When sales and marketing teams work together, amazing things can happen for a business. Take, for example, the creation of an integral sales business plan that covers not only the goals the team aspires to but also all the data to support the actions, timelines, roadmaps and org charts.
Your business plan for sales and marketing activities is the guideline by which both teams undertake their tasks, aiming for a common goal. Creating a sales business plan collaboratively can help the teams see the big picture faster and be ready for any eventuality along the way.
In this guide, we will share nine business plan templates to help you build the perfect plan for your teams to work with. Share it digitally with your sales and marketing teams; they will be more productive and close more deals.
A sales business plan—sales plan for short—is a document or presentation that defines the strategies your team will undertake to close deals, retain clients and bring in new leads. With a business plan, sales are contrastingly better overall.
Each section defines the steps toward hitting milestones and achieving goals. It lays a forecast for all activities that have to do with selling and hitting sales targets. The team members who benefit the most from a sales business plan are the sales reps and marketing strategists. It gives them all a vision of the big picture, a mission to aim for and a roadmap to achieving the goal.
Overall, a well-crafted sales business plan is crucial for optimizing the sales cycle and achieving success in the competitive world of sales.
Pro Tip: Don’t print your sales business plans. Create digital interactive experiences to collaborate and share with the team and stakeholders. The same applies to proposals, reports, research presentations and any other business document or content.
To create a business plan for sales activities, follow an industry-standard format and add your team's unique content plus the company’s branded elements. Build a sales action plan based on your strategies and goals, backed up by your chosen sales plan template.
Here’s the path to take:
First, you need to know the scope of possibilities for the sales business plan you’re working on.
To figure this out, you need to answer these questions:
This is the perfect opportunity to use mind maps. Visualizing your scope with mind maps makes it easy for you to organize the information and communicate it with everyone. And if you want to gather ideas from your sales team, brainstorming is the way to go.
Read this article to learn how to maximize your brainstorming meetings using online whiteboards.
Brainstorm the sales plan with your team using Visme’s infinite whiteboard. Our infinite whiteboard supports real-time collaboration and has more than enough space for you to lay out all the information.
Once you’ve mapped out your scope, create an outline for the overall plan. The outline will be the foundation for the pages and sections in your sales business plan. The next section, “What goes in a business plan” includes a list of essential sections that will help create a business plan for sales.
Part of the planning includes organizing a group of people who will work together to meet the goals laid out in the plan. Create a branded org chart visualizing team roles and responsibilities. Include this chart on a page in your sales plan; make it part of the process.
Using hotspots and hyperlinks, connect each team member's photo to their task list on monday.com or your favorite productivity platform.
Do you need more people to achieve the goals you’re pitching? Use this template to assign roles and tasks to team members.
No plan gets anywhere without data. Research, analysis, and investigation are your best friends at this point. Collect all the data you need and organize it in an accessible way. This will help immensely when building the sales plan.
Gather raw data about your current sales activities and performance, competitors, user persona, target market, industry analysis and more. Keep all visual documentation and relevant research samples inside a folder in your Visme workspace and name it accordingly.
Give access to those folders only to people involved in the project. The permission settings are in the brand controls for your workspace.
When you take advantage of the workspace organization features in your Visme account, you can plan your team's activity productively.
Are you regularly creating the same document more than once to share with different people? Branded templates are your secret weapon for any visual asset creation task. It saves time and serves as the guideline for all future versions of that document.
Applying your brand to industry templates is simple. First, pick one of our professionally designed templates, and then use our intuitive editor to change the color scheme, fonts and other design elements. You can also create a master layout to control fonts and logo placements.
Better yet, try Visme's Brand Wizard feature. Input your website URL and follow the steps. In the end, you’ll have a full set of templates with your brand colors and fonts.
Transfer content from the outline to the document, section by section. Analyze and customize the visualization of each slide or page so it's optimized for the story you will tell. Yes, even sales plans can use storytelling techniques to be functional and effective. It’s the single most important communication tool in your arsenal.
Customize the sections, pages and slides with all the design elements available inside your Visme editor. Tap into all the interactive features to create an interactive sales business plan experience or make your digital PDF more engaging.
Take note of all the pages and slides as you create them to help you build the "table of contents" page. Use hyperlinking to let readers navigate the sales business plan however they wish.
Involve the teams from the start. Task them with providing information or creating sections of the plan that pertain to their sector. Create the pages together, tag team members and leave comments to share information.
Ask managers for feedback through the Visme workspace; send them a live link to the project where they can leave notes and comments for edits.
Use a template to create an org chart that explains and details everyone’s role in the plan moving forward. When you make the process, plan and action collaborative, the team culture is strengthened. It’s a win-win in all directions.
Take care of the last edits and proofread all the content. Double-check all image permissions and finalize all the layouts. Now that all the slides or pages are ready, it’s time to share and present the finished project. Use Presenter Studio to add a personalized message to the sales plan presentation, which is ideal for remote teams.
How do you wish to share the sales business plan with your team?
If there's any degree of interactivity in your plan, digital is the way to go. In the settings tab, publish your Visme project to the web and generate a live link to share with anyone you wish.
Download or share your sales business presentation as a video, a flip book, an interactive PDF or an interactive digital experience. All of these and more are possible with Visme.
There are templates, and then there are branded templates. A regular template has a color palette chosen by our designers for anyone to use. A branded template has all your company colors and fonts ready to fill up with content and finalize.
Here's a comprehensive list of the actual slides or pages in a sales business plan template. These apply to the document or presentation format of a top-down sales business plan.
Start with the stunning cover page, then follow up with an interactive table of contents and other pages such as:
Here’s the collection of sales business plan examples you’ve been looking for. They are available in different selling styles, covering an array of industries. Simply add your brand content with elements of storytelling to make it unforgettable.
If time is running out or you need a speedy start for your sales business plan, Visme's AI business plan generator can get it done in just a few minutes.
These business sales plans are a great starting point for sales managers looking for more templates to use with their team.
Plan the sales strategy for a new product with a new product sales plan template. Put together a strategy to promote the new product to existing clients and new prospects. Look at the data from previous campaigns and use it as the foundation for future product launches and sales plans.
The document-style sales business plan template below has all the pages you need to share information about the products, the goals, the KPIs to follow and the team in charge of getting it done. Finally, there are data pages for the budget and market analysis.
SaaS companies need effective sales plans to grow their client base and increase quarterly revenue. A comprehensive sales plan for a SaaS company needs specific sections for each item and clear strategies for reaching team goals. Link to the materials the sales team will use, like sales playbooks and surveys.
This sales plan sample template, designed especially for SaaS companies, concentrates on the strengths, opportunities and unique selling points. The color blocks and data widgets offer a quick overview of the foundation, goals and team in charge of taking care of it.
Beyond creating a sales plan, you want to visualize your sales pipeline to see where your sales prospects are in the purchasing process.
Maximize the efficiency of your sales team by utilizing this comprehensive sales action plan template. This 30 60 90 day sales plan example template is based on the idea of time. The strategies in the plan are laid out in three sections of one month each. Roadmaps have a timeframe, and there are three sets of goals. The purpose is to integrate new technology better or train a new sales rep into the team.
Get the most from your 30-60-90 sales business plan with the template below. Each page concentrates on the dedicated time period, explaining everything expected from the employee or the team.
Territory sales business plans are based on a specific geolocation or localization where the sales will occur. You need this type of sales plan if your company has client bases in different areas of the country or world. Culturally, each location can have different approaches and sales tactics. Use the dynamic fields feature to reuse territory sales presentations and easily change the location information.
Across nine pages in a purple color scheme, this territory sales plan is ready for your team’s detailed strategic planning. Create a document per location, or use interactivity to create hotspots that change the data or information according to the reader’s choice.
Strategic business development can mean increasing client reach, improving business partnerships and many other business activities that increase revenue. Using this business development sales plan, your team can strategize different approaches to achieve positive goals.
In the business development sales plan template below, you’ll find all the graphic organizers to help your team see the big picture across different factors. Create timelines, Gantt charts and roadmaps to organize tasks and measure goals.
Expanding the market is a large part of many sales strategies. And it also needs a solid sales business plan for the team and higher-ups to know what they can expect. To expand your target market efficiently, you’ll need to do a lot of research. All the data you collect goes on the pages of the market expansion sales plan in attractive data visualizations and infographic layouts.
Get inspired to set bold market expansion goals with this colorful and clean-cut template design. Each page has a specific function and purpose, and charts and data visualizations grace the pages without visual obstacles. This template is great for fast and easy information sharing.
The name of this sales plan says it all. The entirety of this plan stems from revenue-how much there is, how much the company wants, and how to get it. These are ideal for sales teams that separate the big picture into actionable parts.
With the template below, your team can create an actionable sales plan that moves the needle forward. The angled leading lines on each page take the reader on a visual journey across goals and timelines to success. Part of the plan is to inspire the team members and stakeholders to believe in the process and work together.
In real estate, you’ll have to plan strategies for your agents and teams to follow together. Real estate agents must work with the marketing team to be on the same page about messaging, strategies and goals. With a sales plan, you can put it all together into one.
In this template, all the marketing, prospecting, and target market calculations work together to improve your sales strategies. Strategic planning can improve revenue for the agency, the agents, and the homeowners.
New sales reps perform better when their onboarding and training are inspiring and motivating. Use this template to plan your training and onboarding strategies and create a better company culture. Instruct new hires in the systems and explain timelines of expected performance during the probation and orientation phase.
The choice of color palette and design elements is important for telling the story of your sales training plan. Cover both high and low levels of the sales process by training efficiently. Plan how to train and get results.
After personalizing your preferred sales business plan template, the next step is to download and share it with your team and stakeholders.
With Visme, you have complete freedom over how you use your documents. You can download the design in various formats, such as PDF, JPG, PNG, and HTML5, or share it online via email or a shareable link.
You can even publish your content anywhere on the internet by generating a snippet of code from the Visme app.
One of our satisfied customers, shares their positive experience with Visme's templates and sharing options.
"Visme also helped us to free up our creative and design team to work on other projects across the organization. We created a supply of customizable templates they can cycle through and customize quickly on their own rather than waiting on a designer."
Manager of Partnership Marketing
As a sales leader, it is crucial to avoid poor planning, as it can result in missing up to 10% of annual sales opportunities. Your responsibility is to ensure that your company does not experience this setback.
To help you avoid this pitfall, here are five distinct approaches, each with its own unique flair.
1. Goal-Oriented Planning: This approach begins with setting ambitious yet achievable revenue targets, followed by reverse-engineering your sales process to identify the key performance indicators (KPIs) necessary to reach those targets. Sales activities are then meticulously aligned with the overarching goals to create a cohesive roadmap to success.
2. Account Planning: It focuses on developing a comprehensive strategy for managing individual accounts. This type of planning involves researching the account, identifying key stakeholders, and creating a plan to engage with them. Account planning benefits businesses that rely on a small number of large accounts for their revenue.
3. Product Planning: Product planning involves the development of a strategy for selling a particular product or product line. This type of planning focuses on understanding the market for the product, identifying key features and benefits, and developing a plan for promoting and selling the product.
4. Relationship Planning: Relationship selling is a long-term approach focusing on building strong customer relationships. It involves understanding the customer's needs, building trust and providing ongoing support and value. This approach requires excellent communication skills, a customer-centric mindset and a commitment to delivering exceptional service.
5. Sales Process Planning: This involves developing a comprehensive plan for managing the sales process, from lead generation to closing the sale. This type of planning involves identifying the critical steps in the sales process, developing a plan for each step, and establishing metrics to measure the effectiveness of the process.
After learning about the various types of sales planning and their advantages, as well as the components of a sales business plan, it's time to delve into the process of drafting one. Let's explore some tips for writing a successful sales business plan.
Additionally, you can read this article on creating a strategic sales plan to get more help writing your own sales business plan.
Jumping right into a project isn’t always the best idea; you won’t be prepared for the obstacles and hurdles. Every layer of your sales stack should be potentially planned and brainstormed for optimal results.
This is where sales business plans come into play. With well-designed and personalized plans, you create meaningful connections with prospects, turning them into loyal clients.
Create an interactive sales business plan to engage your team in a shared journey toward a common goal. Designate roles and link them together in the sales plan and your productivity platform so everyone is always on track.
Visme has plenty of features to help you and your team close deal after deal. Not only can you create a sales business plan collaboratively, but you can also brainstorm, create other content, share it online, track performance and keep all assets organized within your workspace. Make your team more efficient at creating visual content at every level of your organization using our third-party integrations.
Ready to up your company's sales game and close more deals? Book a demo or sign up today to see how we can help your sales team succeed.
