Free template sales process

Showing 1 - 10 of 10 Show Sales Metrics Calculator HubSpot and QuotaPath came together to create an Excel template to calculate average deal size, win-loss rate, churn rate, and more. Sales Compensation Calculator Calculate how much sales reps will earn with seven different sales compensation methods. Sales Battle Card Templates 3 free sales battle card templates. What do you think of this template? Recruitment Process Steps.

Internal Communication Strategy. Value Chain Analysis. Process Map Template. Business Impact Analysis. Job Interview Presentation. Maturity Model. Total Quality Management. Below are some examples of KPIs that can be used by sales role and its respective responsibility:. Our six-step process on proper sales territory management is a great resource for segmenting, creating, and assigning sales territories.

This section of the sales plan is also a prime spot for individually setting sales quotas for each rep or team that are needed to hit your organizational sales goals. Sales quotas should be a specific KPI for that sales role and be set based on the experience, skill level, and resources for that individual or team, as well as organizational, department, and team goals and objectives.

The last section of the sales plan will be the budget for your sales operation. It should account for salaries, commissions, travel expenses, and the cost of any software tools or service providers used to help with sales and marketing. While these are meant to be estimates, research and due diligence should be done to avoid financial errors. One way to set your sales budget, particularly for software tools and services you may be interested in, is to create and issue a request for proposal RFP.

Issuing an RFP allows you to post a summary of your needs to solicit proposals on potential solutions. In addition to providing accurate budget estimates from a variety of qualified vendors and contractors, it may also help you discover cost-effective or high-performing options you were previously unaware of. Once the sales plan is in motion, monitor its progress for the purpose of making any required adjustments.

For instance, while your sales operation is running, you may find certain sales tactics are working far better than expected, and vice versa. Your sales plan should account for using that tactic more as well as any new sales tools associated with that tactic, budgetary changes, new roles added to the sales team, and possibly even a new sales goal.

As in the earlier example, if you found that cold calling was significantly more effective than emailing, you would reduce or abandon the email method in favor of cold calling. You could also invest in sales tools especially useful for cold calling such as power dialing using a VoIP phone system, or hire additional staff to place calls, all of which will be part of your updated sales plan. Pro tip : Being able to focus on the big picture by creating, executing, and adjusting a sales plan is one of the most critical traits of being an effective sales leader.

For more insights on what it means to be a sales leader and how to become one, check out our ultimate guide to sales leadership. Bottom Line While any business can set a bold sales goal, creating a sales plan outlines how your team will achieve them.

By following the best practices and step process laid out above, your sales plan defines what your sales process will look like, establishes baselines for accountability, and identifies optimal strategies and tactics as well as the tools needed to make your team as efficient as possible. Find Jess On LinkedIn. She served on the founding team of a successful business-to-business B2B startup and has used a wide range of sales and marketing tools over the course of her year career.

Jess uses her industry knowledge and conducts countless hours of research to deliver the best answers to your questions about sales-related topics. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Fit Small Business content and reviews are editorially independent.

We may make money when you click on links to our partners. Learn More. Learn More About Sales Management. Sign up to receive more well-researched sales articles and topics in your inbox, personalized for you.

This email address is invalid. Only if you want to get insider advice and tips. Use our sales plan template to create a plan that sets your team up for success. Download Now or. Was this article helpful? Yes No. Feedback Yes No. Human Resources.