Sales Strategy Template

A strong Sales Strategy Template to build a cohesive plan and ensure successful execution that aligns your salespeople on shared goals that have the highest impact for the organization.

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What is a Sales Strategy?

A Sales Strategy is defined as the processes and actions a sales organization adheres to in an effort to achieve its goals. It’s designed to inform sales teams how to position their company’s offering, reach the right prospects, convert leads, and ultimately win over new business.  

What's included in this Sales Strategy template?

  • 4x Sales Focus Areas
  • 12x Sales Objectives
  • 17x Sales Projects
  • 16x Sales KPIs

Who is this Sales Strategy template for?

This Sales Strategy template is especially useful for Sales Team at organizations from different industries and sizes. It is also relevant to the Leadership team that monitors sales performance to ensure the overarching organizational objectives are achieved.

How is this Sales Strategy template relevant to your organization?

Having a clear Sales Strategy will enable your Sales team to align on the fundamental decisions, actions, and goals that they will need to achieve to make sure your organization hits its monthly, quarterly or annual targets.  

1. Define clear examples of your focus areas

Focus areas are broad categories used to group problems or challenging areas within your organization. Creating focus areas helps guide your organization on what areas are a priority to work towards. If you’re struggling for inspiration, try to think of the categories within your organization that you want to focus on and start creating strategic focus areas from there. 

Examples of strategic focus areas that could fall under a Sales Strategy could be: Team, Customer & Product-Centric, Data Driven, and Revenue & Growth.

2. Think about the objectives that could fall under that focus area

How could you best encapsulate this focus area? What goals could you set and act upon to achieve a positive result in this focus area? These are the sorts of questions you want to answer when thinking about setting up objectives. A strategic objective usually has to be specific and measurable to cause enough impact and effectively explain what you want to achieve.

Examples of some objectives for the focus area of Revenue & Growth could be: Grow sales through partners & referrals; Target revenue goals; and Increase pipeline to new levels.

3. Set measurable targets (KPIs) to tackle the objective

KPIs are important metrics that make sure that you can accomplish your business objectives. KPIs not only take into account numerical measurements to help track your progress but also enable you to review the performance of your goals so you can accordingly make adjustments in your execution to achieve your strategic goals. 

An example of a KPI for the objective Grow sales through partners & referrals could be: Increase the number of referrals significantly by 43%.

4. Implement related projects to achieve the KPIs

Projects can help you and your team understand how to adapt, improve, learn from, and better implement processes that can help you achieve your end strategic objectives. 

An example of a project to enhance Revenue & Growth within your organization could be: Kickoff our Partnership Program; Kickoff our Referral Program; and Focus on developing new relationships with potential investors. 

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Make sure your strategy is front and center with Cascade. You can plan, execute, measure and adapt your strategy in one easy-to-use platform and make sure your strategic plan is connected to on-the-ground execution.

Get inspired by this Sales Strategy template and launch your strategy in Cascade; it’s $0 forever.


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