A company, most especially large ones that house several employees are often segregated into different departments each having their own unique function. This typically consist of production, operations, sales and marketing, finance and the human resource department. Aside from the overall business goals that governs the whole organization, each departments also have their own set of action plans to achieve their own departmental goals. For this article, we shall tackle a sales team action plan and how these plans would become key indicators that help the sales department achieve their own set of sales goals and objectives. Read more about this in our article below and if you need samples we have some free sales team action plan samples as well.

3+ Sales Team Action Plan Samples

1. Sales Team Action Plan

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2. Sample Sales Team Action Plan

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3. Simple Sales Team Action Plan

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4. Sales Team Action Plan Example

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What Is a Sales Team Action Plan?

Generally speaking a sales team action plan describes the way the sales department will meet its objectives through detailed action steps that describe how and when these steps will be taken. This would help the sales team makes it possible for everyone to see the big picture, share the same overall objectives, and work the same action plan to achieve them. It is also an essential part of the strategic planning process and helps with improving teamwork planning. Not only in project management, but action plans can be used by individuals to prepare a strategy to achieve their own personal goals as well.

How To Create a Sales Team Action Plan?

Some business organizations fail to see the importance of action plans, yet with an effective action plan, you can boost your sales team’s productivity and keep everyone on the right track. Here are some benefits of actions plans:

  • Giving a clear and overall direction to your sales goals
  • Enable to track and monitor your team’s progress
  • Helps identify which to prioritize based on the effort created and the impact
  • This will help the team stay motivated and committed

With your sales team action plan you will be able to layout your objectives, strategies, and tactics for success, in a way that your whole team can understand. To get you started with your action plan, here are several key elements you should consider:

1. Sales Goals and Sales Targets

Whether your sales team is planning on a new initiative or trying to solve a problem you should carefully analyze your current situation in this way it can help your team identify the sales goals and estimated sales targets.

2. Review of Prior Period Performance

Examining your previous sales performance will help you to get a better idea of where your current customers and prospects come from. This will serve as a valuable information as you go about your action plan.

3. Market and Industry Conditions

Being sales entails assessment of the current industry or market conditions, as this will help your team understand the trends, customer’s buying behavior, economic conditions and other relevant factors that may affect sales performance.

4. Strategies, Methodologies, and Tasks

Now that you have your sales goals and objectives, data on your previous sales performance and an idea of the market condition it is time to list down all the tasks to be performed, activities, due dates and responsibilities assigned to different teams and individuals. Tasks include prospecting activities, meeting appointments, and product demos/presentations. Ensure that the entire sales team involved in this process and has access to the document. This way everyone will be aware of their roles and responsibilities in order to achieve the overall sales goals.

5. Prioritize Tasks and Add Deadlines

With your list of actions in place, identify which is to be prioritize first and who is in-charge of such task. Make sure to add deadlines to that are realistic and achievable.

6. Monitor, Evaluate and Update

It is imperative that you need to evaluate the progress of your sales team. This will also bring out the tasks that are pending or delayed, in which case you need to figure out why and find suitable solutions. And then update the action plan accordingly. By tracking your sales team’s performance  you can uncover your top-performing reps, figure out which reps need more training, and even pinpoint which sales strategies aren’t working well.


What Is the Importance of a Sales Team?

The sales department plays a vital role, like all relevant departments that makes up a business organization. They are tasked not only increase revenue but they also have a strong impact on brand reputation, long-term customer relationships, retention of customers and overall business growth.

What Is Goal Setting?

Goal setting is the process of deciding what you want to accomplish and devising a plan to achieve those desired results.

What Is a Sales Strategy?

A sales strategy is an activity that helps businesses achieve their sales goals. The sales strategy describes how a business will win, retain and develop customers.

An action plan is designed to guide your way to accomplishing your goals. It turns your vision into actionable goals and steps. And for the sales department, an effective and well-crafted sales action plan  can steer their way towards completing their goals.

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