Seven-Step Guide to Sales Planning
Sales planning is a process that helps businesses define their sales goals, strategies, and tactics.
HubSpot contributor Jay Fuchs has published an article explaining sales planning.
He says, “Sales plans often include information about the business’s target customers, revenue goals, team structure, and the strategies and resources necessary for achieving its targets.
he purpose of your company’s sales plan is to:
- Communicate your company’s goals and objectives.
- Provide strategic direction.
- Outline roles and responsibilities.
- Monitor your sales team’s progress.
Communicate your company’s goals and objectives.
Goals and objectives are the lifeblood of successful sales efforts. You can‘t know what you’re working for or whether you‘ve achieved anything meaningful if you don’t have them in place.
Your sales reps need to have a solid sense of what‘s expected of them — you can’t go to your team and just say, “Sell.” You have to establish clear benchmarks that reconcile practicality with ambition.”
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