Your third step is to tie sales and revenue targets to 30-60-90 day goals and set a schedule to review performance with your team.
This gives your plan teeth and signals when you’re falling behind quota so you can stay on track.
Step 4. Add an ideal client profile to your B2B sales plan
An ICP is a strict definition of an ideal customer.
Including your ICP in your sales plan helps align sales and marketing strategy. It gives insight into what lead generation approach to use.
Let’s say you’re a SaaS company that offers analytical tools to digital marketers. And some of your customers are freelancers and in-house teams.
But, large 50+ employee agencies who the 30-60-90 day sales plan template buy premium subscriptions are your ideal clients.
And, according to your historical sales data, the best way to reach them is through account-based marketing.
You can now invest in ABM tools like Leadfeeder and training for reps without wondering if it will generate a return.
Here’s proof—AlertOps uses Leadfeeder to automatically qualify website visitors with over 100 employees. Then, Leadfeeder sends those leads to Pipedrive and the AlertOps reps call on every potential customer.
Within just 30 days of using Leadfeeder benin businesses directory with the Pipedrive integration, AlertOps was able to increase their sales demo rate by 700%. BAM.
Step 5. Take stock of your sales CRM, tools, and budget
Ever try shoveling snow with a garden spade? (I hope not.)
The point is, using the wrong tool just makes your life harder.
If you’re attempting to close deals without the right tools and resources for the job, you will get frustrated and, possibly, fail.
That’s why a summary of your main CRM software, sales tools, budget, and any other predictable expense should be included in your sales plan.
This will include things like:
- Budget allocation
- Specific tools and resources
- What CRM will be used
- Salary, commission, and incentives
- Training
Make sure your team has access to the tools it needs to reach your goals.