SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Apply the process of lead generation 
SAQA US ID UNIT STANDARD TITLE
115399  Apply the process of lead generation 
ORIGINATOR
SGB Human Resource Management and Practices 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Human Resources 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
The person credited with this Unit Standard will be able to identify a potential sales lead within a ERP project environment.

The qualifying learner is capable of:
  • Identifying the types of project/client issues that can be converted into potential sales leads
  • Understanding the correct procedures of feeding back potential sales leads to the consulting firm
  • Discussing and confirming the potential lead with the senior consultant in a capable manner 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in:
  • Communication at NQF Level 4
  • Computer Literacy at NQF Level 3. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Identify the types of project/client issues that can be converted into potential sales leads. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The processes used by a business as well as the problems they are experiencing with their production of goods or the provision of service are determined through interviews and compiled in tabular form. 

    ASSESSMENT CRITERION 2 
    The attitude of the client towards using a consulting firm and their ability to pay for the service is determined and documented into a report. 

    ASSESSMENT CRITERION 3 
    The client's needs and problems are compared with the services offered by the company and a report written on the possibility of providing a service to assist the client 

    SPECIFIC OUTCOME 2 
    Understand the correct procedures for feeding back potential sales leads to the consulting firm. 
    OUTCOME RANGE 
    Under the senior consultant's guidance. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A description is provided of a consulting company's processes with respect to feed back both from a policy and practice standpoint. 

    ASSESSMENT CRITERION 2 
    A flow diagram of the various stages in the feedback process is produced illustrating a consulting firm's procedures. 

    SPECIFIC OUTCOME 3 
    Confirm potential leads. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Leads are presented with a clear set of indicators that provides the probability that the potential can be translated into a sale. 

    ASSESSMENT CRITERION 2 
    A plan to follow up a potential lead is generated that specifically incorporates both timeframes and processes. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or by an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Principles of good client relations
  • The organisational service ethic
  • Organisational policies and procedures
  • Consulting theory and practice 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made when identifying the problems and needs of a client and seeing possible ways that the consultant can solve the problems and meet the needs 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group organization, community when working with others while interviewing clients and discussing leads as potential sale opportunities 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organize and critically evaluate information when determining client's needs and looking for ways the consultant can meet those needs. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation when preparing reports and presentations 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility towards the environment and the health of others when using the computer to compile reports and presentations

    Use science and technology effectively and critically, showing responsibility towards the environment and the health of others when seeing that sales opportunities arise from client needs and problems 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48874   National Certificate: Business Consulting Practice (Enterprise Resource Planning)  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  SERVICES 
    Core  49419   National Diploma: Business Consulting Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.