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8/24/17 5:54 PM

2018 Sales Plan Template

2018 sales planning season is upon us. It's time to get serious about how you can support your sales team to help them hit their 2018 goal. In that spirit, we've created this Sales Plan Template just for you. The template is easy to customize. And hopefully along the way we help you define your plan and pepper in some best practices.

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7/21/17 10:14 AM

A Blueprint for Your 2018 Sales Planning

Sales planning season is almost upon us. Numbers need crunching. Stakeholders need wrangling. Process needs defining. Objectives need agreeing. Nobody is better positioned than sales operations to shepherd the organization to victory.

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6/14/17 2:59 PM

5 Worst Case Sales Scenarios and How to Deal With Them

This sales playbook is a lighthearted look at 5 inconvenient sales situations. From getting blindsided by unknown execs at meetings, to celebrating too early on a verbal agreement, and to drawing a blank when someone actually picks up one of your cold calls! We include methods for preventing and dealing with these sales situations when they arise. 

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6/6/17 4:55 PM

Communicate Your Sales Plan With A Roadmap

Great news: your sponsor, stakeholder and team have signed off on your team charter and are in alignment with how you are going to contribute to the success of the sales team. So, what’s next? How do you effectively communicate the agreed upon plan?

In this post, you’ll find a customizable roadmap template to help you efficiently roll-out your sales plan and deliverables to internal teams.

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5/30/17 2:27 PM

What's Really Driving Your Sales Capacity?

When you hit your bookings number you may chalk it up to a rep's last minute heroics or a particularly important deal "that made the quarter." But there's always an underlying reason for why things broke the way they did. Often, the seed was planted several quarters ago.

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5/18/17 11:47 AM

Take a Strategic Breather With This Sales Executive QBR Template

The sales Quarterly Business Review (QBR) is when each rep has to bare his or her soul. Exposing every weakness, however carefully hidden by the kids. Pink Floyd lyric? Anybody? Anywho, before the grilling begins, sales executives might consider subjecting themselves to an executive QBR. This is your chance to analyze how well your sales plan is playing out, and make needed adjustments. That was definitely not a lyric.

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5/4/17 12:26 PM

A Sales Leader Playbook to Close Out the Quarter in Style

Before it’s 30 days from quarter end make sure to define your team's path to hit sales target. In the spirit of finishing the quarter in style, we created this End of Quarter Playbook to help sales leaders click into action as the quarter end draws near. Initiate your 4 actions for this playbook: identify your sales gap, categorize your pipeline deals, map your quarter climb and initiate rep close plans. 

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4/25/17 2:37 PM

Rock Your Next Board Meeting With This Sales Deck Template

A great board of directors gives the VP of Sales the strategic advice he or she needs to scale the company. But they can't do that if the Sales story isn't clear. We made this presentation template to enable Sales to better visualize and articulate its story so your Board presentation is sharp, on point and looking great.

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4/17/17 7:36 PM

Chart Your Sales Success with a Team Charter

You are asked to build or lead a Sales team to increase revenue or sale productivity. Now what?

As a start, you will need budget and people. Once you have these resources allocated, I am sure you will be tempted to create a plan that will address all the issues you are hearing from everyone that now knows you are leading this team. This approach may work in the short-term but will you be setting yourself up for success? Most likely not.

 

Instead your life will be reacting to the latest noise or complaints. You will also be at the mercy of your stakeholders preconceived perceptions of what you should be doing (e.g., send more sales meetings to the field) versus the objectives and goal you have been asked to drive (e.g., only create meetings for the field team for fully qualified prospects).

Instead of jumping straight into fire-fighting mode, I recommend that you create a strategic direction for yourself, your team and your company.

Here are the questions you need to answer to ensure you are in alignment with your sponsor and stakeholders:

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3/14/17 3:50 PM

A Beautiful Template for Presenting Sales Ops Metrics

Cold hard facts. Sales ops loves them. But how you present metrics makes all the difference. Crack open a spreadsheet during a meeting and you'll be met with squints. Pop a standard PowerPoint and you'll hear a low-pitch grumble envelop the room. The moral of the story? Pay close attention to how you present your metrics. Your analysis tells a distinct story every week, month and quarter. Make sure it's an engaging one!

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