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23-CS-4 Engineering Management · December 2019

Question 3 of 7: Advertising, Sales Planning and the Sales Engineer

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Notes on this paper

National Exams — December 2019 — 11-CS-4 Engineering Management. Closed book; no calculators. Any five questions constitute a complete paper; all questions are of equal value (20 marks each). Full worked answers to all seven questions are given below.

Question 3: Advertising, Sales Planning and the Sales Engineer (20 marks)

Question text not reproduced: the examination questions are © Engineers and Geoscientists BC. Open the official past paper (linked at the top of this page) to read the question, then follow the worked solution below.

Basis and Components of an Advertising Plan

An advertising plan is developed on the basis of the firm's marketing strategy and objectives: advertising must serve the broader goals of promoting the product, building the brand, and supporting sales to a defined target market. It is grounded in an understanding of the target audience, the product's positioning and value proposition, the competitive context, and the available budget, so that the advertising is purposeful rather than arbitrary. The essential components of an advertising plan can be remembered as the "5 Ms" and related elements. It sets clear objectives (Mission)—what the advertising is to achieve, whether to inform, persuade, or remind, expressed measurably (awareness, leads, sales). It defines the target audience precisely. It determines the budget (Money) using methods such as percentage-of-sales, objective-and-task, or competitive parity. It develops the message strategy (Message)—the creative concept and content that will resonate with the audience and convey the positioning. It selects the media (Media)—the channels (print, broadcast, digital, trade press, direct) and the reach, frequency, and scheduling that best deliver the message cost-effectively. Finally, it specifies measurement (Measurement)—how the advertising's effectiveness will be evaluated against the objectives. A coherent plan links each component to the next, from objective through message and media to evaluation.

Key Elements of a Sales Plan

A sales plan translates the firm's revenue goals into an actionable program for the sales function, and it comprises several key elements. It begins with sales objectives and targets—specific, measurable goals for revenue, volume, or market share, broken down by period, territory, product, and salesperson. It includes an analysis of the target markets and customers, identifying the segments and accounts to pursue. It sets the sales strategy and tactics—how the firm will win business, the value proposition, and the selling approach. It defines the sales-force organization and structure—territories, account assignments, and the size and deployment of the sales team. It specifies the sales process and activities—prospecting, qualifying, presenting, handling objections, closing, and follow-up. It establishes the sales forecast and budget, and the compensation and incentive plan that motivates the desired selling behaviour. Finally, it provides for performance measurement and control—the metrics (quota attainment, conversion rates, pipeline) and reviews by which sales performance is tracked and corrected. Together these elements ensure the selling effort is directed, resourced, motivated, and monitored toward the firm's revenue goals.

Role of the Sales Engineer

A sales engineer combines technical expertise with selling skills to sell complex, technical products—machinery, instrumentation, engineered systems—that ordinary salespeople could not adequately represent. The role bridges the manufacturer's engineering and the customer's technical needs. Its responsibilities include understanding the customer's technical requirements and problems and translating them into appropriate product solutions or specifications; providing technical presentations and demonstrations that explain how the product meets those needs; advising on product selection, application, and integration, often customizing or configuring the offering; preparing technical proposals, quotations, and specifications; and supporting the customer through installation, commissioning, training, and after-sales technical service. The sales engineer also acts as a vital feedback channel, carrying customer requirements and field experience back to the firm's design and product-development functions, and often collaborates with the research, production, and service departments. By pairing credibility on technical matters with an understanding of the customer's business, the sales engineer builds trust, closes technically demanding sales, and sustains long-term customer relationships in a way a non-technical salesperson cannot.

Practical Application

A manufacturer launching a new industrial drive system would build an advertising plan targeting plant engineers—objectives to raise awareness and generate leads, a message emphasizing energy savings, media in trade journals and online, and lead-tracking to measure results. Its sales plan would set territory quotas, define the consultative selling process, and structure incentives. Sales engineers would then carry the sale, assessing each customer's drive requirements, demonstrating the energy case, specifying the correct model, and supporting commissioning—while relaying customer needs back to product development.