7 years ago
March 14, 2017

5 Tips to Create a Successful Sales Plan

Your sales success is only as good as your sales strategy and plan. Improve your strategy with these 5 Tips to Create a Successful Sales Plan

Claire McConnachie Recruiter
Claire McConnachie

Any company, sales team, or sales rep that has sales success has a strong sales plan to fall back on. If you want to increase sales in your organization, one of the first things you should review is your current sales strategy and plan to research, contact, and nurture relationships with your customers.

“Many small business owners are missing out on sales because they don’t have a sales plan. Or the one they’re using isn’t performing like it should. Sure, they might have quarterly sales targets or end of year goals, but they don’t have a strategic plan for reaching them. A well thought-out sales plan is a roadmap that helps small business owners gain new clients, and grow business from existing ones,” says Alexia Chianis on Business Bee.

Unfortunately, developing an effective sales plan cannot be accomplished overnight. It takes time to work out the kinks, make improvements, and refine your sales plan to get it to the point where it is helping you yield the results you want. But investing your time into creating a successful sales plan is worth it.

5 Tips to Create a Successful Sales Plan

Here are some tips to help you create a successful sales plan:

1. Assess what you are currently doing:

What does your current sales process look like? Do you have one? What are the issues you are having? What are the areas that could use more attention and can be improved?

2. Make it specific to your business:

Every successful sales plan is unique to your way of doing business. It needs to be catered to your customers, make sense and fit your organizational culture, and fit in with the way you do business. You can’t just apply a sales plan to your company and expect it to work in the same way it does for other companies.

3. Map it out:

Mapping out your customer journey – the process and steps they take from the first time you engage with them until you make a sale and post-sale interactions – is vital to determine how you will interact with your customers and help them as they make their way through the sales funnel.

4. Review and refine:

A sales plan is a dynamic document. It’s never complete; it needs to be reviewed regularly, and it’s important to update it as things change with your business over time. Allowing your sales process to be flexible allows your company to be more agile and adjust to market changes.

Read More Sales Strategy Advice

Learn more about how to improve the sales process within your company by reading these informative blog posts by our sales recruiters:

10 Tips to Motivate Your Sales Team

4 Tips to Show Your Sales Team Some Love

5 Ways to Get the Best Out of Your Sales Rep

SalesForce Search is a sales recruiting company which specializes in the recruitment and placement of sales professionals. We recruit sales people in every sector of the economy including, software, manufacturing, financial services and medical devices. Find the right sales person for your organization, start your search here.

Claire McConnachie Recruiter

Claire McConnachie

Claire has 4+ years of experience in sales and recruitment. As a Director of Client Services, her main objective is to connect great people to great companies by building strong relationships with both top clients and candidates in the sales industry. She specializes in sales roles of all seniority levels for both enterprise and start-up clients North American wide. When Claire isn't networking with top talent, she enjoys being outdoors, traveling and spending time with friends & family.