Sales Forecasts
Estimates future sales by predicting the number of units a salesperson or team can sell over a certain period
Sales Plan
A sales plan is a strategy document that helps companies achieve sales results by assigning specific strategies to each person on the sales team. It lays out a company’s plan for improving sales results in a specified period of time.
Having a sales plan helps to identify the unforeseen risks so they can be overcome, gives a benchmark of where we want to go, how we can get there, and allows us to adjust the plan as necessary, and more importantly it drives creative thinking- helps focus on the bigger picture.
Data and statistics
Used to Identify problem areas, find points of opportunity in the sales process, and validate assumptions and ideas.
CRM
Track leads, close opportunities and get accurate forecasts.
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