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This will be used to identify prospects and prioritize sales efforts.A customer profile is a generalized description of your ideal customer.You may have more than one ideal customer profile if you have a high mix of products or services.
By establishing these goals, you are explaining what success will look like in the clearest terms while also giving your team targets to rally around.
Next, describe your sales objectives using the SMART format: When a goal is specific and measurable, it is more likely to be achieved.
What is it you hope to achieve in terms of growth a year from now?
Once you have stated your objective, describe how the objective will be measured as well as how often you intend to audit the objective’s progress.
Use this sales plan template as well as the information below to create your own unique plan, based on the needs of your business.
The seven specific steps to create your sales plan include: This section will include both a restatement of your company’s mission (or vision) statement as well as your sales plan’s objectives in terms of growth.
The specific attributes to include in your ideal customer profile will depend on your sales model.
For example, if you’re using a B2C sales model, your ideal customer profile will include attributes such as gender, age, family life, homeownership status, income, education, interests, and available sales channels.
Once you have completed your sales plan, you can use a CRM like Pipedrive to measure sales performance and review your progress towards your plan goals.
Pipedrive helps sales teams work on sales processes, manage their business pipeline, and monitor deals. Visit Pipedrive Sales plans do not have to be complicated documents.