Territory Plan - Sales Plan & Sales Management Tools ...



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Sales Territory Plan

Sales Rep: ____________________

Date: ________________________

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2014 in Review

This section should review your results from 2014 and provide some background into how you would like to attack your territory in 2015.

Revenue Review

This section will review your overall performance and analyze where you were getting your Revenue from.

Total Performance

|Total Quota |Actual Revenue |% of Quota |

| | | |

|# of Quarters You Made Quota | |

Revenue by Company (Top 10 Sorted High to Low)

| # |Company |Revenue |% of Total Revenue |

|1 | | | |

|2 | | | |

|3 | | | |

|4 | | | |

|5 | | | |

|6 | | | |

|7 | | | |

|8 | | | |

|9 | | | |

|10 | | | |

|Tot |2014 Total Revenue Sold | | |

Revenue by Category

This section comprises what product areas you are getting your Revenue from.

|Category |Revenue |% of Total Revenue |

|Product 1 | | |

|Product 2 | | |

|Product 3 | | |

|Product 4 | | |

|Product 5 | | |

|Product 6 | | |

|Other | | |

|Total | | |

New Account Review

This section outlines which new accounts and new departments you sold to in 2014.

|Customer |New Account or New Department |Revenue Sold |

| | | |

| | | |

| | | |

| | | |

| | | |

| | | |

Activity in Your Territory

Overall Activity

|Category |Actual Performance |Comment |

|Avg. Calls per week last 90 days | |Region target is minimum of 8 calls per week |

|Total Pipeline | |Region target is 3 times your annual quota |

|Weighted Pipeline | |Should shoot for this number to be at least half of your total |

| | |pipeline which would indicate all opportunities average 50% |

|New Opportunities Added to Your | | |

|Pipeline in 2014 | | |

|Average opportunities added per | |Region target it 4 new opportunities per month which in total add|

|month | |$250K of revenue or more to your pipeline |

Visit Review (Top 10 companies visited)

|# |Company |# of Annual Visits |% of Total Visits |Revenue Generated in 2014 |

| | | | |for that company |

|1 | | | | |

|2 | | | | |

|3 | | | | |

|4 | | | | |

|5 | | | | |

|6 | | | | |

|7 | | | | |

|8 | | | | |

|9 | | | | |

|10 | | | | |

|Tot | | | | |

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ADDITIONAL TEMPLATE PREVIEWS

Click Link to Preview Tool/Template

|Tools/Templates To Build The Plan |Tools/Templates To Develop The Forecast |

|[pic]Sales Plan Builder |[pic]Sales Forecast Model - Ver1 |

|[pic]Sales Territory Plan Builder |[pic]Sales Forecast Model - Ver2 |

|[pic]Sales Plan Presentation |[pic]Sales Funnel |

|[pic]Monthly Sales Report Presentation |[pic]Sales Forecast Model - Ver3 (No Preview) |

|[pic]Sales Pipeline Analysis |[pic]Sales Plan Example (No Preview) |

|[pic]Simple Sales Forecasting Model (No |[pic]5-Page Simple Sales Plan (No Preview) |

|       Preview) | |

 

|Other Sales Plan Builder Tools -  |

|Option 1 |

|Option 2 |

Still can't start? Use these sales and marketing workbooks.

|Sales Plan Workbook |Marketing Plan Workbook |

|Marketing Plan Presentation Workbook |Market Research Workbook |

|Marketing Strategy Development Model -- MUST ENABLE MACROs then click on |Marketing Strategy/Marketing Programs Completeness Audit|

|GO buttons | |

|Marketing Analysis Model |Marketing Launch Plan Template |

| MARKET, INDUSTRY, AND COMPANY, RESEARCH |New Business, Product, and Startup Ideas |

|ADDITIONAL TEMPLATES |Presentation and Report Charts and |

| |    Graphics - Big Time Saver! |

|Tools/Templates To Build A Key Account Plan |

|[pic]Key Account Management Planning Basics |

|[pic]Key Account Management Plan Builder |

|Marketing Tools and Templates |

|[pic]Marketing Plan Builder |

|[pic]Marketing Budget Builder |

|[pic] Marketing Plan Presentation |

|[pic] Competitive Analysis Report Builder |

|[pic]SWOT Analysis Report Builder |

|Tools/Templates To Set Up The Channel Relationship |Tools/Templates To Develop and Manage The Channel |

| |Partner Program |

|[pic]Product Distribution Term Sheet/LOI |[pic]Channel Partner Program Planning |

| |&       Administration Builder |

|[pic]Product License Term Sheet/LOI |[pic]Exclusive Licensing Agreement - Ver1 |

|[pic]Marketing & Sales Only Joint Venture |[pic]New Business, Product, and Startup Ideas  |

|       Agreement | |

|[pic]Exclusive Licensing Agreement - Ver2 |[pic]Non-Disclosure Agreement |

|       (Accessible In Members Area Only -  |       (Accessible In Members Area Only - |

|       No Preview) |       No Preview) |

|Sales Team Meeting |Description |

|Presentation | |

|Sales Presentation |This sales presentation is an effective method to communicate the sales pitch and point of view of the |

|Delivery |seller to the buyer. If delivered properly, the sales presentation ensures the final sale to take place |

| |smoothly. A thorough understanding of the client’s needs and requirements is imperative in designing the |

| |sales... |

|Great Sales |This sales presentation is an effective tool towards selling a product or service to a client. It is a forum|

|Presentations |wherein the salesperson has many opportunities and avenues to communicate the sales pitch and sales |

| |information to the client. An effective sales presentation helps in creating desire and buyer’s conviction |

| |about... |

|Strategic Sales |Sales is an important activity in an organization. An effective sales process is responsible for nurturing |

|Management |and cultivation of strong customer relations. This, in turn, helps in building customer loyalty with time. |

| |Strategic sales management involves effective and efficient handling of systems and processes towards |

| |successful sales. It involves careful... |

|Effective Sales |Product promotion is the process of informing, reminding, and persuading the target audience about a |

|Promotions |particular product or service. Sales promotion utilizes various incentive techniques to structure sales |

| |related programs. It is an effective approach to increase immediate customer sales. The presentation |

| |examines the dynamics of sales promotion and discusses... |

|Territory Management |A sales territory is a particular geographical area that has potential customers for a particular product. |

| |The sales territory also has present customers. The territory is assigned to a salesperson who is |

| |responsible for the sales management activity in the region. Dividing the entire sales region into a number |

| |of... |

|Time And Territory |Sales territory is the region where there is potential for future sales. For effective management of the |

|Management |sales process, different sales territories are assigned to the salesforce. Time and territory management are|

| |two of the most significant aspects of the sales management process. The presentation examines the issues |

| |involved in... |

|Sales Force |The Sales Force Automation (SFA) approach to salesforce management focuses on cultivating customer |

|Automation |relationships and, thereby, improving customer satisfaction. SFA helps in making the field sales staff more |

| |productive. They are entrusted with the responsibility of directly managing customer relations. The |

| |presentation discusses the tools used in SFA and the... |

|Building A Sales |This presentation explains how to build a sales staff. |

|Staff | |

|  | |

|Continual Development|Selling involves convincing the prospective buyer about the need for a particular product or service and |

|Of The Sales Force: |persuading him/her to make a purchase decision. The design and development of an efficient salesforce is |

|Sales Training |imperative to ensure efficient sales in organizations. Conducting regular sales training programs help |

| |impart crucial skills in salespeople... |

|MARKET, INDUSTRY, AND|The market, industry, and company research process includes the systematic identification, collection, |

|COMPANY, RESEARCH |analysis and distribution of information for the purpose of knowledge development and sales and marketing |

| |decision making. |

|Presentation and |Valuable for report and presentation preparation. |

|Report Charts and | |

|Graphics - Big Time | |

|Saver! | |

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