Sales Plan

Sales Plan Template

Most Company’s have a Business Plan and a Marketing plan, however, a Sales Plan is the greatest tool that an organisation can produce and implement. For without a sales plan, we may not be in a position to create the necessary revenue to keep the business meeting its cash flow objectives. Below is a template for a Sales Plan, and this easy four step guide will walk you through the process of creating a powerful sale plan. It is suggested that this template be used to summarise the plan, and then a “fully blown final version” is created in hard copy format and circulated throughout the organisation. Take your time in completing this sales plan, and when completed, implementation of the plan will ensure that you are at least in a position to move forward with your selling strategies. Regular review of the sales plan is necessary on a regular basis to ensure that the elements of the plan are working. Should you require any support in writing your plan, then please feel free to contact our office for further information.

George Manolis Synergy For Success International

SECTION ONE, is about the expectations of the sales team.

Executive Summary

Company Mission Statement

Company Vision Statement

Report on Current and Expected Business Climate A narrative on the current business climate as well as the forecast climate over the next two years. Also comment on how the new sales plan will assist the achievement of the plan in the current economic climate.

Revenue Targets, What are the revenue targets, when we will achieve them, who will achieve them, what industries will this revenue come from, and how will we know when we have arrived.

Resources, What resources have been allocated to achieve the sales plan outcomes, what skill level must the sales team have, how many sales team members are dedicated to the sales team, what support will the sales team have, what selling expenses have been allocated to the sales team, what level...