Crafting an effective sales plan creates the stage for your sales team to exceed targets and secure those coveted wins.
But let’s face it, it demands hours of meticulous planning. On top of that, time is a luxury that can be hard to find amidst a whirlwind of meetings, pitches and follow-ups in sales.
That’s why sales plan templates come in handy. They streamline your sales planning efforts, enhance productivity and ultimately improve your team’s chances of achieving sales targets.
In this article, we’ve curated a collection of the finest templates out there, designed to rescue you from the time-consuming ordeal of creating your sales plan from scratch.
Using a template to jump-start your sales plan creation offers a number of benefits.
Let's take a look at some of the benefits:
There are so many ways Visme can help you close more sales. For a start, we've carefully selected these pre-made sales plan templates to jumpstart your process. Each template can be fully tailored to suit your business needs.
Here’s what one of Visme's clients had to say about our templates and service:
"Visme is something that I would highly recommend. It made us look a lot better in our clients’ eyes because it's something that's visually effective as a marketing tool. It’s a great tool to facilitate sharing that information in a much more visually-friendly and user-friendly method."
Now, let’s get to the templates!
Looking for a way to efficiently communicate the critical information of your sales plan to stakeholders in a concise format without overwhelming details? This sales business plan template is your silver bullet.
It uses a mix of subtle and bold colors to emphasize content, making it visually impactful. You can utilize the template sections to capture your sales tactics, goals, target audience, key performance metrics and more.
Short on time? Try Visme's AI document generator to quickly create your business sales plan or any document. Just input your prompt, offer some context, choose a design and watch it generate your draft in seconds.
Take advantage of this sales employee 30-60-90 day plan for efficient onboarding of your new sales team members. This minimalistic template features a clean white background with black and grey accents. Each page also boasts engaging visuals that complement the content.
Utilize the template’s sections to outline specific objectives, goals and actionable steps for the first 90 days, including growth strategies, sales targets and more.
Make your sales plan engaging by incorporating animations and interactive elements like animated text, graphics, hotspots, pop-ups and hover effects to reveal additional information. With these additions, your team members can go through the plan in a more engaging way.
Create a strategy to refine your sales efforts within specific territories with this sales plan. It features sections for defining territories, identifying target customers, setting sales objectives, implementing tactics and evaluating performance.
With a vibrant purple color scheme, impressive fonts, icons and a sleek minimalist layout, this template ensures your sales plan stands out.
Easily leverage Visme's AI Touch-Up Tools to fine-tune your visuals, whether it's sharpening, removing backgrounds, or replacing elements, ensuring your images are perfect for the template.
This sales budget plan template is an indispensable asset for businesses aiming to effectively manage finances while optimizing sales strategies.
The template comprehensively covers vital budgeting aspects, encompassing revenue objectives, cost of goods sold, sales expenses and allocation for marketing and promotional endeavors.
Its structured use of color schemes, typefaces, fonts and design elements ensures a coherent and engaging document.
Avoid the hassle of manually incorporating brand elements repeatedly. With Visme's brand design tool, simply input your website URL and watch as it automatically integrates your brand assets into your brand kit.
Need to create a business plan that’ll drive business expansion? This template is your sure bet.
It not only employs a stylish fusion of colors but also integrates captivating visuals, icons and data widgets in each slide.
With sections spanning company overview, launch plan, target market, goals, plans, budget and more, this template simplifies sales planning processes.
Engage your team seamlessly through Visme's collaboration tool, fostering commentary, annotations and idea exchange for refining the plan collaboratively. With Visme's workflow feature, you can effortlessly manage roles, tasks, progress and deadlines in a unified platform.
Seeking to introduce your products to new markets or expand within existing ones? This product market expansion sales plan template is your best bet.
It features a bold, modern design adorned with vibrant colors, compelling imagery and dynamic graphics, offering a visually engaging way to present your ideas.
This sales planning template features detailed sections covering market analysis, competitive landscape, marketing strategies, distribution channels, sales tactics and performance metrics.
Customize colors and fonts and leverage customizable charts and widgets. You can use Visme’s library of data visualization tools, including charts, graphs, maps, and widgets, to create concise sales pitch presentations.
This company sales SOP plan template is an essential asset for businesses seeking to efficiently standardize and streamline their sales procedures.
What sets the template apart is its incorporation of captivating visual elements. The images and graphics elevate the document's visual appeal, while the vibrant color palette sparks emotions and enthusiasm. The layout also ensures a clutter-free presentation and directs focus towards critical aspects of the content.
You can utilize the template’s sections to provide a detailed description of your goals, workflow and protocols for your sales activities.
Leverage Visme’s dynamic fields to effortlessly update information, data and dates across multiple projects with a single click. Dynamic fields enable swift adjustments to company details, results, or sales plan recipients, ideal for distributing multiple proposals to various stakeholders.
This sales plan example is a specialized framework crafted specifically for consultants and consulting firms seeking to propel revenue growth through strategic sales initiatives.
Designed with a white background, balanced black tones and accents of orange and gray, this template offers a harmonious visual aesthetic that exudes vibrancy.
Dedicated sections within the template focus on client acquisition strategies, service offerings, pricing models, sales pipelines and performance metrics directed towards revenue targets.
Struggling with content creation? Visme's built-in AI writer simplifies the process. This sophisticated tool aids in text creation, modification and proofreading, saving valuable time and energy while ensuring the production of high-quality content. Just input your prompt and watch the tool perform its magic.
Tailored for software sales managers or sales teams in tech companies, this template is your compass for crafting an impactful sales strategy for your company.
The template features a color palette blending a white backdrop with accents of lemon and black tones. It also employs subtle shadows, clean lines and ample open spaces, which improves readability.
Use the template’s sections to highlight your market analysis, target audience identification, competitive positioning, sales strategies, customer acquisition tactics and lots more.
Your sales plan doesn’t have to be boring. Spice it up with visually appealing images and interactive icons. Simply browse through Visme's vast collection of stock photos, icons and more to choose the visual that suits your needs.
If you cannot find the exact you need, then utilize Visme's AI image generator. This feature allows you to craft unique photos, paintings, pencil drawings, 3D graphics, icons, abstract art and beyond. Just input a precise prompt and begin generating your personalized visuals effortlessly.
Creating a comprehensive sales plan often entails complex steps, which might pose challenges when presenting to potential stakeholders. This template offers a concise yet thorough way to showcase your plan, emphasizing crucial elements while minimizing excessive text.
Its dynamic presentation, enriched with a captivating fusion of colors and visuals, offers an impactful way to convey information.
The template’s sections allow you to visualize your goals, timelines, market analysis, strategies, performance metrics and more.
You can utilize this template for your sales meetings, strategy sessions, or as a comprehensive reference tool for your sales team.
Craft a high-impact sales approach for SaaS products effortlessly with this template. Whether you're a SaaS startup founder, a product manager, or part of a tech company's sales team, this template will help you create a concise plan.
This template has a sleek white background complemented by shades of green and nude tones. Its design elements, coupled with compelling charts and graphics, also make it a breeze to convey your sales insights.
The template’s section covers essential sections such as market analysis, target audience profiling, competitive assessment, pricing strategies and customer acquisition tactics.
What's more, you can download your design in JPG, PNG, or PDF formats for printing or easy sharing with team members for collaborative efforts.
Designed for digital agency owners, sales managers, or marketing teams, this template offers a structured approach to craft a robust sales strategy.
With a sleek, contemporary design, user-friendly layout and engaging visuals, this template effectively conveys your vision and offers a detailed roadmap to accomplish your agency's objectives.
It covers sections on market analysis, target audience identification, service offerings, pricing strategies, lead generation tactics and performance metrics. Tailor the template to match your brand's style, ensuring a unified and visually appealing plan.
Tailored explicitly for real estate agents, brokers, or agencies, this template is a great tool to outline strategies to proficiently market properties and close deals. It employs captivating fonts, vibrant colors and graphics that’ll engage your sales team
members.
You can utilize the template’s sections to outline your executive summary, sales goals and KPIs , revenue targets, target markets, marketing strategy, prospecting strategy, budget and lots more.
For your marketing agency's success, a well-organized sales plan is pivotal. This marketing agency sales plan is a great tool to craft a robust sales strategy that attracts clients effectively.
The modern design boasting a harmonious color palette, enriched with images and icons gives the plan a great visual appeal. It includes sections to detail your market analysis, target audiences, service offerings, pricing strategies, lead generation tactics, budget allocation and performance metrics.
For added flair, you can animate this annual sales plan template with illustrations, incorporate characters and integrate clickable interactive icons.
This specialized health insurance template is crafted exclusively for insurance professionals aiming to optimize their sales strategies, specifically for health insurance products.
The template provides a refined layout while integrating vibrant and compelling imagery. It covers comprehensive sections on market analysis, identifying target audiences, competitive analysis, pricing strategies, lead generation tactics, regulatory compliance and performance metrics.
Effortlessly incorporate data from platforms such as Google Sheets, Excel and various tools directly into your charts and graphs. Once connected to your data sources, your charts and graphs will dynamically adjust to any changes in the external data, keeping your information organized and up-to-date.
This feature boosts the professional quality of your sales plan while simplifying data handling.
This Customer Product Sales Plan template offers a strategic framework designed for businesses seeking to enhance sales by prioritizing the customer's perspective. The striking combination of grey, black, and white gives it a great visual appeal.
From sections like customer segmentation, market analysis, product positioning, sales tactics and more, this template has everything you need to create a comprehensive sales plan.
For detailed tracking of data, leverage Visme analytics. Monitor views, engagement and interactions to gain insights into audience interaction with your visual content. You can easily track your audience’s activities by customizing and saving each document separately with the prospect's name.
With the wide variety of features and templates available in Visme, you can quickly whip up visually appealing and professional sales business plans.
Here’s how to write a sales plan using Visme.
Create a new Visme account or sign in if you're already a user. Once logged in, you can dive into Visme's impressive array of features and tools.
Choose a sales plan template that matches your unique needs and objectives. Visme offers an extensive collection of professionally designed templates tailored to your project or initiative.
Once you’ve selected your template, the next step is to input relevant information into it. The information you’ll require here depends on the type of sales plan template you’ve chosen.
Simply replace the template’s placeholder content with yours. With Visme's user-friendly editor, you can quickly and easily add, edit, or remove pages and content to suit your needs.
A sales plan typically includes various sales data such as target market analysis, sales strategies, product or service details, and lots more.
One of the perks of using Visme to create your sales plans is that it offers seamless integration with CRM tools like Salesforce and HubSpot. This connection enables direct input of your sales data and client information from your CRM into your visual content. This way, you can showcase up-to-date sales data within your sales plan.
The integration also allows easy export of projects created in Visme to your HubSpot or Salesforce storage. When you have all your sales data in one central place, you create a single source of truth for your sales team.
This will aid the effective execution of your sales activities.
Here’s how to set up Visme’s integration with Hubspot or Salesforce:
Once you've selected a template and gathered the necessary information for your sales plan, the next step involves crafting the content and personalizing the template to suit your needs.
Simply replace the placeholder content in the template with your own. Visme's user-friendly editor allows you to seamlessly add, edit, or delete content and rearrange design elements across the canvas.
You have the flexibility to modify text by adjusting font size, style, color, alignment and even add animations. Easily tailor section headings, include or exclude sections and ensure the content aligns perfectly with your project or organization.
Earlier, we highlighted several features and design elements within Visme that will assist you in customizing your sales plan templates. Take advantage of these tools and features to craft visually appealing and professional sales plans tailored to your needs.
Publish and share the completed sales plan with relevant team members and stakeholders. You can download designs in PDF, JPG, PNG, or HTML5 formats or easily share them via email or a shareable link. Plus, effortlessly publish your content anywhere online by generating a code within the Visme app.
Here are 7 steps to create a sales plan:
A typical sales plan includes the following sections:
A sales strategy plan typically consists of several key components, including:
Follow these steps to write a sales strategy plan template:
A well crafted sales plan will help you focus efforts, allocate resources effectively and adapt to market changes, ultimately contributing to sustainable profitability.
Thanks to Visme, creating your sales plans doesn't have to be overwhelming.
Visme is a comprehensive tool for effortlessly creating engaging and data-driven sales plans. Its broad range of features, customizable options, AI-powered tools, and templates allow for the creation of professional-quality plans.
You can also utilize Visme's real-time collaboration tools and versatile sharing options to seamlessly engage all stakeholders in crafting and conveying your sales plan, irrespective of physical proximity.
Beyond sales plans, Visme can be used to create various business assets, such as sales presentations, infographics, e-books, whitepapers and more.
Ready to level up your company's sales game? Sign up or book a demo to discover how Visme can help your sales team drive tangible results.
