sales planning - sales strategy template

Sales Strategy Template

Download the Sales Strategy Template fourquadrant.com/product/strategic-account-plan-template/

Sales Planning – Sales Strategy Template

Sales Strategy Template 1

Strategic Market Planning 2

Sales Strategy Plan 3

Marketing & Sales Strategy 4

Sales Tactics 5

Market Development Strategy 6


1

The outline for s sales strategy plan should include an assessment of the

customer’s business, opportunities that are prioritized, a summary of the team’s

capabilities, an evaluation of relationships and a sales action plan.

Strategic Market Planning

2

Assessing a customer’s business is a fundamental element of strategic market planning. Start with a basic SWOT and

then drill down to develop value statements that specific to specific

business initiatives.

Sales Strategy Plan

3

The sales strategy plan should be centered around the opportunity area that provides high value to both the

account and the vendor. Other opportunities may exist but win / win’s

are the best possible outcome.

Marketing & Sales Strategy

4

Document the sales strategies and capabilities required to penetrate and or

expand into the account.

Sales Tactics

5

The identification of key customer contacts required to advance the

strategic and tactical aspects of the sales are key sales tactics. Formalize the collection of this information for the

entire account team to leverage.

Market Development Strategy

6

The market development strategy must document the tangible, objective,

quantitative measures of success. These sales metrics are typically expressed as

subscription, bookings or revenue.


Download the Sales Strategy Template fourquadrant.com/product/strategic-account-plan-template/