7 Tips for Creating a Sales Strategic Plan

Written by Adam Grossman

An ordained rabbi, who has founded multiple ventures focused on workforce development, he is a cofounder and the Chief Development Officer at The Selling Factory.

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sales strategic plan: it’s needed to help your business grow, generate leads, and ultimately build sales.

Whether it’s a product or service that you’re selling, you need a plan in place. It makes the whole process easier and brings in better success.

Perhaps you’ve been struggling with making sales and want to know how to improve your chances of making your company flourish. That’s where a good sales plan comes in.

We’ll look at seven tips for creating sales plans that work.

1. Develop Your Strategy Based on Your Current Clients

It’s important to remember the clients you’ve got now as part of your business sales plan. That’s because customers are said to be repeat buyers of previous companies seven times. So you’ll want to ensure you can retain them.

How can you make sure customer retention is achieved? Personalized gifts can go far. For example, you can send them birthday cards. This can set you apart since not many companies will go out of their way to add a little present like this that make the customer feel appreciated.

A call now and again can also be a great choice. It shows your client you care about them and are not just all about business. These slight touches can go a long way toward future sales.

2. Keep a Close Eye on Market Trends as Part of Your Sales Strategic Plan

You need to look at all trends in your industry for your sales strategy. Research all of the top factors that are making businesses boom over the past year. Also, take into account what worked for you and what didn’t, and adjust your plan accordingly.

Think: what was it that I did that led to sales? Can I repeat the same process, or do I need to change my strategy a little? This will help you see where you’re at currently and where you need to go next.

3. Remember Your Employees When Moving Forward With Your Strategy Plan

You must consider what your company’s needs are. In order to do that, you should discuss all matters with your staff too.

Heading in the right direction is all about teamwork. The more hands on deck with the plan, the better it’s likely to succeed. Discuss all thoughts about business prospects with your sales managers, associates, and general employees.

Allow each some autonomy in providing insights and make your decision based on the best ideas that are brought to the table.

4. Start Forward and Work Back With Your Targets

Begin by setting your goals of how much you want to sell. Then, group them so that it makes it easy to track how well you’re doing. Here are some of the metrics to be tracked in sales.

This also includes the profit you expect to make on your products, the number of meetings you need to attend for your strategy, and how long you expect the client to stay with you.

You can work on daily, monthly, and weekly sales goals. Think about how many sales you hope to see per quarter and year.

Then, as the year goes on, you can look back and see what progress you’ve made and how close you are to meeting these targets.

5. Set Highly Expected Goals That Are Realistic and Achievable

While sales is a numbers game, your targets have to able ones that you can realistically reach. The next part of the plan is to map out how you’re going to get there.

To meet your goal, you need to be able to send out emails and think about how many calls you need to make to meet your sales. Make these points of contact ones that you can manage to avoid stress and burnout while ultimately making your sales.

Assess how it’s going and make changes to your goals as and when needed throughout the year, depending on how your sales are going. It’s the best course of action to ensure you make it to where you want to be without risking overshooting the mark and the walls coming crashing down on your big goal in the end.

6. Create a Marketing Plan With a Great Sales Strategy 

Focus on a strategy that leads to new leads and gets them prepared to jump on board with your product. You do this through honesty, which also shows your client you respect them.

Reaching your target market is important. Focus on them, and the rest will fall into place. Set this up through an automated process so that you can nail what they need to know and how you can help them. This will ultimately lead to more company sales.

Remember to tell your client how you can solve their issue and the process that you’ll follow to make that happen through your marketing campaign.

Make sure your sales marketing efforts are in sync. When they come together, you get better results as they’re aligned with each other and one feeds the other for sales growth. Choosing the right plan means that your marketing targets work in conjunction so that you can enjoy success with your business.

The more times your potential customer sees a message, the more enticed they’ll be to make a sale.

7. Make Sales the Main Priority of Your Business

It’s critical to not fall away from making sales your main goal for your business. This means ensuring that it’s at the heart of all your calls. But you don’t have to be too pushy.

Make it a natural process. Take control of the call and ask the right questions while guiding the potential client in the direction of a sale. Otherwise, you could end up missing out on great opportunities.

Get Your Sales Strategy on Point With Our Expert Team

For your business to be successful, you need a good sales strategic plan. Here, we’ve shown you seven tips for creating the right strategy so that you can ultimately build more clients and see your company prosper.

Jump in with our professionals who’ll help you get more sales for your company, just like the rest of our clients. Request your free quote today! We’re here to help your business thrive.

Victoria Zamitalo

Campaign Manager

Victoria received a BA in History and Economics from the University of Florida in May 2023. She is a driven sales professional with over 5 years combined experience in customer service, consumer relations and outbound sales, and is deeply passionate about fostering close relationships between consumers and sellers. She aims to train the next generation of sales professionals in not only the tricks of the trade, but also interpersonal skills that make sales the exciting and ever-changing industry that it is.


Mia Semel

Campaign Manager

Before graduating with a B.A. in Sustainability Studies, Mia took on multiple roles while interning at The Selling Factory, including sales development, recruiting, and leading campaigns. She is an active listener and effective communicator, specializing in fostering genuine connections and finding common ground among differing perspectives. She aims to find practical, creative solutions regarding sustainable development, biodiversity and the climate crisis.


Kira Grieve

Senior Campaign Manager

Kira graduated from the University of Florida and received her Master of Science in Entrepreneurship. She is passionate about helping businesses grow and connecting with new people. Some of her hobbies include traveling and hiking. She hopes to visit all of the National Parks one day!


Jared Glosser

Vice President

After graduating from UF in 2014 with a B.A. in history, Jared started his professional career Fundraising for a non-partisan political lobby in South Florida. In 2016, Jared moved back to Gainesville to work for a non-profit, recruit students for international travel opportunities, and pursue his MBA at UF. Jared has been with The Selling Factory since 2019 focusing on operations, client onboarding, and client success.


Ian Massenburg

Chief Operating Officer

A graduate of University of Florida (B.A. 2001), Ian Massenburg brings over 18 years of sales executive and sales management experience to The Selling Factory. Before coming on-board, Ian worked alongside Brad at Infinite Energy, and then spent his next 3 years as VP of Partnerships selling SaaS products B2B. Ian brings his vast knowledge and experience to the team and to our partner companies served.


Damien Paulk

Campaign Manager

Damien is a University of Florida graduate that recently joined the team full time after working as a Sales Development Intern for one year. As a Campaign Manager, Damien looks forward to contributing to the growth and success of The Selling Factory. When Damien is not at work he enjoys exploring Gainesville with his girlfriend and dog or watching the Gators dominate college football.


Brendan Viehman

Campaign Manager

Brendan graduated from Liberty University with a Bachelor of Science in Business Administration and Project Management. For the past 5 years, he has enjoyed working with blockchain technology and cryptocurrency development. In his free time, he surfs and makes personal finance videos for his YouTube channel.


Savannah Howard

Campaign Manager

A graduate from the University of Florida’s College of Journalism and Communications, Savannah obtained her Bachelor of Science in public relations with a concentration in French. After almost two years as a sales development intern for The Selling Factory, she joined the leadership team in 2021 taking on the role of Campaign Manager. In her free time, Savannah enjoys going to concerts and festivals and cooking for her friends and family.


Zack Kampf

Campaign Manager

Zack is a creative technologist with experience in advertising, event planning, and game design. He started as an SDR in 2018 and has been with TSF ever since. Upon graduating UF in 2019 he became a campaign manager and is currently seeking a master's degree from NYU. In his spare time, you can find him at the intersection of Art & Technology!


Josiah Blakemore

Growth Manager

Josiah has over 10 years of sales experience, worked with Brad and Ian at Infinite Energy, and also spent time selling SaaS as Director of Partnerships at SharpSpring. He’s always been very competitive and has a love for sports and games. He enjoys solving problems and coaching team members to do the same!


Sue-Ming Frauenhofer

Marketing Manager

Sue-Ming received both her B.S. in Psychology and M.S. in Management from The University of Florida. As a student, she took on multiple roles while interning at The Selling Factory, including sales development, marketing, and recruiting, eventually leading to her current role as Marketing Manager. She enjoys refining her taste in music and visual art, engaging in mindfulness and meditative practices, and frolicking outside with her sidekick pup.


Adam Grossman

Chief Development Officer

Adam is an ordained rabbi, who has founded multiple ventures focused on workforce development. Hired as CEO by a failing non-profit, in over 5 years, his ingenuity saved the organization, which led Slingshotfund.org to recognize it as one of North America’s most innovative Jewish non-profits. His expertise to identify, cultivate, and on-board talent ensures our student teams meet our partners’ needs.


Brad Gamble

Chief Executive Officer

After graduating from UF in 1999 with a B.S.B.A, Brad Gamble has dedicated himself to sales management, branding, coaching, and building companies. He served as the VP of Sales & Marketing for Infinite Energy until 2014, when he founded The Selling Factory. He has dedicated himself to teaching critical skills to tomorrow’s leaders, and helping companies achieve sales success and revenue growth.