SlideShare a Scribd company logo
Sales Strategy Template
Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/
Sales Planning – Sales Strategy Template
Sales Strategy Template1
Strategic Market Planning2
Sales Strategy Plan3
Marketing & Sales Strategy4
Sales Tactics5
Market Development Strategy6
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.
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.
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.
Marketing & Sales
Strategy
4
Document the sales strategies and
capabilities required to penetrate and or
expand into the account.
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.
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.
Sales Strategy Template
Download the Sales Strategy Template
fourquadrant.com/product/strategic-account-plan-template/

More Related Content

What's hot

The Sales Strategy
The Sales StrategyThe Sales Strategy
The Sales Strategy
Sanjay Singh
 
Go to Market 101
Go to Market 101Go to Market 101
Go to Market 101
vinodharith
 
Product Strategy and Go to Market Model_Sample
Product Strategy and Go to Market Model_SampleProduct Strategy and Go to Market Model_Sample
Product Strategy and Go to Market Model_Sample
Paresh Baghel
 
Sales strategy
Sales strategySales strategy
Sales strategy
Atmadeep Das
 
Sales Strategy Example
Sales Strategy ExampleSales Strategy Example
Sales Strategy Example
The Digital Sales Institute
 
Go to market planning
Go to market planningGo to market planning
Go to market planning
Mike McCormac
 
Developing Your Go to Market Strategy - For Startup Founders & Entrepreneurs
Developing Your Go to Market Strategy - For Startup Founders & EntrepreneursDeveloping Your Go to Market Strategy - For Startup Founders & Entrepreneurs
Developing Your Go to Market Strategy - For Startup Founders & Entrepreneurs
Adam Moalla
 
Creating a Go To Market Channel Strategy
Creating a Go To Market Channel StrategyCreating a Go To Market Channel Strategy
Creating a Go To Market Channel Strategy
SVPMA
 
Sales Strategy Plan Powerpoint Presentation Slides
Sales Strategy Plan Powerpoint Presentation SlidesSales Strategy Plan Powerpoint Presentation Slides
Sales Strategy Plan Powerpoint Presentation Slides
SlideTeam
 
Sales Enablement Plan Playbook
Sales Enablement Plan PlaybookSales Enablement Plan Playbook
Sales Enablement Plan Playbook
Demand Metric
 
Sales playbook
Sales playbookSales playbook
Sales playbook
Bruce Kopkin
 
business development sales plan
business development sales plan business development sales plan
business development sales plan
Fraser Hay
 
Go To Market Strategy for Startups
Go To Market Strategy for StartupsGo To Market Strategy for Startups
Go To Market Strategy for Startups
PRT Systems
 
Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...
Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...
Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...
Go To Market Consulting LLC
 
Go-to-Market Strategy
Go-to-Market StrategyGo-to-Market Strategy
Go-to-Market Strategy
Jeremy Horn
 
Sales And Marketing Workshop
Sales And Marketing WorkshopSales And Marketing Workshop
Sales And Marketing Workshop
MacInnis Marketing
 
Go to Market Strategy Template
Go to Market Strategy TemplateGo to Market Strategy Template
Go to Market Strategy Template
Soren Kaplan
 
Go-to-Market Business Plan Template
Go-to-Market Business Plan TemplateGo-to-Market Business Plan Template
Go-to-Market Business Plan Template
Joseph Schwartz
 
Marketing & Sales Year Plan
Marketing & Sales Year PlanMarketing & Sales Year Plan
Marketing & Sales Year Plan
Green Growth Consulting
 
B2B sales process
 B2B sales process   B2B sales process
B2B sales process
Murtaza Amin
 

What's hot (20)

The Sales Strategy
The Sales StrategyThe Sales Strategy
The Sales Strategy
 
Go to Market 101
Go to Market 101Go to Market 101
Go to Market 101
 
Product Strategy and Go to Market Model_Sample
Product Strategy and Go to Market Model_SampleProduct Strategy and Go to Market Model_Sample
Product Strategy and Go to Market Model_Sample
 
Sales strategy
Sales strategySales strategy
Sales strategy
 
Sales Strategy Example
Sales Strategy ExampleSales Strategy Example
Sales Strategy Example
 
Go to market planning
Go to market planningGo to market planning
Go to market planning
 
Developing Your Go to Market Strategy - For Startup Founders & Entrepreneurs
Developing Your Go to Market Strategy - For Startup Founders & EntrepreneursDeveloping Your Go to Market Strategy - For Startup Founders & Entrepreneurs
Developing Your Go to Market Strategy - For Startup Founders & Entrepreneurs
 
Creating a Go To Market Channel Strategy
Creating a Go To Market Channel StrategyCreating a Go To Market Channel Strategy
Creating a Go To Market Channel Strategy
 
Sales Strategy Plan Powerpoint Presentation Slides
Sales Strategy Plan Powerpoint Presentation SlidesSales Strategy Plan Powerpoint Presentation Slides
Sales Strategy Plan Powerpoint Presentation Slides
 
Sales Enablement Plan Playbook
Sales Enablement Plan PlaybookSales Enablement Plan Playbook
Sales Enablement Plan Playbook
 
Sales playbook
Sales playbookSales playbook
Sales playbook
 
business development sales plan
business development sales plan business development sales plan
business development sales plan
 
Go To Market Strategy for Startups
Go To Market Strategy for StartupsGo To Market Strategy for Startups
Go To Market Strategy for Startups
 
Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...
Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...
Go To Market Strategy - How To Create Profit Generating Sales & Marketing Str...
 
Go-to-Market Strategy
Go-to-Market StrategyGo-to-Market Strategy
Go-to-Market Strategy
 
Sales And Marketing Workshop
Sales And Marketing WorkshopSales And Marketing Workshop
Sales And Marketing Workshop
 
Go to Market Strategy Template
Go to Market Strategy TemplateGo to Market Strategy Template
Go to Market Strategy Template
 
Go-to-Market Business Plan Template
Go-to-Market Business Plan TemplateGo-to-Market Business Plan Template
Go-to-Market Business Plan Template
 
Marketing & Sales Year Plan
Marketing & Sales Year PlanMarketing & Sales Year Plan
Marketing & Sales Year Plan
 
B2B sales process
 B2B sales process   B2B sales process
B2B sales process
 

Similar to Sales Planning - Sales Strategy Template

Sales Planning 101
Sales Planning 101Sales Planning 101
Sales Planning 101
Matt Haller
 
Sales/Marketing Strategy for the Startups
Sales/Marketing Strategy for the Startups Sales/Marketing Strategy for the Startups
Sales/Marketing Strategy for the Startups
Praveen K
 
Lec 02 Company and Marketing Strategy.pptx
Lec 02 Company and Marketing Strategy.pptxLec 02 Company and Marketing Strategy.pptx
Lec 02 Company and Marketing Strategy.pptx
muhammadzahid526811
 
Ii mm.02.10
Ii mm.02.10Ii mm.02.10
Ii mm.02.10
Yusuf Abdullah
 
Marketing Plan
Marketing PlanMarketing Plan
Marketing Plan
Jay Parida
 
marketing management
 marketing management marketing management
marketing management
zumrouda
 
Mar 20 presentation #2
Mar 20 presentation #2Mar 20 presentation #2
Mar 20 presentation #2
Randy Hawthorne
 
Market oriented strategic planning
Market oriented strategic planning Market oriented strategic planning
Market oriented strategic planning
Sundar B N
 
PRINCIPLES IN MARKETING QUARTER 4 GRADE 11
PRINCIPLES IN MARKETING QUARTER 4 GRADE 11PRINCIPLES IN MARKETING QUARTER 4 GRADE 11
PRINCIPLES IN MARKETING QUARTER 4 GRADE 11
parknicole1406
 
Argosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-new
Argosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-newArgosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-new
Argosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-new
shyaminfo01
 
Marketing plan final
Marketing plan finalMarketing plan final
Marketing plan final
Việt Long Plaza
 
Marketing Management Series 03
Marketing Management Series 03Marketing Management Series 03
Marketing Management Series 03
Jared Offei
 
Marketing plan- NET DOWNLORD
Marketing plan- NET DOWNLORDMarketing plan- NET DOWNLORD
Marketing plan- NET DOWNLORD
Vaibhavi Dalvi
 
Sales Training Playbook
Sales Training PlaybookSales Training Playbook
Sales Training Playbook
Demand Metric
 
Define your market
Define your marketDefine your market
Define your market
Sunil Hasabnis
 
Part-1.pdf
Part-1.pdfPart-1.pdf
Part-1.pdf
DraGular1
 
Cmarketing Lesson 2
Cmarketing Lesson  2Cmarketing Lesson  2
Cmarketing Lesson 2
Mervyn Maico Aldana
 
Shawn Loudenback Overview Sales Strategic Development.1
Shawn Loudenback Overview Sales Strategic Development.1Shawn Loudenback Overview Sales Strategic Development.1
Shawn Loudenback Overview Sales Strategic Development.1
sloudenback
 
408 Marketing Strategy Unit 1
408 Marketing Strategy Unit 1408 Marketing Strategy Unit 1
408 Marketing Strategy Unit 1
ashishjaswal
 
Sales Strategy and Planning Toolkit
Sales Strategy and Planning ToolkitSales Strategy and Planning Toolkit
Sales Strategy and Planning Toolkit
CorporateStrategy1
 

Similar to Sales Planning - Sales Strategy Template (20)

Sales Planning 101
Sales Planning 101Sales Planning 101
Sales Planning 101
 
Sales/Marketing Strategy for the Startups
Sales/Marketing Strategy for the Startups Sales/Marketing Strategy for the Startups
Sales/Marketing Strategy for the Startups
 
Lec 02 Company and Marketing Strategy.pptx
Lec 02 Company and Marketing Strategy.pptxLec 02 Company and Marketing Strategy.pptx
Lec 02 Company and Marketing Strategy.pptx
 
Ii mm.02.10
Ii mm.02.10Ii mm.02.10
Ii mm.02.10
 
Marketing Plan
Marketing PlanMarketing Plan
Marketing Plan
 
marketing management
 marketing management marketing management
marketing management
 
Mar 20 presentation #2
Mar 20 presentation #2Mar 20 presentation #2
Mar 20 presentation #2
 
Market oriented strategic planning
Market oriented strategic planning Market oriented strategic planning
Market oriented strategic planning
 
PRINCIPLES IN MARKETING QUARTER 4 GRADE 11
PRINCIPLES IN MARKETING QUARTER 4 GRADE 11PRINCIPLES IN MARKETING QUARTER 4 GRADE 11
PRINCIPLES IN MARKETING QUARTER 4 GRADE 11
 
Argosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-new
Argosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-newArgosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-new
Argosy b6026-module-5-assignment-1-lasa-2-the-marketing-plan-new
 
Marketing plan final
Marketing plan finalMarketing plan final
Marketing plan final
 
Marketing Management Series 03
Marketing Management Series 03Marketing Management Series 03
Marketing Management Series 03
 
Marketing plan- NET DOWNLORD
Marketing plan- NET DOWNLORDMarketing plan- NET DOWNLORD
Marketing plan- NET DOWNLORD
 
Sales Training Playbook
Sales Training PlaybookSales Training Playbook
Sales Training Playbook
 
Define your market
Define your marketDefine your market
Define your market
 
Part-1.pdf
Part-1.pdfPart-1.pdf
Part-1.pdf
 
Cmarketing Lesson 2
Cmarketing Lesson  2Cmarketing Lesson  2
Cmarketing Lesson 2
 
Shawn Loudenback Overview Sales Strategic Development.1
Shawn Loudenback Overview Sales Strategic Development.1Shawn Loudenback Overview Sales Strategic Development.1
Shawn Loudenback Overview Sales Strategic Development.1
 
408 Marketing Strategy Unit 1
408 Marketing Strategy Unit 1408 Marketing Strategy Unit 1
408 Marketing Strategy Unit 1
 
Sales Strategy and Planning Toolkit
Sales Strategy and Planning ToolkitSales Strategy and Planning Toolkit
Sales Strategy and Planning Toolkit
 

More from Four Quadrant LLC

Italian Red Wine for Everyday
Italian Red Wine for EverydayItalian Red Wine for Everyday
Italian Red Wine for Everyday
Four Quadrant LLC
 
Champagne to Toast the New Year
Champagne to Toast the New YearChampagne to Toast the New Year
Champagne to Toast the New Year
Four Quadrant LLC
 
Christmas Movies to Watch This Holiday Season
Christmas Movies to Watch This Holiday SeasonChristmas Movies to Watch This Holiday Season
Christmas Movies to Watch This Holiday Season
Four Quadrant LLC
 
Berners in the Snow
Berners in the SnowBerners in the Snow
Berners in the Snow
Four Quadrant LLC
 
50 Best Restaurants in the World
50 Best Restaurants in the World50 Best Restaurants in the World
50 Best Restaurants in the World
Four Quadrant LLC
 
Wells Fargo Board Management Failures & Consumer Abuses
Wells Fargo Board Management Failures & Consumer AbusesWells Fargo Board Management Failures & Consumer Abuses
Wells Fargo Board Management Failures & Consumer Abuses
Four Quadrant LLC
 
Best of Super Tuscans
Best of Super TuscansBest of Super Tuscans
Best of Super Tuscans
Four Quadrant LLC
 
Cinco de Mayo Recipes
Cinco de Mayo RecipesCinco de Mayo Recipes
Cinco de Mayo Recipes
Four Quadrant LLC
 
Seaspiracy on Sheds Light on Dark Commercial Fishing Industry
Seaspiracy on Sheds Light on Dark Commercial Fishing IndustrySeaspiracy on Sheds Light on Dark Commercial Fishing Industry
Seaspiracy on Sheds Light on Dark Commercial Fishing Industry
Four Quadrant LLC
 
Tonal Customer Experience Review
Tonal Customer Experience ReviewTonal Customer Experience Review
Tonal Customer Experience Review
Four Quadrant LLC
 
Best Beach Resorts in Mexico
Best Beach Resorts in MexicoBest Beach Resorts in Mexico
Best Beach Resorts in Mexico
Four Quadrant LLC
 
Some of Napa Valley's Best Cabernets
Some of Napa Valley's Best CabernetsSome of Napa Valley's Best Cabernets
Some of Napa Valley's Best Cabernets
Four Quadrant LLC
 
The Truth About Marketing Analytics
The Truth About Marketing AnalyticsThe Truth About Marketing Analytics
The Truth About Marketing Analytics
Four Quadrant LLC
 
AI and Machine Learning in Marketing
AI and Machine Learning in MarketingAI and Machine Learning in Marketing
AI and Machine Learning in Marketing
Four Quadrant LLC
 
How AI Changes Marketing
How AI Changes MarketingHow AI Changes Marketing
How AI Changes Marketing
Four Quadrant LLC
 
The Impact of Digital on CIOs
The Impact of Digital on CIOsThe Impact of Digital on CIOs
The Impact of Digital on CIOs
Four Quadrant LLC
 
Account Based Marketing Best Practices
Account Based Marketing Best PracticesAccount Based Marketing Best Practices
Account Based Marketing Best Practices
Four Quadrant LLC
 
B2B Tech Trends 2019
B2B Tech Trends 2019B2B Tech Trends 2019
B2B Tech Trends 2019
Four Quadrant LLC
 
CMO Marketing Benchmarks
CMO Marketing BenchmarksCMO Marketing Benchmarks
CMO Marketing Benchmarks
Four Quadrant LLC
 
Gartner 2018 IT Tech Spending
Gartner 2018 IT Tech SpendingGartner 2018 IT Tech Spending
Gartner 2018 IT Tech Spending
Four Quadrant LLC
 

More from Four Quadrant LLC (20)

Italian Red Wine for Everyday
Italian Red Wine for EverydayItalian Red Wine for Everyday
Italian Red Wine for Everyday
 
Champagne to Toast the New Year
Champagne to Toast the New YearChampagne to Toast the New Year
Champagne to Toast the New Year
 
Christmas Movies to Watch This Holiday Season
Christmas Movies to Watch This Holiday SeasonChristmas Movies to Watch This Holiday Season
Christmas Movies to Watch This Holiday Season
 
Berners in the Snow
Berners in the SnowBerners in the Snow
Berners in the Snow
 
50 Best Restaurants in the World
50 Best Restaurants in the World50 Best Restaurants in the World
50 Best Restaurants in the World
 
Wells Fargo Board Management Failures & Consumer Abuses
Wells Fargo Board Management Failures & Consumer AbusesWells Fargo Board Management Failures & Consumer Abuses
Wells Fargo Board Management Failures & Consumer Abuses
 
Best of Super Tuscans
Best of Super TuscansBest of Super Tuscans
Best of Super Tuscans
 
Cinco de Mayo Recipes
Cinco de Mayo RecipesCinco de Mayo Recipes
Cinco de Mayo Recipes
 
Seaspiracy on Sheds Light on Dark Commercial Fishing Industry
Seaspiracy on Sheds Light on Dark Commercial Fishing IndustrySeaspiracy on Sheds Light on Dark Commercial Fishing Industry
Seaspiracy on Sheds Light on Dark Commercial Fishing Industry
 
Tonal Customer Experience Review
Tonal Customer Experience ReviewTonal Customer Experience Review
Tonal Customer Experience Review
 
Best Beach Resorts in Mexico
Best Beach Resorts in MexicoBest Beach Resorts in Mexico
Best Beach Resorts in Mexico
 
Some of Napa Valley's Best Cabernets
Some of Napa Valley's Best CabernetsSome of Napa Valley's Best Cabernets
Some of Napa Valley's Best Cabernets
 
The Truth About Marketing Analytics
The Truth About Marketing AnalyticsThe Truth About Marketing Analytics
The Truth About Marketing Analytics
 
AI and Machine Learning in Marketing
AI and Machine Learning in MarketingAI and Machine Learning in Marketing
AI and Machine Learning in Marketing
 
How AI Changes Marketing
How AI Changes MarketingHow AI Changes Marketing
How AI Changes Marketing
 
The Impact of Digital on CIOs
The Impact of Digital on CIOsThe Impact of Digital on CIOs
The Impact of Digital on CIOs
 
Account Based Marketing Best Practices
Account Based Marketing Best PracticesAccount Based Marketing Best Practices
Account Based Marketing Best Practices
 
B2B Tech Trends 2019
B2B Tech Trends 2019B2B Tech Trends 2019
B2B Tech Trends 2019
 
CMO Marketing Benchmarks
CMO Marketing BenchmarksCMO Marketing Benchmarks
CMO Marketing Benchmarks
 
Gartner 2018 IT Tech Spending
Gartner 2018 IT Tech SpendingGartner 2018 IT Tech Spending
Gartner 2018 IT Tech Spending
 

Recently uploaded

8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...
8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...
8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...
➑➌➋➑➒➎➑➑➊➍
 
Factorial Sales Deck - Example of a Sales Deck
Factorial Sales Deck - Example of a Sales DeckFactorial Sales Deck - Example of a Sales Deck
Factorial Sales Deck - Example of a Sales Deck
chris195775
 
Credit Management Process step by step in SAP SD
Credit Management Process step by step in SAP SDCredit Management Process step by step in SAP SD
Credit Management Process step by step in SAP SD
SatyendraGupta59
 
2024 Slides: Sales Productivity: A Deep Dive into Daily Success
2024 Slides: Sales Productivity: A Deep Dive into Daily Success2024 Slides: Sales Productivity: A Deep Dive into Daily Success
2024 Slides: Sales Productivity: A Deep Dive into Daily Success
JessieGoodrum1
 
ChartMogul Sales Deck Example - SaaS payment analytics
ChartMogul Sales Deck Example - SaaS payment analyticsChartMogul Sales Deck Example - SaaS payment analytics
ChartMogul Sales Deck Example - SaaS payment analytics
chris195775
 
Howdy.com Sales Deck - Find talent in LatAm
Howdy.com  Sales Deck - Find talent in LatAmHowdy.com  Sales Deck - Find talent in LatAm
Howdy.com Sales Deck - Find talent in LatAm
chris195775
 
Cold Call Campaigns: Strategies for Success
Cold Call Campaigns: Strategies for SuccessCold Call Campaigns: Strategies for Success
Cold Call Campaigns: Strategies for Success
leveluplinksteam
 

Recently uploaded (7)

8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...
8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...
8328958814SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA ...
 
Factorial Sales Deck - Example of a Sales Deck
Factorial Sales Deck - Example of a Sales DeckFactorial Sales Deck - Example of a Sales Deck
Factorial Sales Deck - Example of a Sales Deck
 
Credit Management Process step by step in SAP SD
Credit Management Process step by step in SAP SDCredit Management Process step by step in SAP SD
Credit Management Process step by step in SAP SD
 
2024 Slides: Sales Productivity: A Deep Dive into Daily Success
2024 Slides: Sales Productivity: A Deep Dive into Daily Success2024 Slides: Sales Productivity: A Deep Dive into Daily Success
2024 Slides: Sales Productivity: A Deep Dive into Daily Success
 
ChartMogul Sales Deck Example - SaaS payment analytics
ChartMogul Sales Deck Example - SaaS payment analyticsChartMogul Sales Deck Example - SaaS payment analytics
ChartMogul Sales Deck Example - SaaS payment analytics
 
Howdy.com Sales Deck - Find talent in LatAm
Howdy.com  Sales Deck - Find talent in LatAmHowdy.com  Sales Deck - Find talent in LatAm
Howdy.com Sales Deck - Find talent in LatAm
 
Cold Call Campaigns: Strategies for Success
Cold Call Campaigns: Strategies for SuccessCold Call Campaigns: Strategies for Success
Cold Call Campaigns: Strategies for Success
 

Sales Planning - Sales Strategy Template

  • 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/