sale strategy for business plan

No results found.

Sales strategy: The ultimate guide with examples and templates

In this guide, we’ll help you build the foundations of a strong sales strategy so that you can meet your targets and close deals at a higher rate.

By establishing a strategy based on these proven sales principles, you’ll create a culture that values efficiency, empowers reps to do their best work and be properly rewards them for it. An effective sales strategy will also help provide your customers with value at every step of the customer journey.

You’ll also learn the sales activities and processes that create a well-oiled system.

Setting goals at each stage of the sales funnel

By using data to drive decision-making, you can set reasonable and attainable sales goals at every stage of the sales pipeline.

Each stage requires a different approach, including messaging, content and, most importantly, unique sales activities. The objections and obstacles you’ll come across will also vary, which is why setting goals for every deal stage is key.

The desired outcome for one stage of the sales process is different from the next. Let’s take a look at some of the most common pipeline sales stages :

Prospecting

Qualification

Appointment/meeting/discovery call

Needs defined

Proposal/presentation/offer

Negotiation

For example, the desired outcome of a discovery call is to identify a problem, as well as to qualify whether a lead will be a good fit for your solution. At the proposal stage, however, you must position yourself as the best solution, prepare for negotiation and win the sale.

Establish goals in two categories:

Activity-based goals. These are the inputs required to take a sales opportunity to the next stage of the pipeline (e.g., email outreach, follow-up calls etc.).

Results-based goals. A quantifiable number needed to reach your “true north” goal (e.g., number of appointments made, number of follow-up emails sent etc.).

This is where mapping your entire sales process is invaluable. When you know which actions are required to guide a lead to the next stage of your relationship, you can work on optimizing those activities.

Another sales strategy example, as advocated by fractional VP of sales Susan Tourville , is to adopt a bottom-up approach to goal setting:

“I have rescued too many doomed sales teams that were chasing after a revenue goal that they simply were never going to hit. Some revenue targets that come to mind are 50% growth or doubling sales from last year without anything changing to make it possible like additional sales staff, new product offerings, a solid marketing plan, an acquisition to accelerate growth. Don’t do that. When taking a bottom-up approach, you’re not starting with your desired revenue target, you’re ending with a number that can be strategically achieved through effective planning and execution.”

Aim for an objective view on how much effort, time or resources it will take to reach your set of key predefined goals (e.g., number of sales across a period or revenue), as this will help with your sales plan efforts and the sales strategies you develop.

Understand the customer journey across your entire organization

Your sales team members shouldn’t work in silos, and every company has its own customer journey. Start by collecting insights on how leads and outbound sales are generated, new customer onboarding processes and solution fulfillment for customer success.

A consulting firm’s sales strategy example could see them attracting leads through their demand generation efforts or referrals. Those leads are then passed on to sales professionals, who work to qualify and guide those leads to an appointment.

Once the problem has been identified, the reps work with account managers or other consultants in order to develop a proposal with a possible solution.

Whatever this process looks like for you, make sure you have a clear view of every step of the customer journey and client relationship.

Recommended reading

How to optimize your customer journey phases to boost revenue (with free template)

Create a process map structure

No matter which tool you use (from pencil and paper, a free sales process template or software like Lucidchart ), you’ll need a method of illustrating your process using a specific structure for your selling strategy.

Using Lucidchart for reference, you can choose from several “shapes”, or charts, to visualize the nature of each stage of the sales process. The shapes range from top-down family trees to circular charts to process diagrams, and each one works better in different scenarios.

The key is to identify what chart works best for each stage of the sales process so that you can easily optimize and adjust your strategy of selling down the line.

Map your existing sales process

To improve and optimize your sales process, you must understand the activities and steps you’re already using. Start by interviewing other reps and stakeholders throughout your sales organization.

Here are some example questions you can ask based on different roles and responsibilities:

Sales. How do you generate new leads? Once a lead enters the pipeline, how do you guide them toward the close? Is the sales strategy aligned with the marketing strategy?

Sales Development. Do you have a structure for different areas of the sales development function? How are leads prioritized before handing them over from marketing to sales? What is your sales enablement process?

Marketing. What are your top lead sources? How do you assign leads to sales teams and sales development reps (SDRs)?

Asking these questions will fill out any gaps when mapping your sales strategies.

Uncover opportunities

With your existing sales strategy mapped out, it’s time to do a SWOT analysis (i.e., identify Strengths, Weaknesses, Opportunities, and Threats).

For example, you might have a strong workflow that nurtures existing leads towards the close, based on fewer leads dropping out mid-process, but your initial lead generation could use some work.

Digging deeper, the biggest problem might be getting inbound leads to agree to a discovery call.

Here, your strength is the process you use to close leads once the initial appointment has been made, and your opportunity is generating more leads and increasing the conversion rate to appointment.

7 problem-solving strategies to overcome project hurdles

Optimize your process map

With your sales process mapped out, you can work to fill in the gaps and increase performance across your entire organization.

First, you need to build a map of your existing process. Here’s the possible process map of a sales strategy example:

To develop a successful sales strategy, template maps like this can really help guide you and your sales team. Go back to the opportunities you outlined above. These will act as the goals for your sales process optimization. Here are a few sales strategy example goals:

• Increase the response time between inbound lead notification and initiating a first sales touch-point
• Optimize the appointment-making process to make it easier for a lead to schedule a call
• Use data enrichment, like finding and consolidating publicly available information about your new lead, to speed up the qualification process

Finally, it’s time to set goals for each existing and new stage. Again, you must set activity- and outcome-based goals throughout the sales process. For example, goals for the appointment-setting stage could be:

• Activities. Reach out to new leads within an hour of them entering the pipeline.
• Outcome. X% lead-to-appointment rate.

How to map your sales process (with a free sales process template)

Create benchmarks based on past performance

Sales strategy mapping is about understanding the activities required to close a deal. But how do you measure those activities and create accurate performance benchmarks?

The first step is, of course, measuring the right metrics. The Key Performance Indicators (KPIs) you measure will depend on the activity.

Here, we’ll run through a simple, three-step process to develop sales performance benchmarks for your sales strategy.

Step 1: Collect the right metrics

With your sales process mapped out, choosing and measuring your sales metrics will be 10 times easier.

First, let’s go through some common sales metric based on different activity categories:

Activity metrics . These include the number of emails sent, follow-ups and cold calls made.

Pipeline metrics . These measure the health of your overall pipeline. Metrics include sales cycle length, total close rate and open sales opportunity by period, team and rep.

Lead generation metrics . These include the volume of new opportunities, lead response time and the number and percentage of leads followed up with.

Outreach metrics . These include email metrics (e.g., open rate and response rate), phone metrics (e.g., the number of leads who agree to an appointment, call-backs and demos) and social selling metrics (e.g., InMail response rate and LinkedIn connections accepted).

Conversion metrics . Opportunities closed, and the percentage of those won or lost.

Most importantly, you must always measure high-level sales KPIs. While the above metrics will give you an overview of activity performance, sales KPIs are what indicate the health of your entire organization.

Metrics that fall under this category include:

Total revenue

New business revenue and percentage of overall revenue

Growth year-over-year

Customer average lifetime value (LTV)

Revenue segmented by product/service offered

Finally, you must assign each metric and benchmark to the different roles within your organization.

For example, a sales development rep (SDR) will most keenly focus on their lead generation and outreach numbers. Whereas a sales manager will need a top-level view of these numbers, as well as how they’re contributing to the core sales KPIs.

Step 2: Calculate your benchmarks

As you collect data over time, you’ll have sufficient volume to calculate accurate benchmarks. However, how you calculate these will vary.

Let’s start with sales KPIs for every position within your sales team. Sales benchmarks for these can be straightforward, depending on how complex you’d like to segment them.

For example, you can set long-term benchmarks across the previous year to set 12-month goals. You may also wish to set revenue benchmarks per month and quarter to keep up a more aggressive sales strategy.

Then, there are activity-based benchmarks. As performance will vary between reps, a team-wide average may not always be the best approach. Therefore, you have two options:

Calculate averages across the entire sales organization

Set criteria for different performance levels and average out the numbers within those segments

The latter is more complex but will allow you to set personalized goals based on your rep’s performance.

For example, if a top performer surpasses team-wide benchmarks every month or quarter, they won’t feel challenged. This lack of stimulation could present a problem for talent retention and could hurt your overall sales strategy.

Segmenting benchmarks by performance can help keep your best reps engaged while contributing to the continued growth of your organization. It will act as an incentive to help other reps focus on what they need to do in order to do better.

By segmenting teams, you can also add a healthy level of competition. Use a tool like Pointagram to visualize and reward performance in a way that boosts morale.

Step 3: Implement benchmarks into your sales training

With your benchmarks defined, it’s time to communicate these with your salespeople , SDRs and anyone else involved in the day-to-day operations of your sales organization.

There are two ways you can use benchmarks to drive team performance:

Communicate sales KPI benchmarks (e.g., revenue etc.) in team meetings and training sessions

Set activity-based benchmarks on a one-to-one basis

Communicating revenue benchmarks will boost team morale and provide a tangible number everyone can aim for. It also turns your sales strategy into a team effort, with everyone working towards hitting your revenue goal.

For activity-based benchmarks, save these for your one-to-one interactions. Show reps what someone within their percentile should aim for and explain how you came to this conclusion.

Most importantly, keep their morale high and show them why they have the ability and talent to achieve those numbers.

Use these benchmarks to set more ambitious goals within your strategy. Couple them with the opportunities you uncovered when mapping your sales process earlier.

Ask questions like, “How can you double the rate of growth by focusing on this opportunity?” This is how sales can stimulate explosive growth for their organizations.

Collect qualitative insights and customer data points

Sales reps often see this sales tactic as an activity reserved for marketing. However, collecting and sharing your own data about leads and customers will help you close more deals and help the entire organization expand and improve.

Collecting customer insights has several benefits:

You can craft more compelling outreach and follow-up emails that get to the crux of customer pain points

You’ll know exactly when to hone in on a certain aspect of your solution or features with each customer demographic and buyer persona

You’ll be able to address sales objections not just by logic but based on the prospect’s goals and motivations

With this in mind, let’s look at some practical ways to collect customer insights to fuel your sales strategy.

Record frequent pain points

Listening is one of the best soft skills a salesperson can have. You talk to your target audience on a daily basis.

Every single conversation you have is an opportunity to learn more about their common pain points, challenges, desires and the things that keep them up at night. Knowing these can help you tailor your pitch and sales techniques to better suit your audience.

Start using this skill and note the common (and even one-off) pain points and challenges your prospects raise during sales calls.

As a sales leader, it’s also up to you to encourage this behavior and create a process that allows your reps to collect these insights. It could be something like:

Note down the timestamp during the call when the pain point was mentioned

Use a call recording system within your CRM to go back to that point

Note down, word for word, how the customer framed pain point and the language used

Store this insight in a global spreadsheet

Over time, as you collect data around this insight, you can help your reps identify which they mention most often. Standardize how they’re positioned by looking at the common language used and order them by importance.

Digging deep to determine customer pain points and make the sale

Get clear with your core differentiator

What makes you different from your competitors? Asking this question is usually another activity that’s often up to marketing to figure out. But just like customer pain points, you’re uniquely positioned to uncover gaps left by your competitors.

There are two stages in your sales conversations where you can collect insights on competitors and uncover gaps in the market:

The initial conversation, asking the prospect which supplier they currently use

During objection handling, where inevitably they’ll measure you against other vendors

Let’s look in-depth at both approaches.

Approach 1: The initial conversation

During the qualification phase, you’ll ask questions that ensure a prospect is a good fit for your solution or product. These questions include simple things like budget and business model and more qualitative insights on how they and their organization currently do things.

Another often forgotten question is around the solution, product or service they’re currently using. This time is a prime opportunity for uncovering what attracted a prospect to you and why they’re dissatisfied with their current vendor.

To uncover gaps your competitors are leaving open, ask questions like:

Why did you originally decide to work with [competitor]?

Which of their features did you find most useful?

Why are you looking for a new solution?

Dig deeper into their responses by asking follow-up questions. This initial conversation is where you find their true motivations and frustrations.

Approach 2: Objection handling

You’re nearly at the close, and confident you’ll win the deal… only to have the dreaded “Competitor X does this, and you don’t” objection.

While this can be disheartening for many salespeople, it’s a tremendous opportunity to learn and figure out the gaps in your own positioning.

When you get an objection like this, follow-up with “Why is this important to you?” or “How do you feel this will solve [their problems] better than [your feature]?”

Not only will you better position yourself against the competition, but their response will provide a platform to address and overcome these objections.

For more guidance on tackling objections, check out our sales objections tool .

Adopt a consultative selling approach to build trust

What’s the best way to build long-lasting business relationships based on trust? Consultative selling is the hallmark of a good strategy to increase sales.

According to our definitive guide on the subject, consultative selling is:

“A philosophy rooted in building a relationship between you and your prospects. A salesperson who practices consultative selling develops a holistic and nuanced understanding of the buyer’s needs, and then they try to fulfill those needs with a customized solution.”

As poor customer relationships are one of the biggest causes of churn, it’s wise to do everything you can to connect with leads at every stage of the customer journey.

Leading causes of churn

Let’s look at what it means to adopt a consultative selling philosophy as part of your strategy for increasing sales.

Build your authority

To successfully create a consultative selling approach, your prospects need confidence in your expertise on the problem they’re looking to solve.

To build authority and position yourself as an expert, follow these tips:

Collect evidence. You need to back up your claims. This can be in the form of case studies, or third-party stats and data (as we covered earlier). Show prospects how you’ve solved their problem in the past.

Create content. Create content on LinkedIn, conduct webinars, record a podcast and post on your company blog to addresses customers’ common pain points. It’s a great way to attract new leads and inbound sales while nurturing existing opportunities.

Address criticism head-on. This will happen, especially if you create content with polarizing views. Instead of hiding from it, address it in comments, on social media and wherever they’ll find your content.

Lead the conversation

Part of consultative selling is understanding that no two conversations are the same. A key skill to cultivate is leading your conversations, uncovering a prospect’s pain points and true motivations and tailoring your conversations to them.

To do this, ask the right questions at the right time, while ensuring your prospects feel understood. Make a list of these questions before the initial call.

Research your prospect’s organization and role to get a feel for what their pain points might be in order to elicit the information you need to craft a relevant solution.

For example, you might discover they already use a competing solution. Therefore, you could ask them why they’re looking for a new solution now and perhaps why they decided to use the competitor in the first place (as discussed earlier).

Consultative selling requires a full picture of your prospect’s current situation. Ask the right questions, and you’ll get the right insights to craft the best solution for each prospect.

Create a bespoke solution

With the right information, you can craft a solution specific to their needs. This solution can be as simple as tying software features to specific challenges or as complex as building a bespoke done-for-you service to help them achieve a big project or goal.

When crafting a bespoke solution for your prospect, follow this three-step process:

Ensure you truly understand their needs. Listen for common themes and challenges throughout your initial conversation. If they say a particular feature, goal or objective is important to them, ensure it’s part of your solution.

Get into the pain. According to CEB Marketing Leadership Council , “personal value has twice as much impact as business value” for B2B buyers. No matter the industry, people buy based on emotion. If you can show how your solution will personally benefit your prospect, you’ll double the value it delivers.

Demonstrate the solution in action. Allow prospects to experience your solution during the sales process. Go beyond just showing them the features or an in-depth proposal and reveal the results your solution can bring.

Couple this approach with traditional elements, such as case studies, to bring the sale home. Demonstrate how you can solve their specific problems by showing the results you’ve got in the past.

Demonstrate how you can get similar results while maintaining relevance to their unique situation.

Seal More Deals With Your Free Sales Communication Handbook

Your data is processed according to our privacy notice . You may unsubscribe at any time.

Target a specific market segment to stand out

For salespeople, a strong position in the market can often make the job 10 times easier. However, not every salesperson works for a recognized market-leading business, and even for those who do, taking this stance can be difficult – especially when you don’t truly understand your customer.

For this reason, especially in today’s competitive climate, targeting a specific market segment can help you get the attention of those who operate in it.

For example, you may offer a solution that helps SaaS companies generate more leads for their business, but each segment of the SaaS market has its own set of challenges and goals unique to them.

So, you could go one level deeper and focus on marketing technology (MarTech). With a little research, you’ll find that selling to marketing decision-makers is harder than most other roles. Therefore, you can position your product or service as the best solution to this problem.

You’ll need to collaborate with your marketing team as part of your sales strategy. However, understanding your position in the market and how that ties into your sales strategy is key. Let’s go through a proven process to help you do this.

Identify market segments and their needs

The first step is to identify the right market segment to target. You’ll do this through several data points and qualities, but the best place to start is with the market itself.

Ask yourself, which market niches are saturated? Which have you already generated ample amounts of traction with in the past? Which market has particular pain points that your solution or new product can help solve? Look for markets that you have plenty of experience and inroads with.

Once you’ve found a niche, it’s time to get specific about commonalities among potential customers. This might include company size, how they market to their audience or the average amount raised during Series A fundraising.

Once you know the market you’re targeting, it’s important to truly understand the individuals you’re serving within those markets. You can collect qualitative and data-driven insights on these people in several ways:

Collect customer data. Look at the data you already have on your user and customer base. What products or services do they invest the most into? Which features of your software do they use most often?

Survey them. Send out an email survey to this segment and ask broad questions about their organization and day-to-day job role.

Interviews. To get more qualitative insights, talk to them on the phone. A phone call lets you dig deep into their responses and truly understand their motivations.

Finally, collect information on the average buying cycle, as well as their lifecycle as a customer. For example, does the average deal take three months to close and include several stakeholders? It’s all information worth collecting.

Customer segmentation: How to divide your customers into targeted groups

Evaluate commercial viability

Now it’s time to use this insight to measure whether or not this segment is worth pursuing. After all, if it’s harder to sell than other market segments, it might be worth pointing your focus elsewhere.

Here are some qualities to look for:

Market size. First of all, is your target market broad enough to segment in the first place? Is the segment you’ve uncovered large enough to achieve your core business goals?

Differences. Does each segment of the market have large enough differences to justify segmenting? For example, the goals of a SaaS product that targets marketers must be clearly unique compared to solutions targeting other professionals.

Accessibility. Can you reach this audience? Do you have the ability to get your message in front of them?

Profitability. Will you generate an ROI from your growth initiatives?

Unique benefits. Does your chosen segment benefit from your solution in distinctive ways?

Establish your position

With these questions answered, you can now move on to establish your position in the market. Positioning maps are an easy way to do this.

For example, here’s what one positioning map looks like:

The variables used here are “price” and “quality”. The map illustrates where each brand sits along these two variables, giving a clearer view of their position in the market.

To create your own map, start with two variables that make the most sense for your brand and solution. Common positioning variables include:

Market share

Market perception

Practicality

Once you’ve chosen your two terms, use the map to place your competitors and evaluate their own market positioning.

Use this process to drive your overall position in the market, using the core differentiators you identified earlier to lead the way. Couple your features and service offerings with common pain points of your leads to show you’re the best solution for your chosen segment.

Implement a robust qualification system to prioritize leads

For sales organizations dealing with a large volume of leads, unqualified opportunities are a huge time-suck. The most effective sales strategies include a reliable qualification system that targets leads meaningfully.

Position your qualification process at the beginning of your sales process.

Here, we’ll show you how to develop a sales strategy that focuses on the strongest opportunities that enter your pipeline .

Defining what makes a qualified lead

Much like the market segments above, not all qualified leads are the same. It’s up to you to figure out the qualities of a qualified lead and what the best sales opportunities look like.

There are three stages of qualification that you should consider when defining what makes a strong lead:

Organization. What’s their company size? Do they sell into your industry? Check out their website and company LinkedIn to see if they fit your ideal organization profile.

Stakeholder. Do they have the budget? Many small businesses and startups may need your solution but lack the money to buy it. Who is involved in the buying process? These are questions you must ask before and during any initial sales conversations.

Opportunity. Do they have a challenge or problem that you can solve? This is probably one of the most important things to establish as you begin the sales cycle.

Knowing when to disqualify

Letting a sales opportunity go is a difficult thing for salespeople to do. We’re so hungry for leads that it’s a shame to end a conversation when the opportunity isn’t a good fit.

Disqualification is a key part of an efficient sales strategy. Wasting time on poor leads distracts you from other tasks that will bear better fruit.

Disqualifying is about knowing when an opportunity doesn’t fit the criteria you set above. For example, if you see that a company has only been in business for a year and know that your ideal clients are well-established with 100+ employees, you can politely end the process without setting an initial appointment.

But it’s also important not to get misled by signs of a golden goose. For example, you might speak to a stakeholder with ample budget. However, upon digging into their needs, if you find they don’t have a problem you can solve, they’re still not going to be a good fit.

Ask qualifying questions

Asking the right questions is a foundational part of the qualification process. These questions will elicit the information you need to decide if an opportunity is worth pursuing or if you need to cut them out of your sales process.

Some qualifying questions include:

What industry are they in?

How long have they been in business and what size is the company?

How did they hear about you?

What are the top challenges they and their team face?

What results are they looking to achieve?

How would these results benefit them?

What will happen if they don’t achieve these results?

What does their buying process look like?

Are they the key decision maker?

Do they have the resources and time to implement a short-term solution?

Questions like these will help you evaluate whether or not the prospect fits your ideal customer profile. They’ll help you figure out if they have the need, budget and timeframe you can work with to implement a solution.

Using the BANT framework

While every customer and client is different, the opportunities that lead to won deals will share various qualities. You can measure these opportunities with the BANT framework.

BANT stands for:

Budget. Do they have the resources allowing them to buy?

Authority. Do they have the ability to make the final decision?

Need. Can you solve their problem(s)?

Timeline. When are they planning to invest in a solution?

Using the questions laid out earlier, your reps can qualify a prospect based on these four criteria. For example, by asking them what results they’re aiming to achieve and how it would benefit them, you can quickly ascertain whether or not they have a need.

Finally, look out for signals that might make for a poor lead. If they provide short answers to your questions, then this might be a sign that they’re not truly invested in looking for a solution and are simply “window shopping”.

How to develop a sales strategy

Based on the last section, what is the takeaway? Sales strategy creation is all about preparation and using best practices while also tailoring to your company’s needs. So, here’s how to develop a sales strategy:

Identify qualified leads by assessing organization size, stakeholder budget and solvable challenges

Use the BANT framework (budget, authority, need, timeline) to qualify prospects

Disqualify poor leads to focus on better opportunities

Ask qualifying questions about industry, business size, challenges and decision-making process to evaluate fit

Automate your follow-up processes and save time

A great sales strategy incorporates effective solutions that save valuable time. One of the easiest ways to reclaim time is to streamline your processes with automation tools.

Without a doubt, following up on leads and upsell opportunities can take up the bulk of a salesperson ’s day. From making calls to sending emails (“touching base”), there’s a lot to do when nurturing a potential customer.

But this doesn’t always have to be the case. By using the right sales tool, technology and processes, you can automate many steps of the follow-up process.

According to a McKinsey study , over a third of all sales processes can be automated.

Let’s look at how to empower your reps to close more sales while saving time.

Start with your CRM

What is sales strategy creation dependant on? Having a good CRM. Your CRM is at the heart of any good sales strategy and acts as the foundational platform for your follow-up system. Without a good CRM that manages sales opportunities and conversations at scale, your reps will constantly be swimming in their inboxes, trying to stay above water.

A good CRM platform should free you from common administrative tasks, not simply get you to perform them in different ways. If you’re evaluating different CRM vendors , find one that ticks these boxes:

Business function. Does it help you achieve common tasks and goals specific to your organization?

Cost. Does it provide those features within budget?

Data quality. Does it enrich your data and help you personalize your follow-up messaging?

Brand. Is the provider familiar? Do they have clout in the industry and a proven track record?

Scale. Will they handle your sales strategy plans for growth and expansion?

Your chosen CRM platform should have the features to automatically follow up with prospects. For example, in Pipedrive, you can create workflows that automate various follow-up tasks for you:

At the very least, your CRM should integrate with tools that can automate these tasks. Find out what tools integrate with Pipedrive in our Marketplace .

How to build a CRM strategy that boosts revenue (with real-world examples)

Know when to automate

With the right technology in place, it’s time to automate. But not so fast. First, you must identify the tasks that don’t need you to execute them.

Automate any task that doesn’t need you, allowing you and your reps to focus on those that have a bigger impact.

Here’s a simple process to figure out what can be automated:

Can it be eliminated? If it’s not truly bringing value to the sales organization (or your prospects), it might be best to remove it from your sales strategy altogether.

Can it be automated? You can’t take all tasks off your plate through technology. For example, if it’s a type of sales email that requires manual personalization, it’s going to be hard to automate using technology.

If it can’t be automated, can it be delegated? Can you give this task to someone else to take care of?

With a list of common follow-up tasks, you can begin working on automating them. In order to do this effectively, you must know what the trigger and action is for each task.

For example, when following up on a proposal, the trigger and action might look like this:

Trigger – proposal email sent five days ago

Action – send email template

Get the timing right

Sometimes, your emails might get lost during a time when the prospect has other priorities, or something has come up in their personal lives. Not getting a response doesn’t always mean rejection.

Therefore, your follow-up sequence should have multiple touch-points. Take all eventualities into consideration. Perhaps they are busy or don’t trust you enough just yet and need more convincing.

Take these factors into account when crafting your follow-up emails. For example, a simple four-step sequence might look like this:

Follow-up 1. A simple message asking if they had any thoughts on your proposal

Follow-up 2. Similar to the above, offering to answer any questions

Follow-up 3. Provide insight or results you helped an existing customer gain

Follow-up 4. Share a piece of content that provides insight on a specific pain-point

Spread this sequence over time, and you’re likely to dramatically increase your response rate.

Of course, you shouldn’t go too far. After five or so follow-up emails, the lack of response is likely to mean “no”. At this point, move on from them and focus on leads more likely to convert.

You can still keep the line of communication open, just limit your follow-up emails to once a month. Send something that the prospect will find valuable. These are all activities that you can execute using automation.

Set reminders and use personalization

Your CRM should allow you to set reminders for tasks on specific dates. Sometimes, when personalization is key, you’ll need to use these reminders to send the right emails at the right time. Having a CRM to automate this process for you can simplify and improve your sales strategy holistically.

For example, in Pipedrive, you can schedule various activities on specific days:

Pipedrive will then remind you to execute the relevant task on the date and time you scheduled it.

As you can see, automation is two-fold: it’s using technology to handle the execution of simple tasks while also empowering you to simplify the activities that need your input. Know when to use which approach, and you’ll have a bulletproof follow-up process that runs on autopilot.

Speed up the process with cold calling

Email is the centerpiece of modern communication. But let’s not forget about the trusty telephone. Indeed, there’s no better way to build rapport and dig deep into prospect motivations than talking to them directly.

In every sales plan template or sales strategy template, calling scripts can help reps engage leads. Let’s look at some effective ways to apply cold calling to your sales strategy and how your sales reps can connect with prospects on a deeper level.

Research your prospect

Get an understanding of which segment your prospect falls into by conducting thorough research. Get your hands on the insights that will impact your first conversation.

LinkedIn is a gold mine for this type of insight. Visit your prospect’s profile and check out what their career journey has been like. For example, if they’ve just started in a new role, they’re likely looking for new approaches and vendors to make a positive impression.

Here are a few ways you can research your prospects:

LinkedIn . What groups are they involved in? Who do they follow? Do they create their own content?

Twitter. What content are they sharing? Who are they connecting with?

Google. What comes up when you search their name? Do they have a personal blog? Do they create content for their company?

Having these insights will start your cold calls off on a strong note. It’s the difference between this:

“Hi Mark, my name is James and I’m calling from Pipedrive. We help sales managers like you optimize their sales processes by…”

“Hi Mark, I recently checked out your article on cold calling (which I loved by the way) and thought you might find this of interest. My name is James and…”

The second sales example has clearly been given more thought. Make your prospective customers feel like you already understand them before jumping into your pitch to make a strong first impression.

Build an outline

While we have plenty of cold calling scripts for you to take inspiration from, it’s good to use a proven structure to build your own.

Here’s one we advocate at Pipedrive:

Introduction. State who you are and why you’re calling. Keep it short and sweet.

Opener. Use personalization (like in the example above) to connect with them early on. Mention something you share in common if applicable.

Reason. Why are you calling? Why should they pay attention, and how can you help them?

Offer. What’s your value proposition? Who do you work with and how have you helped them get results? What sets you apart from the competition?

Questions. Gauge their interest and use qualification questions to see if they’re a good fit.

Close. Provide a call-to-action and lead the conversation toward the next step of the sales process.

By using proven outlines, you can fill in the gaps with your own messaging and use anecdotal evidence in the right way, at the right time.

Collect early-stage objections

The objections you get during a cold call will differ to those later in the sales cycle. Making sure you’re well prepared will help your sales strategies succeed.

For example, “I need to think about it” is a common pushback received during cold calls. Legendary sales professional and author Brian Tracy has a great response to objections like these:

Start collecting a library of responses to common objections in a knowledge base to make handling easy as they arise.

Knowing when to call is as important as what you say when you’re connected. According to InsightSquared , the best time to call is between 10 AM and 4 PM.

However, each industry is different. Experiment with different times and see which your customer personas respond best to. For example, you might find it’s common in your industry for prospects to be active at 8 AM to get a head start on their workday. See what happens when you dial around this time.

As well as time of day, certain “trigger events” make cold calling appropriate. These trigger events might include a round of funding, new members added to their team or an acquisition.

Finally, learn to truly listen. Ask open-ended questions and dig deep into their responses. Listen to what they say and tie their problems and motivations to the specific details of your product or service.

To increase sales, focus on understanding your target market, optimize your sales process and leverage technology. Also, train your sales team to provide exceptional customer experiences.

Build a sales strategy by defining clear goals, identifying target customers, analyzing competitors, determining key sales activities , establishing metrics for success and regularly reviewing and adjusting your tactics.

Final thoughts

To build effective sales strategies, you must first truly understand your target customer.

What are their common challenges? What are they trying to achieve and how can you help them do it?

It’s a common theme we’ve addressed across the entire guide and in the sales strategy examples. When you collect insight and data on your customers, you can create a strategy using a sales strategy template that aligns their needs with your goals. Once you’ve nailed this, your activity will make a bigger impact.

For more guidance on creating a sales strategy, read our article on setting up your sales playbook .

9 steps to creating the perfect sales strategy (with free template)

Driving business growth

Full access. No credit card needed.

Recommended

Small business lead generation: top techniques to fill your pipeline

Finding high-quality leads can be challenging. Learn how to boost sales and drive growth with the best small business lead-generation methods and tools.

Client reporting: how to create standout reports that drive value

Discover how to drive better business decisions with client reporting and get tips for building high-value, insightful reports with the right tools.

What are flash sales? A guide to quick promotions

Learn what is a flash sale, its pros and cons and how to run one. Find out how to boost sales, clear inventory and attract new customers.

Strategic Sales Plan Examples: 13 Sales Plan Templates

Casey O'Connor

What Is a Strategic Sales Plan?

When you should implement a strategic sales plan, what to include in your sales plan, 13 sales plan template examples, put your sales plan into action with yesware.

A strategic sales plan is a must-have for any business looking to increase their sales, amp up their revenue, bring a new product to market, or branch into a new territory.

In this article, we’ll go over everything you need to know about strategic sales plans: what they are, when to create one, and exactly what they need to include. We’ll also show you a handful of real-life, tangible sales plan template examples and tips for implementation. 

Here’s what we’ll cover:

• When You Should Implement a Strategic Sales Plan 

A strategic sales plan is designed to guide a sales organization through their overarching sales strategy. It provides them with access to the resources needed to prospect, pitch to, and close new accounts.

Strategic sales plans can include any combination of the following:

• Ideas: If you utilize a certain sales methodology — consultative selling or target account selling , for example — you might outline its key principles and a few tactical examples of it in action in your strategic sales plan. Your strategic sales plan should also include an overview of your target customer.
• Processes: In order for your sales team to reach maximum productivity, it’s important that your sales processes are clearly defined and standardized. Your sales team — both new hires and seasoned vets alike — should be able to refer to your sales plan for a repeatable, scalable process that’s backed by solid metrics. The processes should provide direction to sales reps that allow them to contribute to the company’s goals.
• Tools & Tactics: The best strategic sales plans are more than just high-level strategy and goals. They also include specific, step-by-step strategies that sales reps can implement in sales conversations, as well as the specific tools and content that reps need to close more deals.

Sales plans also typically spell out the organization’s revenue and overall business goals, as well as the KPIs and benchmarks that sales managers and other stakeholders will monitor to determine whether or not those goals are being met.

They should also outline management’s strategic territory design and quota expectations, with specific indicators and data to back those decisions. 

Finally, these sales plans should take into account your current team’s sales capacity and specifically address the acquisition plan for any resources that are not yet available but may be necessary for future growth.

If your sales team doesn’t already have a strategic sales plan in place — that is, one that’s referenced and updated regularly and the product of careful data analysis and inter-team collaboration — you may want to consider creating one. 

Research shows that the majority of the highest-performing sales teams operate under a formalized, closely monitored sales structure. 

On the other hand, most underperforming sales teams lack this structure. 

It’s clear that a well-defined sales plan is one of the prerequisites to optimized sales productivity and success; every salesforce should strive to create and adopt one if they want to meet their sales goals more efficiently.

That being said, there are a few key indicators that signal a need for more urgency in putting a strategic sales plan in place. 

You’re Trying to Increase Sales

A strategic sales plan will help your sales and marketing teams align their processes so that your outreach efforts are tailored to your target audience. 

You’re Looking to Amp Up Your Revenue

For startups and small businesses, attaining as many new customers as possible is usually the name of the game.

For larger or more established businesses, however, the business plan may instead emphasize revenue goals. In other words, the deal size starts to matter much more than deal volume. 

A sales strategy plan can help salespeople target and nurture higher-value accounts. Sales planning can also boost your revenue by illuminating untapped potentials for revenue growth within your existing customer base through cross-selling, upselling , and referrals .

You’re Gearing Up to Launch a New Product

A sales strategy plan is crucial for businesses that are preparing to bring a new product to market.

One last note: for businesses that already use strategic business planning (or for those on their way after reading this article), be sure to update your plan at least yearly. Many businesses at least review their plan, if not update it more formally, on a quarterly basis.

Ultimately, your strategic sales plan will be unique to your company and its specific goals.

Consider including the following components in your strategic business plan. 

Mission Statement

Industry & Market Conditions

Great sales planning cannot be performed in isolation. Your plan must take into account the current market conditions, including any challenges, recent disruptions, or upcoming notable events.

Organization Chart

A sales org chart can range in scope from very simple, like the one above, to more complicated. Some go as far as naming individual employees and outlining their specific responsibilities. 

A detailed org chart is especially helpful for efficiently onboarding new hires.

Product Info & Pricing

No sales plan would be complete without a one-sheet that outlines the features, benefits, and value proposition of your product or service.

It’s also helpful to include information about pricing tiers, as well as any discounts or promotions available for leverage at a sales rep’s discretion.

Compensation Plan

While we have no doubt that you’ve hired only the most intrinsically motivated salespeople, remember the bottom line: cash is king.

Money is the primary motivator for most salespeople, regardless of how truly loyal and hard-working they may be.

With that in mind, it’s a good idea to include your company’s compensation plan and commission structure in your sales plan. This is a surefire way to motivate your team to continuously improve their sales performance. 

Target Market & Customer

Sales Enablement

With the tremendous rise in content marketing, it can be challenging for salespeople to keep track of the various materials available for generating new business.

Branding & Positioning

The strategic sales plan should offer at least a high-level overview of your brand and messaging specifics, including social media presence. Take the time to optimize your company’s LinkedIn presence — it’s a goldmine of new business opportunities.

Marketing Strategy

In today’s day and age, it’s unlikely that your sales and marketing team are working in isolation from one another. At a certain point, sales and marketing strategies start to flow together until they (ideally) perform in harmony.

Still, it’s important to outline the perspective of the marketing team within your strategic sales plan. This will help your salespeople fine-tune their sales pitch and speak more meaningfully to the needs of the customer. 

Prospecting Strategy

Most salespeople report that their number one challenge in lead generation is attracting qualified leads. 

Prospecting can certainly be daunting, but it’s worth the effort to get it right. Tweak and fine-tune the process until you’re sure it’s as efficient as possible. Make sure it’s repeatable and scalable, and map it out within your sales plan. 

Action Plan

Any good strategic sales plan will also include a step-by-step section, much like a playbook. Here, you’ll outline the specific tactics and processes — including scripts, demos, and email templates — that have been proven to move prospects through the sales funnel . 

Be as specific as possible here. This will act as a blueprint for the day-to-day sales activities for your team.

It can be tempting to leave the numbers with the finance department, but financial transparency can go a long way in creating a culture of trust among your sales team.

You don’t need to go through every line item in the spreadsheet, but it’s not a bad idea to include a high-level look at where the dollars are flowing. 

KPIs, Metrics, and Benchmarks

Be sure to give your team a snapshot of how they’re currently performing, with real numbers to back it up.

By doing so, you help them self-initiate regular SWOT analysis of their own sales actions and processes. This will give them an opportunity to right the course if things aren’t going according to plan. 

Tip: Looking to fuel your sales plan with data-backed findings? Grab our free ebook below.

Remember that your company’s strategic sales plan will be highly unique. It may take some time and tweaking to find the components and format that best meet the needs of your business.

Here are 13 sales plan templates to help you get started.

1. Product Launch Plan Template

Sales and marketing teams create a product launch plan when they’re preparing to launch a new product. 

A product launch plan should include your product’s positioning statement , a SWOT competitive analysis, detailed market analysis, sales strategies and tactics, and details about the target market. 

2. Ideal Customer Profile Template

One way to avoid wasting time on unproductive leads is to include an ideal customer profile (ICP) in your sales plan. Here’s a sample : 

This will help ensure your prospecting campaigns are targeted and attract only the most qualified leads from the get-go. 

3. Microsoft Word Sales Plan Template

Here’s a great example of a sales plan goals template , easily accessible through Microsoft Word. 

4. 30-60-90 Day Sales Plan Template

5. Buyer’s Guide Template

A buyer’s guide is a short, simple information sheet that describes your product or service, its features and benefits, and its use. Below is an example of a buyer’s guide from Wayfair . 

In many cases, this document is as useful internally as it is for the customer. 

6. Marketing Alignment Sales Plan Template

If your company hasn’t already formally aligned sales and marketing, start with this type of sales plan template (basic example below), as most traditional sales plans already assume that these two teams collaborate regularly. 

One key component of a marketing alignment sales plan template is the presence of an ideal customer profile and buyer personas. 

The marketing alignment sales plan template should also focus on cohesive, on-brand messaging between marketing campaigns and sales conversations . 

This type of sales plan template helps keep everyone on the same page, increases efficiency, and improves sales effectiveness. 

7. Battle Card Template

8. Territory Design Template

Well-designed sales territories see a 10% – 20% increase in sales productivity. Be low is a basic example of a territory design map.

9. Market Expansion Plan Template

A market expansion plan outlines the strategies, tactics, metrics, resources, and more that teams will use when expanding into a new market or (more commonly) a new geographical territory. 

Market expansion plans also need to include details about distribution expenses and timelines, time zone variations, industry notes or important compliance information, local/cultural expectations and laws, and sometimes more. 

10. Compensation Plan Template

Your compensation plan (including a specific commission structure) is one way to motivate your sales reps.

While it may seem controversial or sensitive, the compensation plan is an important component of a strategic sale plan.

11. Sales Funnel Template

The sales funnel is a visual representation of the sales process. 

12. Marketing Plan Template

Your salespeople should be extremely familiar with the marketing strategies your company is using to attract new leads. Here’s a great example of a template you can use in your sales plan that outlines the different campaigns at work.

This kind of resource will help your reps know who to contact, when, and with what kind of content throughout the sales cycle .

13. B2B Sales Strategy Template

A B2B sales strategy template helps sales teams outline their goals, as well as the specific methodologies and tactics they will use to achieve them. Here’s an example :

The B2B sales strategy plan will vary widely depending on your team’s specific goals and strategies, but most teams include at least the categories highlighted in the template above. 

Yesware is the all-in-one sales toolkit that helps you win more business. It can be an invaluable resource for putting your sales plan into action in a way that’s streamlined, productive, and intuitive.

Communication

Yesware’s meeting scheduler tool helps you skip the back-and-forth when scheduling meetings.

Meeting Scheduler integrates with your Outlook or Gmail calendar and helps your clients automatically schedule meetings with you during times of availability. New events will automatically sync to your calendar. 

​ It can also create meeting types for common calls, like a 30-minute intro call or a 60-minute demo call. These templates can be automatically saved and generated with custom descriptions and agendas so everyone can come prepared. 

Prospecting

One of Yesware’s most popular features is its prospecting campaigns .

This feature enables salespeople to create automated, personalized campaigns with multi-channel touches. 

The tool tracks communication and engagement throughout the process and helps move prospects through the pipeline with little administrative effort from the sales team.

Yesware’s attachment tracking feature helps you find your winning content by tracking which attachments are most often opened and read by your prospects.

You can use these insights to sharpen your content and increase your engagement.

The reporting and analytics tools are also extremely valuable in optimizing your sales plan.  These reports enable salespeople to use data to win more business. The feature generates daily activity, engagement data, and outcomes to show you what is/isn’t working across the board.

Try Yesware for free to see how it can help your team carry out your sales plan today.

This guide was updated on March 6, 2024.

Get sales tips and strategies delivered straight to your inbox.

Yesware will help you generate more sales right from your inbox. Try our Outlook add-on or Gmail Chrome extension for free, forever!

Hit your number every month

Works on Outlook or Gmail (+ many more integrations)

Related Articles

Essential Sales Manager Skills: Mastering the Art of Leadership in 2024

What Is Adaptive Leadership? A Guide for Sales Managers

Sales Pipeline Management: The Ultimate Guide for Driving Revenue

Sales, deal management, and communication tips for your inbox

We're on a mission to help you build lasting business relationships.

75 Kneeland Street, Floor 15 Boston, MA 02111

[email protected]