In the finance department, financial analysis is done to analyze the financial status. The first step to this is to come up with a financial plan sample. While on the sales department, sales analysis is done to study the sales performance, but what happens if the sales performance is regressing?

Sales Training Plan Template

sales training plan template

File Format
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  • MS Word
  • Pages

Size: US, A4


If the sales performance is low, the management will try to point out the market status by coming up with the marketing plan. In addition to this, the sales professionals’ skills are also being monitored. This is where the sales training program comes in, but what’s the first step for this? Like any other, you have to come up with a plan.

What Is a Sales Training Plan?

Sales training plan is a tool used in planning for the necessary skills that a sales team should develop and/or enhance. This training would ensure that the salespeople will possess the basic sales skills, a good professional relationship with their clients, enhanced communication skills, enough product knowledge, the processes in the sales department, and a skill in understanding what the client needs or wants. Other than planning for a Webinar or Web seminar, there are sales training plan templates available that you could fill in to make your planning report easier.

How to Develop a Training Program for Sales

  • Conduct a training needs assessment. In order for you to form your program and determine what you want to accomplish at the end of the training, find out what the employees need first.
  • Determine the organization’s short term and long term goals.
  • Identify employees’ learning objective. This is like a checklist that would ensure that the goals have been met, therefore the training were effective.
  • Identify what the clients are expecting to relay this information to the employees for the training.
  • Enumerate and gather training materials.
  • Implement the training.
  • Evaluate the training.
  • Use sample plan templates for your sources if needed.

7 Tips for Creating Winning Sales Training Program Plan

  • Develop handy modules for the sales professionals to read whenever they need a guide.
  • Keep training plan templates you could use for different organization and different needs.
  • Devise a training in multiple formats like training plan template in PDF you could use in different devices.
  • Implement training in the native language of the sales people.
  • Impart a learning that is collaborative and promotes cohesion.
  • Do not limit training on lectures, make use of SLA or Structured Learning Activities.
  • Make use of multimedia tools in presenting your lecture.

What to Include in a Sales Training Plan

An analysis of the skills and knowledge that the sales people should possess in order for them to effectively sell the products and services that the organization is offering. An analysis of the skills and knowledge that they are lacking or needs improvement. Secondly, a designed training program specifically for the sales people in the said organization. Every company’s needs and abilities are unique from others, you cannot use the same training program for every organization. There may be times that the needs are similar, you have to modify the program. Additionally, design plan templates in word or PDF formats for flexibility.

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