How to Draft a Sales Plan

NCMA

How to Draft a Sales Plan

by Vanessa Cross

A sales plan is closely related to a business plan and marketing plan, as it is frequently developed as a part of each. Knowing how to draft a sales plane is important because it is a road map designed to give a company’s sales team direction through specific sales goals and objectives. Sales plans can address long-term sales goals such as a five- or 10-year plan, or short-term sales goals and objectives, such as annual or 90-day sales plans.

Specific Sales Goals

For an organization, this is typically a financial goal, such as to increase sales for a particular product 15 percent within a specific reporting period, say, quarterly or annually. By identifying a specific and attainable financial sales goal for a given period, the sales team is able to then break the goal down into quantifiable objectives.

Sales Objectives

Develop and write sales objectives based on…

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