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Use this sales plan template as well as the information below to create your own unique plan, based on the needs of your business.
Each objective should be written in clear language and support the company’s growth.
You can read our article featuring Examples of SMART Goals for Small Business for more ideas.
This is because the objective becomes crystal clear not only to the person responsible for achieving it, but also to the person whose role it is to make sure that things get done.
Start by creating one to three SMART objectives for the plan’s first year.
Once you have completed your sales plan, you can use a CRM like Pipedrive to measure sales performance and review your progress towards your plan goals.
Pipedrive helps sales teams work on sales processes, manage their business pipeline, and monitor deals. Visit Pipedrive Sales plans do not have to be complicated documents.Sales plans consist of sections outlining goals, identifying key customer attributes, and listing necessary strategies, tools, metrics, and estimated expenses.A sales plan works best when it’s performance is regularly reviewed.You may have more than one ideal customer profile if you have a high mix of products or services.For more information, we have an article on How to Create a Customer Profile, which includes additional templates and examples for your reference.By establishing these goals, you are explaining what success will look like in the clearest terms while also giving your team targets to rally around.Next, describe your sales objectives using the SMART format: When a goal is specific and measurable, it is more likely to be achieved.For more help, we have written an article detailing Vision Statement Examples.Sales objectives are goals supporting the company’s growth a year from now, as well as years in the future, in terms of revenue, market share, or profit margin.In this section, you want to clearly describe the key characteristics of your ideal customer.There are three things to consider in this section, which include building a profile of your ideal customer, describing their expected buying patterns or creditworthiness, and defining your anticipated sales territory.