What is a Sales Kit? Instructions for building an effective Sales Kit from AZ

In today's competitive environment, a professional Sales Kit is not only a collection of promotional materials but also a "weapon" that helps salespeople convey the value of products/services clearly and convincingly. So what is a Sales Kit? What benefits does it bring? What components does it include and what is the complete design process? In this article, let's explore with SaDesign all the most basic aspects so you can build an effective Sales Kit for your business.

1. What is a sales kit?

Sales kit is a document used for the sale of goods and services of the company. A standard Sales kit contains documents, forms, stationery that sales staff need to bring when meeting customers. These are documents that provide information about products and services for you to refer to and make decisions. A complete Sales kit is often based on a brand identity such as the main color, logo, slogan of the company to help customers easily recognize the brand, recognize the characteristics. The professionalism of each company is different.

In addition, the sales kit not only plays a role in supporting the work of sales staff but also serves as a means and bridge to bring the business image directly to customers.

2. The role of Sales kit

Nowadays, Sale Kit plays a particularly important role in the business activities of enterprises in general and sales staff in particular. Specifically:

2.1 Provide Full and Accurate Information

A Sale Kit is a set of documents that includes detailed information about a company's products or services such as features, advantages, price list, warranty policy, promotions, etc. Thanks to the Sale Kit, sales staff can immediately provide customers with the necessary information without having to waste time searching. This ensures that the information communicated is always accurate and consistent, limiting the situation of incorrect or incomplete information, thereby increasing reliability in the eyes of customers.

2.2 Increase Professionalism

A Sale Kit is not only a set of documents providing information but also reflects the image and style of the company. A beautifully designed Sale Kit with a logo and colors consistent with the brand will help enhance the professionalism of the sales team. Customers will feel the professionalism of the unit, contributing to enhancing the reputation of the business, creating a good impression in the eyes of customers.

2.3 Sales Process Support

During the sales process, employees need to convince customers to buy products or services. Sales Kit provides supporting documents such as product introduction documents, comparison tables with competitors, information about ongoing promotions. Thus, employees will easily answer questions and handle problems that customers encounter.

Additionally, tools like ready-made quotes help speed up the customer decision-making process, thereby improving sales efficiency.

2.4 Increase Work Efficiency

Thanks to the Sale Kit, sales staff do not need to spend much time preparing documents every time they meet customers. All necessary documents are available and arranged properly in the Sale Kit, helping to reduce the time spent searching and preparing before each meeting. Sales staff can spend more time consulting and communicating with customers. This helps to optimize the work process, improve work efficiency, and increase the ability to close deals successfully.

3. What Does a Sales Kit Include?

For a complete, professional Sales Kit, the following elements are needed:

3.1 Business Cards

What is a must-have in a Sales Kit? It is a business card. Its function is not only to introduce yourself but also to introduce your company to customers and partners. Besides, it is also a tool to help customers contact the company's sales specialist.

3.2 Letter Head

Letterhead is a printed tool with the company's logo and contact information, used to send letters, official announcements or quotes. It shows the professionalism of the business, creating a good impression on customers when sending important documents.

3.3 Folder – Document Clip

Document clips, also known as folders, are used to clip important documents, supporting the provision of product information. This is considered the first point of contact for customers when receiving the Sale Kit. In addition, they also help sales specialists manage and organize documents in a systematic way, thereby demonstrating professionalism and creating a good impression with partners and customers.

3.4 Company Profile

This is a document that provides all the basic information about the company, its products, goals, and achievements. This document will help customers understand more about the company. In addition, it also conveys the company's vision, operating mechanism, and values ​​to customers.

3.5 Catalogue/Brochure

This is a set of documents that summarizes all information about the company's products, services, projects and partners. These two items are the most important things that every sales specialist owns in the sales process. In addition, if the company designs a beautiful Catalogue/Brochure that matches the style of the products and services the company provides, it will help increase the customer's purchase rate.

3.6 Price List

After choosing a satisfactory product or service, customers will look at the price. It would be bad if you have a beautiful catalog but the price list is just an excel sheet. Instead, you should create a price list that summarizes the prices of all products or services of the company. In addition, you can also create a separate price list that compares the high and low prices of products to appeal to customers' psychology.

3.7 Contract/Order

For most companies, a contract is simply a blank piece of paper with a stamp. But for many large businesses, a sales contract is what is sent to partners and customers. A contract with a well-designed layout and full of accurate information and terms will make a good impression on customers.

3.8 Envelope

Envelopes are also an indispensable item in the sales kit. This item will be used after you sign a contract with a customer. Besides helping to protect the confidentiality of important documents, they also increase brand recognition and company synchronization.

3.9 Vouchers and Flyers

Using vouchers and leaflets will help improve sales rates significantly when sales staff consult customers. These are short documents, covering all the content of promotional programs and product information that the company provides.

3.10 CD

This could be a means of storing product or service information or a video introducing the business. Providing digital documents makes it easy for customers to access detailed information anytime, anywhere and review it when needed.

3.11 Badges

Badges can be a company logo or symbol, making it easy for salespeople to identify the brand at events or meetings. Badges also help increase professionalism and demonstrate commitment to the business.

3.12 Name Card Holder

A neat and beautiful name card holder helps sales staff easily store and exchange contact information with customers. Name cards play an important role in building relationships and maintaining communication.

3.13 Product Sheet Set

A product brochure is a document that introduces the products or services that a company offers. It contains detailed information about the features, uses, prices, and benefits of each product/service.

A beautifully designed, attractive product brochure can make a strong impression on customers and help them easily understand the product.

3.14 Other Documents

In addition, items such as USBs, paper bags, etc. can also be added to the company's sales kit. They will help create a professional image of the company in the eyes of customers.

4. The most professional Sales Kit design process

Step 1:

Identify Customer Requirements: The first step in any business is always to identify the customer requirements. From there, design the perfect Sales kit for your target customers. For example, if a customer wants to know the details of the product's manufacturing and operating processes, these two pieces of information need to be detailed.

Step 2:

Think about the design concept: There is no standard for designing a Sales kit, as each brand has its own characteristics. The design completely depends on the product/service, the company's message and the customer's requirements. Here, knowledge of demographics and psychology helps designers choose the most suitable layout and color.

Step 3:

Create detailed content: Appearance makes an impression on customers, but that is just the appearance. Customers spend a lot of time meticulously working on new content. To create content, you should outline the elements you want to say and see if they need to be added or edited according to customer needs. The content should also adhere to the design concept and be closely linked together. In addition, the content of your Sales kit should be concise and clear but the benefits of your product or service must be clear. A properly structured detailed content helps salespeople persuade customers more effectively.

Step 4:

Submit your Sales Kit Design: After creating the design outline in step 2 and the detailed content in step 3, you can start designing your document in detail. Here, the designer should pay attention to the overall layout and also how to implement each detail in the most accurate and professional way possible. Whether your sales kit is eye-catching and attractive to customers or not depends a lot on the design stage. Therefore, brands should research and create unique and original designs that reflect the company's characteristics and target content. The design process often has many deadlines before the final product is produced.

Step 5:

Final Print: The previous four steps in the process have resulted in a complete Online Sales Kit Design, both in content and form. The final step is to print these publications. The printout must have good paper quality, images and colors. It is also a measure of professionalism for the company's customers. Therefore, brands should invest carefully in this printout.

Thus, the above article has summarized detailed information explaining what a Sale Kit is as well as its role for businesses. SaDesign hopes that through this, you will be able to design and create a professional and impressive Sale Kit for your unit.