Hear from the pros and find tips to remedy sales ops headaches. Get a Free Smartsheet Demo. In This Article. Sales Plan Template.
Keep deals moving forward with sales pipeline management in Smartsheet. Sales Leads Template. Sales Tracker Template. Sales Pipeline Template. Sales and Marketing Plan Template. Sales Funnel Template. Sales Report Template. Sales Action Plan Template. Using a Sales Plan Template Finding the right sales template provides easy organization and efficiency, which frees up resources and time that can go toward reaching business goals.
The Basics of a Sales Plan A sales plan outlines sale goals for a cycle, as well as the steps you will take to hit those targets. What Is a Sales Pipeline? The prospect purchases a product or service and thereby becomes a customer. What Is the Sales Funnel? Benefits of Using a Sales Plan A high-quality sales plan is one of the key parts of the sales forecasting process as well as the operational plan and the marketing strategy. When done right, a sales plan can provide the following benefits: Guide and contribute to business growth.
Communicate company sales goals, objectives, and strategic direction for the sales team and leadership. Expose new angles based on the research performed to fill out the items on the template. Define needed actions during the sales cycle.
Provide easy monitoring of sales team progress as linked to goals. Provide a high-level view of expenses, finances, and risks, as well as the competition and target customers.
Improve and track performance by keeping the team focused on the strategy, priorities and achieving shared milestones. Inspire and motivate stakeholders. Help keep customers and potential customers as the focus. Clarify team capabilities. Aid in comparison of targets and results. Base the targets and goals on market research and historical data. Verify facts and data being used. Break down data by different sales groups inside sales, outside sales, etc.
Make sure the sales team buys in to the plan. Identify patterns that can help reach target customers. Pick a time period that makes sense for your industry. Ensure that the budget is supported by the research. Ensure that sales objectives are linked to sales goals, and that sales goals are linked to business goals. Break down estimated expenses to meet sales goals into groups commissions, sales training, sales tools and resources, contest prizes, team building, travel costs, food, etc. Measure what you want to manage.
Keep the plan as simple as possible. Look for untapped market segments to target. Define the value proposition for potential customers. Map out the ideal customer journey. Sales Plans Challenges While a sales plan is a valuable tool, creating one does pose some challenges: Creating a sales plan can be very time consuming.
Inaccurate data will skew forecasts — verify your numbers before you finalize the plan. Rapid growth may increase the workload of the sales team, and throw off forecasts.
Be careful not to move goalposts mid-cycle. Neglecting to consult with the sales team may prevent them from buying into the plan. Neglecting to get feedback from other groups can have a negative impact on the plan. What Is Included in a Sales Plan? Mission and Executive Summary: Include a short history of the business for background. Also include plans for any future hiring.
Target Customers: Break down the customer list into segments by products or product lines. Build a prospect list that includes referrals, renewals, upsells, and any new segments, and make sure to leverage existing customer relationships.
Tools, Software, and Other Resources: Include a list of CRM packages or other sales tools including training tools , and provide any relevant documentation. Positioning: Include competitor data, including a comparison of your products with theirs. Anticipate how market trends may impact your business. Marketing Strategy: Include pricing information, promotions, and any actions you have planned to increase brand awareness. Prospecting Strategy: List criteria for qualifying leads generated by marketing strategy.
Action Plan: Include a list of steps needed to hit revenue and sales goals. Revenue and Sales Goals: Include measurable, realistic goals that support the overall business. Additionally, supply information on how performance will be measured and monitored, and be sure to base projections off historical data.
Budget: Include estimated costs including training, sales tools and resources, team building activities, travel, food, contest prizes, etc.
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