sales action plan powerpoint presentation

• Presentations

Sales Plan Presentation

Used 4,915 times

Create an informative and consistent sales plan presentation that fascinates your audience.

e-Sign with PandaDoc

Created by: [Sender.FirstName] [Sender.LastName] [Sender.Company] ​

Prepared for: [Client.FirstName] [Client.LastName] [Client.Company] ​

Table of Contents

Mission statement

Target Customers

Revenue Targets

Sales Strategies

Pricing strategy, sales forecast, sales action plan.

Sales Tools

Team Structure

Write a clear mission statement that explains the reason for your company's existence.

Positioning

Add your company’s positioning that reflects your strengths and place in the market.

Company Type

Decision-Maker

Describe your ideal customer profiles choosing the criteria that matter to your business.

Explain which sales goals you'll achieve in terms of revenue, customer retention, sales cycle, or other important sales criteria.

Deal Target

Units Sold Target

Sales Cycle Target

Customer retention

Inbound Sales

List your inbound sales activities, e.g., organic search, press release, or social posts.

Outbound Sales

List your inbound sales activities, e.g., cold calling, direct sales, or email outreach.

List your upsales activities, e.g., lead nurturing, new feature webinars, or marketing.

Describe your pricing strategy and explain your offerings.

Price Strategy

List your supporting sales activities that you plan to take on within a planned period.

Webinars: Once a month

Product podcasts: Biweekly

Live training sessions: Weekly

Describe your current and planned activities needed to help you stay focused on your goal and achieve success.

Sales Tools & Channels

List tools and resources your team will use in their sales activities daily.

VP of Sales:

overseeing the team performance, defines the sales strategy, reports on the progress

Provide an overview of your sales team's organization and structure.

Senior Sales Managers:

Pre-sale Managers:

closing deals, communicating with key clients

first-client contact, lead generation, and nurturing

Sales Team Structure:

Care to rate this template?

Your rating will help others.

Thanks for your rate!

Useful resources

• Featured templates
• Sales proposals
• NDA agreements
• Operating agreements
• Service agreements
• Sales documents
• Marketing proposals
• Rental and lease agreement
• Quote templates

• What is Strategy?
• Business Models
• Developing a Strategy
• Strategic Planning
• Competitive Advantage
• Growth Strategy
• Market Strategy
• Customer Strategy
• Geographic Strategy
• Product Strategy
• Service Strategy
• Pricing Strategy
• Distribution Strategy
• Sales Strategy
• Marketing Strategy
• Digital Marketing Strategy
• Organizational Strategy
• HR Strategy – Organizational Design
• HR Strategy – Employee Journey & Culture
• Process Strategy
• Procurement Strategy
• Cost and Capital Strategy
• Business Value
• Market Analysis
• Problem Solving Skills
• Strategic Options
• Business Analytics
• Strategic Decision Making
• Process Improvement
• Project Planning
• Team Leadership
• Personal Development
• Leadership Maturity Model
• Leadership Team Strategy
• The Leadership Team
• Leadership Mindset
• Communication & Collaboration
• Problem Solving
• Decision Making
• People Leadership
• Strategic Execution
• Executive Coaching
• Strategy Coaching
• Business Transformation
• Strategy Workshops
• Leadership Strategy Survey
• Leadership Training
• Who’s Joe?

SALES PLAN PRESENTATION TEMPLATE

Download the Sales Plan Template with 100 PowerPoint slides of sales strategy storylines, initiatives, templates, frameworks, professional graphics, charts , and icons.

Designed by sales leaders and McKinsey consultants, the sales plan template covers sales strategies, performance, goals, account planning , territory expansion, sales compensation , marketing strategies , growth initiatives , sales org charts & design, sales budgeting, and more.

Get a headstart on your sales plan strategy and PowerPoint presentation by instantly downloading the sales plan template with great-looking and easy-to-edit slides and multiple color palettes.

PREVIEW OF THE SALES PLAN TEMPLATE

VALUE PACK INCLUDES: Sales Plan Template Plus... Strategy Frameworks - 168 pages HR & Org Strategy - 186 pages Strategic Plan - 121 pages Market Analysis - 114 pages Business Model - 17 pages

THE SALES PLAN TEMPLATE DOWNLOAD INCLUDES 3 COLOR PALATTES

ALL 100 POWERPOINT SLIDES IN THE SALES PLAN TEMPLATE

The 100-page Sales Plan PowerPoint Template includes:

1. Title Page 2. The Sales Team's Mission 3. Agenda Slide 4. Sales Team Wins 5. Historical Revenue Chart 6. Sales Breakdown Chart 7. Sales Goals & KPIs Scorecard 8. Sales Pipeline Metrics & Initiatives 9. Next Year's Goals Agenda Slide 10. High-level Sales Goals 11. Next Year's KPIs & Goals 12. Next Year's Sales Initiatives 13. Launch New Products Agenda Slide 14. New Product & Service Launches 15. Launch Initiatives 16. Geographic Expansion Plan 17. Improve the Sales Fundamentals 18. Sales Funnel Initiatives 19. Sales Methodology Improvements 20. Sales Technology Initiatives 21. Top Prospects & Accounts Plan 22. Sales Project Plan 23. Turn Up the Marketing Agenda Slide 24. High-level Marketing Strategy 25. Target Customer Personas 26. Marketing Campaign Overview 27. Media Mix Spend Chart 28. Channel Partner Strategy 29. Social Media Strategy 30. Media Mix Spend by Month Chart 31. Elevate the Team Agenda Slide 32. Sales Budget & Headcount Slide 33. Sales Team Org Chart 34. Sales Territory US Map

35. Sales Employee Journey Strategy 36. Sales Compensation Plan 37. Thank You & Questions 38. GENERIC SALES TEMPLATES 39. Sales World Map 40. Expanding Circle Framework 41. 5 Block Slide 42. Hexagon Slide 43. 3 Strategy Yin Yang Slide 44. 4-Part Puzzle Piece 45. Sales Roadmap Slide 46. 4-Part Flower Template 47. 8-Part Flower Template 48. Speedometer Slide 49. Pyramid Framework 50. 3-Ellipse Template 51. 3-Box Template 52. Staircase Slide 53. Downward Flow Template 54. 4-Piece Process Slide 55. Milestone Slide 56. 4-Box Framework 57. 3-Box Framework 58. 3-Box Segmented Framework 59. Sales Performance Slide 60. Sales Agenda Slide 61. Sales Priority Slide 62. SALES PLAN ICONS 63. Light Blue Background 1 of 3 64. Light Blue Background 2 of 3 65. Light Blue Background 3 of 3 66. Dark Blue Background 1 of 3 67. Dark Blue Background 2 of 3 68. Dark Blue Background 3 of 3

69. White Icons 1 of 3 70. White Icons 2 of 3 71. White Icons 3 of 3 72. Dark Blue Icons 1 of 3 73. Dark Blue Icons 2 of 3 74. Dark Blue Icons 3 of 3 75. SALES WORKSHEETS 76. SWOT Analysis 77. Porter’s 5 Forces Template 78. PESTLE Analysis Template 79. Prioritization Matrix Template 80. Competitive Advantage Template 81. Change Management Template 82. Change Management Worksheet 83. Sales SMART Goal Worksheet 84. Sales Strategy Overview 85. Marketing Campaign Template 86. Product Roadmap Example 87. Comprehensive SWOT Analysis 88. Service Benchmarking Template 89. Product Benchmarking Template 90. Sales Project Team Charter 91. Sales Images 92. CHARTS 93. Sales Pie Charts 94. Sales Stacked Column Chart 95. Sales Stacked Bar Chart 96. Stacked Column Chart 97. 100% Stacked Column Chart 98. Sales Waterfall Chart 99. Sales Bubble Chart 100. Sales Radar Chart 101. Terms & Conditions

Also, check out our other starter templates: strategy frameworks ,  market analysis , HR & org design , and business models .

Sales And Marketing Plan Templates For Presentations

Download the Sales Plan Template with 100 PowerPoint slides of sales strategy storylines, initiatives, templates, frameworks, professional graphics, charts, and icons.

Designed by sales leaders and McKinsey consultants, the sales plan template covers sales strategies, performance, goals, account planning, territory expansion, sales compensation, marketing strategies , growth initiatives , sales org charts & design, sales budgeting, and more.

Get a headstart on your sales plan strategy and PowerPoint presentation by instantly downloading the sales plan strategy template with great-looking and easy-to-edit slides and multiple color palettes.

Comprehensive Sales Plan Strategy Presentation Templates

1. sales team's mission.

Set the stage for your sales journey with a compelling mission statement that unites your team around a common goal and purpose.

2. Agenda Slide

Keep your presentation organized and focused with an agenda slide that outlines the key topics and flow of your sales plan.

3. Sales Goals and Performance

Monitor your team's progress and performance with in-depth insights into sales goals, KPIs, and a scorecard to track achievements.

4. Next Year's Goals and Initiatives

Prepare for the future by outlining the high-level sales goals, KPIs, and initiatives for the upcoming year.

5. Product and Service Launch

Maximize product and service launches with a dedicated agenda slide and detailed initiatives for successful market entry.

6. Geographic Expansion

Explore new territories and markets with a strategic plan for geographic expansion.

7. Sales Fundamentals and Methodology

Strengthen your sales fundamentals and methodology with targeted initiatives to enhance the sales process and technology.

8. Target Customer and Marketing Strategy

Understand your customers better and create effective marketing strategies with insights into target customer personas, campaign overviews, and media mix spend.

9. Sales Team Structure and Performance

Build a high-performing sales team with an org chart, budget allocation, and a well-defined sales employee journey strategy.

10. Sales Template s and Frameworks

Effortlessly communicate complex ideas with a variety of generic sales and marketing plan templates, icons, worksheets, and charts.

11. Miscellaneous

Conclude your presentation with a thank-you slide and provide any necessary terms and conditions.

12. Sales Performance Analysis

Dive deep into your sales team's performance with comprehensive analysis and insights, enabling data-driven decision-making.

13. Customer Relationship Management (CRM) Integration

Explore how to leverage CRM systems to streamline sales processes , enhance customer interactions, and boost productivity.

14. Sales Training and Development

Invest in your team's growth by incorporating a dedicated section on training programs, skill development, and ongoing coaching.

15. Competitive Analysis and Market Research

Equip your team with valuable intelligence by including a section on competitive analysis and market research findings.

Frequently Asked Questions

Researched by Consultants from Top-Tier Management Companies

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Sales Strategy Plan Templates with Samples and Examples

Deepika Dhaka

The moments when consumers drop out of the sales funnel bring a deep sense of disappointment for business owners that stays with them for months. These sales losses weigh heavily on team morale and impact overall business performance. As a marketer, you are responsible for saving your business from such painful situations. But how?

In today’s competitive landscape, successful companies are proactive about their sales and marketing functions and ensure that their efforts lead to conversions and keep the cash register ringing.

We must understand that today’s customers expect more and want convenience on their terms, not yours. Companies, therefore, need to put consumers at the Centrepoint for all their sales efforts. Improving channels, technology, hiring talented staff, and changes in culture all need to result in a holistic customer experience that has him/her open their wallets.

It becomes crucial to rethink skills, establish new ways of functioning, and push cultural boundaries. The best solution is to find the customer’s “painful points” --- a need, a lack, and an unsatisfied desire. Once you find the source of the pain, it becomes the salesman’s duty to remedy it by offering the desired product, service, or experience.

If you want to follow this or other approaches to boost your sales, you need a sales strategy plan for successful execution and implementation.

A sales strategy plan encompasses tactics, market strategies, processes, objectives, forecasting, budgeting, and timelines. It works as a roadmap for ensuring long-term revenue flow through the retention and acquisition of customers.

Wondering what could be the best and the fastest way to create a sales strategy plan? Don’t worry; you have come to the right place. SlideTeam presents proven and effective Sales Strategy Plan Templates that marketing leaders worldwide love and have used to significantly improve their sales and customer satisfaction.

Before we tour the PPT Templates, are you looking for a comprehensive module to train your sales team and improve their performance? Access our Sales Training Curriculum with content-ready, well-researched slides that will make your training program a terrific success!

Click Here to Download our Comprehensive Curriculum for Sales Training

Top 10 Sales Strategy Plan Templates

You can download and customize these PowerPoint templates. These PPT Samples are suitable for any industry.

Let’s explore these!

Template 1: Sales Strategy Plan Presentation

Presenting a robust Sales Strategy Plan Presentation that will help you create the foundation for a cohesive and successful sales organization. It is a full-fledged PPT presentation that includes content-ready slides on marketing channels, campaign options for customer acquisition, sales campaign budget, marketing roadmap, and so on. It also entails a sales promotion calendar and a dashboard to track the campaign process. Download it now to streamline your sales plan execution.

Download this presentation

Template 2: Sales Strategy Plan PPT Presentation

This actionable PowerPoint Presentation is ideal for helping you create a set of decisions, actions, and sales goals. It will assist you in informing how your sales team positions the business and its products to acquire new customers. This PPT Template includes content-ready slides for market analysis, competitor analysis, growth strategies, future goals, and a final sales action plan. Use this resource to guide your sales reps with clear objectives regarding sales processes, product positioning, and competitive analysis. Download it now!

Template 3: Sales Strategy Plan PPT Template

Create a compelling sales strategy plan with the help of this PPT Deck that encompasses sales growth strategies and an implementation plan. This PowerPoint layout helps you describe your sales goals and objectives in concrete, actionable terms, which makes your team focus on achieving the desired outcome. This educational template also explains the key steps and stages of creating an effective and winning sales strategy plan. Grab it now if you are looking for a presentation full of charts and diagrams. Download now!

Template 4: Marketing and Sales Strategy Business Plan

Drive results for your sales team with this informative PPT Deck that will help you transform your sales planning process and boost growth 3X. It entails content-ready slides for a business overview, the problem that customers face, and solutions you can provide. This useful layout also explains the value proposition and contains appealing graphics to present the information in a quick manner. Download it once and use it to showcase your expertise in creating a sales strategy plan.

Template 5: Channel Sales Marketing and Strategy Plan

If you want to create a successful channel sales strategy plan but are struggling to draft one in an impressive manner, you are looking for it at the right place. Presenting a PowerPoint Presentation that contains the best visuals to represent channels marketing strategies and tactics. Using this creative deck will save you a lot of time as you don’t need to design from scratch. We have already done the heavy lifting; all you need is to fill this template with your sales information. Download now!

Template 6: Developing a Sales Growth Strategy Template

Are you struggling to develop an effective sales growth strategy and finding it difficult to put it on a document? Fret no more; presenting a convenient PPT Template to plan and draft an actionable strategy. It lets you break down a long-term goal into short-term goals and objectives. Use this template to enhance the range of goals you can achieve.  Download it now!

Download this template

Template 7: Sales Strategy Plan with Goals Target

Here’s another impressive way of presenting a sales strategy plan in an effective manner. This PPT slide includes a simple diagram with blocks and icons relevant to the strategic elements. It includes six sections such as goal, target, strategies, tactics, calendar, and measurement. Using this layout will make your complex strategy look easy to execute. Get it today!

Template 8: PPT Slide for Steps of Sales Strategy Plan

Employ this PowerPoint slide to present the steps of the sales strategy plan in a flow diagram. This slide includes a simple yet appealing chart to display the vital essential steps of building a sales strategy. In seven crucial steps, it will let you highlight the milestone, target customer, SWOT Analysis, Revenue Target, and a final action plan. Grab it today!

Template 9: Sales Strategy Planning PowerPoint Template

Use this PPT Design to present your sales strategy plan in a comprehensive manner with the help of an appealing diagram. With this slide, you can give an impactful visualization of your data and information. Designed in green, yellow, and blue hues, it is sure to catch your audience's attention. Isn’t it a simple yet educating layout with a professional touch? Download it now to get started.

Template 10: Go-to-Market Sales Strategy Plan Template

Presenting the most popular tableau to present your go-to-market strategy plan. Make your information look more organized by dividing it into three parts- sales mode, prospects, and sales activity. Further, categorize it into technical criteria and business criteria. The pastel green hues of this tableau give this slide and content a more professional look. Get it now!

The Final Note

Sales strategy planning is crucial for business growth. Having an effective and clear strategy enables you to plan, assess problems, and manage organizational approaches. Now that you have access to the most powerful sales strategy plan template, it's time to start building a successful strategy that drives sustainable growth for your business and creates loyal customers.

P.S. If you are looking for Sales Action Plan Template to boost your business, here’s a handy guide with world-class samples and examples.

FAQs on Sales Strategy Plan

What is a sales strategy plan.

A sales strategy plan is a company’s blueprint for securing long-term revenue through retaining and acquiring new and existing customers. A sales strategy plan includes everything from tactics, strategies, processes, objectives, forecasting, budgeting, and timeline. It also defines your go-to-market strategy and expected costs and returns. For instance, you play at low prices and even sell goods on credit in a new location.

How to develop a Sales Strategy Plan?

The best method to develop a sales strategy plan is to use a pre-designed template. It will save you time, effort, and money as you don’t need to start from scratch. To build a successful sales strategy plan, adopt these five tactics:

• Put the customer at the center of your business
• Align with overall business goals
• SWOT Analysis
• Go-to-customer strategy
• Setting goals

What is a Go-to-Customer Strategy?

A go-to-customer strategy focuses on how an organization can most effectively reach its target customer base. Figuring out the pros and cons, risks, and costs of all possible routes to customers is a complex task. A go-to-customer strategy includes field sales, inside sales, online channel partners, and resellers. It is an evolving process that needs constant tracking and analysis to match real-time market changes and trends.

Related posts:

• Top 10 Sales Strategy Plan Templates To Maximize Revenue

Top 10 Sales Action Plan Templates with Samples and Examples

• Top 10 Sales Growth Plan Templates with Samples and Examples 
• How to Design the Perfect Service Launch Presentation [Custom Launch Deck Included]

Liked this blog? Please recommend us

Top 10 Marketing Plan Templates with Samples and Examples

Top 10 Sales Funnel Templates with Samples and Examples

20 Must-Have Templates Every Marketing Leader Should Have

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

Digital revolution powerpoint presentation slides

Sales funnel results presentation layouts

3d men joinning circular jigsaw puzzles ppt graphics icons

Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

Future plan powerpoint template slide

Project Management Team Powerpoint Presentation Slides

Brand marketing powerpoint presentation slides

Launching a new service powerpoint presentation with slides go to market

Agenda powerpoint slide show

Four key metrics donut chart with percentage

Engineering and technology ppt inspiration example introduction continuous process improvement

Meet our team representing in circular format

What is Sales Planning? How to Create a Sales Plan

Published: December 06, 2023

Sales planning is a fundamental component of sound selling. After all, you can‘t structure an effective sales effort if you don’t have, well, structure . Everyone — from the top to the bottom of a sales org — benefits from having solid, actionable, thoughtfully organized sales plans in place.

This kind of planning offers clarity and direction for your sales team — covering everything from the prospects you‘re trying to reach to the goals you’re trying to hit to the insight you're trying to deliver on.

But putting together one of these plans isn‘t always straightforward, so to help you out, I’ve compiled this detailed guide to sales planning — including expert-backed insight and examples — that will ensure your next sales plan is fundamentally sound and effective.

hbspt.cta._relativeUrls=true;hbspt.cta.load(53, 'b91f6ffc-9ab7-4b84-ba51-e70672d7796e', {"useNewLoader":"true","region":"na1"});

In this post, we'll cover:

What is a sales plan?

Sales planning process.

• What goes in a sales plan template?

How to Write a Sales Plan

Tips for creating an effective sales plan, sales plan examples, strategic sales plan examples.

A sales plan lays out your objectives, high-level tactics, target audience, and potential obstacles. It's like a traditional business plan but focuses specifically on your sales strategy. A business plan lays out your goals — a sales plan describes exactly how you'll make those happen.

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.

Free Sales Plan Template

Outline your company's sales strategy in one simple, coherent sales plan.

• Target Market
• Prospecting Strategy

You're all set!

Click this link to access this resource at any time.

What are the goals of an effective sales plan?

And if (or more likely when ) those goals change over time, you need to regularly communicate those shifts and the strategic adjustments that come with them to your team.

Your sales strategy keeps your sales process productive — it offers the actionable steps your reps can take to deliver on your vision and realize the goals you set. So naturally, you need to communicate it effectively. A sales plan offers a solid resource for that.

For instance, your sales org might notice that your SDRs are posting lackluster cold call conversion rates. In turn, you might want to have them focus primarily on email outreach, or you could experiment with new sales messaging on calls.

Regardless of how you want to approach the situation, a thoughtfully structured sales plan will give both you and your reps a high-level perspective that would inform more cohesive, effective efforts across the team.

An effective sales org is a machine — one where each part has a specific function that serves a specific purpose that needs to be executed in a specific fashion. That's why everyone who comprises that org needs to have a clear understanding of how they specifically play into the company's broader sales strategy.

Outlining roles and responsibilities while sales planning lends itself to more efficient task delegation, improved collaboration, overlap reduction, and increased accountability. All of which amount to more streamlined, smooth, successful sales efforts.

Sales planning can set the framework for gauging how well your team is delivering on your sales strategy. It can inform the benchmarks and milestones reps can use to see how their performance stacks up against your goals and expectations.

It also gives sales leadership a holistic view of how well a sales org is functioning as a whole — giving them the necessary perspective to understand whether they have the right people and tools in place to be as successful as possible.

Sales planning isn‘t (and shouldn’t) be limited to the actual sales plan document it produces. If that document is going to have any substance or practical value, it needs to be the byproduct of a thorough, well-informed, high-level strategy.

When sales planning, you have some key steps you need to cover — including:

• Gather sales data and search for trends.
• Define your objectives.
• Determine metrics for success.
• Assess the current situation.
• Start sales forecasting.
• Identify gaps.
• Ideate new initiatives.
• Involve stakeholders.
• Outline action items.

When putting this list together, I consulted  Zach Drollinger — Senior Director of Sales at edtech provider Coursedog — to ensure the examples detailed below are sound and accurate.

Step 1: Gather sales data and search for trends.

To plan for the present and future, your company needs to look to the past. What did sales look like during the previous year? What about the last five years? Using this information can help you identify trends in your industry. While it's not foolproof, it helps establish a foundation for your sales planning process.

For the sake of example, let‘s say that I’m a new sales director for an edtech company that sells curriculum planning software to higher education institutions. My vertical is community colleges, and my territory is the East Coast.

Once I assume this new role, I‘m going to want to gather as much context as possible about my vertical and how my company has approached it historically. I would pull information about how we’ve sold to this vertical.

How much new business have we closed within it in the past five years? How does that compare to how we perform with other kinds of institutions? Are we seeing significant churn from these customers?

I would also want to get context about the general needs, interests, and pain points of the kinds of institutions I‘m selling to. I’d look for insight into figures like degree velocity, staff retention, and enrollment.

Ultimately, I would get a comprehensive perspective on my sales process — a thorough understanding of where I stand and what my prospects are dealing with. That will ensure that I can deliver on the next step as effectively as possible.

Step 2: Define your objectives.

How do you know your business is doing well if you have no goals? As you can tell from its placement on this list, defining your goals and objectives is one of the first steps you should take in your sales planning process. Once you have them defined, you can move forward with executing them.

To extend the example from the previous step, I would leverage the context I gathered through the research I conducted about both my and my prospect's circumstances. I would start setting both broader goals and more granular operational objectives .

For instance, I might want to set a goal of increasing sales revenue from my vertical. From there, I would start putting together the kind of specific objectives that will facilitate that process — like connecting with administrators from at least 30 community colleges, booking demos with at least 10 schools, and successfully closing at least five institutions.

Obviously, those steps represent a streamlined (and unrealistically straightforward) sales process, but you get the idea — I would set a concrete goal, supplemented by SMART objectives , that will serve as a solid reference point for my org's efforts as the sales process progresses.

Step 3: Determine metrics for success.

Every business is different. One thing we can all agree on is that you need metrics for success. These metrics are key performance indicators (KPIs). What are you going to use to determine if your business is successful? KPIs differ based on your medium, but standard metrics are gross profit margins, return on investment (ROI), daily web traffic users, conversion rate, and more.

I kind of covered this step in the previous example, but it still warrants a bit more elaboration. The “M” in SMART goals (“measurable”) is there for a reason. You can‘t tell if your efforts were successful if you don’t know what “successful” actually means.

The edtech sales example I‘ve been running with revolves mostly around me assuming ownership of an existing vertical and getting more out of it. So it’s fair to assume that sales growth rate — the increase or decrease of sales revenue in a given period, typically expressed as a percentage — would be an effective way to gauge success.

I might want to structure my goals and objectives around a sales growth rate of 20% Y/Y within my vertical. I would make sure my org was familiar with that figure and offer some context about what it would take to reach it — namely, how many institutions we would need to close and retain.

Step 4: Assess the current situation.

How is your business fairing right now? This information is relevant to determining how your current situation holds up to the goals and objectives you set during step two. What are your roadblocks? What are your strengths? Create a list of the obstacles hindering your success. Identify the assets you can use as an advantage. These factors will guide you as you build your sales plan.

Continuing the edtech example, I would use the historical context I gathered and the objectives I set to frame how I look at my current circumstances. I might start by considering my goal of increasing revenue by 20% Y/Y. In that case, I would look at the company's retention figures — ideally, that would give me a sense of whether that needs to be a major area of focus.

I would also try to pin down trends in the colleges that we've already closed — are there any pain points we consistently sell on? I might take a closer look at how we demo to see if we might be glossing over key elements of our value proposition. Maybe, I would use conversation intelligence to get a better sense of how reps are handling their calls.

Ultimately, I would try to identify why we're performing the way we are, the inefficiencies that might be resulting from our current strategy, and how we can best set ourselves up to sell as effectively as possible.

Step 5: Start sales forecasting.

Sales forecasting is an in-depth report that predicts what a salesperson, team, or company will sell weekly, monthly, quarterly, or annually. While it is finicky, it can help your company make better decisions when hiring, budgeting, prospecting, and setting goals.

After the COVID-19 pandemic, economics has become less predictable. Claire Fenton , the owner of StrActGro — a professional training and coaching company — states, “Many economic forecasters won't predict beyond three months at a time.” This makes sales forecasting difficult. However, there are tools at your disposal to create accurate sales forecasts .

In our edtech example, I would approach this step by trying to estimate how my sales org is going to fare with the specific vertical we‘re pursuing in the time window we’ve allotted.

The method I decide to go with will depend on factors like how many concrete opportunities we have lined up — in addition to elements like the kind of historical data we have handy, how the reps working these deals tend to perform, and the degree of insight we have about our potential customers.

Let's say I consider those factors and decide to run something called a multivariable analysis. In that case, I could start by taking stock of the opportunities my reps have lined up. Then, I could look at the reps working those deals, their typical win rates, and the time they have to close — among other factors.

For instance, I might calculate that a rep working with a particularly large institution has a 50% chance of closing within the window we‘ve allotted. Using that insight, we could attribute 50% of the potential deal size to our forecast — we’d repeat that process with all of the opportunities in question and ideally get a solid sense of the revenue we can expect to generate in this window.

Step 6: Identify gaps.

When identifying gaps in your business, consider what your company needs now and what you might need in the future. First, identify the skills you feel your employees need to reach your goal. Second, evaluate the skills of your current employees. Once you have this information, you can train employees or hire new ones to fill the gaps.

Continuing the edtech example, let‘s say my forecast turned up results that weren’t in keeping with what we need to reach our goals. If that were the case, I would take a holistic look at our process, operations, and resources to pin down inefficiencies or areas for improvement.

In my search, I find that our sales content and marketing collateral are dated — with case studies that don‘t cover our product’s newest and most relevant features. I also might see that our reps don‘t seem to have too much trouble booking demos, but the demos themselves aren’t converting due to a lack of training and inconsistent messaging.

And finally, I find that a lack of alignment with marketing has prospects focusing on unrealistic outcomes our sales team can‘t deliver on. Once I’ve identified those gaps, I would start to hone in on ways to remedy those issues and improve those elements.

Step 7: Ideate new initiatives.

Many industry trends are cyclical. They phase in and out of “style.” As you build your sales plan, ideate new initiatives based on opportunities you may have passed on in previous years.

If your business exclusively focused on word-of-mouth and social media marketing in the past, consider adding webinars or special promotions to your plan.

In the edtech example we've been running with, I would likely ideate initiatives based on the gaps I identified in the previous step. I would start a push to ensure that our sales content and marketing collateral are up-to-date and impressive.

I would also consider new training programs to ensure that our coaching infrastructure is prioritizing how to conduct effective demos. Finally, I would start to work on a plan with marketing to ensure our messaging is aligned with theirs — so we can make sure prospects' expectations are realistic and effective.

One way or another, I would take the gaps I found and find concrete, actionable ways to fill them. I would make sure that these initiatives aren't abstract. Just saying, " We're going to be better at demos," isn‘t a plan — it’s a sentiment, and sentiments don't translate to hard sales.

Step 8: Involve stakeholders.

Stakeholders are individuals, groups, or organizations with a vested interest in your company. They are typically investors, employees, or customers and often have deciding power in your business. Towards the end of your sales planning process, involve stakeholders from departments that affect your outcomes, such as marketing and product. It leads to an efficient and actionable sales planning process.

This step is sort of an extension of the previous two — once I‘ve identified the key issues and roadblocks obstructing my edtech startup’s sales org, I would start identifying the right people to fulfill the necessary initiatives I've put together.

In this example, I would tap some stakeholders in charge of our sales content and marketing collateral to produce newer, more relevant case studies and whitepapers we can pass along to the institutions we're working with.

I would also go to middle management and either offer more direction for coaching on demos or bring in a third-party training service to offer more focused, professional insight on the issue.

Finally, I would connect with marketing leadership to align on the benefits and outcomes we generally stress when pitching the schools we sell to. That way, we can ensure that the institutions we're connecting with have realistic expectations of our product or service that we can speak to more clearly and effectively.

Step 9: Outline action items.

Once you have implemented this strategy to create your sales planning process, the final step is outlining your action items. Using your company's capacity and quota numbers, build a list of steps that take you through the sales process. Examples of action items are writing a sales call script, identifying industry competitors, or strategizing new incentives or perks.

In our edtech example, some key action items might be:

• Revamp our prospecting strategy via more involved coaching and re-tooled sales messaging.
• Revamp administrator and college dean buyer personas.
• Conduct new trainings on demoing our software.
• See our new prospecting strategy from ideation to execution.
• Align with our sales enablement stakeholders for new, more relevant case studies and whitepapers.

Obviously, that list isn‘t exhaustive — but those are still the kinds of steps we would need to clarify and take to structure a more effective high-level strategy to produce different (ideally much better) results than we’ve been seeing.

One thing to keep in mind is that sales planning shouldn't end with creating the document.

You‘ll want to reiterate this process every year to maintain your organization's sales excellence.

Now that you‘re committed to the sales planning process, let's dive into the written execution component of sales planning.

Featured Resource: Sales Plan Template

Don't forget to share this post!

Related articles.

9 Bad Sales Habits (& How to Break Them In 2024), According to Sales Leaders

22 Best Sales Strategies, Plans, & Initiatives for Success [Templates]

9 Key Social Selling Tips, According to Experts

7 Social Selling Trends to Leverage This Year [New Data]

How Do Buyers Prefer to Interact With Sales Reps? [New Data]

7 Sales Tips You Need to Know For 2024 [Expert Insights]

Sales Tech: What Is It + What Does Your Team Really Need?

10 Key Sales Challenges for 2024 [+How You Can Overcome Them]

The Top Sales Trends of 2024 & How To Leverage Them [New Data + Expert Tips]

5 Predictions on the Future of Sales [Data & Expert Insights from Bardeen, Aircall, and HubSpot]

Outline your company's sales strategy in one simple, coherent plan.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

Home Sales Action Plan PowerPoint Template Sales Action Plan for PowerPoint

Sales Action Plan for PowerPoint

Return to Sales Action Plan PowerPoint Template .

Download unlimited PowerPoint templates, charts and graphics for your presentations with our annual plan.

Template Tags:

Download unlimited content, our annual unlimited plan let you download unlimited content from slidemodel. save hours of manual work and use awesome slide designs in your next presentation..

Home Collections Infographics Sales Strategy Sales Action Plan Powerpoint

Get Sales Action Plan PowerPoint Template Presentation

Simple Tree Design PPT Template

Features of the template .

• 100% customizable slides and easy to download.
• Slides are available in different nodes & colors.
• The slide contains 16:9 and 4:3 formats.
• Easy to change the colors of the slide quickly.
• Well-crafted template with instant download facility.
• Tree design with five nodes.
• sales strategy
• Sales Action Plan
• Action Plan
• Sales Strategy
• Sales Tactics
• Sales Process Diagram

Infographics

2719+ Templates

644+ Templates

581+ Templates

Stage / Stairs

831+ Templates

89+ Templates

4978+ Templates

186+ Templates

277+ Templates

207+ Templates

2780+ Templates

You May Also Like These PowerPoint Templates

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

12 templates

68 templates

el salvador

32 templates

41 templates

48 templates

33 templates

Yearly Sales Plan

Yearly sales plan presentation, free google slides theme and powerpoint template.

Download the "Yearly Sales Plan" presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any potential misunderstandings. It's not just about content, as our design also commands attention! Your business plan will definitely make a positive impression.

Features of this template

• 100% editable and easy to modify
• Different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• Includes information about fonts, colors, and credits of the resources used

How can I use the template?

Am I free to use the templates?

How to attribute?

Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

Related presentations.

Premium template

Unlock this template and gain unlimited access