Sales Management should be responsible for the creating the overall goals and strategies of the Sales Department, which should be documented on a yearly basis in the Sales Management Plan Template, and approved by Top Management. SL1010-1 SALES MANAGEMENT PLAN should be developed with input from, and in conjunction with, other affected department managers (i.e. Marketing, Production, Planning, and Product Development) and should be based on general sales best practices, but should be modified to best fit any company’s unique sales scenario.
Sales Management should also define the length of the sales cycle and describe sales strategies in the SL1010-1 SALES MANAGEMENT PLAN. Sales Management should list the sales staff required to meet sales goals, and their assignments, in the Sales Management Plan Template, including:
- Professional sales staff;
- Inside sales staff, sales administrators, and assistants; and
- Division of sales territories and regions and the required staff for each.
Sales Management should describe sales department training requirements for the sales staff as well as list the types, frequency, and sources of marketing and sales reports to be submitted to Sales Management and to Top Management in the Plan. Sales should be monitored by comparing actual sales results stated in regular reports submitted by sales department members to the goals specified in the Sales Management Plan Template.
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