How to Simplify Sales Planning

Posted by Ron Snyder in Sales planning | 1 comments

You need tools, including apps, that enable the user to do their job easier, faster, better.

Let’s take the case of sales planning apps, for example those that enable a salesperson to do good territory or strategic account planning.

The app itself must be easy to use. It must provide specific functionality that gives the user unique insight into their territory, accounts and enable the user to:

– Create strategic plans
– Gain insight into their target market
– Identify sales opportunities
– Prioritize their accounts and opportunities
– Identify and develop important relationships
– Establish competitive differentiation
– Take meaningful action to implement their plan

Further, it is important to have the app reside within the CRM/Sales Force Automation tool of choice, making it easier to:

– Actively work the plan
– Enable team participation
– Coach the sales team
– Share best practices
– Respond to change quickly and effectively
– Report on and track progress

If your sales people had a tool like this, wouldn’t they do a better job and improve their results?

Tags: account business plan, account management, account management plan, account planning, management of user adoption, Sales 2.0, sales leadership, sales management, sales plan, sales planning, software selection, software tool selection, strategic account management, strategic account plan, territory planning, user adoption