ISP LEVEL 5 QUALIFICATION

Develop higher-level sales capability with ISP Level 5

Develop higher-level sales capability with a recognised route designed to strengthen planning, performance and professional confidence.

ISP Level 5 supports sales professionals who want to build broader commercial judgment and more consistent results.

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At a glance

Level: Level 5 Awarding body: Institute of Sales Professionals (ISP) Typical duration: 12 months Study commitment: Around 5 to 7 hours per week, depending on study route and pace. Recommended for: Best suited to experienced sales professionals with broader account, territory or team-facing responsibility.
Institute of Sales Professionals

Professional recognition

Institute of Sales Professionals qualifications with Professional Academy

Professional Academy is an ISP approved training provider, supporting professional sales development through recognised standards and practical delivery.

Explore ISP recognition

The value of this qualification

What You Will Gain

The skills, recognition and confidence to lead marketing at the highest level.

  • Produce robust sales forecasts
  • Develop sales capability through coaching
  • Use sales technology to enable performance
  • Set stretching but credible sales targets
  • Motivate sales professionals through effective reward approaches
  • Use data to make better commercial decisions
  • Review customer-account financial performance
  • Meet legal, ethical and professional requirements
  • Build and retain strategic customer relationships
  • Manage and improve sales-team performance
At a glance

Qualification Overview

A structured summary of the qualification, delivery model, and professional context.

Qualification title & level
ISP Level 5 in Advanced Sales Professionalism
Awarding body
Institute of Sales Professionals (ISP)
Qualification importance
A recognised ISP qualification that helps experienced sales professionals strengthen commercial impact and progress into more advanced client or territory responsibility.
Delivery modes
Live online workshops, online learning support and flexible study routes. Selected face-to-face workshops may be available for some programmes.
Typical duration
12
Typical weekly study commitment
Around 5 to 7 hours per week, depending on study route and pace.
Recommended entry criteria
Best suited to experienced sales professionals with broader account, territory or team-facing responsibility.
Assessment method & format
Assessment is typically through written assignments and applied work-based tasks. Please check the current qualification route and study option for specific assessment requirements.
Tutor support model
Live tutor-led workshops, guided online learning resources and structured assignment support from Professional Academy.
Enrolment dates
Multiple start points may be available across the year. Contact Professional Academy for current study dates and route availability.
Pass rate statistics
Pass-rate information can vary by route, cohort and assessment window. Contact Professional Academy if you need current performance context.

Build your qualification

Choose the modules that will shape your qualification

Your pathway updates as you choose. Select a study route, make your module choices and we will confirm when your qualification is complete.

Your modules

Modules & What You Will Study

Each module is designed to develop your professional capability and strategic confidence. Whether your focus is marketing, sales, leadership, or wider business performance, these modules combine theory with real-world application to build analytical skill, commercial awareness, and confident decision-making.

Business

Module Overview & Learning Purpose

To enable learners to be able to use financial tools for analysis of customer accounts. They will follow organisational management accounting procedures and evaluate the financial risks associated with customer accounts. Learners will estimate future financial performance for customers

By completing this module, you will be able to apply the principles of analyse financial performance in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Why understanding the financial aspects of customer accounts is vital for strategic decision-making
  • What is meant by ‘lifetime value’ and how to estimate this based on customers maintaining average loyalty levels, e.g., establish the value of an average order, multiply by customer frequency rate and then multiply by average customer lifetime
  • How lifetime value affects organisational objectives, margins/profitability etc
  • How to estimate the potential lifetime value of customers and how this helps prioritise efforts towards high-value accounts
  • How to calculate the sales volumes required for target profitability and ensures alignment with overall organisational goals
  • The average customer loyalty level for an organisation
  • Variable costs, e.g., cost of sales, additional human resources required to fulfil objectives, additional materials required to fulfil objectives, internal/external market and stakeholder causes of variable costs, etc
  • Why it is important to follow established accounting procedures to ensure consistency and accuracy in financial reporting
  • How to develop and measure the profitability of a customer account for the selling organisation
  • How to use the average profitability previous sales to establish required performance to reach target
  • How to allocate costs against order value of customers and establish processes for regular updates and monitoring
  • How to use financial ratios to provide a structured framework for analysing and interpreting financial information, e.g., performance evaluation, financial health, profitability analysis, efficiency assessment, solvency, creditworthiness, determine appropriate credit limits; manage customer credit activities etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 5 credits
  • Guided Learning Hours (GLH): 25 hours
  • Total Qualification Time (TQT): 50 hours
  • Level: ISP Level 5
  • Unit reference: L5B1 - Analyse Financial Performance

Module Overview & Learning Purpose

To enable learners to understand the relationship between sales planning and forecasting. They will understand an organisational approach to target setting and be able to forecast sales at an organisational level. Learners will also be able to monitor sales targets

By completing this module, you will be able to apply the principles of organisational sales planning in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • How sales forecasting provides the foundation for sales planning, and sales planning guides and refines the forecasting process
  • How sales forecasting informs planning to assist organisations to set realistic sales goals and targets for individual salespeople and teams, and ensure alignment with the overall business objectives
  • How sales forecasting supports the efficient allocation of resources, e.g., budgeting for marketing campaigns, hiring new salespeople, investing in product development, based on the anticipated sales volume
  • How to develop contingency plans to address potential shortfalls or capitalise on unforeseen opportunities identified in the forecast
  • Sales planning - developing a roadmap including strategies, tactics, and actions for the sales team to follow in acquiring new customers, retaining existing ones, and maximising revenue to achieve the desired sales goals
  • Why it is important that organisation's department plans and forecast work together in a continuous cycle to make informed decisions, optimise their collective efforts, and ultimately achieve their desired sales targets
  • The different approaches for sales planning and how to select the most suitable
  • The scope and accuracy of organisational information available for setting sales targets
  • How organisational strategic objectives and sales targets translate to team and individual sales professional objectives on the sales forecast
  • How to evaluate plans for product/service development to understand how these may impact planned sales targets
  • Using historical data and feedback from a range of sources to match performance against forecast in previous sales periods
  • The reasons for variances

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 5 credits
  • Guided Learning Hours (GLH): 25 hours
  • Total Qualification Time (TQT): 50 hours
  • Level: ISP Level 5
  • Unit reference: L5B2 - Organisational Sales Planning

Module Overview & Learning Purpose

To enable learners to understand market research and how it supports the sales function. Learners will use market research to develop sales strategy

By completing this module, you will be able to apply the principles of market research for sales strategy in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • How market research helps sales leaders and managers identify and understand their ideal customers, e.g., demographics, needs, preferences, buying behaviour, pain points etc
  • Types of primary research methods, e.g., surveys, interviews, focus groups, product/service use records etc
  • Types of secondary research, e.g., industry research, government data, news articles, academic journals etc
  • How to combine primary and secondary research, and qualitative and quantitative methods, to gain a comprehensive understanding of the market and target customers
  • How market research informs the development of winning sales strategies by uncovering market trends, competitor analysis, and pricing strategies
  • The relevant information about customer perceptions, objections, and buying triggers that market research can reveal and how to apply this knowledge in sales strategy
  • The research methods that can be adopted to create compelling sales messages that draw on the findings of market research to address customer needs to lead to conversions, e.g., address concerns, highlight specific product/service benefits, align to business objectives etc
  • The limitations of market research
  • How market research can help identify emerging markets, new customer segments, and unmet customer needs
  • The ways that market research can reveal customer satisfaction levels and areas for improvement to improve the relationships with them
  • How to source market research data that is valid, reliable and sufficient
  • How to ensure organisational and individual compliance with relevant data protection guidelines

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L5B3 - Market Research for Sales Strategy

Module Overview & Learning Purpose

To enable learners to understand the requirements of sales technology systems. They will understand how to train and support system users and be able to monitor sales technology effectiveness. Learners will ensure effective use of sales technology systems to support the sales function

By completing this module, you will be able to apply the principles of manage sales technology systems in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The current sales systems functionality of an organisation, e.g., existing system(s) used, usefulness of information, compatibility with sales information needs, ability to meet current and future needs, enhancements identified etc
  • Different sales technology systems and the information available, e.g., CRM, data leads/prospecting processes, customer details, contact data, sales activity tracking, associated systems etc
  • The importance of providing up to date guidance to system users
  • The types of guidance available for users
  • The range of skills development activities to meet users differing levels of experience and needs
  • How to offer ongoing support and resources to address any questions or issues that arise during system usage
  • How to ensure that all relevant sales team members are properly trained to use the sales technology systems effectively
  • The importance of monitoring how systems are used to achieve consistency in reporting outputs
  • How to define measures such as key performance indicators (KPIs), objectives and key results (OKRs) related to system performance, e.g., uptime, response time, user activity metrics etc
  • Ways to regularly monitor the use of sales technology systems using tools to provide real- time insights into system performance, user activity, and potential issues to ensure the system is meeting performance expectations
  • How to ensure operational effectiveness of sales technology systems
  • The maintenance and updating of system information in line with relevant/required procedures, organisation protocols, standards for information management etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 4 credits
  • Guided Learning Hours (GLH): 20 hours
  • Total Qualification Time (TQT): 40 hours
  • Level: ISP Level 5
  • Unit reference: L5B4 - Manage Sales Technology Systems

Module Overview & Learning Purpose

To enable learners to understand the principles of relationship management mapping in sales and how to develop strategies for effective relationship mapping. Learners will implement relationship management mapping strategies and monitor outcomes for continuous improvement

By completing this module, you will be able to apply the principles of relationship management mapping in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The strategic importance of relationship management mapping for sales success
  • How to enhance customer loyalty and retention through effective relationship management
  • Ways to build trust and rapport with customers to drive sales growth
  • Case studies of companies that have successfully leveraged relationship management mapping to ensure long-term commercial relationships
  • The key components of relationship management
  • Customer relationship management (CRM) systems and their functionalities
  • The techniques used to understand customer needs and preferences
  • The methods that can be used to personalise customer interactions
  • The importance of communication and feedback loops in maintaining relationships
  • The role of customer data and analytics in informing relationship strategies
  • The advantages of relationship management, e.g., increased customer satisfaction, higher sales conversion rates, improved client retention, enhanced reputation etc
  • The challenges of relationship management, e.g., resource allocation, maintaining consistent communication, managing diverse client needs, integrating relationship management with other business processes, balancing conflicting priorities etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 6 credits
  • Guided Learning Hours (GLH): 30 hours
  • Total Qualification Time (TQT): 60 hours
  • Level: ISP Level 5
  • Unit reference: L5B5 - Relationship Management Mapping

Module Overview & Learning Purpose

To enable learners to understand market segmentation. Learners will target market segments for a territory

By completing this module, you will be able to apply the principles of segmentation in consumer and business markets in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The reasons for market segmentation
  • Organisational market and customer segmentation strategies
  • What can drive a segmentation model
  • The options and compromises in a segmentation model
  • How to identify the market most likely to buy a product/service and define their characteristics
  • The concept of market mapping
  • Bases for consumer market segmentation, e.g., geographic, demographic, size, psychographic, behavioural, personal characteristics, etc
  • Bases for business market segmentation, e.g., by industry, demographic, operating characteristics, situational factors, purchasing approaches, marketplace ranking, supply chain, future sales potential, current sales etc
  • How to measure viability of a segment
  • The criteria used to measure if a segment is a viable target
  • The benefits of segmentation, e.g., finance, brand, customer knowledge, efficient use of resources etc
  • Reasons for establishing or changing sales territories/portfolios

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4B3 - Segmentation in Consumer and Business Markets

Module Overview & Learning Purpose

To enable learners to understand how partnering relationships contribute to sales. Learners will collaborate with colleagues to respond to a sales opportunity

By completing this module, you will be able to apply the principles of partnering and collaborative selling in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Different types of partnering, e.g., business partners, alliances, co-selling, informal cooperation, teaming etc
  • The benefits of partnering relationship, e.g., to improve selling activities, produce better progress or deliver more value etc
  • Internal partnering with other parts of the selling company
  • Partnering with companies in adjacent (complimentary) areas, and the issues that may arise when partnering with much larger or much smaller partners
  • Why clarity on responsibilities and expectations for each partner is important when partnering, and how to manage these
  • Understanding the damage done from breaking ‘partnering rules’ and dealing with conflicts
  • The importance of aligning goals for each partner
  • Understanding informal, tactical partnering arrangements and formal partnering agreements
  • How to spot when partnering is of benefit to self/customer
  • Establishing the win-win-win
  • Signs that partnering is not working
  • Leveraging internal resources

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4B5 - Partnering and Collaborative Selling

Module Overview & Learning Purpose

To enable learners to understand the strengths, weaknesses, strategy, tactics and market presence of key competitors. Learners will differentiate an organisation’s products/services against competitors. Specifications for Level 5 Qualifications in Executive Professional Sales Published in Oct-24 / Next Review Oct-27 ©Insititute of Professional Sales – this document cannot be reproduced with out prior approval – please contact eqa@the-isp.org V1.1 Page 34 of 91

By completing this module, you will be able to apply the principles of differentiate in a competitive market in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The importance of differentiating own organisation’s offer during sales conversations and other interactions
  • The differences between direct and indirect competition, and how these are overcome, e.g., solve customers' pain points, storytelling, competitive pricing, provide great customer service, change offer when required etc
  • The processes and approaches that help to gain customer agreement, and how to apply these in practice
  • How to gain agreement with the client on selecting own organisation, e.g., the differential value / benefits of working with you & your products / solutions
  • How to identify competitor tactics to maintain competitiveness
  • Ways to create structured input into a broader business case for the development of a profitable and competitive portfolio of products/services
  • The importance of providing ‘voice of the customer’ feedback to relevant people within the organisation
  • How to assess the competitive strengths and vulnerabilities of products/services within the portfolio to input into product enhancement or new product development strategies
  • The evaluation tools available, e.g., SWOT analysis, PESTLE analysis, 4 Ps (Product, Price, Place, Promotion) etc
  • How to differentiate an organisation’s products/services with a sustainable advantage capable of defeating competitive alternatives
  • Explain the importance of differentiation in a competitive market
  • Explain how to differentiate an organisation’s products/services against key competitive alternatives 2. Understand the strengths, weaknesses, strategy, tactics and market presence of key competitors

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4B8 - Differentiate in a Competitive Market

Core

Module Overview & Learning Purpose

To enable learners to understand how to identify tender opportunities and the key principles of tendering. Learners will be able to prepare, write and submit a tender to offer products/services

By completing this module, you will be able to apply the principles of tender management in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The key methods that salespeople use to identify tender opportunities, e.g., private and public sector procurement portals, third party aggregators, networking, industry events, news articles, trade publications, competitive intelligence, market research, existing customers, internal sources etc
  • How to influence tender opportunities, e.g., RFI (Request for Information), RFP (Request for Proposal), RFQ (Request for Quotation)
  • The range of active and passive methods used to identify tender opportunities
  • The typical tender cycles for different opportunities from receipt of tender requirements, decision to tender/not tender, preparation, plan, submission and final evaluation
  • The reasons why tender cycles vary and how to respond accordingly
  • How to identify the information required, stakeholders, planning requirements, needs and risk analysis etc
  • How to differentiate a tender response from competitors
  • The processes for allocating resources, delivering to deadline, reviewing and learning from the tendering process
  • The organisation’s organisational processes and people that support tender responses, and the current success rate
  • The level of management commitment and involvement in tender processes
  • How to assess the tendering skill levels of staff
  • The benefits of setting up a tender team and how manage contributions

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 5 credits
  • Guided Learning Hours (GLH): 25 hours
  • Total Qualification Time (TQT): 50 hours
  • Level: ISP Level 5
  • Unit reference: L5C1 - Tender Management

Module Overview & Learning Purpose

To enable learners to understand sales territory design and that factors that impact their management. Learners will review organisational sales territories and organise resources to manage and adapt them

By completing this module, you will be able to apply the principles of sales territory management in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The ways that organisations design their sales territories and the associated rationale for the approaches selected
  • The range of territory design approaches, e.g., geography, industry, size of customer accounts, account value, product etc
  • How to design and refine territories using data and analytics, e.g., customer data, sales history, market research etc
  • The organisational strategies used to break down the target market into smaller more manageable groups with similar needs
  • The variables used to segment the market to design territories
  • How to review territory in relation to customer activity, new customers, target achievement, competitor activity etc
  • Ways to calculate territory turnover from historical data or similar account size measurements
  • How to measure the of number of customers and call frequency against average weekly call rate and working weeks per year
  • How to incorporate growth potential and environmental factors to predict potential when designing a territory
  • The territory planning criteria that are used by competitors and how these compare with own organisation’s approach
  • How to balance workload and opportunity, e.g., similar number of high-potential accounts, equal effort to cover, opportunities for all salespeople to achieve their quotas etc
  • How to balance travel time and time spent with customers

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 6 credits
  • Guided Learning Hours (GLH): 30 hours
  • Total Qualification Time (TQT): 60 hours
  • Level: ISP Level 5
  • Unit reference: L5C2 - Sales Territory Management

Module Overview & Learning Purpose

To enable learners to understand how to build key account relationships and strategic sales networking. Learners will implement a consultative selling approach, monitoring and improving customer relationships

By completing this module, you will be able to apply the principles of account relationship management in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The types of information that organisation’s use to identify and manage key accounts
  • The organisational criteria for defining a key customer account
  • How key accounts contribute to the sustainable competitive advantage of organisations
  • The knowledge and skills that help to develop trust with key accounts, e.g., industry knowledge, product/service knowledge, rapport building, problem solving, accountability, transparency etc
  • The personal characteristics that help to build relationships, e.g., honesty, empathy, openness and sharing of aims and objectives
  • The relevant sector, legal and product knowledge required to manage accounts effectively
  • The methods used to analyse the performance of key accounts
  • The measures used to identify loyal customers
  • The characteristics that are used to build personal relationships, e.g., trust, clear communication, empathy, respect, support, honesty, patience, mutual interests, compromise, forgiveness, reliability, positive attitude, adaptability, shared goals etc
  • The methods that are used to build networks, e.g., building an online presence, attending industry events, participation in online communities, leverage existing relationships, share insights, provide events etc
  • The importance of matching networking activities to personality and preferences
  • How to assess the effectiveness and efficiency of networks

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 6 credits
  • Guided Learning Hours (GLH): 30 hours
  • Total Qualification Time (TQT): 60 hours
  • Level: ISP Level 5
  • Unit reference: L5C3 - Account Relationship Management

Module Overview & Learning Purpose

To enable learners to understand customer buying processes and practices, and how to differentiate offers to maximise value for customers. Learners will plan the development of current and potential customer accounts

By completing this module, you will be able to apply the principles of customer buying processes and practices in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The people in the DMU, their roles and influences, the internal culture and existing buying processes
  • The organisational and personal influences of the customer decision making unit (DMU) on buying practices
  • The internal factors that influence customer buying practices, e.g., improving efficiency, reducing costs, increasing productivity, complying with regulations, brand perceptions, decision making processes and style, experiences of the seller organisation, differing decision maker needs etc
  • The external factors that influence customer buying practices, e.g., economic climate, interest rates, government regulations, emerging technologies, sustainability concerns, shifting demographics, market trends, competitor offerings etc
  • How to identify and interpret the internal and external factors that influence the buying process
  • The current trends in buying practices and implications for supplier organisations
  • How to use a PESTLE analysis to identify the wider environmental influence that affect buying practises
  • How quality standards, e.g., ISO9001, apply to customers sales and purchasing decisions
  • The capability and capacity assessments that customers may undertake, e.g., - sufficient resources, qualified people, financial stability, service commitment, delivery and quality, policies in relation to the environment and waste, staff development, organisational values, corporate social responsibility etc
  • Different account planning approaches, e.g., Kotler’s Cranfield model
  • The tools that support offer differentiation, e.g., SWOT, Porter’s Growth strategy, Ansoff Growth matrix, balanced scorecard etc
  • How to evaluate the customer experience throughout the organisation’s sales process and post-sale activities

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 4 credits
  • Guided Learning Hours (GLH): 20 hours
  • Total Qualification Time (TQT): 40 hours
  • Level: ISP Level 5
  • Unit reference: L5C4 - Customer Buying Processes and Practices

Module Overview & Learning Purpose

To enable learners to understand how to identify a new prospect. Learners will complete discovery on a prospect and qualify them

By completing this module, you will be able to apply the principles of finding and qualifying new prospects in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The difference between a prospect and a lead
  • The key principles and objectives of organisational marketing and sales strategies
  • How to develop an ideal customer profile
  • How to obtain information from a variety of internal sources, e.g., focus groups, surveys, data information providers (Mintel, LexisNexis or Avention), trade journals/newspapers CRM, knowledge pool, intranet
  • How to obtain information that is relevant to an organisation’s sales activities from a variety of external sources e.g., trade magazines, financial resources, websites, vertical or job role of buyer, social media
  • How to use information for providing insights into sales planning and decision making
  • The legal and regulatory constraints on information collection; primary and secondary data
  • How to understand the benefits of all data sources including how to check validity, avoid bias and ensure completeness
  • The different types of prospects and how sales approaches differ, e.g., individual, organisation
  • The range of methods used to find prospects, e.g., evaluate customer base, create customer persona, networking etc
  • How leads can be generated, e.g., ask existing customers for referrals, create social media content, email marketing, organise events etc
  • The opportunity discovery process, e.g., qualify leads, clarify customer needs, sell solutions not products/services, focus on the outcome, ask relevant questions, adapt script to build rapport etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 4 credits
  • Guided Learning Hours (GLH): 20 hours
  • Total Qualification Time (TQT): 40 hours
  • Level: ISP Level 5
  • Unit reference: L4C1 - Finding and Qualifying New Prospects

Module Overview & Learning Purpose

To enable learners to understand the factors involved in creating a value proposition. Learners will prepare and agree value propositions

By completing this module, you will be able to apply the principles of develop value propositions in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The components of a value proposition and how to access previously successful propositions that may be useful
  • Customer requirements and how to ensure that they are fully understood
  • Issues of clarification, e.g., customer issues, organisational issues, potential issues, evaluation and effect
  • How to highlight strengths and minimise weaknesses
  • The people involved in the proposition, e.g., proposal team, manager, admin etc
  • The ways that that propositions are objectively reviewed
  • How to fully address customer briefs/requirements
  • How to use persuasive arguments
  • How to use supportive proof and evidence
  • The quantitative and qualitative data used in sales propositions
  • The conditions and constraints, e.g., inclusion of organisation conditions/constraints, protection of organisation’s interests, strategic aspects, stakeholder issues etc
  • The Business Case: how the implementation of the solution or working with the supplier positively impacts the client situation

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4C3 - Develop Value Propositions

Module Overview & Learning Purpose

To enable learners to understand how to manage a sales pipeline. Learners will use a sales pipeline in forecasting

By completing this module, you will be able to apply the principles of pipeline management and forecasting in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • What a sales pipeline is and how it relates to the sales process
  • How to align the customer purchasing process to a sales pipeline
  • The common stages of a sales pipeline stages
  • Different CRM systems and their key features
  • How a CRM system supports the management of a sales pipeline
  • The criteria for moving an opportunity onto the next stage
  • A balanced pipeline versus unbalanced sales pipeline and what actions to take
  • The information available in a sales pipeline
  • How to forecast revenue using the sales pipeline
  • How to apply probabilities
  • How to re-evaluate pipeline activity based on new data or insights
  • The importance of keeping records up-to-date

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4C7 - Pipeline Management and Forecasting

Module Overview & Learning Purpose

To enable learners to understand the importance of customer focus. Learners will prepare and conduct a business review to provide value add to a customer

By completing this module, you will be able to apply the principles of customer focus in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Definitions of customer centricity
  • What can go wrong when customer centricity is not in place
  • How to obtain and capture informal customer and team feedback
  • How Voice of the Customer can be obtained, captured and synthesised to provide input into company strategy
  • Having the initiative to take actions to resolve a customer issue
  • Customer complaints, e.g., problems with product/service, organisation/customer conflicts, handling appropriately, providing suitable solutions, resource issues, evaluating how own products/services would address such issues, gather information/data (through different means) etc
  • How to understand the customer’s business and their customers
  • How centricity leads to insights that helps the customer to improve their business
  • Critique of Net Promoter Score (NPS), Customer Satisfaction Score (CSAT) and Customer Effort Score (CES) measurements
  • Types of customer review, e.g., formal quarterly review
  • Being a champion for the customer inside the organisation to get actions done to address their issues
  • The sources of information that can be used to plan a business review with a customer

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4C8 - Customer Focus

Leadership

Module Overview & Learning Purpose

To enable learners to understand how leadership styles and practices are applied in different contexts. They will understand flexible working practices, and how to build positive relationships with colleagues. Learners will communicate the sales vision and objectives, then manage their sales team members to achieve them

By completing this module, you will be able to apply the principles of manage team performance in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Kouzes and Posner five fundamental characteristics of leaders
  • The differences between leadership and management, e.g., focus, vision versus goals, people versus systems, innovation versus stability, long versus short-term etc
  • How to adapt leadership styles to suit a range of situations, e.g., different organisational challenges, organisational culture, competitiveness, individual team personalities, risk situations, organisational stage, change context, recession etc
  • The different flexible working arrangements that are available to UK workers, e.g., remote working, flexitime, compressed workweeks, job sharing, part-time work, annualised hours, term-time working, shift swapping, remote work hubs etc
  • The different communications technology used for different types of stakeholders, conversation and briefings
  • The benefits of flexible working practices, e.g., to promote work-life balance, increase employee satisfaction and retention, accommodate individual needs and preferences etc
  • The flexible working arrangements that are supported by legislation in the UK, such as the right to request flexible working after 26 weeks of employment, and the employer's discretion to approve requests
  • The opportunities for innovation, efficiency, and flexibility that remote working arrangements can contribute, e.g., improved sales performance, increased customer satisfaction etc
  • The features of effective team and functional collaboration
  • The different approaches that can be for building collaboration within the sales team
  • How organisational culture affects collaborative working
  • How to understand the emotions, concerns, motivations and behaviours of team members

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 8 credits
  • Guided Learning Hours (GLH): 40 hours
  • Total Qualification Time (TQT): 80 hours
  • Level: ISP Level 5
  • Unit reference: L5L1 - Manage Team Performance

Module Overview & Learning Purpose

To enable learners to understand organisational human resource planning processes and the range of people involved in sales professional recruitment. Learners will plan recruitment to meet legal and organisational requirements and implement the recruitment process for a sales role

By completing this module, you will be able to apply the principles of manage recruitment in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The role of human resource planning in organisations to ensure that they have the right people, with the right skills, in the right places, at the right times
  • The human resource planning processes and techniques that are used in organisations
  • The use of outsourcing, subcontracting, and outworkers in organisations
  • Techniques that are used for organisational succession planning
  • The legal and organisational requirements of recruitment processes
  • The ways that organisational policies and procedures impact recruitment for sales roles in both positive and negative ways
  • The systematic steps involved in attracting, selecting, and hiring qualified candidates to fill open positions within organisations
  • The reasons for recruitment for a sales role, e.g., organisational expansion, organisational growth, employee retirement/resignation/maternity and paternity leave, change of working hours etc
  • How to develop job descriptions and specifications following organisational formats and requirements
  • How to work with the human resources team to formulate a recruitment plan with strategies for sourcing and attracting suitable candidates
  • Organisational processes that are used for screening and short-listing candidates
  • The range of assessment and interviewing methods that can be used during recruitment, e.g., online tests, assessment centres, aptitude and personality psychometrics

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 6 credits
  • Guided Learning Hours (GLH): 30 hours
  • Total Qualification Time (TQT): 60 hours
  • Level: ISP Level 5
  • Unit reference: L5L2 - Manage Recruitment

Module Overview & Learning Purpose

To enable learners to understand how motivation theories relate to sales leadership and team performance. They will understand a range of compensation approaches for sales professionals and be able to establish compensation systems that motivate sales professionals to achieve their goals

By completing this module, you will be able to apply the principles of motivate sales professionals in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The range of motivational theories available, e.g., Maslow’s Hierarchy of Needs, Herzberg’s 2-Factor theory, McClelland’s Needs theory, Deci and Ryan’s Self Determination theory, Hackman and Oldham Job Characteristics Model, Vroom’s Expectancy theory etc
  • How to apply motivational theories through leadership practices
  • How to evaluate team motivation and apply relevant techniques to maintain and improve performance in organisations
  • The team building techniques that support team performance and growth
  • The difference between intrinsic and extrinsic motivators
  • Different types of motivators, e.g., agreed goals and individual/team objectives, self- fulfilment, achievement, work environment, organisation values and culture, financial rewards, compensation packages, competitive sales success etc
  • How to benchmark against other sales teams to ensure that incentives are fit for purpose to maintain and improve sales performance
  • The different types of financial incentives, e.g., bonus, management objectives and commission, types of commission structures
  • The different types of non-financial rewards, e.g., holiday allowance, experience, learning and development opportunities, team building events, flexible working, recognition (public praise, award, performance review feedback) etc
  • How to assess the incentives available in an organisation, e.g., financial salary increases, bonus, commission structures etc
  • How to assess non-financial approaches in an organisation, e.g., promotion, training, projects, additional responsibilities, larger customer accounts and internal recognition etc
  • The barriers to motivation and performance, e.g., organisation systems and procedures, how achievements are monitored and measured, management styles, lack of recognition and/or reward, conflicts in values and working styles etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 5 credits
  • Guided Learning Hours (GLH): 25 hours
  • Total Qualification Time (TQT): 50 hours
  • Level: ISP Level 5
  • Unit reference: L5L3 - Motivate Sales Professionals

Module Overview & Learning Purpose

To enable learners to understand the purpose of sales coaching and mentoring and the processes that support these practices in the sales function. Learners will plan and implement coaching or mentoring with sales professionals

By completing this module, you will be able to apply the principles of coach and mentor sales professionals in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Definitions of coaching and mentoring
  • The similarities and differences between coaching and mentoring, e.g., how conversations are conducted, duration of relationship, short/long term goals, training required, experience, formality, directive/non-directive, contractual arrangements, working relationship etc
  • The benefits for individuals, e.g., individual development, improves performance, builds relationships, provides career and professional development opportunities etc
  • Own organisations’ expectations of the impact of coaching and mentoring
  • How developing individuals using coaching and mentoring supports the achievement of sales objectives
  • The coaching and mentoring cycles, e.g., set goals, plan activities, monitor progress, review outcomes
  • Different models that support coaching and mentoring, e.g., GROW (Whitmore, 1992), CLEAR (Hawkins, 2012), OSKAR (Jackson and McKergow, 2000), Five Stage
  • Mentoring Structures (Clutterbuck, 2004) etc
  • The range of coaching and mentoring techniques that can be used
  • The knowledge that coaches and mentors require, e.g., models, the tools they can access, the techniques that support effective sessions, records, legal requirements for confidentiality etc
  • The skills that coaches’ and mentors require, e.g., communication, questioning, active listening, ability to challenge, constructive feedback, record keeping etc
  • The personal characteristics that coaches and mentors require, e.g., empathetic, curious, inspirational, positive, persistent, open, innovative etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 6 credits
  • Guided Learning Hours (GLH): 30 hours
  • Total Qualification Time (TQT): 60 hours
  • Level: ISP Level 5
  • Unit reference: L5L4 - Coach and Mentor Sales Professionals

Module Overview & Learning Purpose

To enable learners to understand the role of innovation in organisations and the factors that support it. Learners will contribute to exploiting emerging opportunities

By completing this module, you will be able to apply the principles of contributing to organisational innovation in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The definitions of ‘future focus’ and ‘innovation’ and why these are relevant in the current climate
  • The different formal and informal types of innovation that are used in organisations, e.g., continuous improvement, radical, incremental, disruptive, organic, breakthrough, business process re-engineering, business model and processes, open source and user led/co- creation etc
  • The role of the sales professional in supporting organisational innovation
  • The factors that support innovation in organisations, e.g., strategic priorities, leadership styles, organisational structure, organisational culture, individual/team working styles, leadership attitudes to change and risk etc
  • How to identify emerging opportunities for organisational innovation as part of day-to-day sales activities with potential/existing customers and own broader network
  • The methods that can be used to share ideas for innovation with colleagues and leaders, e.g., formal and informal meetings, brainstorming, reporting on customer feedback etc
  • How to review emerging issues and opportunities within organisations
  • How to specify recommendations for new innovations to secure future organisational success
  • How to link recommendations with organisational strategy and values
  • Explain why organisations need to be future focused and innovative
  • Analyse formal and informal types of innovation 2. Understand how to support organisational innovation
  • Evaluate the factors that support an innovative organisational culture

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L5L5 - Contributing to Organisational Innovation

Module Overview & Learning Purpose

To enable learners to understand the principles and practices of matrix management. Learners will develop leadership, communication and collaboration strategies that are suitable for matrix management and implement performance management and motivational techniques in a matrix sales team

By completing this module, you will be able to apply the principles of matrix management in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The definitions of ‘future focus’ and ‘innovation’ and why these are relevant in the current climate
  • The different formal and informal types of innovation that are used in organisations, e.g., continuous improvement, radical, incremental, disruptive, organic, breakthrough, business process re-engineering, business model and processes, open source and user led/co- creation etc
  • The role of the sales professional in supporting organisational innovation
  • The factors that support innovation in organisations, e.g., strategic priorities, leadership styles, organisational structure, organisational culture, individual/team working styles, leadership attitudes to change and risk etc
  • How to identify emerging opportunities for organisational innovation as part of day-to-day sales activities with potential/existing customers and own broader network
  • The methods that can be used to share ideas for innovation with colleagues and leaders, e.g., formal and informal meetings, brainstorming, reporting on customer feedback etc
  • How to review emerging issues and opportunities within organisations
  • How to specify recommendations for new innovations to secure future organisational success
  • How to link recommendations with organisational strategy and values
  • Explain the concept of matrix management and its application in organisations
  • Evaluate the need for matrix management in a business environment and consider its advantages and disadvantages
  • Identify the key roles and responsibilities within a matrix structure

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 5 credits
  • Guided Learning Hours (GLH): 25 hours
  • Total Qualification Time (TQT): 50 hours
  • Level: ISP Level 5
  • Unit reference: L5L6 - Matrix Management

Module Overview & Learning Purpose

To enable learners to understand customers pain points, goals, and aspirations. They will understand how to encourage customers to innovate to address their unique challenges and opportunities. Learners will be able to partner with customers to support their product/service innovation to achieve long-term success

By completing this module, you will be able to apply the principles of support customer innovation in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The approaches that engage customers for in-depth discussions to understand their vision for the future and their desired innovations
  • Why it is important to present new ideas, fresh insights, and market knowledge to customers, and using this conversation to create reason(s) for change
  • The types of primary pain points faced by customers, e.g., financial, productivity, process, support, etc
  • Methods that are used for identifying pain points, e.g., surveys, interviews, customer feedback, data analysis etc
  • How to gather and analyse data from customer feedback, surveys, and other relevant sources to identify key challenges
  • How to conduct interviews and utilise strategic assessment tools to map out customers' immediate and future objectives
  • The techniques used to conduct root cause analysis, e.g., 5 Whys, Fishbone Diagram (Ishikawa), SWOT Analysis etc
  • Customer Journey Mapping to identify the touchpoints where pain points occur
  • The difference between short-term (operational) and long-term (strategic) customer goals
  • How to explore the perspectives and expectations of different stakeholders using stakeholder analysis
  • The role of vision and mission statements in defining customer aspirations
  • Models of organisational growth, e.g., Ansoff Matrix, Greiner's Growth Model, Porter's Five Forces etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 4 credits
  • Guided Learning Hours (GLH): 20 hours
  • Total Qualification Time (TQT): 40 hours
  • Level: ISP Level 5
  • Unit reference: L5L7 - Support Customer Innovation

Module Overview & Learning Purpose

To enable learners to understand change management approaches. Learners will initiate and manage an organisational change

By completing this module, you will be able to apply the principles of managing change in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • How to select a change management approach to meet an organisational need
  • How to create a compelling vision for change, e.g., unique goal, defined benefits, engage hearts and minds, connect to employee purpose and values etc
  • The components of a change management plan, e.g., stages, actions, resources, timescales, key messages, stakeholder groups, milestones, communication activities for different audiences, training requirements, resistance management approaches, feedback mechanisms, reporting, etc
  • How to secure commitment to the change management plan from stakeholders
  • The techniques that support effective stakeholder engagement, e.g., regular two-way communication, emotional intelligence, motivational conversations, coaching, inclusivity, constructive feedback, rewards and recognition etc
  • How to monitor change management activities against the agreed plan, e.g., progress reporting, performance against key performance indicators, quality or other measures, obtaining feedback, budget reports, customer surveys, analysing systems records etc
  • Why it is important to report regularly to stakeholders
  • The different ways that progress can be reported to stakeholders and how to select a method that suits the organisation and stakeholders
  • Evaluate change management models and theories
  • Explain the process for implementing change
  • Analyse the barriers to change and how to overcome them
  • Explain the importance of creating a vision for change 2. Be able to initiate change

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 6 credits
  • Guided Learning Hours (GLH): 60 hours
  • Total Qualification Time (TQT): 60 hours
  • Level: ISP Level 5
  • Unit reference: L4L5 - Managing Change

Module Overview & Learning Purpose

To enable learners to understand the factors that contribute to organisation continuous improvement. Learners will analyse information, identify opportunities and implement continuous improvement in the sales function. Specifications for Level 5 Qualifications in Executive Professional Sales Published in Oct-24 / Next Review Oct-27 ©Insititute of Professional Sales – this document cannot be reproduced with out prior approval – please contact eqa@the-isp.org V1.1 Page 74 of 91

By completing this module, you will be able to apply the principles of lead continuous improvement in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The principles and concepts of continuous improvement, including the definition and purpose
  • Kaizen philosophy and its application in organisations
  • Lean principles and Six Sigma methodologies
  • Total Quality Management (TQM) and its relevance to continuous improvement
  • Deming’s PDCA cycle (plan-do-check-act)
  • The importance of a culture of continuous improvement to organisations
  • How to build a culture of continuous improvement, e.g., leadership commitment, employee involvement, open communication etc
  • The role of organisational culture in supporting continuous improvement initiatives
  • The benefits of a continuous improvement culture, e.g., enhanced productivity, employee engagement, customer satisfaction etc
  • The barriers to creating a culture of continuous improvement and strategies to overcome them
  • The benefits of continuous improvement, e.g., increased efficiency, cost savings, improved quality, innovation etc
  • The challenges of continuous improvement, e.g., resistance to change, resource allocation, maintaining momentum etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 8 credits
  • Guided Learning Hours (GLH): 40 hours
  • Total Qualification Time (TQT): 80 hours
  • Level: ISP Level 5
  • Unit reference: L6L4 - Lead Continuous Improvement

Self

Module Overview & Learning Purpose

To enable learners to understand leadership styles within an organisational culture. Learners will assess their personal competencies and leadership potential. They will manage their own continuing professional development in relation to leadership

By completing this module, you will be able to apply the principles of leadership in context in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • How to assess the impact of different leadership styles on individual sales professionals, sales teams and the overall organisational culture
  • How and why organisational values and acceptable standards of behaviour differ in organisations
  • Sources of information that can be used to determine the competencies and personal qualities required for effective leadership within an organisation, e.g., job description, role specification, how own role relates to organisation strategies and objectives, organisational competency framework etc
  • How different leadership behaviours can be leveraged to increase organisational performance
  • The concept of emotional intelligence and how it applies to the leadership role
  • How to identify the present/future leadership skills and behaviours using a range of tools to measure against required competencies/behaviours
  • The tools and techniques that support evaluation of personal leadership strengths, e.g., SWOT analysis, 360-degree feedback, performance management feedback, comparison with role specification, psychometric testing, online assessments, coaching conversations etc
  • Why it is important to gather feedback from line manager, team members and peers to evaluate own leadership strengths
  • The different qualities and behaviours that support effective leadership, e.g., attitude, ability to adapt to change, versatility, motivation, aptitudes, experience needed (previous work, voluntary work, qualifications), reflective practices etc
  • Why it is important to adapt leadership styles to meet the needs of different situations and individuals
  • How to identify own development needs in relation to the requirements of an organisational role
  • How to align organisational and personal values

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 5 credits
  • Guided Learning Hours (GLH): 25 hours
  • Total Qualification Time (TQT): 50 hours
  • Level: ISP Level 5
  • Unit reference: L5S1 - Leadership in Context

Module Overview & Learning Purpose

To enable learners to understand ethical, legal and professional requirements related to the sales function. Learners will implement policies and procedures to ensure compliance and take action to respond to non-compliance

By completing this module, you will be able to apply the principles of manage ethical, legal and professional requirements in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The relevant (e.g. UK) legal and regulatory requirements for organisations, e.g., data protection; Competition and Markets Authority (CMA), consumer protection laws, advertising standards, contract laws, and industry-specific regulations etc
  • Relevant contract laws that apply to organisations and sales professionals
  • The functions and people who are responsible for ensuring legal and regulatory compliance
  • Organisational policies and procedures related to compliance
  • How ethical and legal requirements related to the sales function vary depending on the industry, location, and specific circumstances
  • The importance of truth and accuracy when selling products and services
  • The impact of misrepresentation or deceptive practices, such as false advertising or making misleading claims
  • The importance of maintaining confidentiality when dealing with sensitive information about clients or business operations
  • Ethical sales practices required for competing fairly and honestly in the marketplace
  • Practices that violate ethical standards, e.g., price-fixing, collusion with competitors, engaging in anti-competitive behaviour etc
  • How to comply with data protection laws, e.g., obtaining consent before collecting personal information, safeguarding data from unauthorised access or disclosure, using customer data only for legitimate purposes etc
  • The implications of compliance and non-compliance for individuals, teams and the organisation, the penalties for misrepresentation, etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 4 credits
  • Guided Learning Hours (GLH): 20 hours
  • Total Qualification Time (TQT): 40 hours
  • Level: ISP Level 5
  • Unit reference: L5S2 - Manage Ethical, Legal and Professional Requirements

Module Overview & Learning Purpose

To enable learners to understand the differences between beliefs, attitudes and values systems. They will understand the skills required for effective critical thinking. Learners will evaluate information, arguments, and ideas in a logical and systematic way to solve organisational challenges

By completing this module, you will be able to apply the principles of develop critical thinking skills in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Definitions of what is meant by critical thinking, e.g., the ability to clarify thinking to break down a problem or a piece of information, interpret it and use that interpretation to arrive at an informed decision or judgement
  • The range of skills related to effective critical thinking, e.g., able to identify/verify facts, awareness of bias, analytical, identifying underlying assumptions, logical reasoning (deductive and inductive), active listening, creative thinking etc
  • The personal characteristics that support effective critical thinking, e.g., curiosity, openness, receptivity to new ideas, flexibility to change opinions, clarity in communication, scepticism, confidence to question assumptions, reflective, meta-cognition, emotional intelligence etc
  • The sources of information that can support assessment of personal skills and characteristics related to critical thinking
  • How to seek, accept and use feedback about own skills and characteristics
  • The definitions of beliefs, attitudes and values
  • How personal values differ to organisational values, and the challenges that can arise with misalignment
  • Cognitive attitudes, e.g., the intellectual component of critical thinking, facts and beliefs
  • Affective attitudes, e.g., the emotional component of critical thinking, the feelings associated with ideas
  • Behavioural attitudes, e.g., how people intend to behave in relation to ideas and suggestions
  • How individual beliefs can be changed, e.g., influenced by experience, learning, evidence, over time etc
  • How individual attitudes can be changed, e.g., via persuasive messages, new information, social pressure etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 4 credits
  • Guided Learning Hours (GLH): 20 hours
  • Total Qualification Time (TQT): 40 hours
  • Level: ISP Level 5
  • Unit reference: L5S3 - Develop Critical Thinking Skills

Module Overview & Learning Purpose

To enable learners to understand the legal, regulatory, ethical and social frameworks related to the sales function. Learners will comply with organisational legal, regulatory, and ethical policies and procedures

By completing this module, you will be able to apply the principles of using legal, regulatory and ethical frameworks in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Why it is important to adhere to legal, regulatory, and ethical requirements
  • Legal and regulatory requirements and where to source current information, e.g., Data Protection, Sale of Goods Act, Office of Fair trading (OFT), industry specific departments such as the Financial Conduct Authority (FCA), Sarbanes-Oxley, Health and Safety Executive, Codes of Conduct etc
  • Sales ethics: the behaviours that ensure that every lead, prospect and customer is treated with respect, fairness, honesty and integrity
  • The impact of non-compliance with legal, regulatory, and ethical requirements, for individuals, teams, and organisations
  • Elements of contract law, e.g., offer, acceptance, consideration, intention and capacity
  • Organisational values and codes of conduct that should be complied with when conducting sales activities
  • The conditions needed to record an order on financial records
  • The organisational processes that ensure compliance with the law, and the penalties for misrepresentation
  • The range of organisation policies available and how these are communicated to employees, e.g., via software channels, intranet, websites, handbooks, daily practices that ensure compliance, regular updates etc
  • The processes that support compliance and the people responsible
  • How to consult on organisational policies and procedures, e.g., conducting open discussions, incorporating into sales meetings, encourage ongoing feedback, peer meetings, surveys etc
  • How to act as an ambassador for an employer’s brand in relations to legal, regulatory and ethical practices

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4S2 - Using Legal, Regulatory and Ethical Frameworks

Module Overview & Learning Purpose

To enable learners to understand continuing professional development and why it is important. Learners will assess their own development needs and create a plan for their CPD

By completing this module, you will be able to apply the principles of continuing professional development (cpd) in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Why continuing professional development is important
  • The current formal and informal development activities available and how to access them
  • The opportunities available to improve skills and behaviours as part of sales activities, e.g., coaching, mentoring, observing peers, meetings, projects, reading organisational product/service resources etc
  • The learning and development opportunities available in-house for self-directed learning, e.g., induction resources, e-learning, discussion forums, job aids, books, magazines, podcasts, TED talks, YouTube videos, LinkedIn, free courses etc
  • The development opportunities available from external providers, e.g., live online workshops, formal training programmes, qualifications, networking groups, conferences etc
  • The financial considerations related to selecting development opportunities, e.g., allocated training budget, price constraints per employee, budget year and spending etc
  • How to assess own strengths and development needs in relation to personal performance
  • How and who to seek feedback from related to sales performance, e.g., line manager, peers, colleagues, direct reports, customers etc
  • The tools that are used to identify training needs, e.g., Training Needs Analysis (TNA); Developmental Needs Analysis (DNA), Skill Scans based on role competencies and job specifications, psychometric tests, quizzes etc
  • How to match development opportunities against the desired competencies of the role
  • How behaviour, attitudes and mind-set can have a positive or negative impact on own sales performance
  • The tools that can be used to assess own development needs, e., skills audits; ISP Competency Framework, agreed targets, existing action plans etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4S3 - Continuing Professional Development (CPD)

Module Overview & Learning Purpose

To enable learners to understand organisational and personal agility, and the importance of flexibility and adapting to change. Learners will build their own personal agility to adapt to change

By completing this module, you will be able to apply the principles of understanding and building agility in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • The reasons why organisations need to be agile, e.g., unpredictable future, technological changes rapidly changing, to adapt to changing circumstances, to test new environments/markets, to meet changing customer needs etc
  • The factors that drive organisational agility, e.g., collaboration, speed of decision making, testing and learning, empowerment, technology adoption, simplicity, knowledge-sharing, innovation focus etc
  • The ways that personal agility can be developed, e.g., building self-awareness, adapting to situations, being proactive, controlling emotional responses, acknowledging fact from fiction, exploring differing perspectives, seeking help etc
  • What is meant by being flexible and adapting to change
  • The reasons why sales professionals need to be flexible and able to adapt to internal and external changes
  • The types of changing environments that sales professionals experience
  • The challenges that sales professional face where they need to adapt quickly
  • The different organisational and personal risks associated with being fixed and inflexible as an individual
  • Different approaches that can be used to assess current abilities to adapt to change, e.g., adaptability assessment tools, organisational competence frameworks, developing own criteria, gathering feedback etc
  • Learners should ideally use organisational change requirements when developing their action plan
  • If learners are not currently in a sales role, a personal change context can be used, or a relevant organisational scenario provided
  • What should be included in a personal action plan, e.g., objectives, resources required, how progress will be measured, the support available, target dates etc

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 3 credits
  • Guided Learning Hours (GLH): 15 hours
  • Total Qualification Time (TQT): 30 hours
  • Level: ISP Level 5
  • Unit reference: L4S6 - Understanding and Building Agility

Module Overview & Learning Purpose

To enable learners to understand the policies, procedures and practices that support inclusion and the benefits of inclusive, ethical leadership. Learners will role model ethical behaviours and promote an inclusive, ethical culture

By completing this module, you will be able to apply the principles of lead an inclusive, ethical culture in a professional sales context, evaluate their impact on performance, and use evidence to identify practical improvements in your own role and organisation.

What You Will Study

  • Equality and diversity legislation, e.g., the Equality Act 2010, Human Rights Act 1998 etc
  • How to use frameworks to evaluate the effectiveness of current inclusion policies and procedures within organisations, e.g., SWOT analysis, PESTLE analysis, McKinsey 7 S framework, GAP analysis, risk matrix, audits (internal and external)
  • Why it is important to regularly review and update policies to align with evolving ethical standards and societal norms
  • The organisational policy and procedures need to be considered for compliance, e.g., pricing, sales pipeline, training and development, discipline and grievance, entertainment etc
  • The differences between legal, regulatory, ethical and socially responsible requirements on the activities of an organisation
  • Policies and guidelines that affect the organisation, e.g., industry codes of conduct, Corporate Social Responsibility (CSR) etc
  • The benefits to an organisation of an ethical and diverse workforce
  • How organisational leadership style and leaders influence the behaviour of employees
  • The impact that different leadership styles have on the sales function, the organisation and customers
  • How leaders’ personal values and ethical behaviours can impact
  • The importance of self-awareness and emotional intelligence (Goleman) to leading ethically and inclusively
  • The principles of authentic leadership (George) and its relevance to building an inclusive working culture

Assessment Method

This module is assessed through a portfolio of evidence that demonstrates both knowledge and competence. You will provide evidence that you can apply the published learning outcomes and assessment criteria in realistic or real working environments.

  • Assessment type: Portfolio of evidence (knowledge and competence based)
  • Credit value: 8 credits
  • Guided Learning Hours (GLH): 40 hours
  • Total Qualification Time (TQT): 80 hours
  • Level: ISP Level 5
  • Unit reference: L6S2 - Lead an Inclusive, Ethical Culture

Our options

Flexible study options to suit you

Choose the level of support that works best for your goals, schedule and learning style.

Lite

  • Onboarding welcome meeting to get you started
  • Personal Support Tutor guidance by email, plus a set number of Teams sessions
  • Access to our Learning Management System, including online learning resources
  • Marked draft assignments and practice exams with feedback
  • Progress reporting to keep your learning on track
  • 100% Pass Guarantee

Platinum

  • Everything in Premium
  • Face-to-face workshops
  • More Teams-based Personal Support Tutor sessions than Premium
  • Career guidance

Study support you will receive

You’re never studying alone

Our expert support, flexible resources and personal guidance help you stay motivated and achieve your goals.

  • Personal tutor support
  • On-demand learning resources
  • Study planner and progress tracking
  • Exam preparation and guidance
  • Career advice and next steps

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Fees & funding

Build a route that works for you

Your fee is shaped around the modules and study support you choose.

What your personalised fee includes

The Qualification is modular by design. Your total course fee is built around your individual learning pathway, so you never pay for content you do not need.

  • Your chosen qualification route
  • The modules you select
  • Your preferred study mode
  • Any exemptions or prior learning credits
  • Your payment structure and funding options

Always included

Learning materials and LMS access, tutor support, assessment marking and assignment preparation workshops.

Funding support

Employer-funded study, interest free monthly payment plans, corporate invoicing and professional development budgets.

Membership and Assessments

CIM Marketing fees are paid direct by the learner, other awarding bodies are included in our fees. For specific membership durations, talk to our team.

Free programme guide

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Turn your ambition into a clear next step. Answer a few quick questions to discover a recommended study level based on your experience and previous qualifications. Prefer to explore first? Request your free brochure and compare your options at your own pace.

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Frequently asked questions

Questions people often ask about our Professional Qualifications

Course fit
Who is 2025 ISP Level 5 in Advanced Sales Professionalism suitable for?

The recommended entry criteria on this course page describe the expected starting point. An adviser can help you confirm whether the course fits your current experience and intended next step.

Study and assessment
How is 2025 ISP Level 5 in Advanced Sales Professionalism delivered?

The available delivery options are shown on this course page and can vary by programme and schedule.

How long does 2025 ISP Level 5 in Advanced Sales Professionalism take?

The typical duration is The typical duration is shown in the qualification overview on this course page.. Actual completion time can depend on the study route, schedule and individual progress.

How is 2025 ISP Level 5 in Advanced Sales Professionalism assessed?

The qualification overview on this course page explains the assessment method and format.

What support is available while I study?

The course page explains the tutor support available during the programme.

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