
      • Seating: Offer preferential seating near the front.
      • Consideration for Interpreter: If a participant indicates significant hearing impairment, explore the possibility of a sign language interpreter if budget allows and feasible in Kisumu for the local language. For an inexpensive course, this might be a stretch, but it’s important to consider and explore alternatives.
    • Rationale: Ensures audio content is accessible, reducing communication barriers.
  5. Cognitive/Learning Differences:
    • Action:
      • Clear Language: Use plain language, avoid excessive jargon, and define any necessary technical terms.
      • Varied Learning Modalities: Incorporate visual aids, auditory explanations, hands-on activities, and group discussions to cater to different learning styles.
      • Chunking Information: Present information in small, manageable segments with frequent breaks and opportunities for questions.
      • Repetition and Summaries: Regularly summarize key points and revisit core concepts to reinforce learning.
    • Rationale: Promotes comprehension and retention for diverse learning styles.

 

6. Other Factors to Consider

 

  1. Meals and Refreshments:
    • Decision: Given the full-day schedule and the need to maintain energy and focus, providing simple tea/coffee breaks and a basic lunch (e.g., local fare like ugali, sukuma wiki, fish, or chicken and rice) is highly recommended.
    • Rationale: While the budget is tight, skipping meals can lead to participant fatigue, distraction, and a negative perception of the training. It’s often more cost-effective to negotiate this as part of the venue package. It also removes the burden from participants to find and pay for their own lunch, improving overall experience and punctuality.
  2. Giveaways/Training Materials:
    • Decision: Avoid expensive giveaways. Focus on practical, useful training materials.
    • Rationale: Given the budget, fancy gifts are out. However, essential items will be provided:
      • Branded Notepads and Pens: Low cost, practical, and a subtle Vilexo branding opportunity.
      • Comprehensive Course Binder/Folder: Containing all slides, handouts, worksheets for role-playing, and the individual development plan template. This is a crucial takeaway for future reference.
      • Vilexo Product Quick Reference Guides: A concise, laminated guide for the top 5 products, detailing benefits, contraindications, and cross-selling opportunities (directly addresses TNA).
  3. Post-Training Support & Measurement:
    • Action: Implement a structured follow-up plan:
      • Regular Check-ins: Sales managers conduct weekly check-ins with reps for the first month post-training to review individual development plans and address challenges.
      • CRM Data Monitoring: Closely monitor the KPIs identified in the objectives (lead conversion time, customer retention, response rates, accuracy complaints) via CRM.
      • Refresher/Booster Sessions: Plan for a short, virtual booster session (e.g., 2 hours) 3-4 weeks after the in-person training to reinforce learning and address emerging issues. This is inexpensive to implement.
    • Rationale: Training is not a one-off event. Ongoing support and measurement are critical to ensure knowledge transfer to actual behavior change and to demonstrate ROI to management.
  4. Management Involvement:
    • Action: Ensure local sales managers are fully briefed on the course content and objectives before the training. Encourage their active participation in the pre-training needs assessment and post-training follow-up. Ideally, a senior sales leader could kick off the training with a motivating address.
    • Rationale: Management buy-in and active involvement are crucial for reinforcing the learned skills back in the workplace, overcoming resistance, and creating an environment where new behaviors can thrive.

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