FREE 9+ Strategic Sales Plan Templates in PDF | MS Word

Sales is one of the main drivers of every business. Owners of organizations, companies, and other kinds of establishments always ensure that they remain profitable so that the needs of the operations can be supported. A list of strategic sales plan template samples are available in this post so it can be easier for you to develop the specified document.

Strategic Sales Plan Sample Template

Free Sales Strategy Template

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IT Industry Sales and Marketing Strategy Plan

Sample Strategic Business Plan Template

What is a Strategic Sales Plan?

Making a strategic sales plan is a critical undertaking as it can affect the sales activities of the business for the next operational year. If you want to invest your time and efforts in making a strategic sales plan, you first have to know the basic details of this document as well as the common items that are needed to be found in the specified sales material. Being knowledgeable of what a strategic sales plan is can give you higher chances of coming up with an impressive document. A standard sales plan can be defined as follows:

• A strategic sales plan is a business document used by organizations to plot their sales activities: It can be based on the previous sales performance of the business, the sales aspirations of the management, or a combination of both. This document is important in terms of guiding the sales team on what to do to improve the profitability and sustainability of the company.
• A strategic sales plan is a formal sales material that presents the strategies, tactics, and action plans that the sales need to execute for a particular time period: Even if an annual strategic sales plan is commonly used by businesses, there are also other time frames in which having this document’s content implemented can be beneficial to the company and its stakeholders.
• A strategic sales plan designates the work tasks that are needed to be executed in a timely manner by responsible team members: There are internal and external factors that are observed by particular key persons to ensure that the information presented in the document can truly help the business achieve its sales targets.
• A strategic sales plan showcases the goals, objectives, and vision of the company in terms of sales milestones: It is important for a strategic sales plan to be goal-directed so that organization can be promoted when it is already time to update, maintain, or execute the document’s content. Hence, this document is used to foresee what the company would like to achieve in the future.

Other related topics you may find interesting are Business Financial Plan Templates, Social Media Plan, and Branding Plan Templates.

Purpose of a Strategic Sales Plan

Once you are already aware of what a strategic sales plan is all about, you then need to identify the alignment of relation of this material to the operations of your business. You must know how you can incorporate a strategic sales plan with what your overall business plan entails you to do. With this, you have to ensure that the strategic sales plan that you will develop is focused on achieving a specific purpose. Listed below are some of the reasons why it is essential for businesses to have their own sales plans.

• To provide a deep understanding about the sales needs of the business: If a company do not have any strategic sales plan, it will be hard for sales managers and other members of the sales team to know what is needed to be achieved. There should be a sales quota specification or an end goal for the sales team to work accordingly. With the help of a strategic sales plan, it will be easier for the stakeholders of the business to be aware of what they need to work on.
• To ensure that all sales people are in the same page: Even if you have hired effective and efficient sales people for your company; not providing them with the proper tools and materials can still hinder you from achieving your sales successes. Hence, it is imperative for you to come up with a strategic sales plan so you can bind the entire sales team altogether. Having a strategic sales plan at hand can them have a reference that they can always look into for questions, clarifications, updates, and inquiries.
• To develop the sales strategies of the company: Bridging the gap between your current sales performance and your desired sales outputs require the presence of a tedious process for development and improvement. This is one of the major reasons why you have to create a strategic sales plan. You need to be well-guided so you can maximize the usage of your resources for the given undertaking.
• To present the plans that must be put into action by the sales team: It is not enough for you to list down all the things that are needed to be done by your employees. A strategic sales plan also provides an information or a guide on how these goals can be achieved.
• To showcase how the sales performance of the business can affect its operations: Allowing your stakeholders to be aware of the current sales condition of the business is important. This can help them improve their work processes like providing their deliverable with higher quality, so they can be of help when it comes to making the business successful in terms of sales.

You may also check out related articles found on our website, like Business Plan Profit and Loss Template, Production Plan Templates, and Asset Management Plan.

How to Make an Effective Strategic Sales Plan

Were you given the task to create a strategic sales plan, and you are unaware on how to make one? Do not worry as we got you covered with that aspect. The key in making a standard strategic sales plan is to make sure that you will stick with the basics and that you will align the document with what the business would like to achieve, may it be for a short term or a long period of time. Here are the steps that you can follow if you want to create an effective strategic sales plan for your business:

• Look for references like templates and strategic sales plan examples that you can use when developing the format and content of the document that you will be making.
• Decide on the layout that you will use so you can organize your thoughts and the flow of both your presentation and discussion.
• Create a checklist or an outline of the strategic sales plan content that you would like your audience to browse through or look at.
• Start by placing the title and header of the strategic sales plan on top of the document so that your team members can be aware of what the document is all about.
• Have a table of contents so that your audience can easily browse through the document.
• Discuss the key points of your strategic sales plan. Ensure that you will do this by segments or clauses to make the document organized and well put together.
• Finalize the strategic sales plan by reviewing the entire document. Make sure that there are no errors may it be on the plan’s content placement, information credibility, or grammar.
• Allow one or two members of the sales team or the management to review the strategic sales plan so particular suggestions, comments and recommendations can be done.

You can easily make a sales strategic plan with the use of the steps provided above and the sample sales strategic plan templates that we have included here. Need a different plan templates? No problem! We have a collection of them on our website. To name a few are Simple Operational Planning Samples & Templates, Sample Plan Templates, and Project Operational Plan Samples.

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Editable Strategic Sales and Marketing Plan Template

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Blank Strategic Sales and Marketing Plan Template

Sample Strategic Sales Plan Template

Tips in Making a Strategic Sales Plan

A business can still survive without a strategic sales plan. However, sales results will greatly vary since the specified document can help organizations become more prepared with the things that they need to work on for better sales. Some of the tips that you can refer to if you want to create a strategic sales plan for your organization are as follows:

• Always work with the sales team when making this document. Each members can provide a pitch so that the development of the document can become more collaborative.
• Ensure that all the resources or sources of information are valid, updated, and credible. All the items in the document must be based from facts so that your action plans will be strong and truly beneficial for the business.
• Identify the timeliness of your call-to-actions. Make sure that the strategies and tactics that you want to execute can help the business get great sales within specific time periods.
• Know the ability of the business to support your strategic sales plan. You have to consider the company’s workforce and other resources prior to the development of the document. In this manner, you can ensure that the strategic sales plan’s content are measurable, attainable, and time-bound.
• Be specific with what you would like to achieve. Knowing what you want or where you would like to be can help you develop an outstanding document not only for the sales team but for the entire company.

Are you already thinking of making a strategic sales plan now? Make sure that you will remember the key points that we have discussed in this post. It can also be better if you will download any of the references that we have enlisted. Referring to examples and templates can allow you to be more organized and goal-oriented when making the strategic sales plan of your company. You may also check out other plan related articles that you will surely find useful, like Advertising Agency Business Plan Templates, Transport Management Plan Template, and Lean Business Plan Templates.