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Sales Planning - Sales Strategy Template

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Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/

Sales Strategy Template - 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 - 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 - 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 - Document the sales strategies and capabilities required to penetrate and or expand into the account.

Sales Tactics - 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 - The market development strategy must document the tangible, objective, quantitative measures of success. These sales metrics are typically expressed as subscription, bookings or revenue.

Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/

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Sales Planning - Sales Strategy Template

  1. 1. Sales Strategy Template Download the Sales Strategy Template fourquadrant.com/product/strategic-account-plan-template/
  2. 2. Sales Planning – Sales Strategy Template Sales Strategy Template1 Strategic Market Planning2 Sales Strategy Plan3 Marketing & Sales Strategy4 Sales Tactics5 Market Development Strategy6
  3. 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. 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. 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. 6. Marketing & Sales Strategy 4 Document the sales strategies and capabilities required to penetrate and or expand into the account.
  7. 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. 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. 9. Sales Strategy Template Download the Sales Strategy Template fourquadrant.com/product/strategic-account-plan-template/

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