The document outlines a sales strategy template that includes critical components such as customer business assessment, opportunity prioritization, team capabilities evaluation, and an actionable sales plan. It emphasizes the importance of strategic market planning and the need for detailed documentation of sales tactics and metrics for success. The template is designed to facilitate effective sales strategies suitable for account development.

1. Sales Strategy Template
Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/

2. Sales Planning – Sales Strategy Template
Sales Strategy Template1
Strategic Market Planning2
Sales Strategy Plan3
Marketing & Sales Strategy4
Sales Tactics5
Market Development Strategy6

3. Sales Strategy Template
1
The outline for s sales strategy plan
should include an assessment of the
customer’s business, opportunities that
are prioritized, a summary of the team’s
capabilities, an evaluation of
relationships and a sales action plan.

4. Strategic Market Planning
2
Assessing a customer’s business is a
fundamental element of strategic market
planning. Start with a basic SWOT and
then drill down to develop value
statements that specific to specific
business initiatives.

5. Sales Strategy Plan
3
The sales strategy plan should be
centered around the opportunity area
that provides high value to both the
account and the vendor. Other
opportunities may exist but win / win’s
are the best possible outcome.

6. Marketing & Sales
Strategy
4
Document the sales strategies and
capabilities required to penetrate and or
expand into the account.

7. Sales Tactics
5
The identification of key customer
contacts required to advance the
strategic and tactical aspects of the sales
are key sales tactics. Formalize the
collection of this information for the
entire account team to leverage.

8. Market Development
Strategy
6
The market development strategy must
document the tangible, objective,
quantitative measures of success. These
sales metrics are typically expressed as
subscription, bookings or revenue.

9. Sales Strategy Template
Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/