Sales Plan Presentation Templates That Get Buy-in

What makes Storydoc better than PowerPoint or PDF?

With your conventional PowerPoint sales plan layout, you're unlikely to capture attention or engage effectively.

Decision-makers and stakeholders are all too familiar with aesthetically pleasing sales plans in PPT and PDF formats.

Although visually attractive, they are fundamentally static, mundane, and complex to comprehend.

What is the goal of a sales plan?

The goal of a sales plan is to set clear objectives for your sales team, outline strategies for achieving those targets, and identify the roles and responsibilities of each team member.

It also provides a roadmap for monitoring and evaluating progress, serving as your blueprint for sales success.

What should a sales plan template include?

1. Executive summary: A brief overview of the sales strategy and goals.
2. Market analysis: Insights into the target market, competition, and customer needs.
3. Sales goals and objectives: Specific, measurable targets for the sales team.
4. Strategies and tactics: The approaches for reaching sales goals, including marketing strategies.
5. Roles and responsibilities: Clear definitions of each team member's duties.
6. Tools and resources: List of tools and resources needed to implement the plan.
7. Timeline and milestones: Key dates and milestones for reaching sales objectives.
8. Budget: Detailed budget outlining expected costs and revenues.
9. Performance metrics: Criteria for measuring the success of the sales plan.

Why use a Storydoc template instead of paying a design agency?

1. Storydocs templates are 2x more engaging than traditional, off-the-shelf sales plan templates.
2. Our templates cost a fraction of the price you pay an agency.
3. With Storydoc you can produce content about 5x faster than using the legacy design approach.

What makes a good sales plan design?

1. Clarity and readability: Ensure the plan is easy to follow with clear headings and concise language.
2. Interactivity: Include interactive elements like links to further resources or embedded calculators for projections.
3. Storytelling: Craft a narrative that connects the sales objectives with the company's broader goals.
4. Visual elements: Use charts, graphs, and images to break up text and convey data effectively.
5. Flexibility: Design the plan to be adaptable, allowing for updates and changes as needed.

What are the main types of sales plans?

• Strategic sales plan: Focuses on long-term goals and strategies.
• Tactical sales plan: Details short-term tactics to meet sales objectives.
• Operational sales plan: Outlines day-to-day operations and activities.
• Account-based sales plan: Targets specific high-value accounts with personalized strategies.