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Module 8 • Planning the sales presentation (Pre-approach) 4. Types of information needed


The information the salesperson collects will depend on the prospect’s position, his need and the problem that exists. If the prospect is an individual with a specific personal need, the information is directed at the person as an individual. If the prospect is not buying the product for himself but on behalf of a business, for example Mr Peters is the so-called buyer (Module 13) of the Dairy Department of Shoprite, the necessary information must be gathered not only about the individual, Mr Peters, acting on behalf of the company, but also about the different aspects of the company, Shoprite.


4.1 Personal information


Personal information about the individual is collected, whether he is buying the product for his own use or for a business. In the first instance, the salesperson will concentrate more on personal information, while in the second instance certain personal information will be supplemented with information on the company.


Personal information that salespeople collect for the qualification and preparation for the approach and the sales presentation, includes the following: • The prospect’s name, surname and title • Age and date of birth • Home address and private telephone number • Educational background • Marital status and family details • Social contacts/circles • Reputation • Membership of organisations and societies • Profession and position • Interests, hobbies and recreation • The need and ability to pay • Authority to buy • The best time for an appointment • Additional personal information.


4.1.1 Name, surname and title


Make sure that the names and surname are correctly spelled and that you have used the correct pronunciation. The salesperson must also find out what the prospect’s title is, because people are very particular about their titles, for example doctor, professor, etc.


4.1.2 Age and date of birth


The age of the prospect plays an important role in the preparation for the sales presentation. It can provide clues to a person’s buying motives. Younger and older persons have different needs, interests, aspirations and buying motives, for example: • A 75-year-old man buys a car for safety and economy. • A 25-year-old man buys a car for speed and image.


It is important to know the prospect’s date of birth, because if the salesperson congratulates him on his birthday, it will show his personal interest in the prospect. For example, many car dealerships send out an SMS to customers on their birthdays.


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