Tuesday, December 17, 2024

Mechanism for Customers to Choose Right Products, Retail Trade Text book 11th

 


  

Mechanism for 
Customers to
Choose
Right Products



In retail business, products are highlighted in demand  

as per customer needs. Products are kept in display  

after analysing the demand and to help customers select  

the required product. This can be done by identifying  

products and developing an effective product list.  

Further to specify, customisation of products depends  

upon the skills to sort and narrow down choices using  

categories varying upon the demands and necessity of  

the products. 

Educating the customers is another way to help  

them select the product that best fits their needs, the  

more customers know about a product, the better it  

suits them to make a purchase decision. 

There is a focus on demonstrating the ability of a  

retail team to assist in choosing the right products  

as per the needs. In retail business, the product with  

maximum demand must be made available instantly to  

deal flexibly with customer choices. 

The sales associate has to take up duties and  

responsibilities in segmenting the sales to attain  

maximum profits and turnover in a business. The  

sales segment in a retail business plays a vital role in  

delivering a smooth flow of products. 

A perfect display of the product will have a wider  

range of customers in need of specific products. The  

sales associates have to take up the demonstrative  

procedures in a logical manner to cater to the choice of  

customers. The customers always have the tendency to  

get maximum through minimum investments. In such  

a situation, a smart and efficient sales associate will  

perform to deliver the best output as per the customer  

needs by adopting various logical steps to demonstrate  

his or her skills and also getting the maximum  

sale turnover. 

A sales associate has to provide the perfect service  

delivery for customer and the techniques required for  

the closing of sale. Assessment activities given after  

each session can give an insight to train students in  

developing skills and knowledge to get themselves fully  

aware of the roles carried out by the sales associates  

in retail business. Also, the students will grasp the  

techniques of demonstration, so that the retailer can  

adopt the skills, whenever needed in the job prospective.  

Smoothly channeled process and techniques  

adopted in business during handling of the sales will  

give maximum customer satisfaction and also deliver  

chance for better profits in retail business. 

With this in view, the present Unit titled ‘Mechanism  

for Customer to Choose Right Products’ has been  

divided into four sessions. The first session discusses  

the method of selling, the second session deals  

with sales promotion activities, the third session  

highlights the methods for responding to questions and  

comments, and the last session explains the techniques  

for closing a sale.  

Session 1: Methods of Selling 

Sale is an act of selling a product in return for money.  

It is the beginning of a relation between customer  

and vendor or extension of that relationship. There  

are various options available with which sales can  

take place. Fig. 3.1 Sales target63 

Mechanism for Customers to Choose Right Products 

Notes

64 

Retail selling methods 

The various retail selling methods are as follows: 

(a) Direct sales: It refers to the direct personal  demonstration and sale of products and services  to the consumer. It consists of two business  models, i.e., single-level marketing and multilevel  marketing. A direct sale makes money by selling  products directly to consumers.  

(b) Proforma sales: The term ‘proforma’ is used to  describe a document that provides as a courtesy  or satisfies minimum requirement, conforms  to a norm or decisive, tends to be performed  as a formality. The proforma sale refers to  sales quote which is prepared in the form of  proforma invoice.  

(c) Agency-based: It is a contractual arrangement, in  which the agent has the right to negotiate on the  sale of principle’s goods and services. In exchange  the agent gets a commission or fee. The various  types of agents who are involved in agency-based  sales are: 

• Sales agents  

• Sales outsourcing through direct branded  representation 

• Transaction sales 

• Consultative sales 

• Consignment sales 

• Telemarketing or telesales 

• Retail sales  

(d) Travelling salesman: They are a representative  of a firm who visit shops and other businesses  to show samples and gain orders. They are  also called commercial traveller, door-to-door  salesman or hawker.  

(e) Auction sale: It is a public sale. Customers who  are willing can participate in an auction. Goods  are sold to the highest bidder, i.e., one who has  quoted the highest price. 

Sales Associate – Class XI 

(f) Business-to-business (B2B) sales: It refers to Notes sales made by other businessman rather than an  

individual customer. An industrial or professional  

sale involves selling from one business to another.  

(g) Electronic-based sales: It is a web-based  

sale. It includes both business-to-business and  

business-to-consumer sales. For electronic-based  

sale Electronic Data Interchange (EDI) is used. 

(h) Indirect sales: Indirect sales are the sale of a  

good or service by a third party, such as a partner  

or affiliate rather than a company’s personnel. 

Meaning of arrangement of products for sale  

in store 

The products from different manufactures are displayed  

in retail stores. These products are arranged in a  

systematic manner in shelves based on the space  

provided in the stores. The display of goods is prioritised  

on the basis of the manufacturer’s competitiveness as  

some of them buy from the display window section and  

the floor space to promote their products. 

Need for arranging products 

Product arrangement in a retail store is a critical element  

for its success. The products are divided section wise,  

giving a clear view of all the products available in store,  

and making it easy for the customer to pick up the  

products as they move in the store. The arrangment of  

the products in this manner also improves the profit of  

the retail store. Rearrangement of products is done for  

the following reasons: 

•  Repeat customers: The basic reason for companies  

to rearrange products is to give their stores a fresh  

look. This keeps current customers come back to  

the store. Rearrangement of products displays more  

products to the customer, so that they visit again,  

and simultaneously sales volume increases. 

•  Sales promotion: Retailers rearrange products  

for sales promotion. Rearrangement of stock  

increases customers. 

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Mechanism for Customers to Choose Right Products 

Notes

66 

•  Brand image: Some retailers rearrange products  routinely to maintain their brand image. Monthly  rearranging of products and changing of colour  schemes is essential in building new and fresh  style of product arrangements.  

•  Seasonal: Retailers display products in  one area. The retailers rearrange to display  seasonal products. 

Procedure for arranging the products 

The process of arranging products in a retail store  compels activity. The arrangement of product is very  much affected by the store plan choice, including  the size of the store, the type of product to be sold  and the extent of customer focus required on a  product. There are certain ways to be focused upon  for arranging a product in the store, which are based  on the following. 

•  Straight floor plan: In this floor plan, a retailer  arranges products in a straight line. It is the most  commonly used floor plan in the Indian retail  industry and is economical as well.  

•  Diagonal floor plan: This type of floor plan has  more visibility for the store staff and customers. It  requires a small space for arranging the products.  

•  Angular floor plan: It gives a spacious look with  a lot of space. This type of floor plan is used by  high-value and high-end retailers. This reduces  the display area and focuses only on few popular  products. 

•  Geometric floor plan: In this floor plan, a retailer  uses racks and other fixtures to create a different  style of floor plan. This layout is used for trendy  products like cosmetics, watches, etc. 

Identifying products responsible for sale 

Customer service associates (CSA) in a retail store are  responsible for identifying the products that are to be  sold. Here are few steps that help the CSA in identifying  the products for sale. 

Sales Associate – Class XI 

1. He or she must have full information about the  retail store and the products that are being sold. 2. The CSA must follow the instructions given  

by the store manager or supervisor regarding the stock that is to be received from different  manufacturers. 

3. The store manager or supervisor allocates the  product sections to the CSA. The product sections  in a retail store will be like vegetable section,  housekeeping material section, stationery section,  clothes section, etc. 

4. The CSA is responsible for the section allotted to  him or her and must hold full record regarding  the stock received from the manufacturers till the  product is sold. 

5. The CSA must have complete knowledge about  the product being allotted to him or her and must  possess the skills to sell it to the customers. 

Activity 1 

Field visit to learn the methods of selling  

Materials required 

Notebook, pen or pencil and checklist 

Procedure  

1. Visit two malls or retail organised stores near your place.  2. Observe their selling methods.  

3. Speak to a salesperson and management regarding their  selling methods.  

4. Write a comparative report on both the malls or stores selling  methods with your suggestions. 

5. Submit the report to your teacher. 

Check Your Progress

A. Fill in the blanks 

1. ________________ is the act of selling a product or service  in return for money.  

2. _____________________ refers to a sales quote which is  prepared in the form of proforma invoice. 

Notes 

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Mechanism for Customers to Choose Right Products 

Notes

68 

3. _______________ sale is public sale. 

4. Some retailers ______________ products routinely to  maintain their brand image. 

B. Multiple choice questions 

1. The display of goods is prioritised on the basis of the  manufacturer’s __________________. 

(a) competitiveness 

(b) sale 

(c) demand 

(d) None of the above 

2. _________________ sale refers to sales made to other  businesses rather than individual consumers. 

(a) B2B  

(b) B2C 

(c) B2D  

(d) None of the above 

3. In electronic-based sale_________________ is used.  (a) EMI 

(b) EDI 

(c) EMC  

(d) None of the above 

4. Indirect sales are the sales of a good or service  by a ___________________. 

(a) manufacturer 

(b) seller 

(c) third party 

(d) None of the above 

C. State whether the following are True or False  1. B2B is means business-to-business. 

2. The products are divided section-wise in a retail outlet.  3. The retailers need not rearrange to display  seasonal products. 

D. Match the columns  

Column A Column B 

Straight floor plan 



Diagonal floor plan 


B


Angular floor plan 


C


Geometric floor plan 


D


 EDI 


E


 Agency-based sales 


F




1. Earn profit and commission 2.  Telemarketing sales 3.  Unique store feel  

4.  Self-service shop 

5. Racks are straight live 6. Curves and angles  

7. Multilevel marketing G Standard for structuring  information 


Sales Associate – Class XI 

E. Short answer questions 

1. What are direct sales? 

2. Define proforma sales. 

3. What is meant by agency-based sales? 

4. What is auction sale? 

5. Who is a repeat customer? 

F. Long answer questions 

1. Explain the various methods of selling. 

2. Discuss the need for arranging products in a retail store. 3. Explain the procedure for arranging products in a store. 4. Elaborate the steps adopted in identifying the product  responsible for sale. 

G. Write short notes on 

1. Promotion activities 

2. Point-of-sale display 

3. Trade incanting 

4. In-store activity 

H.Check your performance 

1. Classify the methods of selling in retail. 

2. Prepare a chart on different methods of selling in different  retail formats.  

3. Demonstrate the checking of product packaging.  

Session 2: Sales Promotional Activities 

Sales promotion is the fastest growing area of the  marketing activities. It is a major  component of promotion which helps  

Consumer  promotion  (Final  

buyers) 

Sales  

the retailer in improving the sales and  generate higher profits. Promotion is like  communicating with an audience through  a variety of non-personal and non-media  

Sales force  promotion  (Sales force  members) 

Promotion  Activities 

Business  promotion  (Business  customers) 

channels. In sales promotion, the firm provides special  offers to customers, such as providing discounts, etc.  Offers are direct proposition, which form a part of  the deal. Thus, sales promotion stands for all those  activities, which supplement, coordinate and make  an effective effort of personal selling and advertising.  

Trade  

promotion  

(Wholesalers  

and  

retailers) 

Fig. 3.2 Sales  

promotion activities

69 

Mechanism for Customers to Choose Right Products 

It increases sales and also stimulates the consumers to  buy more.  

Objectives of sales promotion 

Sales promotion is designed to be used as a short-term  tactic to boost sales. The objectives of sales promotions  are as follows: 

1. Stimulate inquiries from consumers, asking for  detailed information about a product 

2. Increase the product trials in expectation that the  trial would lead to customer satisfaction 

3. Encourage repurchase of goods, develop loyalty  in a customer’s mind  

4. Initiate inventory building by retailers to help the  consumers with a ready supply 

5. Get the promotional assistance of dealers by  co-coordinating with personal selling. 

Sales promotion techniques  

Promotional techniques are originated by the retailers.  These techniques provide necessary support for sales  promotion and can be studied under two heads as  detailed below in Fig. 3.3.  

Promotion  

techniques 

Vendor or producer  originated sales promotion 

Retailer originated  sales personal 

Instore  activities 

Point of-sale  display 

Trade  

incentives 

Direct  

promotion  to  

customers 

Pack  design 

a. Window  display 

b. Instore  display 

Fig. 3.3 Sales promotion techniques

(a) Vendor originated: Vendor-originated sales  

promotion techniques are classified as in-store  

activities, point of display, trade incentives, direct  

promotion to customers and pack design. These  

have been briefly discussed in the Session. 

70 

Sales Associate – Class XI 

(i) In-store activities: These activities of sales  promotion are targeted to give cash or kind  advantage to customers. The various type of  in-store activities of sales promotion are prose  off pack, premiums, small gifts, cooperative  promotion, sampling, coupons, buy one get  one free, multipacks, etc. 

(ii) Point-of-sale display material: These  are the material provided by vendors for  placing products the customers often buy.  It includes special fixtures, such as  paperback publisher racks, dry battery stand  and cold drink racks, etc. The other point 

of-sale display includes display sign, leaflets  demonstration, etc.  

(iii) Trade incentives: These are tradeoffs or cash  incentives directly provided by the vendors  to the retailers. The benefit sometimes may  be not extended to the customers. There can  be various types of trade incentives and cash  discounts, special credit terms, goods in lieu  of cash, staff incentives, etc. 

(iv) Direct promotion to customers: The vendor  manufacturer may make use of direct  promotion at the consumer’s doorsteps. This  includes the distribution of coupons and  free samples. 

(v) Pack design: It is one of the most important  techniques of promotion for the retailer. The  retailer may decide to accept a package design  over its contents. Normally, the retailers  support those packs which have a better  package design.  

(b) Retailer originated: All those measures which  normally motivate the customers to buy more,  and thus, increase the sale of the product are  retailer originated promotion techniques. These  include the following: 

(i) Window display: A window display in a shop  is for displaying items for sale or otherwise  designed to attract customers to the store.  

Notes

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Mechanism for Customers to Choose Right Products 

Notes

72 

(ii) In-store display: In-store display includes  many promotion techniques, such as  mass display, multiple product promotion,  demonstrations, store loyalty cards, free gifts,  point-of-sale display, celebrity promotion,  joint promotion with other retailers, incentives  to staff, etc. 

Thus, we find different types of promotion  techniques originated by vendor or manufacturers and  retailers, which are useful in influencing the customers’  buying decision. 

Ways to influence customer buying 

Consumer behaviour can be broadly classified as  decisions and actions that influence the purchasing  behaviour of a consumer. What drives consumers  to choose a particular product with respect to others  is a question which is often analysed and studied by  marketers. Most of the selection process involved in  purchasing is based on emotions and reasoning. A  sales associate is expected to handle the prospective  customers in a way to convert them to users of the firm’s  product. The different ways which he or she can follow  to convince the customers are: 

1. Identify the prospective customer and take  initiative for a dialogue in a friendly manner. 2. Collect as much relevant information as possible  about the product’s sale presentation. 

3. Enlighten the product’s features and advantages  in comparison with the competitor’s product. 4. Present or demonstrate the product with  patience in an interesting manner to the prospective customer. 

5. Objection raised, if any, should be attended to  immediately and the issues should be resolved. 6. Enlighten on the product’s warranty period and  assure other sales services, if needed.  

7. Maintain continuous relations with the customers  to get their feedback on product satisfaction.  


Sales Associate – Class XI 

8. Improve selling skills, such as patience,  communication, reliability, politeness, caring for  the customers, etc. 

9. Do not lose temper when dealing with the  aggressive behaviour of potential consumer, etc. 10.If required, use sales promotion techniques to  convince customers for buying decision.  

Thus, the sales associate will be successful if he or she  identifies the ways to convince prospective customers to  take a buying decision.  

Acquire knowledge of the nature of product  

A sales associate will be successful if one acquires  the knowledge of products offered for sale by the  retail firm. Before taking steps to sell the products of  vendors, the sales associate needs to have detailed  

Product  

characteristics 

knowledge of the products (see Fig. 3.4). To attend to  the grievances or complaints or clarification sought  by the customer, knowledge about the nature of  

Explicit  

characteristics 

Implicit  

characteristics 

products is important.  

Explicit characteristics 

The explicit characteristics of a product refers to those  characteristics over which there is a common agreement,  in both the existence and attributes of the product.  There are five attributes, which require the attention of  the sales associate. They are as follows: 

(a) Physical configuration: A product is a bundle of  physical stuff. Every product has its own shape,  size, density, odour, taste, texture, colour, weight  and a host of other physical attributes. Hence,  the sales associate has to acquire knowledge  about these areas of a product to influence the  customer’s buying behaviour. 

(b) Associated service: A sales associate should  have knowledge of before and after-sales  service. Before-sales services include product  demonstration, informing about credit facilities,  if available; and after-sales services include  delivery, instalation, provision of spare parts,  repair service, warranties, etc. 


Fig. 3.4 Product characteristics73 

Mechanism for Customers to Choose Right Products 

Notes

74 

(c) Package and brand name:The sales associate has  to gain knowledge of packaging or brand name to  differentiate with competitors’ brand or products.  This enables to highlight the product features  in comparison with other products available in  the market. 

(d) Product size: A sales associate must have  the knowledge of a product’s width, depth and  consistency. ‘Width’ refers to a product lines’  depth for the number of items displayed of every  product line, and ‘consistency’ indicates the  similarity among the product lines.  

(e) Product life cycle: A product’s life cycle includes  introduction, growth, maturity and decline.  A product can be located at any stage of its  existence, and hence, the sales associate has to  know at which stage of existence the product is.  This enables him or her to formulate different  strategies for selling goods and services.  

Implicit characteristics 

It is evident that every person sees a product in a  different way and uniformity lacks in their viewpoint.  The perception of a person may not match with the  perception of another. These points of disagreements  are called ‘implicit characteristics’. The implicit  characteristics of a product are as follows: 

(a) Product symbolism: A product is a symbol by  virtues of its form, size, colour and function.  The significance attributed by individuals vary  according to the needs and social interaction.  Hence, the sales associate has to study the product  in terms of status symbol, economy, performance,  etc., in relation to customers’ needs. 

(b) Communication media: The sales associate has to  determine the consumer’s personal interpretation  of the symbols medicated by his or her culture  groups and group influence and personality. He or  she has to study whether the product information  

Sales Associate – Class XI 

is given or hidden. The sales associate also needs  to understand and communicate as to what the  product is used for, at what rate, made by whom  and where it is available. 

(c) Product perception: Perception is the physio psychological process. The sales associate has  to understand as to how products are perceived  by the consumers. These perceptions influence  the marketability of a product. Hence, the sales  associate has to gather information about the  perception of consumers on the product sold by  the retailers. This helps to reformulate product  policies to suit the product needs of consumers.  

(d) Product evaluation: Product evaluation helps  the retailer to know consumer satisfaction over  the product used by him or her. Evaluation refers  to comparing the efforts involved and rewards  received by the consumer. Thus, every product has  both explicit and implicit characteristics, which  are to be understood by the retailers. It helps the  retailers to formulate successful product policies.  

Activity 1 

A field visit to identify the characteristics of a product  Material required 

Checklist, list of retail stores, notebook and pen or pencils  Procedure  

1. Visit a nearby retail store.  

2. Interact with the sales associate or store manager.  3. Identify and list the implicit and explicit characteristics of  the product. 

4. Prepare and submit a report based on your observation. 

Activity 2 

A field visit to learn the techniques of sales promotion Material required 

List of retail stores, notebook and pen or pencils  

Notes

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Mechanism for Customers to Choose Right Products 

Notes

76 

Procedure 

1. Visit a nearby retail store. 

2. Observe the techniques adopted by the retailers for  promoting sales. 

3. Interact with the sales associate or store manager.  4. Examine and list the techniques used for sales promotion.  5. Prepare and submit a report to your teacher. 

Check Your Progress 

A. Fill in the blanks 

1. Growing is the fastest ______________ area of the marketing  activities. 

2. ________________ activities of sales promotion are targeted  to give cash or kind advantage to customers. 

B. Multiple choice questions 

1. Coupons are the best example of __________________ for  the customer. 

(a) trade incentive  

(b) direct promotion 

(c) in-store activities  

(d) None of the above 

2. Package design is the sales promotion technique initiated  by the __________________. 

(a) dealer/producer  

(b) consumer 

(c) retailer  

(d) None of the above 

3. Window display is the __________________ originated sales  promotion. 

(a) producer 

(b) dealer 

(c) retailer 

(d) None of the above 

4. Explicit characteristics of a product refers to  ______________________.  

(a) the existence and attributes of the product  

(b) nature and attributes the product  

(c) Both (a) and (b)  

(d) None of the above 


Sales Associate – Class XI 

5. Physical configuration of a product refers to  _______________________. 

(a) shape 

(b) size 

(c) weight 

(d) All of the above 

C. State whether the following are True or False  1. Sales promotion refers to communicating with the  audience through personal and non-media vehicles. 2. Cash incentives are directly provided by the vendors to  the retailers.  

3. The retailers support packs which have better design. 4. Window display includes many promotion techniques,  such as mass display, store loyalty cards, etc. 

D. Match the columns 


Column A 



Column B


1. 


The disagreeing point in a  product 


A. 


Physio-psychological  process


2. 


Common agreement for  product attributes


B.


 Sales promotion


3.


 Perception of the product


 C.


 Public relations


4.


 The direct and immediate 


D.


 Dealer promotion 


5. 


Comparing efforts involved  and reward received 


E.


 Explicit product


6. 


Indirect activity of sales  promotion


F.


 Product evaluation


7. 


Direct activity of sales  promotion


G.


 Implicit product




E. Short answer questions 

1. Define sales promotion.  

2. List out vendor-originated sales promotion techniques. 3. What is a point-of-sale display?  

4. What is trade incentive? 

5. Why is package design an important sales promotion  technique? 

6. What is trade incentive? 

7. Differentiate between explicit and implicit characteristics  of a product. 

8. What is meant by physical configuration? 

9. What is product symbolism? 

10. What is product perception? 

Notes

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Mechanism for Customers to Choose Right Products 

Notes

78 

F. Long answer questions  

1. Define the objectives of sales promotion. 

2. Explain the nature of products in detail. 

G. Check your performance 

1. Draw a chart on sales promotion techniques adapted by  different retail formats. 

2. Identify the techniques that are suitable for various retail  formats. 

Session 3: Responding to Questions  and Comments 

Sales associates have a key role to play with customers.  They are the ones directly approached by the customers.  However, even though the sales associates are called  more for interacting with the customers, still it is  important to train them to handle tough questions and  situations arising from the customers. Training not  only allows the sales associate to have some idea of  what to say to the customers in a tough situation but  also gives them the flexibility to adapt and add to their  own personality. 

Dealing with customers 

The sales associate must analyse the situation and  answer accordingly. This will satisfy the customer and  he or she will have a positive attitude towards the person,  as well as, the service provider. Some of the questions to  be kept in mind by the sales associate before starting a  conversation with the customer can be as follows: 

When the sales associate is unable to answer a  customer’s query 

A sales associate must not panic for not knowing an  answer because his or her responsibility is to show  firmness to make things right. 

Never should the sales associate say, “I don’t know”,  as such a response will not help the customer. Instead  of giving such a response, the sales associate should  say that “It is a valid question. Let me find out the right  thing for you”. 

Sales Associate – Class XI 

Place the need of the customer as important over a  situation of not knowing the answer. The question must  be taken to the concerned staff or superior to find out  the answer and respond to the customer. 

When an item is not available 

Any sales associate will not prefer to tell the customer  about the unavailability of a product. The main skills  while dealing with the customers is the use of positive  language. It helps avoid nasty or rash reactions. For  example, when a customer shows interest in a product,  but it is presently unavailable or will only be available  after sometime, in such a situation, the sales associate  might respond to the customer in two ways. 

•  With positive language: The sales associate may  say that the product will be available next month  and I will place an order for you, if needed. 

•  Without positive language: The sales associate  may tell the customer that the product required  is unavailable.  

• Positive language replaces negative phrases  (“I can’t…”). 

When transferring call of the customer  

Sometimes, the call of a customer needs to be transferred  to the concerned department to help them. Customers  feel happy if their concerns are addressed.  

Comments made on the product and how to  respond to it  

Customers can often have some valuable comments  and suggestions on the usage and improvement in a  product. However, holding the product’s vision is the  responsibility of the sales associate. If a customer gives  suggestions or comments on the features of the product,  then the sales associate should not respond, saying “We  will take a look.” This response gives a false hope to the  customers and if they check after few weeks, this may  disappoint them. 

Notes

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Mechanism for Customers to Choose Right Products 

Notes

80 

Favours that cannot be granted 

Most requests from the customers are reasonable and  every effort must make them happy. It is easy to say ‘Yes’  to some of the requests being made by the customers  but there will be some requests, which are difficult to be  agreed upon. The responses to such requests are to be  made politely and by using positive language. Showing  them the possible alternatives is one of the best ways to  say ‘No’. 

When a product is defective  

Receiving a defective product is discouraging from  a customer’s perspective. In such a situation,  showing empathy to the customer is important. Consider  the examples given below to know the responses to be  made and how a problem can be fixed. 

“I am so sorry to disappoint you. There was a mistake  in the manufacturing process or shipping. Can I send  a new one to you?” Such a response completes the  important objectives given below.  

(a) Understanding a customer’s frustrating  experience — it explains what the problem is and  how clearly an immediate solution can be given. 

(b) Depending on the type of product sold and how  a business is conducted, the sales associate can  respond to the customer, saying: “Should I send  you a full refund?” 

Closing with a customer  

The sales associate must always aim to ‘close’ a  conversation. This does not refer to closing the sale.  Instead closing a conversation means that a customer  is happy about the product. The sales associate has to  ensure that the customer is leaving happy and satisfied.  This can be seen with three important things: 

(a) Care must be taken about getting what the  customer requires 

(b) If the customer needs information or has a query  to be answered, the sales associate must provide  the right information. 

Sales Associate – Class XI 

(c) The customer determines what is needed and  that the need is met in a right way. 

The sales associate must try ending a conversation  with phrases like “I am happy to help you, sir or  ma’am”, “We are happy to serve you”, etc., as they make  a big impact.  

Dealing with angry customers  

The sales associate is required to be polite while dealing  with an emotional and angry customer. The sales  associate may keep the following in mind: 

(i) Apologise sincerely: “I am sorry” is a mandatory  response in such situations. Make a personal  apology to the customer, who has faced an  ugly experience.  

(ii) Sympathise: Many a time, angry customers  need to be empathised with. Even small phrases  spoken by the sales associate like “I understand  how upsetting that must have been,” can help  the customer realise that the sales team is in the  pursuit to make things right. 

(iii) Accept responsibility: The sales associate must  accept responsibility for a customer’s unhappiness.  It does not make the sales associate ‘at fault’. 

(iv) Prepare to help: Fixing a problem by setting the  things right is important. A sales associate places  a replacement order for customers. Even if things  are handled perfectly, some customer simply  cannot calm down. In such a situation, the sales  associate should try making the best effort. 

Activity 1 

A role-play to learn responding to questions and comments  Material required 

Notebook and pen or pencils  

Procedure  

1. Divide the class into pairs. 

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Mechanism for Customers to Choose Right Products 

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2. Ask them to perform the following retail store activities in the  retail business. 

1st student: Sales associate 

2nd student: Customer 

3. At the end of the assignment, ask the second student to share  his or her views on the sales associate’s ability of providing  customer satisfaction.  

4. Observe how the queries were resolved during the role-play.  5. Finish the play within the allotted time.  

6. Discuss the learnings from the activity and points to be covered. 7. Share your views before and after the role-play activity. 

Check Your Progress

A. Fill in the blanks 

1. A sales associate should always aim to ______________ a  conversation. 

2. __________________ language replaces negative phrases. 

3. Receiving a defective product is discouraging from a  _________________ perspective 

4. A sales associate gives the customer satisfaction by  providing the right ________________ about the product,  which the customer has decided to buy.  

5. A sales associate should show to the customer,  when any product is defective or needs replacement. 

B. Multiple choice questions 

1. How is a sales associate supposed to respond to an angry  customer? 

(a) Angrily  

(b) Must apologise  

(c) Complain to the superior 

(d) All of the above 

2. Many a time, angry customers like to be _______________. (a) empathised with 

(b) argued with 

(c) fought with 

(d) None of the above 

3. While dealing with customers, it is important to always  close the sale by making the _____________________. (a) customer doubtful  

(b) customer happy  

(c) customer move away 

(d) None of the above 


Sales Associate – Class XI 

4. When a sales associate is unable to answer a customer’s  query he or she must ___________________. 

(a) panic 

(b) not panic 

(c) leave the place 

(d) None of the above 

C. State whether the following are True or False 1. A sales associate should not panic for not knowing  an answer.  

2. Training allows the sales associate to have some idea of  what to say to customers in a tough situation.  

3. Receiving a defective product is not discouraging from the  customer’s perspective. 

4. Sales associates are not required to be polite to an angry  customer. 

D. Match the columns  

Column A Column B 

Sales associate have to use positive A



Holding the product’s vision is the  responsibility of


B


 In case of a defective product 


C


Closing a conversation is not closing 


D




1.  Sales 

2.  Phrase 

3. Language  4.  Sales associate  

5. End conversation with a E Empathise with  the customer 

E. Short answer questions  

1. How should a sales associate respond to a customer’s  query when he or she has no answer? 

2. How should a sales associate reply to the customer when  a particular item is not available in the store? 

3. How should a sales associate react to the comments made  by customers on a product?  

F. Long answer questions  

1. Explain how a sales associate should respond to questions  regarding transferring a call of the customer, product  quality and defective product. 

2. How should a sales associate handle severely angry  customers? 

G. Check your performance 

1. Identify situations where a sales associate is unable to  answer or items are not available. 

2. Demonstrate customer handling skills. 

3. Perform role-play on closing a conversation with  a customer. 

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Mechanism for Customers to Choose Right Products 

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Session 4: Techniques of Closing a Sale 

Closing a sale, an important part of personal selling  process, refers to completing a sales transaction – it is  the final step while making a sales call to a customer.  It refers to the customer signing on the dotted line of  the agreement completing the sale. The sales process  is adaptive, which means that each situation may  be different and sales associates have to adapt and  understand what is important to each customer and  where each is in the buying process. But in order for a  sales associate to use adaptive selling, he or she must  thoroughly understand the steps in the selling process  and how each works to use them effectively. 

Factors influencing the successful closing of sales 

Sales associates are, generally, evaluated by their ability  to close the sales. They have to acquire and practise  some special qualities, which may help in the successful  closing of sale. 

•  Salesperson’s personality: The personality of  the sales associate influences the closing of a  sale. It refers to the sum total of everything about  a salesperson that influences the prospects  favourably. The personality of the sales associate  is divided into physical, mental, social and  character. The physical attributes are sound  health, neat appearance and voice. The mental  qualities are alertness, confidence, enthusiasm,  observation, etc. The social qualities include  friendly appearance, condensability, courtesy,  cooperation, manners, etc. These characteristics  help the sales associate in closing a sale favourably.  

•  Awareness of company policies: The sales  associate must have the basic knowledge of the  company when he or she intends to close the sale  with prospective customers. He or she must be  aware of the history of the company — its origin  and later changes, philosophy and policies, etc.  This enables the sales associate to clarify all 


Sales Associate – Class XI 

queries of the prospective customers and induce  them to purchase goods. 

•  Product information: Product knowledge is  necessary for the sales associate. He or she gives  every possible information to the customer about  the product to get orders. It includes different  models, size, weight, ingredients, packaging,  quality, price, discount offered, benefits,  replacement, after-sales service, etc. This helps  the sales associate to close the sale favourably  with the prospective customers. 

•  Need of customer: In order to close the sale,  sales associate should have the knowledge of the  prospective customers. He or she has to study in  detail their buying behaviour, likes and dislikes,  nature and type of customers, etc. This will enable  him or her to adopt suitable strategies to close  the sale. 

•  Information on competing products: The  knowledge of the availability of the product  and competitors in the market helps the sales  associate to highlight relative merits of the  product and closing a sale becomes an easy task. 

Thus, these five factors are crucial for  the sales associate in closing a sale with the  prospective customers. 

Techniques of closing a sale 

It is evident that the retailer gets the revenue only when  a sale takes place. Any sale is considered to be complete  and closed when the sales associate gets an order from  a prospective customer. The retailer adopts different  types of techniques to close sale. They are as follows: 

•  Natural close: It is also called as ‘ask for it’  close. The sales associate has to be sure that the  customer does not sense that he or she is using  a special formula to close a sale. The closing  technique should appear as a natural development  from the sales conversation. It has to be like a  natural resolution of the sales interview without  

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Mechanism for Customers to Choose Right Products 

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the customer knowing the special tactics of the  sales associate.  

•  The order form close: It is different from the  natural close technique, i.e., the questions asked  are not in direct reference to the purchase. Here,  the sales associate has to sound natural and avoid  any rejection. For example, ‘‘Sir, shall I make the  invoice or bill?’’ 

•  The alternative close: In this technique, the  sales associate assumes that the customer  visiting a store will definitely buy a product. The  only thing that is not decided is the design, colour,  style, shape, etc. Hence, product presentation is  important in this technique of closing the sale.  The sales associate has to present an alternative  option, which suits the needs of the customer. It  should provoke the customer to make the final  choice between the product options that were  presented.  

•  The summary close: Here, the sales associate  summarises the list of benefits that the  customer receives if a product is purchased  from the store. The sales associate may say  that “we have reached the end of sale, so may  I highlight the main points so that we could  close a deal. This technique is one of the most  natural methods of closing a sale and is used  by the sales associate for those customers, who  are unpredictable. 

•  The cautionary tale close: The techniques of  closing a sale are, usually, adopted by the retailer  to motivate the customers to decide in favour of  the purchase of a product. It has proved to be a  useful technique for closing the sale. It is possible  to motivate undecided customers to take a  purchase decision. It helps the customer to know  the implication of failing to decide to purchase the  product at that very moment. Hence, the sales  associate tries not to make up stories to motivate  the customers to buy.  


Sales Associate – Class XI 

•  The final objection close: Inspite of all efforts  of the sales associate, the customer sometimes  may have some objection right at the end of the  sale process. The customer may feel hesitant  to mention the objection point. The sales  associate has to try and persuade the customer  to communicate the objection point as the final  objection may affect his or her buying decision in  the process of buying the product. 

•  The conditional close: This technique can be  used by the sales associate for that customer,  who is very slow in making a decision. These  customers may have the intention to buy a  product but, usually, find an excuse that they  can delay their decision. At this point, the sales  associate should assure and develop confidence  in the customer that if any help is required, he or  she will be at service. Hence, the sales associate  has to come forth with the conditional close  in as subtle way, assuring the customer of the  best service. 

•  The lost sales approach: Different types of  customers visit a store. Some come with a definite  decision to purchase, some may be inductive,  some may develop objection to purchase in the  end. The sales associate must not feel that he or  she has lost sale with such type of customers. The  lost sale can be realised with further conversation  with the customers. He or she has to deal with  them in maintaining a sense of balance. Therefore,  lost sale can be converted as actual sale with the  additional selling efforts of the salesperson. 

•  The assumption close: The customer’s manners,  body language or comment may indicate the  decision that he or she made to buy a product.  The expressions and communication of the 

customer with the sales associate gives an  opportunity to make an assumption close, which  means not having the purchase. It gives the  customer a chance to make a painless decision. 

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Mechanism for Customers to Choose Right Products 

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•  The balance sheet close: It is closing technique  in which the sales associate assists an indecisive  prospect to list on paper the arguments ‘for’ and  ‘against’ a particular product choice. 


Activity 1 

Visit a nearby organised retail store and observe the closing  techniques adopted by the retailer  

Material required 

Pen, pencil and notebook 

Procedure 

1. Visit a nearby organised retail store along with your teacher.  2. Observe the closing techniques adopted by a salesperson.  3. Present your views on the following: 

• Final objection close ____________________________________ _________________________________________________________ _________________________________________________________ 

• Summary close _________________________________________ _________________________________________________________ _________________________________________________________ 

4. Draw up your side of balance sheet close

s associate reason for Buyer’s reason against  Activity 2 

Visit a nearby retail store and observe a technique adopted by  the retailer or salesperson to close a sale with the customer.  Present your observations in the form of a report in 1000 words. 

Check Your Progress 

A. Fill in blanks 

1. The last step in the selling process is _____________________. 

2. _______________ means the act of actually getting prospect’s  assets to a sales proposal. 

3. Natural close is also called _________________.


Sales Associate – Class XI 

4. The technique in which the questions asked are not in  direct reference to the purchase is called _______________. 

B. Multiple choice questions 

1. The technique in which a sales associate assumes that a  customer visiting a store will definitely buy a product is  called __________________. 

(a) natural close 

(b) summary close 

(c) alternative close 

(d) None of the above 

2. The process of summarising the list of benefits customer  gets is known as __________________. 

(a) final objective close  

(b) summary close 

(c) cautionary tale close  

(d) None of the above 

3. The closing technique, which is intended to motivate the  customer to buy a product is known as __________________. (a) conditional table close  

(b) conditional close 

(c) balance sheet close  

(d) lost sales approach  

4. The closing technique, which is intended for customers who  are slow in making decisions is called ___________________. (a) conditional close  

(b) assumption close 

(c) balance sheet close  

(d) lost sales approach 

5. In which selling technique does a sales associate reasons  for and the buyer’s reasons against a product?  

(a) Lost sales approach  

(b) Summary close 

(c) Balance sheet close 

(d) None of the above 

C. State whether the following are True or False  1. Having a friendly appearance is a social quality of a sales  associate. 

2. In an alternative close, the sales associate has to provoke  a customer to make the final choice between different  products. 

3. For unpredictable customers, the techniques for closing a  sale are called alternative close. 

4. The implications of failing to decide to purchase a product  at the very moment is called final objective close. 

Notes

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Mechanism for Customers to Choose Right Products 

Notes

D. Match the columns  

Column A Column B 

 Conditional close


 A


Final objection close 


B


 Lost sales approach C



 Assumption close


 D


 Balance sheet close


 E




1. Motivating the customer 2.  Reason for and against  3. Objective right at the end 4. show in making decision  5. Loss of customer 

6. The cautionary tale  close 

E. Short answer questions 1. Define closing of sale.  2. What is natural close? 

F Expressions and communication  of customers  

3. What do you understand by the term ‘summary close’? 

4. What is meant by ‘balance sheet close’? 

F. Long answer questions 

1. What is closing a sale? Explain the factors influencing  

successful closing of sale. 

2. Discuss the techniques of closing a sale.  

G. Check your performance  

1. Demonstrate the various techniques for closing a sale. 

2. Identify the types and techniques of closing a sale. 

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Sales Associate – Class XI


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