Capability Directory


Sales strategy and planning

Sales strategy and planning

Related Terms:

Sales strategy and planning is the process of developing a comprehensive plan for achieving the business’s sales goals. The process involves analyzing market trends, identifying potential sales opportunities, and developing a strategy for achieving the business’s sales targets.

Beginner competence definition

Beginner-level professionals understand the basics of sales strategy and planning. They are able to communicate effectively with other members of the sales team and prioritize their workload effectively. They can also follow established sales processes and meet their individual sales targets.

Intermediate competence definition

Intermediate professionals can develop and implement a sales strategy and planning program that aligns with the business’s overall goals. They use data analysis to identify potential sales opportunities and develop a plan for achieving the business’s sales targets. They can also use advanced communication and persuasion techniques to build relationships with potential customers and close deals effectively.

Advanced competence definition

Advanced professionals are able to lead the development of a comprehensive sales strategy and planning program for the entire sales team. They can use advanced data analysis techniques to predict future sales and optimize the sales process for maximum efficiency and effectiveness. They can also coach and mentor other members of the sales team in effective sales strategy and planning techniques. We have also found they are able to anticipate potential risks and develop contingency plans to ensure that sales targets are met.


Sales forecasting and budgeting


Developing and implementing corporate strategy

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