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A sales plan to achieve your company's goals

Posted: Thu Feb 20, 2025 3:17 am
by kumartk
The sales plan indicates the path you must follow to achieve your business objectives and when the path is clear, decisions become easier.

sales plan to achieve company goals

Why do you make a sales plan?
There is no foolproof method for making a sales plan, and even doing so does not guarantee that we will sell more. Its success will depend on the quality of the information with which we prepare it and, of course, on the proper execution of the sales force.

How to make a sales plan? We have learned that in the sales plan, sales objectives must be aligned with the company's resources and general objectives . In this way, we will be drawing a clear line of action that indicates the direction we must follow to achieve them .

Unlike a traditional sales plan, an inbound sales plan allows for a much more detailed measurement , in which we evaluate the entire process, from when a user is an unknown person who visits our website until they become a customer.

Under an Inbound approach, marketing and sales teams work together, so the responsibilities of each department are clearer and the impact of each on revenue generation is more tangible.

What does the sales plan contain? In our experience, the sales plan should be supported by an analysis of the unique value proposition , priorities are established, the profile of the buyers is clearly described , sales growth objectives are set, the people who will undertake the journey, the metrics with which the process and results will be evaluated, the milestones or early victories and the actions to be taken.




Destiny, How to set sales goals?

Where do you want to go if you don’t have a defined destination? To set costa rica phone number data objectives we use all the information we have, the information provided by the KPIs with which we measure not only the sales process, but also the results .

In an inbound sales plan we align the growth strategy with the sales objectives . Of course, increasing sales is necessary, but it is more important to grow profitably, with a more efficient operation and with a focus on business results. If you want to know our growth strategy and that of our clients, click here . In this post we continue talking about our sales objectives.

How do we set sales objectives? We do it in the following way, we could say that they are at three levels. We explain what they consist of.

At the first level, we assess our growth potential by analyzing our growth history in relation to the previous year, as well as three to five years ago. The analysis involves how many new clients we could generate, the installed capacity and the current situation, among other aspects.
At the second level , all the information we have analyzed is converted into annual objectives. For example, a company whose objective is to grow should set a goal like the following: Growing 30% in revenue next year could represent $5 million.
At the third level, dates or milestones are established in which the following actions will be defined, based on the scope of the annual objective. Based on the previous example, if a company has established that it will invoice $5 million this year, a milestone in 6 months could be to hire more staff if $2 million has been invoiced in 6 months. That is why it is important to measure the process and the results .
The consequence and/or implication helps us to always keep in mind why it is important to achieve growth in a certain time . This can be translated into hiring more staff, expanding the installed capacity of a plant, offices, providing some benefit to staff, among other points. To do this, the sales plan must include the route that we must follow to achieve them.