Sales Planning Process Step-by-step

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The sales planning process is a crucial part of the sales team. It is a process that helps the sales team determine what they need to do in order to meet their goals and make their revenue targets. The first step in the process is identifying the goals and objectives of the company. The second step is understanding what metrics are important for achieving these goals. The third step is developing a plan of action for each metric with specific tasks associated with it, like lead generation, cold calling, etc. The fourth step in the process involves monitoring progress against these metrics and adjusting accordingly if necessary. The fifth step involves reporting on progress at regular intervals along with outlining how the metrics would be evaluated by top management or board members.
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