Planning For Sales Success - A Framework For Developing a Sales Plan - Strategy and Tactics

Success in sales requires solid knowledge of the- how can it contribute to our numeric goals? If
markets you are selling to, a good understandingyou have done your homework and have
of how your products or services contribute toidentified all your advantages, some thoughts
your customers success, your ability to expressshould come to mind. At this point, we want to
the value of what you sell to your customerslink those thoughts to a series of tactics that are
(product/service knowledge) and of course goodactionable -this will be our implementation plan. The
sales skills - the ability to listen, understandimplementation plan must be actionable, that
prospect needs, build trust and present solutions.means we have identified a series of clear steps
One skill often overlooked in sales training andthat will advance our sales strategy and that
sales literature is the skill of thinking strategicallythose steps or actions are under your control,
so you can develop a sales strategy along withwhich means you can unilaterally initiate those
identifying corresponding tactics to implement theactions and are not dependent on another to
strategy - in other words, an actionable plan toinstitute the actions.
achieve your sales goals over a defined period ofAn example of a tactic or action might be
time.attempting to gain an appointment with the VP of
Let's take a look at the fundamentals necessaryManufacturing at a key prospect company whose
to create and implement a sound sales strategymanufacturing plants align well with the distribution
and action plan. Let's begin by defining "strategy".network for your products as reflected in your
A strategy defines how you will gain competitivecompetitive advantage outline.
advantage in the markets you sell to. A wellThe actions you identify are also assigned to a
thought out strategy is derived from a thoroughtime line so that you can chart progress in
understanding of needs and trends in the marketsachieving those steps over weeks or months and
you sell to, and how your competitors arecorrelate achievement back to your quantified
responding to those markets. Your strategy mightsales goals over a corresponding time period
address competitive advantage based on your(quarter, half or full year).
knowledge of unmet needs in the market, newThe best way to accomplish identification of
products you have developed, a cost advantageaction steps is by thinking about individual
your company has gained through lower costprospects -those companies that are either key
manufacturing, geographic proximity to yourcustomers or prospects. Review the current
major markets, or a host of other capabilities.status of each target or key customer or
Competitive advantage may also lie with theprospect in the light of your competitive
people in your organization - superior customeradvantages and the sales strategy you developed
service, better technical support after the sale orearlier. The action items should be customized to
a sales force with extensive industry and producteach target prospect since not all of your
knowledge.competitive advantages will appeal to each
Often your competitive advantage consists of anprospect and every prospect and customer won't
integration of several of the above capabilities.have identical needs. Once you have your action
Once you have done your due diligence onitems, assign realistic timelines for completion. You
verifying where your business advantages lie, youwant to be realistic in your estimate of time
can begin development of your sales strategy. Inrequired but also be aggressive in pushing yourself
addition to the organizational advantages listedto achievement.
above, your sales strategy should incorporateA tool that will be very helpful to you in planning
competitive advantages on a personal level - foryour sales activities, monitoring progress and
example, long standing customer relationships,measuring achievement is the Plan of Work which
experience in a specific sales territory or wellI define as a structured "to do" list carved out on
honed selling skills. A sound sales strategy shoulda weekly basis. The Plan of Work is a simple listing
always incorporate both organizational advantagesof action items by account or prospect which you
and personal advantages.have estimated can be accomplished within the
Once you have captured all these competitivenext week. The purpose is to give you a visible
advantages, begin thinking how they relate tooutline of the priorities you want to tackle and
your daily sales activities and how they can behopefully accomplish during the week. It provides
woven into individual sales calls. This will help yousome structure to help you manage your selling
integrate these advantages into your daily sellingtime and establishes some hard goals for the
activities. The next step is to put these thoughtsweek. Don't worry that you have identified too
into a paragraph or two which is intended tomany or too few actions to tackle. With time and
answer the question - why should a prospect buyexperience you will get better at developing a
from me instead a competitor? The answer toreasonable estimate. Often too, the best plans
this question becomes the basis for your salesget disrupted by the unexpected problems that
strategy.everyone encounters. The objective here is to
Once you have answered that question, the nextcreate that priority "to do" list that helps keep all
step is to review your sales goals over someof us on track as the week unfolds.
defined time period - the next quarter, sixFinally, remember that we live in a dynamic
months or on an annual basis. Make sure yourbusiness environment - assumptions can be
sales goals are clear and defined on a numericproven wrong, industries can seem to change
basis - such as annual sales revenue, averagevirtually overnight and the best information
gross margin on a percentage basis, number ofbecomes outdated with time. So review your
new accounts opened, etc. Now let's link theseoverall strategy, action plans and implementation
numeric sales goals back to our strategy via theachievements or failures at least on a monthly
competitive advantage statement we developed.basis and be prepared to make adjustments as
Looking at that competitive advantage statementneeded.