TYPES OF SALES PLAN TEMPLATES
Sales planning is a crucial component of running a successful business, regardless of industry. A sales plan aids in the definition of your company's goals and objectives, the layout of your sales process, and the creation of a path to reach your objectives. A template can help you design a complete sales plan. There are various sorts of sales plan templates available, each with its own set of features and benefits. In this post, we will look at the various types of sales plan templates and assist you in selecting the ideal one for your organization.
Basic Sales Plan Template
The most basic option is the basic sales plan template. It usually comprises a statement of your company's sales goals, an outline of your sales process, and a breakdown of the resources you'll need to meet your goals. This template is ideal for new enterprises or those with a modest budget.
The basic sales plan template is typically divided into several sections, including:
Sales targets: This part details your company's overall sales targets, which are split down by product or service, area, or customer type.
Sales process: This section explains the measures you will take to achieve your sales objectives, such as prospecting, lead qualification, closing, and post-sale follow-up.
Sales resources: This part discusses the tools and resources you'll need to carry out your sales strategy, such as marketing collateral, sales training, and technology.
Sales metrics: This section describes the key performance indicators (KPIs) you will use to track your success towards your sales objectives, such as revenue, client acquisition cost, and customer lifetime value.
Territory Sales Plan Template
A territory sales plan template is intended for companies who sell their products or services in specific geographic areas. This template focuses on creating sales goals and plans for each region, taking market size, competition, and client demographics into account.
The territory sales plan template typically includes:
Territory description: This part offers an overview of the geographical region you will be targeting, including size of the population, economic indicators, and market trends.
Sales targets: This section explains your territory's sales targets, split down by product or service, customer type, or sales channel.
Sales strategy: This section discusses the exact sales strategies you will employ in the territory to meet your objectives, such as direct sales, channel sales, or online sales.
Territorial resources: This section describes the resources you'll need to carry out your sales strategy in the territory, such as sales agents, marketing materials, and technology.
Territorial metrics: This section defines the key performance indicators (KPIs) that will be used to track your progress in the territory, such as market share, revenue growth, and customer happiness.
Account-Based Sales Plan Template
An account-based sales plan template is designed for particular customers or accounts and is developed for firms that sell to specific customers or accounts. This template focuses on knowing each clients' wants and preferences and developing an unique sales plan for each account.
The account-based sales plan template typically includes:
Account description: This part provides a high-level description of the customer or account you'll be targeting, including company size, industry, and key decision-makers.
Sales goals: This section details your account's sales targets, split down by product or service, buying cycle, or income potential.
Sales strategy: This section covers the exact sales methods you will employ in order to meet your account targets, such as tailored sales presentations, personalised messaging, and targeted marketing efforts.
Account resources: This section describes the resources you'll need to carry out your sales strategy in the account, such as sales personnel, customer data, and technology.
Account metrics: This section sets the key performance indicators (KPIs) that will be used to track your progress in the account, such as deal size, win rate, and customer retention.
Product Sales Plan Template
Product sales plan templates are designed for businesses that sell a specific product or service. This template focuses on defining sales goals and strategies for that product or service, taking into account factors such as market demand, competition, and customer demographics.
The product sales plan template typically includes:
Product description: This section provides an overview of the product or service you will be selling, including its features, benefits, and unique selling points.
Sales goals: This section outlines your sales targets for the product, broken down by customer type, sales channel, or geographic region.
Sales strategy: This section describes the specific sales tactics you will use to reach your targets for the product, such as advertising, promotions, and pricing strategies.
Product resources: This section outlines the resources you will need to execute your sales plan for the product, such as sales representatives, product demonstrations, and marketing materials.
Product metrics: This section defines the KPIs you will use to measure your progress in selling the product, such as sales revenue, customer acquisition, and product return rate.
Channel Sales Plan Template
A channel sales plan template is intended for companies who sell their goods or services through intermediaries such as distributors, wholesalers, or retailers. This template focuses on creating sales goals and plans for each channel while considering market reach, pricing, and client preferences into mind.
The channel sales plan template typically includes:
Channel description: This part gives a summary of the sales channel you will use to sell your products or services, including its size, reach, and target audience.
Sales goals: This section details your channel's sales targets, split down by product or service, sales region, or customer type.
Sales strategy: This section covers the exact sales methods you will employ to achieve your channel targets, such as promotional activities, training programmes, and product demonstrations.
Channel resources: This section describes the tools you will need to carry out in your channel sales plan, such as sales personnel, marketing materials, and product inventory.
Channel metrics: This section defines the KPIs you will use to measure your progress in selling through the channel, such as revenue growth, market share, and customer satisfaction.
Annual Sales Plan Template
An annual sales plan template is intended for companies who want to outline their sales strategies and goals for the future year. This template focuses on establishing specific, quantifiable goals for the year and defining the procedures required to attain those goals.
The annual sales plan template typically includes:
Sales goals: This section outlines your company's sales targets for the year, broken down by product or service, geographic region, or customer type.
Sales strategy: This section describes the specific sales tactics you will use to reach your targets for the year, such as marketing campaigns, promotions, and sales training.
Sales resources: This section outlines the resources you will need to execute your sales plan for the year, such as sales representatives, marketing materials, and technology.
Sales timeline: This section provides a timeline for implementing your sales plan, including key milestones and deadlines.
Sales metrics: This section defines the KPIs you will use to measure your progress throughout the year, such as revenue growth, customer acquisition, and customer retention.
Conclusion:
Selecting the best sales plan template is critical to your company's success. There is a template out there that can help you achieve your goals, whether you are just starting out or looking to optimise current sales methods. You may design a thorough sales plan that will push your business ahead by outlining your sales goals, methods, and resources and tracking your progress using KPIs. Examine the various types of sales plan templates available and select the one that best meets your company's objectives and goals. For a free template to help you get started, follow this link: Sales Plan Templates
