More Sales Plan Templates and Examples

Sales Strategy Template

Sales Strategy Template

Sales Funnel Template

Sales Funnel Template

Sales Action Plan Template

Sales Action Plan Template

Sales Funnel Flowchart

Sales Funnel Flowchart

Sales Plan Template

Sales Plan Template

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Pre-designed templates for sales planning
Easy drawing and diagramming tools for creating a sales strategy and plan
Share with others in your team for real-time collaboration and group editing
Export your diagram as high-quality images or PDFs to include in PowerPoint presentations and Word docs

Guide and Best Practices

A sales plan is a tool used to set sales objectives and develop strategies and action plans to achieve them. It also lists the necessary tools and resources, expenses and customer requirements etc.

Sales planning process

  • Define the mission and vision statement of your company and set goals and marketing targets for the business. Make sure your goals adhere to the SMART criteria.
  • Identify the characteristics of your customers and create a customer profile. If you target several markets with your products, create separate profiles for each.
  • Describe the resources you will need and the tools your team will have to use during the implementation stage.
  • Do a competitive analysis to understand where your competitors stand. Analyze their pricing strategies and other trends in the market.
  • Define your pricing strategy and discuss methods to promote your products or services.
  • Outline the prospecting strategy where you should identify how to close more deals. An ideal tool to use to identify the key decision makers your sales team should reach out to is the account map.
  • Create an action plan laying out the steps you need to take to get to your goals. You can also create a dashboard to track and monitor the progress with your strategy.
  • You can export your diagram as a PDF or image to add to PowerPoint presentations and Word docs. Using the Creately Viewer, you can quickly embed the diagrams in websites, blogs or in your intranet.

More templates and visual ideas for sales planning

Sales Process Flowchart

Sales Process Flowchart

Sales Influencer Org Chart

Sales Influencer Org Chart

Online Sales Process

Online Sales Process

Sales Pipeline Template

Sales Pipeline Template

Marketing And Sales Plan Template

Marketing And Sales Plan Template

Gantt Chart For Sales Team

Gantt Chart For Sales Team