5+ Strategic Sales Plan Templates

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A sales plan is a strategic plan that sets targets for your business and gives you a way to reach and fulfil all your business objectives. It is necessary as it helps you reach the goals set by your company. There are many sales strategy templates to help you create an effective sales plan.

318+ Sales Templates in PDF, Word, Excel, PSD, Google Docs, PowerPoint, InDesign, Apple Pages, Google Sheets, Publisher, Apple Numbers, Illustrator, Apple Keynote, Google Slides, HTML5 - START DOWNLOADING

5 Steps to Create an Effective Sales Plan

Want the best strategic sales plan to reach your targets and goals on time? The following steps might be useful to make the most helpful plan for the sales of your company:

Step 1: Evaluate your Present Position

Before you can make a plan, know where your company stands. Check on your current situation in the market. Take into account the previous years and see how much you have progressed now. This will make it easier for you to make future plans as to how much hard work you have to put in to achieve your goals. Make a note of what your target was previously and whether or not you have achieved it successfully.

Step 2: Ideal Clients

When you see your company’s performance on the graph, make a list of all the prospective clients who buy more than one product from you. These clients need to be happy with your company and its products, otherwise, you will lose them. As a lot of profit revenue of your company comes from the clients, it is your responsibility to treat them rightly. Ask these clients what their expectations of a product are and try to deliver it in the best possible way you can.

Step 3: List Out your Strengths and Weaknesses

This is one of the most important steps towards a sales plan. It helps you list what your strengths and your possible weaknesses are. This gives you an opportunity to explore details of the company, find any loopholes and help you figure out ways to make them stronger. These can be internal or external threats. Team discussions can be of great help to understand these weaknesses and strengths. Explore options and try to increase sales. Also, make a list of your competitors and a strategy on how you will be better than them soon.

Step 4: Plan your Strategy

Once you know where your company stands, figure out a sales plan on what your target is. Think about how you can increase your sales revenue with the products you already have and how will it increase if you buy new products and get to sell them in the market. Plan how you will attract more customers to buy your products and also if you want to expand your business in different areas, how are you going to do it successfully. Find an excellent sales team, who will work the hardest to make sales a success.

Step 5: Action Plan

After you make a clear marketing approach and a sales plan, make sure you have a plan in action. This will be you combining all the targets and objectives you have in mind and how you are going to make your company grow. Since now you have an idea as to what you can do, pan out a free plan of action that you will implement in a certain time and see the success rate of it. Give clear guidelines to all the employees in your company and also to the clients as to what your plan is, how will their help make a huge impact on the company’s objectives and what do they gain from this.

5+ Strategic Sales Plan Templates

1. Strategic Sales Plan Template

strategic sales plan template1
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File Format
  • Google Docs
  • Word
  • Apple Pages

Size: A4 & US

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Sales of any company are not always as accurate as people claim them to be. In the above template, there are details like the products and services offered by the company, the costs involved, what are the expected sales of the company, sales channels, what is the distribution strategy you’ll use for each sales channel, etc. You can use many sales plan templates that are available readily, to create an effective sales plan.

2. Sample Strategic Sales Plan

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  • DOC

Size: 54.4 KB

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In the above template, there is a sample strategic sales plan. This plan is divided into five sections- the sales history, which is the past history of your company and its services, the present market analysis of your company, the competitors you have, what are your sales and revenue and what is your final action plan to establish yourself in a good position. It consists of a list of a personal plan of actions you could take to keep your company’s sales at its best.

3. Strategic Sales Management Sample

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  • PDF

Size: 1.0 MB

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The sales management sample above talks about a certain professional development system that helps you create the best sales for your company. It helps in creating accountability, in setting and helping to achieve the goals of the company. It helps in maximizing the personal performance of every member of the team, helping everyone run productively, motivating them to perform better, etc. Try updating your sales plan using weekly sales plan templates whenever necessary.

4. Strategic Sales Planning

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  • PDF

Size: 401.8 KB

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Strategic sales planning and prospecting help sales experts who want to increase the sales of their company. It helps in evaluating the gaps in your current sales strategy, develop practical approaches to make a better sales strategy plan and team, involve in regular interaction with the sales team, etc.

5. Strategic Sales Sample

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  • PDF

Size: 1.3 MB

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A strategic sales plan sample shows business software for people. It shows all the challenges faced by a company and how to overcome these situations for better sales for their company. It also shows what are the benefits one gets if they have this particular software. This is how good sales professionals sell their products- by convincing people and clients as to why they should choose their products.

6. Winning Sales Strategy Plan

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  • PDF

Size: 365.4 KB

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For every business, there are challenges thrown on their way to success. The only way to get over these challenges is to have a strong sales plan. To create a strategic sales plan that will be helpful for your business, use the above template. It gives you detailed help about how to get about your business to a winning place, what are the ways you can do so, the challenges you might face and how to solve them.

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