A sales plan is a document that outlines how a sales department will contribute to the overall goals of a company. It's important for that information to be written down as it acts as a guide for management to understand how a sales department will meet its goals.
Sales plans are an important document to keep everyone in the loop with the expectations a sales department has. It outlines how it plans on accomplishing goals, what risks are associated and what's needed to achieve success. This plan should be reviewed on a monthly basis and adjusted accordingly.
Mission: Include the company's core mission.
History: Share the company's key historic milestones and over all story.
Team: Add the names and short bios of the founders.
Sales Goals: Provide an overview of the sales goals your department has.
Target market: Include the core market and customer your company is interested in.
Tools, software, and resources: Provide information on the tools, software and sales resources available.
Positioning: Provide advice on positioning and give examples
Marketing strategy: Explain the marketing strategy your company uses, along with tone to gain leads.
Prospecting strategy: Provide a tutorial of what the sales team needs to do to find prospective customers.
Action plan: Give a detailed action plan of how the sales team will achieve goals.
Budget: Have a sales budget over the next 12 months and make decisions accordingly.
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