strategic sales plan presentation

Strategic Sales Plan Examples: 13 Sales Plan Templates

Casey O'Connor

What Is a Strategic Sales Plan?

When you should implement a strategic sales plan, what to include in your sales plan, 13 sales plan template examples, put your sales plan into action with yesware.

A strategic sales plan is a must-have for any business looking to increase their sales, amp up their revenue, bring a new product to market, or branch into a new territory.

In this article, we’ll go over everything you need to know about strategic sales plans: what they are, when to create one, and exactly what they need to include. We’ll also show you a handful of real-life, tangible sales plan template examples and tips for implementation. 

Here’s what we’ll cover:

• When You Should Implement a Strategic Sales Plan 

A strategic sales plan is designed to guide a sales organization through their overarching sales strategy. It provides them with access to the resources needed to prospect, pitch to, and close new accounts.

Strategic sales plans can include any combination of the following:

• Ideas: If you utilize a certain sales methodology — consultative selling or target account selling , for example — you might outline its key principles and a few tactical examples of it in action in your strategic sales plan. Your strategic sales plan should also include an overview of your target customer.
• Processes: In order for your sales team to reach maximum productivity, it’s important that your sales processes are clearly defined and standardized. Your sales team — both new hires and seasoned vets alike — should be able to refer to your sales plan for a repeatable, scalable process that’s backed by solid metrics. The processes should provide direction to sales reps that allow them to contribute to the company’s goals.
• Tools & Tactics: The best strategic sales plans are more than just high-level strategy and goals. They also include specific, step-by-step strategies that sales reps can implement in sales conversations, as well as the specific tools and content that reps need to close more deals.

Sales plans also typically spell out the organization’s revenue and overall business goals, as well as the KPIs and benchmarks that sales managers and other stakeholders will monitor to determine whether or not those goals are being met.

They should also outline management’s strategic territory design and quota expectations, with specific indicators and data to back those decisions. 

Finally, these sales plans should take into account your current team’s sales capacity and specifically address the acquisition plan for any resources that are not yet available but may be necessary for future growth.

If your sales team doesn’t already have a strategic sales plan in place — that is, one that’s referenced and updated regularly and the product of careful data analysis and inter-team collaboration — you may want to consider creating one. 

Research shows that the majority of the highest-performing sales teams operate under a formalized, closely monitored sales structure. 

On the other hand, most underperforming sales teams lack this structure. 

It’s clear that a well-defined sales plan is one of the prerequisites to optimized sales productivity and success; every salesforce should strive to create and adopt one if they want to meet their sales goals more efficiently.

That being said, there are a few key indicators that signal a need for more urgency in putting a strategic sales plan in place. 

You’re Trying to Increase Sales

A strategic sales plan will help your sales and marketing teams align their processes so that your outreach efforts are tailored to your target audience. 

You’re Looking to Amp Up Your Revenue

For startups and small businesses, attaining as many new customers as possible is usually the name of the game.

For larger or more established businesses, however, the business plan may instead emphasize revenue goals. In other words, the deal size starts to matter much more than deal volume. 

A sales strategy plan can help salespeople target and nurture higher-value accounts. Sales planning can also boost your revenue by illuminating untapped potentials for revenue growth within your existing customer base through cross-selling, upselling , and referrals .

You’re Gearing Up to Launch a New Product

A sales strategy plan is crucial for businesses that are preparing to bring a new product to market.

One last note: for businesses that already use strategic business planning (or for those on their way after reading this article), be sure to update your plan at least yearly. Many businesses at least review their plan, if not update it more formally, on a quarterly basis.

Ultimately, your strategic sales plan will be unique to your company and its specific goals.

Consider including the following components in your strategic business plan. 

Mission Statement

Industry & Market Conditions

Great sales planning cannot be performed in isolation. Your plan must take into account the current market conditions, including any challenges, recent disruptions, or upcoming notable events.

Organization Chart

A sales org chart can range in scope from very simple, like the one above, to more complicated. Some go as far as naming individual employees and outlining their specific responsibilities. 

A detailed org chart is especially helpful for efficiently onboarding new hires.

Product Info & Pricing

No sales plan would be complete without a one-sheet that outlines the features, benefits, and value proposition of your product or service.

It’s also helpful to include information about pricing tiers, as well as any discounts or promotions available for leverage at a sales rep’s discretion.

Compensation Plan

While we have no doubt that you’ve hired only the most intrinsically motivated salespeople, remember the bottom line: cash is king.

Money is the primary motivator for most salespeople, regardless of how truly loyal and hard-working they may be.

With that in mind, it’s a good idea to include your company’s compensation plan and commission structure in your sales plan. This is a surefire way to motivate your team to continuously improve their sales performance. 

Target Market & Customer

Sales Enablement

With the tremendous rise in content marketing, it can be challenging for salespeople to keep track of the various materials available for generating new business.

Branding & Positioning

The strategic sales plan should offer at least a high-level overview of your brand and messaging specifics, including social media presence. Take the time to optimize your company’s LinkedIn presence — it’s a goldmine of new business opportunities.

Marketing Strategy

In today’s day and age, it’s unlikely that your sales and marketing team are working in isolation from one another. At a certain point, sales and marketing strategies start to flow together until they (ideally) perform in harmony.

Still, it’s important to outline the perspective of the marketing team within your strategic sales plan. This will help your salespeople fine-tune their sales pitch and speak more meaningfully to the needs of the customer. 

Prospecting Strategy

Most salespeople report that their number one challenge in lead generation is attracting qualified leads. 

Prospecting can certainly be daunting, but it’s worth the effort to get it right. Tweak and fine-tune the process until you’re sure it’s as efficient as possible. Make sure it’s repeatable and scalable, and map it out within your sales plan. 

Action Plan

Any good strategic sales plan will also include a step-by-step section, much like a playbook. Here, you’ll outline the specific tactics and processes — including scripts, demos, and email templates — that have been proven to move prospects through the sales funnel . 

Be as specific as possible here. This will act as a blueprint for the day-to-day sales activities for your team.

It can be tempting to leave the numbers with the finance department, but financial transparency can go a long way in creating a culture of trust among your sales team.

You don’t need to go through every line item in the spreadsheet, but it’s not a bad idea to include a high-level look at where the dollars are flowing. 

KPIs, Metrics, and Benchmarks

Be sure to give your team a snapshot of how they’re currently performing, with real numbers to back it up.

By doing so, you help them self-initiate regular SWOT analysis of their own sales actions and processes. This will give them an opportunity to right the course if things aren’t going according to plan. 

Tip: Looking to fuel your sales plan with data-backed findings? Grab our free ebook below.

Remember that your company’s strategic sales plan will be highly unique. It may take some time and tweaking to find the components and format that best meet the needs of your business.

Here are 13 sales plan templates to help you get started.

1. Product Launch Plan Template

Sales and marketing teams create a product launch plan when they’re preparing to launch a new product. 

A product launch plan should include your product’s positioning statement , a SWOT competitive analysis, detailed market analysis, sales strategies and tactics, and details about the target market. 

2. Ideal Customer Profile Template

One way to avoid wasting time on unproductive leads is to include an ideal customer profile (ICP) in your sales plan. Here’s a sample : 

This will help ensure your prospecting campaigns are targeted and attract only the most qualified leads from the get-go. 

3. Microsoft Word Sales Plan Template

Here’s a great example of a sales plan goals template , easily accessible through Microsoft Word. 

4. 30-60-90 Day Sales Plan Template

5. Buyer’s Guide Template

A buyer’s guide is a short, simple information sheet that describes your product or service, its features and benefits, and its use. Below is an example of a buyer’s guide from Wayfair . 

In many cases, this document is as useful internally as it is for the customer. 

6. Marketing Alignment Sales Plan Template

If your company hasn’t already formally aligned sales and marketing, start with this type of sales plan template (basic example below), as most traditional sales plans already assume that these two teams collaborate regularly. 

One key component of a marketing alignment sales plan template is the presence of an ideal customer profile and buyer personas. 

The marketing alignment sales plan template should also focus on cohesive, on-brand messaging between marketing campaigns and sales conversations . 

This type of sales plan template helps keep everyone on the same page, increases efficiency, and improves sales effectiveness. 

7. Battle Card Template

8. Territory Design Template

Well-designed sales territories see a 10% – 20% increase in sales productivity. Be low is a basic example of a territory design map.

9. Market Expansion Plan Template

A market expansion plan outlines the strategies, tactics, metrics, resources, and more that teams will use when expanding into a new market or (more commonly) a new geographical territory. 

Market expansion plans also need to include details about distribution expenses and timelines, time zone variations, industry notes or important compliance information, local/cultural expectations and laws, and sometimes more. 

10. Compensation Plan Template

Your compensation plan (including a specific commission structure) is one way to motivate your sales reps.

While it may seem controversial or sensitive, the compensation plan is an important component of a strategic sale plan.

11. Sales Funnel Template

The sales funnel is a visual representation of the sales process. 

12. Marketing Plan Template

Your salespeople should be extremely familiar with the marketing strategies your company is using to attract new leads. Here’s a great example of a template you can use in your sales plan that outlines the different campaigns at work.

This kind of resource will help your reps know who to contact, when, and with what kind of content throughout the sales cycle .

13. B2B Sales Strategy Template

A B2B sales strategy template helps sales teams outline their goals, as well as the specific methodologies and tactics they will use to achieve them. Here’s an example :

The B2B sales strategy plan will vary widely depending on your team’s specific goals and strategies, but most teams include at least the categories highlighted in the template above. 

Yesware is the all-in-one sales toolkit that helps you win more business. It can be an invaluable resource for putting your sales plan into action in a way that’s streamlined, productive, and intuitive.

Communication

Yesware’s meeting scheduler tool helps you skip the back-and-forth when scheduling meetings.

Meeting Scheduler integrates with your Outlook or Gmail calendar and helps your clients automatically schedule meetings with you during times of availability. New events will automatically sync to your calendar. 

​ It can also create meeting types for common calls, like a 30-minute intro call or a 60-minute demo call. These templates can be automatically saved and generated with custom descriptions and agendas so everyone can come prepared. 

Prospecting

One of Yesware’s most popular features is its prospecting campaigns .

This feature enables salespeople to create automated, personalized campaigns with multi-channel touches. 

The tool tracks communication and engagement throughout the process and helps move prospects through the pipeline with little administrative effort from the sales team.

Yesware’s attachment tracking feature helps you find your winning content by tracking which attachments are most often opened and read by your prospects.

You can use these insights to sharpen your content and increase your engagement.

The reporting and analytics tools are also extremely valuable in optimizing your sales plan.  These reports enable salespeople to use data to win more business. The feature generates daily activity, engagement data, and outcomes to show you what is/isn’t working across the board.

Try Yesware for free to see how it can help your team carry out your sales plan today.

This guide was updated on March 6, 2024.

Get sales tips and strategies delivered straight to your inbox.

Yesware will help you generate more sales right from your inbox. Try our Outlook add-on or Gmail Chrome extension for free, forever!

Hit your number every month

Works on Outlook or Gmail (+ many more integrations)

Related Articles

Sales Pipeline Management: The Ultimate Guide for Driving Revenue

How to Analyze Sales Performance: Key Metrics and Steps

Essential B2B Sales Tools for Scalable Success

Sales, deal management, and communication tips for your inbox

We're on a mission to help you build lasting business relationships.

75 Kneeland Street, Floor 15 Boston, MA 02111

[email protected]

Home Blog Business Guide to Crafting an Effective Strategy Presentation

Guide to Crafting an Effective Strategy Presentation

Presenting and communicating your strategies to align a team’s effort remains one of management’s priority tasks. Regardless of the company’s scale, strategic presentations help convey complex strategic plans into clear and actionable tasks to follow in accordance with the business goals.

In this guide, we will show you how to effectively create a strategic presentation, the elements it should list, and some recommendations for PowerPoint templates to speed up this process.

Table of Contents

• What is a Strategy Presentation?

Types of Strategy Presentations

• How to Structure a Strategy Presentation

Do and Don’ts of Strategy Presentations

Recommended powerpoint templates for strategy presentations, key takeaways, what is a strategy presentation.

A strategy presentation is a communication tool designed to communicate goals, strategic plans or pre-formulated strategies, and initiatives to stakeholders. The strategy presentation slide deck aims to outline the company’s vision, strategic goals, and the specific actions needed to achieve them. To accomplish that, strategy presentation slides typically introduce a mixture of visual aids with relevant data to maximize the retention rate across the audience.

We can define the following categories for strategy presentations.

Strategic Plan Presentations

Strategic plan presentations are intended to communicate the organization’s long-term goals and the strategies to achieve them to stakeholders. This kind of presentation may cover topics such as market analysis, strategic objectives, and detailed action plans. 

The primary purpose is to align the team and stakeholders around a shared vision and ensure everyone understands the steps necessary to drive the organization toward its strategic goals.

Sales Strategy Presentations

Sales strategy presentations are targeted toward increasing the sales revenue inside an organization within a specific time frame. These presentations detail the tactics, target markets, and objectives involved in boosting sales performance. They typically include an analysis of market trends, competitive positioning, and specific sales goals – elements we can find in a sales plan presentation . 

The core objective in sales strategy presentations is for team members to understand their role in executing the sales strategy and how to measure the impact of their actions.

Marketing Strategy Presentations

Marketing strategy presentations are instances in which the marketing plan presentation is communicated to the team and stakeholders. These presentations outline the methods and channels the company will use to reach its target audience and achieve marketing objectives. We can find details on market research, customer segmentation, positioning strategies, and planned marketing campaigns.

Think of a marketing strategy presentation as a roadmap for how marketing efforts can contribute to the overall business goals. It ensures clarity on task execution, expected outcomes, and resource allocation.

Business Model Strategy Presentations

Business model strategy presentations outline the fundamental structures and mechanisms through which a company creates, delivers and captures value. These presentations explain the business model components, such as revenue streams, cost structures, customer segments, value propositions, and key partnerships. 

The objective is to articulate how the company operates within its market and competitive environment, detailing strategies for sustainability and growth.

Product Development Strategy Presentations

Product development strategy presentations focus on the stages and processes required to design, create, and launch a new product. These presentations typically cover the product concept, design iterations, market research, target customer analysis, production processes, and marketing strategies. They aim to align cross-functional teams—such as R&D, marketing, and production—on the product’s vision, features, and roadmap.

IT Strategy Presentations

IT strategy presentations communicate an organization’s technology-related plans and objectives. They outline how IT resources, infrastructure, and initiatives align with the broader business strategy to enhance operational efficiency, support growth, and mitigate risks. Key topics typically include adopting new technologies, cybersecurity measures, data management strategies, and IT governance.

Change Management Strategy Presentations

Change management strategy presentations are typically used in organization restructuring scenarios – after mergers, acquisitions, or significant internal restructuring – outlining the approach and plans for managing organizational changes. Change Management Strategy presentations detail the reasons for change, the specific changes to be implemented, the strategies for managing the transition, and the impact on stakeholders. Key elements often include stakeholder analysis, communication plans , training programs , and mechanisms for feedback. 

The primary goal of Change Management Strategy slide decks is to facilitate a smooth transition by preparing the organization and its members for change, minimizing resistance, and ensuring that changes are effectively integrated into the organization to achieve desired outcomes and improve overall performance.

How to Structure an Effective Strategy Presentation

In our experience, here’s a suggested presentation structure format for a strategic presentation.

The Introduction

Begin your presentation with a relevant hook for the topic you are approaching (see our guide on How to Start a Presentation for tips). Use an agenda slide to introduce the key themes and strategic objectives to discuss. Additionally, consider incorporating an executive summary to provide a concise overview of the strategy, highlighting key decisions and expected outcomes.

Body of the Presentation

Depending on the kind of strategic presentation you deliver and the tools and slides required to design it. As a general guide, consider this approach per category:

• Strategic Plan Presentations: Strategic planning requires vision and mission statements, strategic goals , market analysis, SWOT analysis , action plans, and a timeline for accomplishing them.
• Sales Strategy Presentations: We need to showcase sales objectives, target market analysis, sales methods and tactics, performance metrics, and sales forecasts.
• Marketing Strategy Presentations: For this category, consider listing the marketing goals, customer segmentation, value proposition, marketing channels, budget, and timeline.
• Business Model Strategy Presentations: This can be done as part of a business plan presentation . Include the business model canvas, revenue streams, value propositions, key partnerships, and customer relationships.
• Product Development Strategy Presentations: Since we’re considering an entire product development plan, be sure to list the product concept, design and development process, market research, product roadmap, and the Go-to-market strategy .
• IT Strategy Presentations: This selection is mainly intended for organizations looking to renew their IT strategy. List the IT objectives, technology roadmap, infrastructure needs, cybersecurity strategy, IT budget, and resource allocation.
• Change Management Strategy Presentations : In this case, be clear about the core reason behind the change management. Include the change management plan, stakeholder analysis, communication strategy, training, and support plans.

The Conclusion

Concluding a strategy presentation effectively is crucial for reinforcing the key messages and ensuring that the audience leaves with a clear understanding of the strategic objectives and their role in achieving them. To achieve this, consider the following steps:

• Summarize Key Points: Summarize the business presentation , briefly recap the main strategic goals and necessary actions, reinforcing the session’s core messages.
• Closing Statement: End with a compelling statement or call to action that encapsulates the presentation’s vision, motivating your audience.
• Multimedia Element: Optionally, use a short impactful video or visual to vividly summarize the strategy, enhancing retention.
• Q&A Session: Allocate 3-5 minutes for questions to clarify uncertainties and engage the audience further.
• Follow-Up Details: Provide information on how attendees can access more resources or ask additional questions.
• Express Gratitude: Conclude by thanking your audience for their participation, emphasizing their importance to the strategy’s success.

Aside from these tips, we can also follow the recommendations from our article explaining how to end a presentation , which also recommends using a media presentation asset, like videos, although it’s advisable to leave 3-5 minutes for a question and answer session.

Follow these insights to improve the quality and impact of your strategy presentations.

Do(s) of Strategy Presentations

• Use visual aids to summarize concepts. 
• Prepare handouts so the audience can further reference the information you deliver.
• Tailor your presentation to include interactive presentation instances, as they can help to engage the audience in the importance of their role.
• Consider a follow-up after a week. This can be in email format, with a poll, or a brief meeting in which you can evacuate doubts.

Don’t(s) of Strategy Presentations

• Respect your audience’s time, and don’t go overboard, especially if this involves sacrificing the Q&A session.
• Don’t use outdated data. Ensure all your statistics and references are current and relevant.
• Avoid using industry-specific terms without explaining them, unless you are sure that your audience will understand.

To speed up your strategy presentation design process, here’s a list of recommended PowerPoint templates and Google Slides templates by SlideModel.

1. Brand Strategy PowerPoint Template

This brand strategy template for presentations includes striking visuals and cohesive color scheme. Whether you’re presenting a brand strategy presentation to stakeholders or team members, this brand strategy PPT template empowers you to convey the essence of your brand strategy with clarity and impact. Use the brand strategy PowerPoint template to guide your audience through your brand’s journey and strategic milestones.

Use This Template

2. Goals Based Strategic Planning PowerPoint Templates

With a goal-oriented approach, the goal-based strategic planning PPT template emphasizes setting measurable objectives to transform visions into actionable results. This strategy presentation template provides a forward-looking framework, where goals are established from a future vantage point and brought to life through detailed KPIs, such as revenue targets and profit margins.

The Goal-based strategic planning template contains 15 customizable slides, including GAP analyses, problem statements, and strategic action plans, complete with a 30-60-90 day timeline.

3. Sustainability Strategy PowerPoint Template

4. Communication Strategy PowerPoint Template

5. Go-To-Market PowerPoint Template

Frequently Asked Questions

To make a strategy presentation more engaging, use interactive elements like polls or Q&A sessions, incorporate storytelling to contextualize data, and use visual aids and animations to highlight key points.

The ideal length of a strategy presentation varies based on content and audience, but generally, it should not exceed 30 minutes. This duration helps maintain audience attention while leaving time for discussions and Q&A session .

Strategy presentations should be updated regularly, at least annually or as major changes occur within the organization or industry. Regular updates ensure that the content remains relevant and reflects current goals and strategies.

To engage senior executives, focus on summarizing strategic impacts, ROI, and alignment with overarching business goals . Keep the presentation concise, data-driven, and directly related to decision-making and organizational growth.

Providing handouts can be very beneficial, especially for complex presentations. Handouts allow attendees to revisit the content at their own pace, which can aid in better understanding and retention.

• Clarify Goals and Objectives: Strategy presentations are essential for communicating clear, actionable goals and strategic plans to stakeholders.
• Incorporate Visuals Aids: Incorporating visual slides with charts, graphs, and infographics can greatly enhance understanding and retention of complex information.
• Adapt Presentation to Audience: Tailoring the presentation to the audience’s knowledge level and interest ensures greater engagement and comprehension.
• Use of Templates: Employing professional strategy PowerPoint or Google Slides templates can streamline the creation process and ensure a consistent, professional appearance.
• Engagement and Interaction: Incorporating interactive elements and engaging visuals helps maintain audience interest and facilitates better understanding of their roles in strategy implementation.
• Continuous Update and Feedback: Regular updates and follow-ups help keep the strategy aligned with organizational goals and stakeholder expectations.

Final Words

A well-prepared strategy presentation is a powerful tool for communicating an organization’s objectives. Presenters should focus on leveraging their graphical assets so the text inside slides is reduced to the minimum—content that can be shared in handouts for presentation format—which guarantees a smooth experience for the audience.

Like this article? Please share

Presentation Approaches, Strategy Filed under Business

Related Articles

Filed under Business • July 24th, 2024

How to Create a Demo Presentation

Discover the secrets behind successful demo presentations and what they should contain with this article. Recommended PPT templates included.

Filed under Presentation Ideas • July 17th, 2024

How to Convert a Text Document into a Presentation with AI

One of the biggest challenges for presenters is to summarize content from lengthy reports, academic papers, or any other kind of written media in an informative and concise way. Rather than losing countless hours going over and over the same text, we can speed up the process thanks to the virtues of artificial intelligence. In […]

Filed under Education • July 10th, 2024

How to Memorize a Presentation: Guide + Templates

Become a proficient presenter by mastering the art of how to memorize a presentation. Nine different techniques + PPT templates here.

Leave a Reply

Sales Strategy Presentation Template

A sales strategy helps sales teams achieve their sales goals and close more deals. Beautiful.ai’s sales strategy template enables managers and sales reps to prioritize and engage with potential customers, while developing different selling models to reach prospective clients. 

Our customizable template has everything you need for a sales strategy like key performance indicators (KPIs), sales process, and product overview. A thoughtful sales strategy presentation can help teams understand things like target market, response time between inbound leads and first sales touch-point, and how to properly demo the product.  

Our sales strategy template can also help you:

• Identify objectives and provide guidance to your sales team 
• Create product positioning guidelines  
• Share sales pipelines and wins with the team and other stakeholders

Use our template to create an effective sales strategy presentation

A sales strategy presentation is an integral component to your sales team’s success – one that requires a concise format, clear layout, and seamless flow. That’s why our template includes everything you need to create an effective presentation. Whether you need to establish ways to improve the sales cycle or share target clients with key players, you can quickly bring your visions to life with slides such as:

Tips to create a memorable sales strategy presentation

As you use this template to craft your sales strategy presentation, keep these do’s and don’ts in mind:

Sales strategy presentations are meant to hype up internal sales teams and set them up for success. Lead by example and tell a compelling story with your strategy so that they’re client-facing pitches are compelling, too.

It can be easy to get caught up in target logos and sales goals, but first you need to identify your value proposition. Make sure that is front and center of your sales strategy.

Remember: Sales teams are busy, and they don’t need every detail of their pipelines in a visual presentation. Limit the amount of content and data you add to each slide to only the most need-to-know information.

Sales strategy presentations don’t have to be boring and repetitive. Liven up your presentation with video clips of sample demos, logos of prospects, and infographics explaining the sales process.

More Popular Templates

Peloton Pitch Deck

This Peloton pitch deck shows how simple presentations can persuade investors into action with simple, clean design.

All Hands Meeting Template

Host a productive and engaging company-wide meeting using an all hands meeting template.

Social Media Strategy Presentation

A comprehensive, organized social media strategy presentation to show goals, progress, target audience and more.

Business Proposal Presentation Template

A persuasive business proposal starts with a presentation template. Pitch investors and secure projects with this smart business proposal presentation that adapts to your brand.

Investor Presentation Template

Learn how Beautiful.ai’s investor presentation template can help teams communicate better and build relationships with investors.

Social Media Audit Presentation Template

Learn how Beautiful.ai’s social media audit template can help you take inventory of your social media accounts and analyze what’s working.

• Collections
• Sales Strategy

Sales Strategy Presentation Templates

Hello sales executives use our fantastic free sales strategy powerpoint templates and google slides themes pack if you need to make a professional presentation. these templates will define your sales tactics and successfully communicate them to internal and external businesses. try it now.

Free Sales Strategy PowerPoint Templates and Google Slides Themes for Winning Presentations!

Become an expert with slideegg.

How to Create a 4 Steps Infographic in PowerPoint

We're here to help you, what is sales strategy.

A Sales Strategy is a set of action, plan, decision, and objective that helps showcase the sales team's performance in an organization. It is the best tool to support sales reps with perfect goals and objectives.

What are Sales Strategy PowerPoint Templates?

Sales Strategy PowerPoint templates are the best presentation tool designed with an attractive sales theme. These templates help depict clear sales process objectives with eye-grabbing visuals and designs.

How can I make a Sales Strategy PowerPoint Template for a presentation?

A presentation template is easier to construct for PowerPoint designers. If you're a beginner, you could find creating a new slide for your presentation challenging. So pick the best pre-designed templates. If you need design inspiration, visit our PowerPoint tips & tricks page.

Who can use Sales Strategy PowerPoint Templates?

These Sales Strategy PowerPoint templates are the perfect choice for sales managers, reps, sales executives, and project managers. It is the perfect tool for sales presentations.

Where can I find free PPT Templates?

You may have come across numerous free PowerPoint supplier websites, but the design did not satisfy you. As a result, it's always safer to rely on a reputable source like Slide Egg.

No results found.

How to create a sales plan in 7 Steps

A sales plan is the first step toward defining your sales strategy , sales goals and how you’ll reach them.

A refined sales plan is a go-to resource for your reps. It helps them better understand their role, responsibilities, targets, tactics and methods. When done right, it gives your reps all the information they need to perform at their highest level.

In this article, we outline what a sales plan is and why it’s important to create one. We also offer a step-by-step guide on how to make a sales plan with examples of each step.

What is a sales plan and why create one?

Your sales plan is a roadmap that outlines how you’ll hit your revenue targets, who your target market is, the activities needed to achieve your goals and any roadblocks you may need to overcome.

Many business leaders see their sales plan as an extension of the traditional business plan. The business plan contains strategic and revenue goals across the organization, while the sales plan lays out how to achieve them.

The benefits of a sales plan

A successful sales plan will keep all your reps focused on the right activities and ensure they’re working toward the same outcome. It will also address your company's specific needs. For example, you might choose to write a 30- , 60- or 90-day sales plan depending on your current goals and the nature of your business.

Say your ultimate goal for the next quarter is $250,000 in new business. A sales plan will outline the objective, the strategies that will help you get there and how you’ll execute and measure those strategies. It will allow your whole team to collaborate and ensure you achieve it together.

Many salespeople are driven by action and sometimes long-term sales planning gets neglected in favor of short-term results.

While this may help them hit their quota, the downside is the lack of systems in place. Instead, treat sales processes as a system with steps you can improve. If reps are doing wildly different things, it’s hard to uncover what’s working and what’s not. A strategic sales plan can optimize your team’s performance and keep them on track using repeatable systems.

With this in mind, let’s explore the seven components of an effective sales plan

1. Company mission and positioning

To work toward the same company goals, everyone in your organization must understand what your organization is trying to achieve and where in the market you position yourself.

To help define your mission and positioning, involve your sales leaders in all areas of the business strategy. Collaborating and working toward the same goals is impossible if those goals are determined by only a select group of stakeholders.

Recommended reading

How to set sales goals that improve team performance (with examples)

To get a handle on the company’s mission and positioning, take the following steps:

Collaborate with marketing: Your marketing teams live and breathe the positioning of your company. Take the time to talk to each function within the department, from demand generation to performance marketing to learn what they know.

Interview customer success teams: Customer support reps speak with your existing customers every day. Interview them to find common questions and pain points.

Talk to your customers: Customer insights are a foundational part of any positioning strategy. Speak directly with existing and new customers to find out what they love about your product or service.

Read your company blog: Those in charge of content production have a strong understanding of customer needs. Check out blog articles and ebooks to familiarize yourself with customer language and common themes.

Look for mentions around the web: How are other people talking about your organization? Look for press mentions, social media posts, articles and features that mention your products and services.

These insights can provide context around how your company is currently positioned in the market.

Finally, speak with the team in charge of defining the company’s positioning. Have a list of questions and use the time to find out why they made certain decisions. Here are some examples:

What important insights from the original target audience research made you create our positioning statement?

What competitor research led us to position ourselves in this way? Does this significantly differentiate us from the crowd? How?

What core ideals and values drove us to make these promises in our positioning statement? Have they shifted in any way since we launched? If so, what motivates these promises now?

How to communicate mission and positioning

In this section of the sales plan, include the following information:

Company mission : Why your company exists and the value you’re determined to bring to the market.

Competition: Who your direct competitors (those who offer similar products and services) and indirect competitors (brands who solve the same problem in different ways) are.

Value propositions: The features, benefits and solutions your product delivers.

What is brand positioning: The ultimate guide with 4 examples

2. Goals and targets

Define your revenue goals and the other targets sales are responsible for.

As mentioned earlier, sales goals are usually aligned with business goals. Your boardroom members typically establish the company’s revenue goals and it’s your job to achieve them.

Revenue goals will shape your sales strategy. Use them to reverse engineer quotas, sales activity and the staff you need to execute them.

Break your big-picture revenue goal down further into sales targets and activity targets for your team. Activities are the specific actions you and your reps can control, while sales targets are the results provided by those activities.

9 steps to creating the perfect sales strategy (with free template)

Your data is processed according to our privacy notice . You may unsubscribe at any time.

10 predictable revenue hacks to grow your sales

Use data on sales activity and performance from previous years to calculate sales targets. You should break this down by pipeline stage and activity conducted by reps across all functions.

For example, how many cold emails does it take to generate a deal? What is the average lifetime value (LTV) of your customer?

Breaking down these numbers allows you to accurately forecast what it will take to achieve your new revenue goal.

This part of your sales plan might include setting goals like the following:

200 total cold emails sent per day

200 total cold calls made per day

25 demos conducted per day

5 new sales appointments made a day

100 follow-up emails sent per day

Breaking down your goals into specific activities will also reveal the expertise needed for each activity and any required changes to your organizational structure, which will come into play in the next step.

How to communicate goals and targets

Within this section of the sales plan, include the following information:

Revenue goals : Reverse engineer the boardroom revenue goals to identify achievable sales goals and the number of staff needed to reach them. Sales targets : Use data on sales activity and past performance to define quotas and metrics for each stage of the sales pipeline.

Expertise needed for each activity: What qualities and attributes do your staff need to achieve these predefined activities? How much experience do they need vs. what can be learned on the job?

3. Sales organization and team structure

Identify the talent and expertise you need to achieve your goals.

For example, a marketing agency that depends on strong relationships will benefit more from a business development executive than a sales development representative (SDR) .

Use the targets established in the previous section to identify who you need to hire for your team. For example, if the average sales development rep can send 20 cold emails a day and you need to send 200 to achieve your goals, you’ll need around ten reps to hit your targets.

Include the information for each team member in a table in your sales plan. Here is an example.

Visualizing each role helps all stakeholders understand who they’re hiring and the people they’re responsible for. It allows them to collaborate on the plan and identify the critical responsibilities and qualities of their ideal candidates.

You want to avoid micromanaging , but now is a good time to ask your existing teams to report on the time spent on certain activities. Keeping a timesheet will give you an accurate forecast of how long certain activities take and the capacity of each rep.

How to communicate your sales organization and team structure

Team structure: These are the functions that make up your overall sales organization. The roles of SDR, business development and account teams must be well-defined.

Roles and responsibilities: These are the roles you need to hire, along with the tasks they’re responsible for. This will help you produce job descriptions that attract great talent.

Salary and compensation: How will the company remunerate your teams? Having competitive salaries, compensation schemes and sales incentives will attract top performers and keep them motivated.

Timeline: Attempting to hire dozens of people at once is tough. Prioritize hiring based on how critical each role is for executing your plan. Take a phased hiring approach to onboard new reps with the attention they deserve.

Building a sales team: How to set your group up for success

4. Target audience and customer segments

A sales plan is useless without knowing who to sell to. Having clearly defined customer personas and ideal customer profiles will help you tailor your selling techniques to companies and buyers.

Whether you’re looking to break into a new market or expand your reach in your current one, start by clearly defining which companies you’re looking to attract. Include the following criteria:

Industries: Which markets and niches do you serve? Are there certain sub-segments of those industries that you specialize in?

Headcount: How many employees do your best accounts have within their organization?

Funding: Have they secured one or several rounds of funding?

Find out as much as you can about their organizational challenges. This may include growth hurdles, hiring bottlenecks and even barriers created by legislation.

Learn about your buyers within those target accounts, learn about your buyers. Understanding your buyers and personalizing your sales tactics for them will help you strengthen your customer relationships.

These insights will change as your business grows. Enterprise companies may wish to revisit their personas as they move upmarket. For small businesses and startups, your target audience will evolve as you find product-market fit.

It’s important to constantly revisit this part of your sales plan. Even if your goals and methodologies are the same, always have your finger on the pulse of your customer’s priorities.

How to communicate target audience and customer segments

Profile: Include basic information about their role, what their career journey looks like and the common priorities within their personal lives.

Demographics : Add more information about their age, income and living situation. Demographic information can help tailor your message to align with the language used across different generations.

Attributes: Assess their personality. Are they calm or assertive? Do they handle direct communication themselves or have an assistant? Use these identifying attributes to communicate effectively.

Challenges: Think about the hurdles this persona is trying to overcome. How does it affect their work and what’s the impact on them personally?

Goals: Analyze how these challenges are preventing them from achieving their goals. Why are these goals important to them?

Support: Use this insight to define how your product or service will help these people overcome challenges and achieve their goals.

Behavioral segmentation: What is it and how can it drive engagement and loyalty

5. Sales strategies and methodologies

Define your sales approach. This includes the strategies, techniques and methodologies you’ll use to get your offering out to market.

This part of your sales plan may end up being the largest. It will outline every practical area of your sales strategy: your sales stages, methodologies and playbooks.

Start by mapping out each stage of your sales process. What are the steps needed to guide a prospect through your deal flow?

9 essential sales stages

Traditionally, a sales process has nine sales stages :

Prospecting and lead generation : Your marketing strategy should deliver leads, but sales reps should boost this volume with their own prospecting efforts.

Qualification: Measure those leads against your target account criteria and customer personas. Ensure they’re a good fit, prioritizing your time on high-value relationships.

Reaching out to new leads : Initiate emails to your target customers to guide new leads into the sales funnel. This outreach activity includes cold calling and direct mail.

Appointment setting: Schedule a demo, discovery call or consultation.

Defining needs: After the initial meeting, you’ll understand your prospect’s problems and how your product or service can solve them.

Presentation: Reveal the solution. This can be in the form of a proposal, custom service packages or a face-to-face sales pitch .

Negotiation: Dedicate this stage to overcoming any objections your prospect may have.

Winning the deal: Turn your prospects into customers by closing deals and signing contracts.

Referrals : Fostering loyalty is an organization-wide activity. Delight your customers and encourage them to refer their friends.

Not all of these stages will be relevant to your organization. For example, a SaaS company that relies on inbound leads may do much of the heavy lifting during the initial meeting and sales demo . On the other hand, an exclusive club whose members must meet certain criteria (say, a minimum net worth) would focus much of their sales activity on referrals.

Map out your sales process to identify the stages you use. Your sales process should look something like this:

To determine your sales methodologies, break each sales stage down into separate activities, along with the stakeholder responsible for them.

With your sales activities laid out, you can do in-depth research into the techniques and methodologies you need to execute them. For example, if you sell a complex product with lengthy sales cycles , you could adopt a SPIN selling methodology to identify pain points and craft the best solution for leads.

Finally, use these stages and methodologies to form your sales playbooks . This will help you structure your sales training plan and create playbooks your reps can go back to for guidance.

How to communicate sales strategies and methodologies

Within this section of the sales plan, include the following:

Sales stages: The different steps required to convert prospects into paying customers.

Sales methodologies: The different practices and approaches you’ll adopt to shape your sales strategy.

Sales playbooks: The tactics, techniques and sales strategy templates needed to guide contacts throughout each stage of the sales process.

6. Sales action plan

You have the “who” and the “what”. Now you must figure out “when” to execute your sales plan.

A well-structured sales action plan communicates when the team will achieve key milestones. It outlines timeframes for when they’ll complete certain projects and activities, as well as the recruitment timelines for each quarter.

The order in which you implement your sales action plan depends on your priorities. Many sales organizations prefer to front-load the activity that will make a bigger impact on the bottom line.

For example, when analyzing your current sales process and strategy, you may find your existing customers are a rich source of qualified leads . Therefore, it would make sense to nurture more of these relationships using a structured referral program.

You must also consider how recruitment will affect the workload in your team. Hire too quickly and you may end up spending more time training new reps and neglecting your existing team. However, taking too long to recruit could overload your existing team. Either can make a big impact on culture and deal flow.

To complete your sales action plan, get all stakeholders involved in deciding timelines. When applying this to your sales plan, use GANTT charts and tables to visualize projects and key milestones.

A GANTT chart shows you the main activities, their completion dates and if there are any overlaps. Here is an example:

By prioritizing each activity and goal, you can create a plan that balances short-term results with long-term investment.

How to communicate your sales action plan

Key milestones : When do you aim to complete your projects, activities and recruitment efforts? You can map them out by week, month, quarter or all of the above. Let your revenue goals and priorities lead your schedule.

Short- and long-term goal schedules: With a high-level schedule mapped out, you can see when you will achieve your goals. From here, you can shape your schedule so that it balances both short- and long-term goals.

7. Performance and results measurement

Finally, your plan must detail how you measure performance. Outline your most important sales metrics and activities, how you’ll track them and what technology you’ll need to track them.

Structure this part of your plan by breaking down each sales stage. Within these sections, list out the metrics you’ll need to ensure you’re running a healthy sales pipeline.

Performance metrics can indicate the effectiveness of your entire sales process. Your chosen metrics typically fall into two categories:

Primary metrics act as your “true north” guide. This is commonly new business revenue generated.

Secondary metrics are those that indicate how well specific areas of your sales process are performing. These include lead response time and average purchase value.

The metrics you select must closely align with your goals and sales activities. For example, at the appointment setting stage, you might measure the number of demos conducted.

Each team also needs its own sales dashboard to ensure reps are hitting their targets. Sales development reps will have different priorities from account executives, so it’s critical they have the sales tools to focus on what’s important to them.

Finally, research and evaluate the technology you’ll need to accurately measure these metrics. Good CRM software is the best system to use for bringing your data together.

How to communicate sales performance metrics

Sales stage metrics : Identify the metrics for each specific sales stage and make sure they align with your KPIs.

Chosen sales dashboard: Explain why you chose your sales dashboard technology and exactly how it works.

Performance measurement: Outline exactly how and what tech you will use to measure your team’s activities and metrics.

How to track, measure and improve your team’s sales performance

Developing a sales plan involves conducting market research, assessing current sales performance , identifying sales opportunities and challenges, setting measurable goals, creating a sales strategy, allocating resources and establishing a monitoring and evaluation framework.

To write a sales business plan, include:

An executive summary

A company overview

A market analysis

A target market description

Sales strategies and tactics

Financial projections

A budget and timeline

Make sure that you clearly articulate your value proposition, competitive advantage and growth strategies.

Final thoughts

An effective sales plan is an invaluable asset for your sales team . Although you now know how to create a sales plan, you should remember to make one that works for your team. Writing one helps with your sales strategy planning and aids you in defining targets, metrics and processes. Distributing the sales plan helps your reps understand what you expect of them and how they can reach their goals.

Providing supportive, comprehensive resources is the best way to motivate your team and inspire hard work. When you do the work to build a solid foundation, you equip your reps with everything they need to succeed.

Driving business growth

Full access. No credit card needed.

Recommended

Sales funnels: definition, process, stages, template and examples

Sales funnel efficiency boosts performance and growth by turning cold prospects into hot leads. Use this guide to build sales funnel stages that convert.

Introducing pipeline visibility: Set which pipelines are accessible to each visibility group in your company

We’ve added a new access option to the visibility groups feature, enabling you to restrict pipeline access to specific Pipedrive user groups.

How to align your sales funnel with pipeline activity and why it’s important

Find out how to create a successful sales funnel to increase sales, improve the customer experience and help your business grow.

• Google Slides Presentation Design
• Pitch Deck Design
• Powerpoint Redesign
• Other Design Services

• Business Slides
• Guide & How to's

How to create an effective sales plan and present it: components and tips

Any business involves sales, and forecasting and planning are some of the major activities for a sales team. In this article, you will learn what a sales plan is, how to create an effective one, and how to make a sales presentation PowerPoint based on this plan. We will also discuss some sales plan examples.

What’s sales plan, and why do you need it?

A sales plan is a part of an extensive sales planning process. It helps forecast the sales success a business wants to achieve and outlines a plan to help it accomplish its goals.

Here are the reasons why you need an effective sales plan:

• It helps foresee risks.
• It makes it easier to track company goals.
• It helps find any bottlenecks in the process.
• It helps set clear revenue targets to achieve within a specific period.
• It helps improve lead generation efforts.
• It helps unify labor policies and ensure consistency in operations.
• It helps understand the business’s strengths and weaknesses.
• It helps track progress.
• It helps identify sale strategies that match the target market.
• It helps evaluate the sales team’s performance.
• It helps define each salesperson’s role and delegate work.
• It helps lay out tactics to execute the sales team’s strategies.

Sales plan structure

A sales plan outline will help you present critical metrics, KPIs, processes, tools, objectives, and strategies necessary to hit your sales goals.

If it is your first time creating a sales plan, below are the sections that must be included:

1. Your target revenue

In a sales plan, you can set a revenue-based goal, such as a target of $10,000 in 5 new deals in one month or $150 million in annual recurring revenue. You will need to keep that revenue target achievable.

Here are a few tips for setting your target revenue:

• Determine a reasonable sales goal according to prior sales results and your ability to reach a new market.
• Calculate the anticipated expenses for a specific period.
• Use projected sales forecasts based on estimates or industry standards.

2. Your ideal customer profile and buyer personas

To establish the target market or ideal customer, you must create a series of unique customer profiles that include geographics, demographics, job positions, behavior, and interests. From there, you can clearly define buyer personas and develop more targeted marketing and advertising strategies.

3. Your sales team

A sales team plays a vital role in implementing any sales plan. You must clearly delegate roles and responsibilities to the sales managers, customer service representatives, account executives, sales development representatives, and other sales professionals.

What’s more, there should be smooth communications and a handoff process. You can even consider using a Customer Relations Management (CRM) system to bring visibility and transparency to the sales process for all team members.

4. Your resources

Is your team small? Then, it would help if you determine how to expand the team to meet the sales targets and state how many resources are necessary within a specific period in your business plan.

You may also utilize specialized sales software for effective sales operation management. One such tool is snov.io , which helps scale a small business while engaging better quality leads with the product or service.

5. Safety of communications

Effective communication is essential in a sales team as it keeps each member productive, engaged, and informed. It also performs the following functions:

• Provides analytics needed to measure engagement with sales goals and benchmarks.
• Encourages marketing and sales teams to collaborate on projects.

That’s where you need to ensure the security of your communications and take advantage of dialpad.com, a workspace dedicated to team and customer communications. It is designed for global teams, where they can safely and efficiently communicate through voice, video, and AI contact centers.

6. Your position on the market

Position on the market is about competition, market trends, risks, and predictions. It outlines what your company must do to market your products and services to your target customers.

If you know how to position your business on the market, you will have a big picture of how you can establish the identity or image of your brand. It also allows you to achieve superior margins for the product or brand relative to competitors.

7. Your prospecting strategy

Prospecting strategy involves how you will generate quality leads and what inbound and outbound methods your sales team will use. Your goal here is to create interest and convert it into a sales meeting.

Below are easy ways to start your prospecting strategy:

• Build a list that includes who your sales team wants to generate meetings with.
• Research your prospects to ensure your new leads are a good fit.
• Craft your offer to drive value.
• Create a prospecting campaign to generate appointments with potential buyers and include a solid value-based offering.

8. Your pricing strategy

Your sales plan’s pricing strategy is about determining how you plan to change the price of your product and within what period. It will help you choose prices that maximize your shareholder value while considering the market and consumer demand.

Pricing strategy accounts for many business factors, such as product attributes, brand positioning, target audience, marketing and revenue goals. It is influenced by external factors, such as economic and market trends, competitor pricing, and consumer demand.

When creating a pricing strategy, consider the following:

• Pricing potential evaluation
• Buyer personas
• Historical data
• Your business goals vs. value
• Competitor pricing

9. Your goals, objectives & DRIs

Goals often include one to three- or five-year projections. Your goals must reflect recurring or existing customers’ expected sales and revenue. Then, you will need to have sales objectives that prioritize the activities your sales team needs to engage in.

Assigning Directly Responsible Individuals (DRIs) also helps make a successful strategic sales plan. These individuals are typically responsible for making sure particular tasks are well-executed.

10. Your action plan

Part of creating an effective sales plan is defining your action plan. It deals with summarizing your plan to achieve each specific objective. For instance, if your sales goal is to increase your referrals by 20%, your actions would be:

Holding referral technique workshops Running a contest to boost referral sales Increasing referral sales commissions by 5%

11. Your budget

In this section, you must outline all costs you believe will be required to achieve your sales targets. Some expenses include hiring, printing, travel, training, sales tools, commissions, salaries, etc. These expenses are meant to be estimates, but due diligence and research should be done to prevent financial errors.

Sales plan examples

When it comes to creating a sales plan, there is no unified sales plan template. Each sales plan differs based on the company’s purpose. While you can encounter different sales plans, here are the common ones:

1. 30-60-90-day sales plan

A 30-60-90-day sales plan is milestone-based. This means it specifies a short-term goal you must achieve within 30, 60, or 90 days. This type of sales plan is suitable for new sales managers, helping them establish tactical and strategic activities according to this plan.

2. Territory sales plan

A territory sales plan features tactics dedicated to the sales team in different territories. You will need to consider a specific area’s market dynamics and working environment.

With a territory sales plan, you can:

• Target specific customers, opportunities, regions, and industries.
• Align the sales team with the prospects.
• Set realistic goals, optimize the strategies, and track progress.
• Spend more time selling.

When creating this sales plan, you have to:

• Define larger sales goals.
• Define the target market.
• Assess account quality and prospects.
• Map out the sales representatives’ strengths and weaknesses.
• Assign leads. Polish your plan.

3. Sales plan for specific sales

When it comes to this sales plan type, you must familiarize yourself with different sales domains, such as sales training plans or compensation, as well as:

• State the company’s mission
• Set objectives and timeframe
• Define the sales team
• Define the target market
• Evaluate the resources
• Create a comparative analysis of your offerings
• Set the sales budget
• Define the marketing strategy
• Work out the strategy
• Define the action plan

4. Monthly sales plan

If you prefer a traditional sales plan, you can opt for a monthly sales plan. It features tactics and revenue goals, which have to be accomplished within a month.

5. Sales tactics plan

A sales tactics plan includes execution strategies. It also involves detailed daily or weekly plans, including prescribed call sequences, meeting appointments, and email follow-up frequency.

Tips on how to create a sales plan

Are you looking for effective recommendations on how to make sales plan for your company? Then, check out the following:

Tip #1: Back up your plan with research and statistics

It is advisable to always back up your sales plan with research and statistics. This will help you define the sales team’s tasks needed to better meet your sales goals. These tasks should primarily stem from statistics and research.

Tip #2: Use SWOT analysis to analyze your capacities

From a sales perspective, SWOT (strengths, weaknesses, opportunities, and threats) analysis will help assess your company’s position in the market. It will also allow you to gain insights into leveraging your selling points, acquiring market shares, and comparing your business’ position with that of your competitors.

To make this easier, you can use a visualizing tool to document the results of your SWOT analysis. You can choose from flow-chart tools, spreadsheet apps with SWOT analysis templates, mind mapping software, SWOT analysis generators, or online presentation or graphic design tools.

Tip #3: Split your sales plan into specific tactical plans

You can use specific tactical plans to achieve your sales goals. The details depend on different variables, such as resources and time. You can make a plan for individual areas of sales, such as SDRs, sales enablement, sales operations, and customer success.

As you create a tactical plan, you have to consider the following key elements:

• Company mission
• Key performance indicators
• Flexibility
• Action items
• Responsible parties

These key elements will help you identify the plan’s success in many ways, including the likelihood of accomplishing it.

Tip #4: Use previous performance data

You can use previous performance data to build incentive, territory, quota, and sales capacity plans. Using this data as your crucial decision-making tool, your sales team can have a basis for making informed decisions and forecasting performance more efficiently and accurately. In return, your sales plan will likely help achieve efficiency, higher performance, and bottom-line growth.

Tip #5: Outline the tracking methods you’ll use

By outlining tracking methods, you can set process workflows, allowing your sales representatives to determine where each prospect stands and which steps they need to take next.

You can also track the following:

• Sale cycle length.
• Number of closed deals.
• Conversion rate.
• Average contract value.
• Pipeline value by quarter, by month, and by individual and team.
• The number of unclosed deals after reaching a specific stage.

Now that you know the peculiarities and components of a sales plan, let’s find out how to make a sales plan presentation, what to include in it, and discover the top 14 sales presentation tips from vetted professionals.

What is a sales deck, and how to best present one?

A sales deck is a set of slides you can use to guide your audience through your sales strategy presentation.

Slide presentations can help your target audience grasp crucial information, pricing, and product characteristics your sales representatives can build their story around.

The best sales presentation slides serve as a touchstone for your sales team’s pitches. They allow your sales managers to draw on their personal knowledge to deliver additional information tailored to the prospects and stakeholders they are presenting to.

What are the types of sales presentation?

Sales presentations are classified into three types: standard memorized presentations, formulated sales presentations, and need-satisfaction presentations. Each sales presentation deck type has distinct characteristics that suit different scenarios.

1. Standard memorized presentations

Standard memorized presentations are very detailed and precise and always follow a predefined structure. They ensure no detail is overlooked and enable the sales team to produce a well-rehearsed, flawless presentation, leaving no room for misinterpretations or potential inaccuracies.

2. Formulated sales presentations

Formulated sales presentations offer a balance between rigidity and flexibility. While they follow a structured sales presentation outline, they allow salespeople to adjust their presentation in real time based on the customers’ reactions. Because of this flexibility, the sales presentation is not set in stone but revolves around customer preferences and queries.

3. Need-satisfaction presentations

Need-satisfaction presentations follow a customer-centric approach, allowing the salesperson to focus on satisfying the customer’s individual demands. The emphasis here is on establishing a dialogue rather than presenting a monologue, encouraging the customer to actively engage in the process.

What are the features of a sales presentation?

The content of your sales presentation PowerPoint must be written carefully and portray the story behind the specific product or service. As time is of the essence in sales, ensure your presentation is no more than 10 minutes and the overall meeting time does not exceed one hour.

When you invite people to come to your sales presentation, make sure they are decision-makers and are related to the things you are selling. Also, try not to lose the prospect’s attention by choosing the wrong points. Your sales presentation doesn’t have to concentrate too much on your service or product. Instead, show the audience how your service or product will change their lives in a good way.

Sales presentation structure

Here’s how to build a sales presentation that catches your audience’s attention and delivers your product’s value proposition in the best way possible:

• Introduce the pain points of your prospects.
• Describe the impact of the problem your prospects are facing.
• Explain why change is urgently necessary and what they stand to lose by not acting.
• Present the solution: a clear path toward the prospect’s goals.
• Provide evidence, address reservations, and FAQs.

To create personalized sales decks quickly, you can use a sales presentation template with the most recent FAQs and case studies. This will allow you to easily copy a deck and create a customized sales presentation for each new prospect in a matter of minutes.

What to include in a sales deck?

Good sales decks have a few key elements, such as:

• Introduction. Say a few words about your company, mentioning your activities and mission. Make sure you grab the audience’s attention with a memorable opening slide or cover image.
• Definition of the problem. Identify the main issues that your company is trying to solve. Provide your audience with some data. Metrics can come from third-party sources or your own sales dashboard.
• Social proof. For instance, you might add quotes and success stories from customers to support your sales presentation. However, you must not repeat the things you say.
• Customized content. Customize your sales presentation for every single prospect so as to build a bridge between your services or product and your audience. In other words, make sure it is personalized.
• Next steps. Include a clear and brief call to action. Offer a few next steps for your potential prospects.
• Visuals. Graphs, charts, and other design elements are all effective techniques to illustrate your point. However, make sure they are simple. Do not overwhelm your sales presentation with too much data; use more visuals instead.

Lastly, make sure that the font (and font size) used in your sales presentation design is legible to everyone in the room.

Other points to consider

1. the product.

Demonstrate how your service or product operates in action. Create a perfect environment to showcase how the product works, if it is physical. Utilize technology if it is a digital product. For instance, you might ask your prospects to download the app. In some cases, you might use video as a demo.

2. Handouts

Hand out some materials to your audience. For instance, it might be a QR code or contact data. The information must be clear and to the point. Distribute the handouts once the sales presentation is over.

3. Practice and teamwork

Double-check your sales presentation with a few salespersons. Practice a lot before the actual presentation. Come earlier to make sure everything works well. Also, decide who will say some information during the presentation and who will do certain things to help you.

Expert tips: How to create your sales presentation?

Tip #1: sync.

Your main points must be synchronized with your sales deck. When you present statistics, you should speak slowly. Emphasize your tone of voice when you are talking about pain points. Express relief when you showcase how your company wants to tackle specific issues. Make sure all the questions you ask your audience have straightforward answers or are rhetorical.

Tip #2: Involve storytelling

People like exciting stories related to their daily lives and problems. They will listen to your sales presentation even more attentively if you tell a story that solves their everyday problems.

Tip #3: Avoid using technical slang

In your sales presentation, use general terms that are clear to every audience member. Do not use slang words. Most people in the room might not have a clue about your offering, so the simpler the lexicon is, the better the result.

Tip #4: Emphasize the value of your product or service

Try to demonstrate how your product or service differs from your competitors. Tell about the main differences slowly. Mention how your product or service will make other people’s lives more comfortable. In other words, emphasize their value.

Tip #5: Practice body language

Your body language must be confident during the presentation. Improve your body language by maintaining eye contact and standing straight. It will prove to people that you are interested in communicating with them.

Tip #6: Be funny

Use your sense of humor. For instance, you might play jokes, but you would better not force them. Keep in contact with your prospects by telling funny stories. Make sure everyone in the room is comfortable and relaxed.

Tip #7: Emphasize your expertise

Do not talk too much about your company. You should focus your sales presentation on the field of your expertise instead. For instance, you might demonstrate a slide with logos of the companies that have already invested money in your brand.

Tip #8: Focus on benefits

Emphasize the strong points and tell how your product or service will improve your prospects’ lives. Do not focus too much on the pain points. Make sure your presentation is personal and describe all the benefits they will get. You might also mention the names of people in the room to make them feel valued.

Tip #9: Include research

Add internal and external types of research to your sales presentation. Use statistics or graphs and cut the information into brief pieces for your company to get more authority. Add relevant numbers and examples to demonstrate how you helped previous clients.

Tip #10: Showcase the return on their investment

Tell how your company will master productivity, multiply market share, make more money, eliminate costs, and boost sales. In other words, you should show the results of investments both long- and short-term.

Tip #11: Rehearse

Rehearsing before a presentation will help boost your confidence and smooth “rough spots.” You will also get to know the approximate amount of time needed to deliver your presentation.

Tip #12: Talk directly to your audience

Do not speak just to your slides. Utilize slides to emphasize the things you say. If you fail to do so, your presentation will most likely sound boring. Try to engage every member of the audience. Express yourself by using your hands. For instance, you might ask them to raise their hands if they agree to some of the points.

Tip #13: Add a clear call to action

Make sure your last slide includes a call to action. Add your contact data, but do not go deeply into detail. Know when it is the right time to stop.

Tip #14: Answer the audience’s questions

Your prospects will ask questions, and you have to be prepared to stop the presentation and answer their questions as they appear. Your audience must be sure that you take them seriously. At the end of your presentation, you can also offer a product’s trial, discount, or other incentive to motivate the audience or create a sense of urgency. The main goal here is to make the audience involved.

Lastly, follow sales presentation best practices to ensure a polished and persuasive delivery. This includes maintaining a clear and concise narrative, addressing potential objections proactively, and incorporating compelling storytelling techniques. Utilize engaging visuals to enhance your message and capture the audience’s attention. Practice your delivery to ensure a confident and natural presentation style and encourage audience interaction through discussions.

By adhering to these best practices, you can create a sales presentation that not only increases the likelihood of successful outcomes but also fosters positive connections with potential clients or stakeholders.

Still wondering how to create a sales deck?

Don’t worry—our presentation design service has got you covered! With profound expertise in designing compelling presentations in different software and thousands of satisfied customers from across the globe, it will be a no-brainer for our dedicated team to transform your ideas into a visually stunning, impactful sales presentation. Take the first step towards a winning presentation by reaching out to us today.

Your success story begins with professionally crafted pitch deck slides —let SlidePeak help you make it a reality!

#ezw_tco-2 .ez-toc-widget-container ul.ez-toc-list li.active::before { background-color: #ededed; } Table of contents

• Presenting techniques
• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Present financial information visually in PowerPoint to drive results
• Keynote VS PowerPoint
• Types of presentations

Introduce a new product idea in a presentation

• Design Tips

A complete guide to perfect pitch deck design: structure, tips & examples

8 rules of effective presentation

👀 Turn any prompt into captivating visuals in seconds with our AI-powered design generator ✨ Try Piktochart AI!

7 Sales Presentation Examples for Successful Pitches

A successful sales presentation can significantly influence a potential client’s decision-making process. It needs to be engaging, informative, and persuasive.

This guide explores the components of an effective sales presentation, and best practices for creating one, and provides seven exemplary sales presentation templates from various sources.

What Is a Sales Presentation?

A sales presentation is a strategic dialogue designed to persuade a potential client or customer to purchase a product or service. It typically involves a detailed explanation of the product’s features, benefits, and potential return on investment.

What Is Included in a Sales Presentation?

A sales presentation typically includes sections on:

• Introduction : Brief introduction of the company and the presenter.
• Customer Needs : Identification of the client’s needs and how they align with the product or service.
• Product/Service Details : Detailed information about the product or service, highlighting unique selling points.
• Success Stories : Real-life examples or case studies demonstrating the value of the product or service.
• Pricing and Packages : Overview of pricing options and any customizable packages.
• Call to Action : Strong conclusion that prompts the audience to act or decide.

Sales Presentation Best Practices

Creating an effective sales presentation involves several best practices:

• Tailor Your Message : Customize the presentation to address the specific needs and interests of your audience.
• Keep It Concise : Focus on key points to maintain the audience’s attention and keep the presentation within an appropriate timeframe.
• Use Visuals : Employ charts, graphs, and images to make your points clearer and more engaging.
• Rehearse : Practice your presentation multiple times to ensure smooth delivery.
• Engage Your Audience : Encourage questions and interact with the audience to make the presentation more dynamic.

7 Sales Presentation Examples

1) piktochart: “sales pitch examples”.

Piktochart’s Sales Pitch Examples illustrate how to effectively communicate the value of your product or service. These examples showcase various strategies to capture and retain the audience’s interest, making them highly practical for anyone looking to enhance their sales presentations.

Canva Sales Presentation Template offers visually appealing templates designed to make sales presentations more engaging. These templates are easy to customize and suitable for a wide array of industries, helping presenters create professional-looking presentations effortlessly.

2) Slidebean Sales Pitch Deck Template

Slidebean Sales Pitch Deck Template is designed to streamline the creation of impactful sales presentations. The template guides users through structuring an effective pitch, emphasizing the art of storytelling to captivate potential investors and clients.

3) Prezi Sales Plan Presentation Template

Prezi Sales Plan Presentation Template offers a dynamic way to engage audiences with its distinctive zoomable canvas. The template allows sales professionals to outline their strategies and goals in a visually engaging sequence that captures the natural flow of a sales process.

It is designed to help presenters illustrate complex sales plans through a structured yet flexible narrative, enabling the audience to follow along through a visual journey of targets, tactics, and expected outcomes.

4) Queza : Pastel Color Sales Marketing Powerpoint

Queza : Pastel Color Sales Marketing Powerpoint from Envato Elements is designed with pastel colors and a clean, modern aesthetic, making it ideal for sales and marketing presentations that require a fresh and inviting look. This PowerPoint template is versatile, featuring a range of slide layouts that can be used to showcase products, market analysis, sales strategies, and more.

5) SlideSalad Sales Deck PowerPoint Templates

SlideSalad Sales Deck PowerPoint Templates ****offer a comprehensive sales deck that is robust and creatively appealing, ideal for making impactful sales presentations. It features hundreds of unique slides designed for various sales niches, allowing for extensive customization.

6) Solua : Cyber Monday Sale Event Powerpoint

The Cyber Monday Sale Event PowerPoint on Envato Elements is a powerhouse for creating high-impact sales presentations. This template features a modern design that effectively combines bold colors and sleek layouts to capture audience’s attention. It includes multiple slide options to showcase products, promotional offers, and pricing strategies.

7) SlideModel Sales Pitch Presentation Template

SlideModel Sales Pitch Presentation Template offers professionally designed templates tailored for sales presentations. These templates are structured to facilitate clear communication of complex data, strategic alignment, and persuasive storytelling. They are particularly useful for sales teams looking to present data-driven arguments effectively.

Other Posts

How to Make a Presentation (Guide With Tips & Templates)

How to Nail Your Brand Presentation: Examples and Pro Tips

Presentation Design: A Step-by-Step Guide

• OPEN COURSES
• All Open Courses
• SELECT FROM
• Sales Fundamentals
• Advanced Selling Skills Training
• Account Management Training
• Telesales Training
• Essential Selling Skills Training
• Sales Management Training
• IN-HOUSE & CUSTOMISED
• In-House Training
• Sales Programmes
• DIGITAL SOLUTIONS
• Online Sales Training
• ASSESSMENT TYPES
• Sales Testing – FREE
• Negotiation Skills Testing – FREE
• Sales Personality Test
• Sales Competency Assessment
• Apprenticeships
• FREE RESOURCES
• Sales Techniques – Videos
• Special Reports
• Clients & Case Studies
• Download Our Brochure

Home » MTD Sales Blog » 13 Steps For Creating Your Sales Strategy Presentation

13 Steps For Creating Your Sales Strategy Presentation

But when it comes to ‘how to write a sales strategy’ and ‘how to present a strategy’ , where do you even begin?

We’ve got 13 useful steps to help you create an effective Sales Strategy Presentation that your stakeholders will love! From start to finish, we’ll cover everything you need to make it a huge success. Including a sales presentation structure to follow, and a strategy slide template to use. Let’s get started!

• What Is a Sales Strategy?
• What Is a Sales Strategy Presentation?
• How to Create Your Sales Strategy Presentation
• Effective Sales Strategy Presentation Template
• Wrapping Up

A Sales Strategy is a plan which aims to maximise sales whilst coordinating the plan across your whole sales team and aligning it with the corporate strategy.

Research giant Gartner defines Sales Strategy as “an organisation’s detailed plan to drive sales performance, innovation and growth by better penetrating existing markets and growing share of current customer wallet.”

This definition downplays the corporate alignment aspect and focuses on sales performance. However, a Sales Strategy does not merely consist only of delineating your sales approach.

In brief, a well-written Sales Strategy can be said to have three main aims:

• To ensure all reps are working to the same playbook and adopting a uniform approach
• To ensure that sales methods, messaging, and media reinforce corporate priorities
• To maximise sales revenue, within given targets and KPIs

The above list is not ordered in terms of priority—all three aims contribute vitally to your Sales Strategy.

When we’re talking about a presentation, it’s important to distinguish this from the pitch you’ll give to your clients. A Sales Strategy Presentation is where you obtain corporate buy-in for your sales approach, making sure that messaging, pricing, product specs, sales media and other details of your campaigns are clarified and agreed across the board.

In this presentation you’ll describe your target market, competitors, sales techniques , and the composition of your sales team, amongst other information. The aim is to secure support for your strategy, which may include budget approval. It’s important to include enough detail to convey the main information, without overburdening your audience.

Below, we’ll look at how best to go about preparing your presentation, alongside some tips for maximising audience attention and approval. If you can nail this presentation, you’ll be off to a flying start with your strategy, so it’s worth putting the hours in to get it right.

The most important thing to get right is your structure. This should be logical and narrative-driven, leading the audience from big picture to fine detail. It should be compelling and as brief as possible, without short-changing your audience. Remember that you’ll be asked plenty of questions when your presentation is complete!

1. Start with an Overview of Your Company

Begin by outlining the current state of play within the company. If you are an agency selling your strategy to a company, here’s your opportunity to demonstrate a rounded understanding of the company and its priorities, as well as giving a summary of your agency, and what it does.

If you are heading up an in-house sales team, you have the chance to maximise corporate buy-in, and ensure your strategy is fully supported with the necessary resources.

Don’t go into exhaustive detail – offer the sort of brief “executive summary” you find at the front of annual reports. Do use bullet points and figures where these are impressive enough to support your case. Highlight the opportunity your Sales Strategy will address, whether it’s a gap in the market, the chance to cross/up-sell a new product, or some other benefit you’ll bring.

2. Touch on Your Target Market

Here’s where you identify who your ideal customers or clients will be, and really hit home that you understand your customer.

You can use buyer personas , which may include graphics depicting “typical” customers, to help your audience visualise who you’ll be selling to. In terms of aggregate markets, you can include Venn diagrams or other graphic means to delineate core customers and subsidiary consumers.

For instance, if you’re selling an app for video editing, your core customers may be corporate content producers, but your subsidiary audience may be far wider, touching upon anyone who regularly uploads content to YouTube or other social media platforms.

You’ll need to describe how you’ll approach all your significant markets elsewhere in your presentation (see step 5).

3. Discuss the Value of Your Proposition

USP or Value Proposition (VP) is a concise statement of what makes your product stand out in your chosen marketplace. It’s a vital concept for sales reps to grasp because it’s the main reason why a consumer would choose your product over a rival’s. It’s important that all stakeholders buy into the value proposition because it’s a key factor in building brand identity.

For instance, some footwear brands stress comfort as their USP, while others highlight value, durability, style, or exclusivity. Your VP could also be a combination of factors, i.e. going back to the app for video editing example, “we offer the most accessible, best value for money and most fully featured video editing app on the market”.

Key to your VP is describing the “problem” a customer might have and how your product is the perfect solution to that problem. How will your customers uniquely benefit from the product you’ll be selling?

You can use comparisons with rival products, and data taken from market research, showing what consumers want, and how your product addresses those needs. Literal quotes taken from review sites can be helpful, revealing how real customers feel about their purchases.

The main takeaway is that your sales team are enthusiastic about the value they are offering customers, and that they understand how to characterise the benefits and features of the product.

4. Consider Any Competitors

It’s essential at this stage to factor in your competitors. Unless you are first to market or are offering a very niche product, the chances are you have a host of rivals eager to bite off chunks of your customer base. Here you need to emphasise that your sales team have the answers to the question “why us?”

Differentiation is key! What solutions does your product offer that rivals cannot? It’s important not to underestimate the competition and respect the successes that other players in the sector have scored. Much can be learned by studying the achievements of legacy brands, while offering something that builds upon previous offerings.

It can be a good idea to tabulate your top three or five competitors and show how their success provides an opportunity, rather than a threat. Remember that competitors should be understood in the broader context and can help you turn your weaknesses into strengths.

For instance, Netflix hasn’t only got to worry about Amazon Prime TV, Disney Plus and other streaming services. It must compete with cinema, social media and podcasts too. These are all popular draws upon customers’ leisure time.

5. Outline Your Marketing Strategy

Now you can summarise how your product will be marketed. Will conventional advertising be used? Will social media play a significant role? Is this a B2B campaign or will the product appeal to individual customers? Will buyers be targeted at work, or at home?

Perhaps you have partners working on marketing campaigns. If so, introduce them, and their best work to date. Provide examples of finished campaign materials if you have them or works in progress if that’s all you have at this stage. This is a good opportunity to use dramatic visuals or video, rather than text or graphs, which can become boring if overused.

Your marketing strategy should include the following five elements:

• The target audience for the campaign
• The goals or objectives
• How your brand will stand out against competitors
• What content has or will be created
• Any KPIs that have been agreed

You can finish by briefly describing how marketing and sales departments will cooperate and coordinate their efforts.

6. Go Over Your Sales Process

Here you can drill down into the specifics of the sales process. What does your sales funnel look like? Where are you getting your leads and how are you qualifying them? Will cold calling or email drip campaigns be a major part of the process? Will you have a presence at any trade shows or events?

Do you have scripts that you can share to offer an example of a typical sales contact? Provide concrete examples to help your presentation feel solid. If you have incentives planned for your sales team, or KPIs you expect them to achieve, then outline them here too. You can break down your sales activities into:

• Prospecting (including lead sources)
• Lead segmentation and qualification
• Research processes – market research, customer surveys
• The sales pitch – a typical call or contact
• How your team will handle sales objections
• The process for closing .

Once you have outlined what you’ll do to make sales, it’s time to explore who will do what.

7. Review the Current Sales Team Structure And Roles

Begin with an organisational diagram of your sales team, so that your audience will get a clear picture of command structure. Outline the responsibilities of each role, lines of reporting and (if relevant) base salaries.

If you are creating a sub-team for this project, then show the diagram for that sub-team. There’s no need to reinvent the wheel with an organisational chart since everyone understands the traditional flowchart model. Use that, to save valuable time.

Explain any unfamiliar roles or unexpected team members. Perhaps you have an in-house social media researcher, or a CRM specialist . Make sure you highlight and explain anything unexpected. You can also identify roles that are not filled yet, which will help when it comes to steps 10 and 11.

8. Summarise Any Sales Materials Used

If you have leaflets, landing pages, product listings, demonstration videos or anything else that will be key to the sales process, then here is a suitable time to hand out samples or give demonstrations. If you’re offering a free demo version of a piece of software, you can quickly run through its features and how you plan to convert free users to paid subscribers.

Remember that if you provide handouts, your audience will lose eye contact with you while they pore over them, so use this option sparingly. You can always provide supplementary handouts or follow-up emails, after your presentation is over.

9. Talk Through Goals, Sales Metrics and KPIs

All goals and objectives expressed should conform to the SMART principle, being specific, measurable, achievable, relevant , and time-based.

Try to be specific with sales targets, without promising more than you can reasonably deliver!

You can have nested targets—fair, good, and excellent anticipated results—while stressing that you’ll always be aiming for the latter. You can also express goals in terms of short, medium, and long-term. This is especially relevant when you’re launching a brand-new product, or entering a new market, where it would be unrealistic to achieve full market penetration immediately.

It’s very important to obtain buy-in on your goals and targets, so that there’s transparency across the organisation, and you can be held accountable if you fail to deliver. That’s the downside of getting specific with KPIs, but it’s also a great motivator for sales teams. On the plus side, you can also mention any incentive or bonus structure you’ll be offering your sales team for achieving ambitious goals.

10. Explore Training and Development Requirements

If you know you’ll need to train up staff to understand a new product, software system, or working process, then it’s valuable to admit this upfront. Training needs affect the bottom line, as well as your process timeline. You have the opportunity here to demonstrate that you’ve thought through all human resource requirements and researched training opportunities. You may already have Sales Training Providers you’ll partner with (mention them now) or if you’re still looking why not check out our Essential Selling Skills Training or Telesales Training Course.

Spending time on this aspect of your Sales Strategy will also build stakeholder confidence. They’ll know you aren’t throwing your reps in at the deep end. Instead you are preparing them properly for success.

11. Consider Any Budgeting Needs

With resources in mind (IT, human resources, content creation, research costs and other expenses) outline what you expect your operating sales budget to be. There is no point in understating your anticipated costs, since overruns may occur, and senior management will often try to make cost savings. It pays to build in a little wriggle room for negotiation.

Don’t blind or bore your audience with spreadsheets; just give the headline figures. Highlight any areas of expenditure that are loosely estimated, or unclear. Remember to allow for hiring costs for any unfilled sales team roles you described in step 7 (see above), and for staff training.

Remember also to include cash flow, as well as overall expenditure. How much money will you need and at what milestones? Sometimes success can be more expensive than failure; for instance, when it necessitates a sudden recruitment drive to expand your sales team. It’s vital for stakeholders to appreciate key dates when funding must be made available.

12. End With Next Steps And Future Action Plans

If you’ve prepared a simplified GANTT chart, you can show where in the project timeline you currently sit. Explain what your next actions will be, and what the future holds. Here you can build further confidence by demonstrating that you’ve thought everything through.

Remember to build in a little more time than you think you’ll need for more flexible stages like research, training, and lead prospecting. Make sure you highlight any immovable deadlines, like sales events or product launches, and how you’ll ensure you’re prepared for them.

You should also be building excitement and enthusiasm here, so don’t make it too dry. This is a thrilling time—you’re about to hit the go button on a brand-new sales campaign. Get your audience to feel your enthusiasm and you’re halfway to achieving buy-in.

13. Don’t Forget To Use Engaging Visuals Throughout!

The cliché is true – a picture is worth a thousand words. Sometimes a short video or meme can make a more dramatic point than yet another set of bullet points, facts, or figures.

There’s a popular rule of thumb with PowerPoint slides, called the 7 x 7 principle. This states that no single slide should contain more than seven lines of text, and each line should contain no more than seven words. How many presentations have you witnessed that fail to pass that test? Too many, most likely!

Avoid this issue by preferring visual content over words. After all, you are there to deliver the verbal component of the presentation. You can do this so much more effectively with your communication and interpersonal skills. You already know this — you’re a salesperson!

Finally, make sure you leave time for questions (and prepare some answers to likely ones in advance). Thank your audience for their time… and relax!

Now you know how to create your presentation, it’s time to have a go at making it! Here’s a PowerPoint template you can download to kick you off.

The deck includes 13 slides covering all the sections we’ve touched on. Just customise the template by adding your own branding font and colours – and don’t forget to add some of those engaging visuals we’ve spoken about!

Perhaps it’s worth leaving you with a simple thought – you can enjoy this moment! After all, it’s the culmination of a complex sales planning process, and now you get to share your vision with everyone who matters. That opportunity doesn’t come around very often. So, take a moment to congratulate yourself on your hard work, and have fun!

Finally, here are some parting thoughts on presentations, from writers and speakers who’ve been there:

“They may forget what you said, but they will never forget how you made them feel.” –Carl W. Buechner, politician and church leader.

“The first 30 seconds and the last 30 seconds have the most impact in a presentation.” –Patricia Fripp, Sales presentation expert and speech coach.

“You are not being judged, the value of what you are bringing to the audience is being judged.” –Seth Godin, dotcom executive and bestselling author.

Hopefully, this article has reminded you of some principles you already understand and has given you the inspiration to really smash your Sales Strategy Presentation!

If you need any extra sales support for you or your team, please contact us for further information on our Sales Management Training and Account Management Training solutions, also take a look at our popular portfolio of Sales Training Courses .

Happy Selling!

Sean McPheat Managing Director MTD Sales Training

• General Sales Skills

Updated on: 13 June, 2023

Would your connections like this too? Please share.

Related Articles

Popular Courses

Telesales Training Selling Skills Training Sales Management Training Account Management Training

MTD Sales Training 5 Orchard Court, Coventry CV3 2TQ, UK 0333 320 2882

MTD Sales Training is a Sales Training Company drawing on years of experience in the sales performance industry since 2001.

Our Policies

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Popular Templates
• Accessibility
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Beginner Guides

Blog Graphic Design How To Write a Sales Plan That Converts (+ Templates)

How To Write a Sales Plan That Converts (+ Templates)

Written by: Letícia Fonseca Nov 17, 2021

Sales plans are often considered the foundation of any successful business plan.

A sales plan outlines an organization’s goals for its future operations and steers the sales team in the right direction.

Every successful business relies on a sales plan to reach its sales goals and pivot its strategy when necessary. 

Learn what you need to succeed in writing an impactful sales plan that boosts your conversions and increases customer loyalty.

Don’t know where to start? Create a sales business plan with Venngage’s templates and improve your growth strategy.

Click to jump ahead:

What is a sales strategy plan, what is included in a sales plan, what are the objectives of sales and operations planning.

• How do you write an excellent sales plan?

A sales strategy plan is a document that lists what a company is going to sell, how much the company intends to earn, and how the company plans to go about it.

The sales strategy helps the company determine how to maximize profit margins and stay competitive in the industry.

Here’s an example of a sales strategy plan that includes every action that the sales team is expected to perform.

This ensures that sales managers know what they are responsible for and how the desired output or deliverables for the sales process tie into the business plan.

Return to Table of Contents

A good sales strategy includes a sales plan for your product or service, as well as a plan to market it. Goals to reach your target customers make a sales campaign easy to create and follow.

Here are the most important points to include in a sales strategy plan:

• Product research
• Target audience
• Customer service and customer retention
• Product and service pricing
• Marketing and advertising plan
• Estimated budget for the entire campaign

This sales plan highlights measurable milestones for sales reps to aim for.

We’ve already touched on reasons why companies should use a sales plan, like this example, for their upcoming campaigns.

Below are the four main objectives of creating a sales plan and how they help with sales forecasting.

Align company departments and sales department goals

Different departments can have different perspectives on priorities and progress.

By aligning the company’s other departments with your sales team’s goals, you can ensure that all teams have a shared understanding of the sales plan’s objectives and their holistic contribution towards the business goal.

Create strategic direction for sales teams

A strategic direction plan establishes the company’s goals and objectives for the sales team.

You can formulate strategic direction plans by identifying the following:

• Target audience demographics
• Brand and product niche
• Actions that you want your customers to take
• The best channels to reach customers, such as social media and search engines

Once you’ve identified these, you can create an in-depth plan that can generate conversions in no time. Effective plans, like the one below, keep every customer detail in check.

Better customer-relationship management

A sales plan identifies the individuals and teams responsible for producing results that qualify as milestones for an upcoming business campaign.

With clear assignments, sales managers will easily know which individual or sales team member to approach for additional data.

Mark sales team milestones

Measuring plan milestones are important because they help assess a plan’s performance in a given period or by the end of its execution.

In doing so, team leaders can determine whether the project efficiently used every team member’s efforts and company resources to achieve the plan’s objectives.

The following are excellent examples of milestones for a sales plan:

• Completion of the research phase
• Development of the plan
• Approval of the plan
• Implementation of the plan

How do you write a sales plan?

Take a look at this sales plan. It’s fully detailed, sets deadlines, and keeps everyone updated with the most relevant and newest information so the team is aware of their responsibilities.

Here’s an overview of making an excellent and greatly convincing sales plan:

Compile data from the previous sales year

Create sales targets that meet your sales plan objectives, create a swot analysis, identify demand trends using sales data, look for existing market gaps.

• Appoint key roles for each of your objectives

So, let’s get to it!

Evaluating data from previous marketing campaigns could reveal helpful trends that can improve your upcoming sales plans.

Previous sales data can indicate accurate demographic data, such as lifestyle, age, income, and high sales activities in a given area.

With this data, your team can develop a detailed sales plan that includes your products while keeping in mind your demographic’s language, lifestyle, sensibilities, and more.

Here’s a great way to present this to your superiors and team members.

Related: 10 Demographic Infographic Templates to Share Population Data and More

Simple food sales action plan template

Take your reports from dull to comprehensively lively with this Venngage template. This is a great sales plan template when you have a significant amount of data to show.

You want to get to the point with your sales plan presentations. This fully customizable template makes it easy to share your sales plan data quickly and easily.

With Venngage, you can share your sales plan online with anyone. And when you upgrade to a business account, you can download your plan in a variety of formats, including PNG, PNG HD, PDF, Interactive PDF, and PowerPoint.

All sales targets must be clear, measurable goals that are specific and realistic with a defined deadline.

For example, ‘increase customer retention by 20 percent by the fourth quarter of this year’ is a specific, measurable, attainable, and timely goal.

Aligning your sales targets with the company’s general objectives is the best way to create sales plan objectives that incentivize customers to take action and make a purchase.

These sales KPIs or key performance indicators will keep the sales team aligned and on track with sales goals.

Light strategic sales action plan template

Organize your KPIs for measuring with this simple template. It’s easy to add to a project management interface. Alternately, it can be shared via email.

This helps to have everyone synchronized with the sales plan objectives.

All the colors in this template are neutral, and you can switch them out with your branding assets using Venngage’s convenient drag-and-drop editor.

A SWOT analysis is a tool utilized in the business world to identify the strengths, weaknesses, opportunities, and threats that a company’s business model may face.

Conducting a SWOT analysis is important for business owners to ensure that their company is as prepared as possible for the future. It can help businesses identify what strategies should be utilized for sales plans.

There are numerous reasons why businesses should use a SWOT analysis:

• A SWOT analysis makes forecasting easier when it is difficult to accurately predict the direction of an industry
• The SWOT analysis is a simplified view of the company’s situation and helps in reaching revenue targets
• It helps companies compare themselves to competitors and create a sales plan that is impactful 

It’s undeniable that the data a SWOT analysis produces is essential for any brand.

Blue competitor SWOT analysis template

Easily organize your thoughts with this simple but effective SWOT analysis template.

The grid format helps your team organize their thoughts and build an efficient sales pipeline.

Change the color scheme to suit your brand, or add a background or header image to make the text stand out.

Related: 15+ Business Plan Examples to Win Your Next Round of Funding

Demand trends are changes in the type and quantity of goods that consumers want to buy.

This is crucial data for sales plans because demand helps sales managers gauge if people identify the brand’s products as essentials or luxuries.

One way to identify demand trends is to use a scatter plot. This is what a scatter plot graph looks like:

This graph is an excellent way to find trends and correlations in your data. Here’s how:

• Plot two sets of data on the same graph
• Pick a line that divides the graph into two equal halves
• Compare the height of each data point on the left side of the line to the height of data points on the right side of the line
• Consider how many data points are on one side of the line than the other

If there are more data points on one side, there is likely a correlation between the two sides and possible causation.

Once you’ve identified these trends, you can include graphs and charts on a sales plan template during your presentation.

Visuals and well-made infographic designs are excellent ways to present your data without cluttering your documents or slides.

Revenue scatter plot chart

A great way to present prospective trends is by customizing this simple scatter plot graph.

This template fits perfectly into a presentation slide deck. There aren’t heavy visuals in this template. The layout is clean and simple, leaving nothing to the reader’s imagination.

You can make the chart more relevant by adding brand-related or relevant images. Or use an image from the 3 million+ stock photos available in the Venngage library.

Upload your own images, change the colors and fonts, and more with this template.

Related: How to Choose the Best Types of Charts For Your Data

A market gap is a space between supply and demand. It’s important because if there is a large market gap, it can indicate an economic opportunity for a company to capitalize on.

Market gaps can be as simple as solving a problem identified by an emerging group of customers.

For example, not every business has food delivery services because it’s expensive to make a fleet, and this gap helped create food delivery services.

A market team can find gaps based on three inputs:

• Forecasting models that help analyze data from the company’s previous-year data
• Qualitative research on lacking areas and industry expert reports identifying the target audience’s pain points
• Finding micro to small emerging trends that are already existing in the market

Market research mind map template

Display your research data with an easy-to-understand template, like the example below. You can present every single detail of your research without making it look like a cluttered report.

Using visuals and an easy-to-understand table, your readers can easily follow the strategic sales plan process from start to finish.

Appoint key roles for each of your sales objectives

With a strategic sales plan, you’ll need to appoint team members or departments to specific tasks. This is crucial for achieving the sales plan’s goals.

A good sales manager will assign roles according to each member’s specialty. For example, front-facing sales reps are better positioned to handle the CRM components of sales plans.

Appointing key roles can be as simple as using a table to align a team member’s position with their responsibilities.

However, you will need much more complex diagrams if you’re assigning tasks to projects with dozens of members.

Food Customer Sales Action Plan Template

Highlight every important detail with this free sales plan template that you can send to team members and other departments.

This sales plan template includes a dedicated section for your target market, customer profile, action plan, and task assignments. It’s a great briefing document for both internal and external use.

Fully customize this sales plan template for your brand with Venngage’s My Brand Kit feature.

Related: 9 Sales Infographics to Guide Strategy and Increase Sales

Now you can execute your sales plan with confidence and grow your customer base

Sales plans should be visually attractive as well as impactful. It isn’t always easy to create a sales plan without design experience.

Use the free sales plan template examples in this post to write a sales plan that is powerful and effective.

With these examples as inspiration, you can help team members and your business convince your target market about the dependability and quality of your products.

The Venngage sales plan templates will help you reach your sales goals faster and grow your business in the process.

Discover popular designs

Infographic maker

Brochure maker

White paper online

Newsletter creator

Flyer maker

Timeline maker

Letterhead maker

Mind map maker

Ebook maker

The Sales Manager's Guide to Strategic Planning

Updated: February 18, 2021

Published: December 30, 2020

Have you ever felt like your sales team is doing an okay job, but you know they could be doing better? Or, alternatively, perhaps you're second-guessing some of your hiring decisions — could you have found a rep who would've sold more?

Fortunately (it's a good thing, we promise), this may be due less to the people you've hired and more to the guidance you've provided.

For instance, if you've previously handed your salespeople a list of potential customers and sent them on their way with "You've got this!" ringing in their ears, you might actually be inhibiting your team's growth potential.

On the other hand, if you provide them with a strategic sales plan that clearly outlines the company's goals — and a thoughtfully laid out system to get there — you can expect your salespeople to impress.

Here, let's dive into what a strategic sales plan is, plus how to make one for your own team.

What is a strategic plan?

If sales is a journey, your strategic plan is the roadmap you'll provide your team to help them reach their destination. It is one of the most important activities you will ever do as a sales manager because, without it, your sales team will have no direction and no instruction manual to follow in order to achieve their targets.

This roadmap allows the company to focus on long-term revenue through both the retention of existing customers and the acquisition of new customers. They are often created with investors and shareholders in mind.

What are the benefits of creating a strategic plan?

A strategic plan is essential because if none exists, your sales reps are left to their own devices, making uneducated decisions based on the information they have in the moment. Without knowledge of the company's long-term goals, you can't blame your reps for falling short — they're just working with what they have.

By creating (and following) a strategic plan, you:

• Create a "North star" for your business by establishing a sense of direction
• Allow your organization to be proactive instead of reactive
• Make your team more efficient and productive
• Increase profitability
• Provide baseline expectations your team needs to meet when/if your team hits unexpected challenges

The Elements of a Strategic Plan

This document is sometimes created quarterly, but more often yearly, and it includes several different elements. By answering these questions, you'll be able to create a robust strategic sales plan for your business. You don't have to do this alone. Instead, I'd urge you to collaborate with some of your top salespeople, who likely have unique insights to offer.

What did your business look like last year?

Before you can decide where you're going, you need to know where you've been. A few things to look at (though not all!):

• How much was sold?
• Who on your team closed sales?
• Who were the customers that purchased?
• Will they be back for repeat business?
• How long is your sales cycle?
• Which clients took up the most time vs who had the highest revenue?

What does the market look like?

This includes information about your specific industry and the other companies playing in the same arena. Has anything changed from past years?

What is your value proposition?

What makes your product the right solution for prospects' problems? What makes your company different than all the others who offer similar products or services? Now is a great time to do a SWOT Analysis to determine your:

• Opportunities

Be honest. Sugar-coating this exercise won't help you grow.

Who are you selling to?

This includes your target market as well as your buyer personas. Your answers from the prior year question will come in handy here. Knowing who buys your product is important. Knowing who takes up 80% of your time and only brings in 20% of your revenue is gold. Your buyer persona will tell you who your ideal client is, and who you should stay away from.

How much do you need to make?

What are your target revenue goals for the year? For the quarter?

How are you reaching them?

These are the strategies and tactics you will use to connect with your customers. They include:

• Marketing tactics to attract new customers
• Ways to grow existing accounts or bring back old customers
• Methods for leveraging existing customers for referrals

Your sales process should be noted here, as well as the prices you charge and any planned promotions.

Who is on your team?

Outline the structure of your team and clearly communicate who is responsible for what — and by when.

What resources exist?

What tools will your team have access to in order to reach their revenue goals. What type of support will they receive from you, other departments, and outside sources?

Keep in mind that even after the company's strategic plan is created, you will need to work with your individual salespeople to determine how they will meet their individual goals and create a clear plan for them to follow with check-ins and key performance indicators along the way. This will include:

• Their individual revenue goals
• How many sales that represents
• How many calls it typically takes to close those sales
• How much time they should spend on sales calls
• How to work with existing clients and past clients to increase their purchases and give referrals

Strategic Sales Templates and Examples

Like most things in business, there's no need to reinvent the wheel or start from scratch when there are wonderful examples to model your strategic plans after. Once you find one that fits your industry and your company's structure, you can tweak it to meet all of your needs.

Here are a few examples to review:

• A one page strategic plan
• SWOT Exercise
• Sales Strategy Blueprint

If you want your sales team and your business to thrive, creating an annual strategic sales plan is the best action you can take. With a specific destination and a clear path to get there, your salespeople will have the tools they need to succeed.

Don't forget to share this post!

Related articles.

Your Guide to Business Development Planning

9 Strategic Planning Models and Tools for the Customer-Focused Business

S&OP: A Comprehensive Overview of Sales and Operations Planning

A Straightforward Guide to Qualitative Forecasting

4 Clever and Effective Ways to Simplify Your Sales Process From Seasoned Sales Experts

Lead Distribution Methods and Best Practices

Lead Routing: How to Precisely Implement and Route Key Prospects

The 25 Best Lead Distribution Software in 2022

Return on Sales: How to Calculate It and What You Need to Know

30 Key Interview Questions and Answers for Sales Operations Role

Plan your business's growth strategy with this free template.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

• Sign In Sign Up

Home / Marketing / 7 Key Elements to Include in Your Sales Strategy Presentation

#ezw_tco-2 .ez-toc-title{ font-size: 120%; font-weight: 500; color: #000; } #ezw_tco-2 .ez-toc-widget-container ul.ez-toc-list li.active{ background-color: #ededed; } Table of Contents

7 key elements to include in your sales strategy presentation.

Are you looking to create a killer sales strategy presentation? Whether you’re pitching a product, service, or idea, the success of your presentation relies heavily on the content you present and how you deliver it.

A well-crafted sales strategy presentation can make all the difference in securing a new client, closing a deal, or even gaining support from your team. In this blog, we’ll show you 7 key elements to include in your sales strategy presentation for the best results!

What is a Sales Strategy Presentation?

First, a sales strategy is a plan or approach a business develops to sell a product or service. It ideally aligns with the overall business marketing strategy and outlines the target clients and the business value proposition, among others.

So, what should a sales strategy include? It should typically answer the following questions:

• Who is your target audience?
• What product or service will you sell to them?
• How will you sell it to them?
• What messaging will you use to market and sell your offering?
• What are your top sales priorities?
• What are the specific goals that your team will work towards?

On the other hand, a sales strategy presentation is used to ensure everyone in your company is on the same page about sales goals and strategies. It should lay out your plan for reaching your target market and winning over new customers.

7 Elements that’ll Help You Make the Best Strategy Presentations

In no particular order, here are 7 important elements you should include in your sales strategy presentations:

1. A Clear Market Strategy

The first element is a clear market strategy. This entails planning how to acquire new, profitable customers by considering areas like:

• how to grow existing accounts
• revenue from existing/new products
• up-selling , etc.

Examples include cold calling, flash sales, and social media marketing.

Consider your customer and product mix, seasonal sales cycles, and pricing strategies to win over new customers. Make sure you have a plan of how to bring prices and margins back up to profitability, or you’ll have to settle for reduced margins.

2. Reaching the Customer and Target Market

Second, identify the channels and methods you will use to reach your ideal customer. You should decide whether you’d like to sell directly or through other channels.

Compare the costs and benefits of each option, and make sure you have a good plan in place to guide customers through the sales process.

And to better understand customer preferences and optimize your sales approach you can consider integrating quiz-making tools or a WordPress quiz plugin into your website for a more personalized and engaging experience for potential buyers.

3. Required Sales Resources

A good sales strategy isn’t just about selling – it’s also about figuring out what resources you need to make sales happen. This means planning out training, improving the customer experience, and getting any specialist support you need.

Don’t forget to plan out your marketing and sales assets too, so that everything’s ready when you launch your sales strategy.

4. Sales Planning, Forecasting, and Budgeting

Next, your sales strategy presentation should show how much you expect to sell each month, broken down by customer and product. To make these predictions, take a look at past sales data or use your business plan as a guide.

Also, consider things like how long it takes customers to make a purchase and how marketing and pricing can affect sales.

5. Measuring Sales Performance

Your sales strategy presentation should include how you’ll measure your sales performance against your sales plan. Look at areas such as forecasting accuracy, cost of sales, time and money spent on customers, customer segments, win/loss ratio, and cost per customer sale.

There are a lot of factors that impact sales success, so it’s important to set clear goals and tactics to meet and exceed your target.

6. Lead Generation Channels

These are the different ways that you can find potential customers who might be interested in buying your product or service. Examples include social media advertising, SEO, email marketing campaigns, or referrals from existing customers.

Additionally, lead generation software can help automate and optimize these processes, making it easier to identify and engage with potential leads.

By pinpointing the most effective lead generation channels, you can focus your sales strategy on reaching the right people in the right places.

7. Sales Team and the Roles and Responsibilities of Each Member

Finally, giving an overview of your sales team is another critical element to include in your sales strategy presentation. You’ll need to outline who is on your sales team and what their specific roles and responsibilities are.

For example, one team member may be responsible for lead generation, while another may handle closing deals. By outlining these roles and responsibilities, you’ll ensure everyone is on the same page and working together to achieve your sales goals.

Bonus: 4 Evergreen Sales Pitch Examples[ + Free Script Generator]

Create Top-Notch Sales Strategy Presentations Using Simplified

Looking for an easy and efficient way to create the best sales strategy presentations? Let’s help you out! Our AI Presentation Maker will help you ideate and automatically design AI-generated presentations in seconds, allowing you to impress customers, close deals, and simplify your sales process.

With Simplified, you can choose from a variety of professionally-designed presentation templates to kick things off quickly. Our AI Presentation Maker will then automatically generate a unique and customizable presentation. All that’s left is for you and your team to collaborate and make it even better.

From the font, text, color, images, and sounds, you have all the power to create amazing designs while saving time and effort. Plus, with our preview feature, you can even present or share your presentation with company stakeholders!

Whether you’re creating a sales proposal, sales meeting, or product demo, Simplified’s AI Presentation Maker is the perfect tool to help you create a winning sales strategy presentation effortlessly.

Sign up today to get started!

Generate An Effective Sales Strategy Presentation With Ease!

8 Best AI Photo Enhancer Tools You Should Check Out in 2024

Top 9 ai video generators in 2024, you may also like.

Mastering Church Branding: A Comprehensive Guide to Enhance Your Ministry

13+ Church Growth Strategies That Work

What is Church Planting and How to Get Started

27 Church Welcome Ideas to Turn Visitors Into Members

16 Cost-effective Church Growth Ideas to Acquire and Retain More People

Top Affiliate Marketing Strategies for 2024

6 Strategies That Significantly Contributed To Growing My PR Agency

Why Is Customer Care Important in Affiliate Marketing?

Affiliate Marketing Tools: The 20 Tools Every Marketer Needs (Free & Paid Options)

35 Best AI Affiliate Marketing Programs for Marketers and Creators

How to Use Influencers to Power Up Your Affiliate Marketing

Everything You Need to Know About Instagram Affiliate Marketing

Top 5 Marketing Use Cases for AI in 2024

Share Your Expertise: Accelerate Thought Leadership by Contributing to the Simplified Blog

AI-Powered Predictive Analytics: How to Enhance Your Digital Marketing Strategy

Comments are closed.

More in: Marketing

Nike Marketing Strategy: How They Do It And You Can Too!

Marketing, Branding, Advertising: What’s The Difference?

13 Digital Marketing Tools You Need When Starting a Business

Top 14 christmas advertising campaigns of all time, 10 creative christmas email marketing ideas for increased sales, the complete guide on whatsapp status marketing, 13 event marketing ideas that will boost attendance at your next conference.

18 Simple Ways To Make Money On Your Smartphone In 2024

The ultimate guide to amazon listing optimization in 2024: a detailed step-by-step tutorial.

Continue in the app

Enjoy more features, share direct to social media and get a smoother experience

• Graphic Design
• Video & Animations
• Social Media Planner
• Background Remover
• Magic Resizer
• Animation Maker
• Content Rewriter
• Long Form Writer
• Instagram Reels
• Customer Testimonial
• Convert mov to mp4
• Convert jpg to png
• Instagram Stories
• Facebook Posts
• Linkedin Posts
• Pinterest Pins
• Half Page Ads
• Instagram Ads
• Facebook Feed Ads
• Billboard Ads
• Newsletter Popup
• Shopify Mobile Banner
• Shopify Home Page
• Business Cards
• Explore Static Templates
• YouTube Shorts
• Pinterest Video Pins
• TikTok Videos
• Explore Videos
• Hashtag Generator
• Youtube Video Titles
• Photo Captions
• Amazon Product Features
• Review Responder
• Blog Ideas + Title
• Sentence Expander
• Before After Bridge
• Social Media Quotes
• Meme Generator
• Explore AI Templates
• Google My Business
• Social Media Planning
• Social Media Analytics
• Video Academy
• Help center
• Affiliate Program

Latest Posts

Social media for artists: top platforms and strategies to choose, how to update your facebook url: a step-by-step guide, the most effective church outreach ideas in 2024, exciting news: simplified is among the first to join tiktok’s new app center.

• What is Strategy?
• Business Models
• Developing a Strategy
• Strategic Planning
• Competitive Advantage
• Growth Strategy
• Market Strategy
• Customer Strategy
• Geographic Strategy
• Product Strategy
• Service Strategy
• Pricing Strategy
• Distribution Strategy
• Sales Strategy
• Marketing Strategy
• Digital Marketing Strategy
• Organizational Strategy
• HR Strategy – Organizational Design
• HR Strategy – Employee Journey & Culture
• Process Strategy
• Procurement Strategy
• Cost and Capital Strategy
• Business Value
• Market Analysis
• Problem Solving Skills
• Strategic Options
• Business Analytics
• Strategic Decision Making
• Process Improvement
• Project Planning
• Team Leadership
• Personal Development
• Leadership Maturity Model
• Leadership Team Strategy
• The Leadership Team
• Leadership Mindset
• Communication & Collaboration
• Problem Solving
• Decision Making
• People Leadership
• Strategic Execution
• Executive Coaching
• Strategy Coaching
• Business Transformation
• Strategy Workshops
• Leadership Strategy Survey
• Leadership Training
• Who’s Joe?

Sales Plan PowerPoint Template

Managing Editor October 25, 2019

Your sales strategy and plan are critical to you. So is your time. Get a massive jump start on things with Stratechi’s Sales Strategy Plan Presentation Template; developed, tested, and proven to deliver by Joe Newsum, the founder of Stratechi and an Ex-McKinsey consultant .

The 54 page PowerPoint presentation has sales plan storylines, ideas for initiatives, ready to go slides, professional graphics, and icons. You’ll be well on your way to the best sales strategy and plan you have ever developed and delivered. Confidence is everything in sales, so purchase and instantly download Stratechi’s Sales Strategy Plan Presentation.

New Course: Leading a High Performing Sales Team

Live webinar:  how to double your sales this year june 8, 2023 2:00:00 pm edt.

• The Sales Environment
• Sales is broken
• Modern sales
• Sales Resources

Live Training Events

Upcoming training events & workshops

Online Training Platform

Sales accelerator.

#1 Resource

Revenue growth blueprint.

• Sales Accelerator + Monthly Webinars Bundle
• Sales Accelerator for Individuals
• Sales Accelerator for Teams
• Live Events & Other Programs
• Hire Anthony to Speak
• WHY ANTHONY

LIVE TRAINING EVENTS

Upcoming virtual training events & in-person workshops, improve your win rates.

Keynotes & Workshops

Hire anthony to speak @ your event.

• Latest from   The Sales Blog

How to Conduct an Effective Sales Strategy Presentation

As a sales professional , you’re used to selling to customers, but selling to stakeholders in your own organization is a different story. When you conduct a sales strategy presentation, that’s exactly what you’re doing: Demonstrating what you expect your team to accomplish to benefit the rest of the organization.

Your sales strategy is written. You’ve got all your numbers in order. Now, all that’s left is to present that strategy to your leadership team. 77% of people have a fear of public speaking, but that’s never applied to you… until now. Conducting a sales strategy presentation can be a lot of pressure.

I’ll give you my top tips for conducting a sales strategy presentation that is guaranteed to align your organization and excite the other stakeholders in your business.

What Is a Sales Strategy Presentation?

Before we provide the steps to conducting an effective sales strategy presentation, let’s first outline what a sales strategy presentation looks like.

A sales strategy presentation is your opportunity to ensure your sales goals and strategies are aligned with the goals and strategies of the other stakeholders in your organization. You will use this time to outline opportunities you see for the business to win new customers, as well as outline your plans to structure, train, and develop your sales strategy presentation team.

RELATED READ: How Long Does It Take to Develop a Modern Sales Force

It is my experience that sales leaders don’t spend enough time or energy teaching, training, and indoctrinating their sales force in their strategy—if they have one at all. This is one of the reasons that sales managers find themselves continually telling certain salespeople they are not allowed to match their competitor’s pricing or offering some concession that would break the strategy.

There are three groups that should be included in a sales strategy presentation. First, your senior sales leaders should be included in the strategy and the presentation. Second, your marketing team should also participate, as it will be important to acquire their help with things like market research and positioning, as well as the content the sales force will need. Third, and finally, the sales force needs to understand what their strategy requires of them.

Your strategy is a tool to create alignment within your sales plan presentation  force and your organization. It provides a structure that keeps everyone on the same page and helps you reach revenue growth goals. It’s a mistake not to use it for this purpose.

Start With Goals and KPIs

Your first step in conducting an effective sales strategy presentation is to nail down goals and KPIs . In your presentation, discuss performance over the past period. In a modern sales approach, we tend to spend a lot of time working on helping our clients answer, “why should I change now?” In this case, you are going to ask and answer this question yourself.

When you introduce your strategy or an update, data around your past performance helps to make the case for change, something John Kotter of Harvard describes as “a burning platform.” By answering “why change” first and enlightening your audience with the data that proves you not only capture their attention but also provide a justification for what comes next.

Establish goals your team will be shooting for over the next period. Even if you have to make a conservative estimate of the better results you are going to create in the first quarter you use your strategy, start with the goals and the KPIs you will be tracking.

Outline Your Market Strategy

What markets will you be targeting? Sometimes it makes sense to target a single vertical, but in many more cases, your strategy should be targeted to address the needs of customers in multiple markets, increasing the number of customers that will benefit from what you sell and how you deliver customer value.

When it is possible to identify the companies that spend the most in your category, putting forth the time and effort to pursue them will create greater net new revenue, speeding your results, provided you get your strategy right and your team properly trained and enabled.

How did you establish this? You want to help your leadership team, your marketing team, and your sales plan presentation force to understand why you made the decisions as to who and why you have chosen these targets and how your strategy is going to improve results.

Present data to support your sales strategy presentation. Presenting the data that is driving your decisions not only helps you inform your team about your choices, but a conversation with your teams can identify other considerations and modifications that make your plan even more powerful.

Describe Training & Development Efforts

Plan for team training and development to hit key metrics. Most sales leaders don’t recognize the connection between their sales force’s effectiveness and their ability to execute the company’s strategy. Without being trained to execute the strategy, you risk failing to execute the strategy well enough for it to produce the results you need. This is critical if your strategy requires a consultative approach, as most salespeople have never been taught to use a modern sales approach.

Our training and development on the Sales Accelerator Platform provides the curriculum to train salespeople to execute your strategy and provide them with a culture shift, one that reinforces your strategy and one with proven results.

Discuss Budgetary Needs

Lastly, a strategy shift comes with expenses. Some of these expenses include training and development, marketing assets and tools, and in some cases, hiring a number of new salespeople who have a track record in executing your chosen strategy. Ensure you’re making your budgetary needs known during your presentation.

An Effective Sales Strategy Presentation is Only the Beginning

Conducting an effective sales strategy presentation is a vital step to aligning your team with the rest of your organization, and securing the budget you need to move your team forward in the next period. Following the steps outlined here, you should have all the tools you need to conduct a sales strategy presentation that everyone can agree upon.

But the sales strategy presentation is just the beginning! To get the results you need and hit those metrics you’ve outlined, you’ll need some help. Our Sales Accelerator can help you level up your team’s skills, giving them the ability to crush the goals in your sales strategy. Check out Sales Accelerator today!

Written and edited by human brains and human hands.

Anthony Iannarino is an American writer. He has published daily at thesalesblog.com for more than 14 years, amassing over 5,300 articles and making this platform a destination for salespeople and sales leaders. Anthony is also the author of four best-selling books documenting modern sales methodologies and a fifth book for sales leaders seeking revenue growth. His latest book for an even wider audience is titled, The Negativity Fast: Proven Techniques to Increase Positivity, Reduce Fear, and Boost Success.

Anthony speaks to sales organizations worldwide, delivering cutting-edge sales strategies and tactics that work in this ever-evolving B2B landscape. He also provides workshops and seminars. You can reach Anthony at thesalesblog.com or email [email protected] .

Connect with Anthony on LinkedIn, X or Youtube. You can email Anthony at [email protected]

How to Lead: The Leadership E-Book

As leaders, we're faced with decisions everyday—not all of which are easy to make. Learn how to make those tough decisions, hold yourself and your team accountable, and build a legacy with How to Lead: The Leadership E-Book.

Are You Ready To Solve Your Sales Challenges?

Hi, I’m Anthony. I help sales teams make the changes needed to create more opportunities & crush their sales targets. What we’re doing right now is working , even in this challenging economy. Would you like some help?

Join my Weekly Newsletter for Sales Tips

• Presentations

Sales Strategy Presentation Template

Used 4,954 times

Reviewed by Keith Rabkin

Create an information-rich sales strategy presentation that captivates and educates your audience.

e-Sign with PandaDoc

Sales Strategy Presentation

Prepared by:

​ [Sender.FirstName] [Sender.LastName] ​ [Sender.Company] [Sender.Email] ​

Table of Contents

Executive summary, sales strategy objectives, goals and kpis, lead generation channels, lead categories, ideal customer profile, sales strategies, pre-sale activities.

Upsale Strategy

Sales Process

Roles and responsibilities, sales support documents.

Write a short summary of the information your audience can expect to learn more about in the presentation.

State the primary objectives of the sales strategy e.g. increase conversion rates, improve customer retention, increase upsells, etc.

Explain which goals you'll be striving to achieve and the KPIs

you'll use to measure your progress, e.g. the goal of paying less to acquire customers measured with the KPI of average customer acquisition cost.

Name some of the main lead generation channels

​you'll rely on

Email marketing

Social media

Direct traffic

Describe some of the lead categories you'll be using in the strategy

Ready to buy

Needs more convincing

Not ready to buy

Explain who constitutes a marketing qualified lead (MQL)

and who would be a sales qualified lead (SQL) with criteria examples

Anyone who has spoken with a sales rep

Anyone who has downloaded a free report

Share insight into your ideal customer

Average income

Provide some of the sales strategies you'll be employing

Cold calling

Flash sales

Social media marketing

List some of the pre-sale activities your company

will make us of

Crafting unique selling propositions

Creating call scripts

Building a prospect list

Market research

Creating social buzz

Outbound Sales

State any inbound and outbound sales strategies that will be used

Organic search, webinars, or blog posts;

Cold calling, targeted advertising, or email marketing.

Upsale Strategy

Describe the upsell strategy that you'll be putting into action

Promoting additional services

Suggesting a more feature-rich product

Offering discounts for buying higher volume

Describe the steps of your sales process

Lead generation

Qualification

Sales outreach

Give an overview of your sales team, the general capacity, and the key responsibilities of each member or group.

Describe the roles on your sales team and the responsibilities of those roles

Lead generation and nurturing

Closing deals

Overseeing the team

List any sales support resources that have been made available to your team e.g. sales battle cards, a training manual, webinars, etc.

Care to rate this template?

Your rating will help others.

Thanks for your rate!

Useful resources

• Featured templates
• Sales proposals

AI PPT Maker

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Sales strategy plan powerpoint presentation slides

Our Sales Strategy Plan Powerpoint Presentation Slides are topically designed to provide an attractive backdrop to any subject. Use them to look like a presentation pro.

• Add a user to your subscription for free

You must be logged in to download this presentation.

PowerPoint presentation slides

Presenting Sales Strategy Plan Powerpoint Presentation Slides. This PPT is compatible with Google Slides which makes it accessible at once. It can be saved in various document formats such as JPEG, PNG or PDF. You can make the required changes in the templates like color, text and font size. These slides also support the standard(4:3) and widescreen(16:9) ratios. Get access to this professionally designed complete deck PPT presentation by clicking the download button below.

People who downloaded this PowerPoint presentation also viewed the following :

• Business Slides , Flat Designs , Concepts and Shapes , Complete Decks , All Decks , Marketing and Sales , Business Plans , Strategy , Sales Strategy , Sales Business Plan
• Sales Strategy Plan ,
• Growth Strategies ,
• Market analysis

Content of this Powerpoint Presentation

Slide 1 : This slide introduces Sales Strategy Plan. State your Company name and begin. Slide 2 : This slide displays the Content of the presentation. Slide 3 : This slide showcases Highlights such as- Financial Highlights, Revenue Split - By Country, Sales Performance Dashboard, Sales by Region, Past History. Slide 4 : This slide also represents Highlights. Broadly highlight the achievements of the company indicating its strong performance. Slide 5 : This slide showcases the Financial Highlights. Slide 6 : This slide depicts the Revenue Split - By Country. Specify about the revenue being generated from al the operational countries. Slide 7 : This slide showcases the Sales Performance Dashboard. Slide 8 : This slide showcases 2018 Sales by Region. Slide 9 : This slide showcases the Market Opportunity Analysis Slide 10 : This slide represents the Target Market. Slide 11 : This slide presents Market Opportunity Analysis. Slide 12 : This slide showcases Market Sizing. Slide 13 : This slide depicts Identification displaying- Comparison - Based on Criteria, Competitor Revenue & Profit, Competitor Analysis. Slide 14 : This slide also showcases the Identification. Slide 15 : This slide displays the Criteria. Showcase the Comparison - Based on Criteria. Slide 16 : This slide depicts Competitor Revenue & Profit. Slide 17 : This slide displays the Growth Strategy. Slide 18 : This slide presents the Growth Strategy. Slide 19 : This slide presents the Future Sales & Revenue Goals with Sales Goals and Sales plan Checklist. Slide 20 : This slide presents the Sales Goals. Slide 21 : This slide showcases the Sales Plan Checklist. Slide 22 : This slide depicts Business Process Roadmap. Slide 23 : This slide displays the Business Process Roadmap. List down the business activities you intend to work upon in the coming time here. Slide 24 : This slide displays the Opportunity Timeline. Specify the timeline for all the opportunities you seek in the coming few years. Slide 25 : This slide is titled as Additional Slides. Slide 26 : This is Sales Strategy Plan Icons Slide. Slide 27 : This is Clustered Bar chart slide with product comparison. Slide 28 : This slide showcases the Stacked Area-Clustered Column. Slide 29 : This is Financial slide. Showcase finance related stuff here. Slide 30 : This is About us slide to showcase company specifications. Slide 31 : This slide displays the Magnifying Glass to highlight the important content. Slide 32 : This is Venn slide. Slide 33 : This is Puzzle slide with icons and text boxes. Slide 34 : This is Idea Generation slide to highlight ideas, information and facts. Slide 35 : This is six years Timeline slide. Slide 36 : This is Thank you slide with address, email address and contact number.

Sales strategy plan powerpoint presentation slides with all 36 slides:

Use our Sales Strategy Plan Powerpoint Presentation Slides to effectively help you save your valuable time. They are readymade to fit into any presentation structure.

Ratings and Reviews

by Demarcus Robertson

December 21, 2021

by SANTHIYA . P

February 10, 2021

What are the key elements to include in a sales action plan presentation PowerPoint?

June 24, 2024 /

The key elements to include in a sales action plan presentation PowerPoint are a clear and concise executive summary, an overview of the sales goals and objectives, a detailed analysis of the target market and competition, a comprehensive sales strategy, a breakdown of the action steps and timelines, a financial forecast and budget, and a compelling conclusion with a call to action. By incorporating these elements, your sales action plan presentation will effectively communicate your strategy and goals to your audience.

View Our Sales Presentation Portfolio

Get a Quote on a Custom Designed Sales Presentation

• What are the key features and benefits of using a PowerPoint sales strategy template for enhancing sales presentations?

Popular Posts

Common Challenges in Tailoring Presentations—and Solutions

Dos and Don’ts of Pre-Seed Pitch Deck Creation

How to Write a Teaser Pitch Deck that Captivates

Tips for a Persuasive How It Works Slide

What Not to Do When Presenting Funding History

Why Raising Funds Without a Pitch Deck Can Backfire