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Sales Strategy Template
Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/
Sales Planning – Sales Strategy Template
Sales Strategy Template1
Strategic Market Planning2
Sales Strategy Plan3
Marketing & Sales Strategy4
Sales Tactics5
Market Development Strategy6
Sales Strategy Template
1
The outline for s sales strategy plan
should include an assessment of the
customer’s business, opportunities that
are prioritized, a summary of the team’s
capabilities, an evaluation of
relationships and a sales action plan.
Strategic Market Planning
2
Assessing a customer’s business is a
fundamental element of strategic market
planning. Start with a basic SWOT and
then drill down to develop value
statements that specific to specific
business initiatives.
Sales Strategy Plan
3
The sales strategy plan should be
centered around the opportunity area
that provides high value to both the
account and the vendor. Other
opportunities may exist but win / win’s
are the best possible outcome.
Marketing & Sales
Strategy
4
Document the sales strategies and
capabilities required to penetrate and or
expand into the account.
Sales Tactics
5
The identification of key customer
contacts required to advance the
strategic and tactical aspects of the sales
are key sales tactics. Formalize the
collection of this information for the
entire account team to leverage.
Market Development
Strategy
6
The market development strategy must
document the tangible, objective,
quantitative measures of success. These
sales metrics are typically expressed as
subscription, bookings or revenue.
Sales Strategy Template
Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/

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Sales Planning - Sales Strategy Template

  • 1. Sales Strategy Template Download the Sales Strategy Template fourquadrant.com/product/strategic-account-plan-template/
  • 2. Sales Planning – Sales Strategy Template Sales Strategy Template1 Strategic Market Planning2 Sales Strategy Plan3 Marketing & Sales Strategy4 Sales Tactics5 Market Development Strategy6
  • 3. Sales Strategy Template 1 The outline for s sales strategy plan should include an assessment of the customer’s business, opportunities that are prioritized, a summary of the team’s capabilities, an evaluation of relationships and a sales action plan.
  • 4. Strategic Market Planning 2 Assessing a customer’s business is a fundamental element of strategic market planning. Start with a basic SWOT and then drill down to develop value statements that specific to specific business initiatives.
  • 5. Sales Strategy Plan 3 The sales strategy plan should be centered around the opportunity area that provides high value to both the account and the vendor. Other opportunities may exist but win / win’s are the best possible outcome.
  • 6. Marketing & Sales Strategy 4 Document the sales strategies and capabilities required to penetrate and or expand into the account.
  • 7. Sales Tactics 5 The identification of key customer contacts required to advance the strategic and tactical aspects of the sales are key sales tactics. Formalize the collection of this information for the entire account team to leverage.
  • 8. Market Development Strategy 6 The market development strategy must document the tangible, objective, quantitative measures of success. These sales metrics are typically expressed as subscription, bookings or revenue.
  • 9. Sales Strategy Template Download the Sales Strategy Template fourquadrant.com/product/strategic-account-plan-template/