Sample Strategic Planning Sales Presentation Optimize Inc. 2018

Reminder… Once again, whatever you decide to present (and in what format) is up to you. We are providing this template simply to inspire thought. Remember to use only half of your allotted agenda time for presentation. Leave time for discussion and debate. Use this as a time to talk about what you will do in the future (as opposed to what you have already done). You may not have all the information in this template. Focus on what you do have (or take an educated guess).

Sales process The following slide illustrates the typical sales process. Fill in with your department’s process if applicable.

Source: HubSpot

Checking in… Current State: Where is our department today? Sales has become highly specialized with the emergence of CRM. Do we have the resources we need? Are sales and marketing working synergistically? Top Markets or Customers (by volume). Include Gross Profit if available. This might be a place to include feedback from customers. Do we have a clearly defined sales process?

Current challenges What obstacles does the sales department need to overcome? What territory coverage do we need? What is the channel/go-to market strategy for our business(es)?

Comparable sales trend Include comparison report of competitor sales

Overview 3 Year Sales Strategy In what channels, markets or sectors should we focus? Why? What evidence is there that these are good markets? What products, services or capabilities do we need to add to support growth?

Looking ahead What is our desired future? What people, processes and technology do we need? How would we like our department to operate in three years?

Sales coverage Do we have the people we need to represent our brand well? Geographic coverage Staffing Plan, etc.

Marketing Support What tools do we need? How can marketing support us better? What information or data could support better sales decisions?

Tools and Technology Are we fully utilizing a CRM? How can we manage our pipeline more effectively? What other technology could enable better sales productivity?

Sales Pipeline Show value of current pipeline, key opportunities, etc. What measurements do you use to track sales, opportunities, etc.?

Sales SWOT Need help conducting a SWOT Analysis? See this helpful guide. We recommend you collaborate with marketing and your CEO to decide who should present the SWOT. Strengths Weaknesses Opportunities Threats Start here Start here Start here Start here

sales Budget Current sales spend Projected sales spend

Sales – 2018 Account Status/Region Split 2018 Rev By Sales Rep (Month X Forecast) Sales Rep 1 $X Sales Rep 2 Sales Rep 3 Sales Rep 4 FY 2018 revenue coming primarily from existing accounts 90% of 2018 revenue coming from Existing accounts Prospects are accounts in negotiation and are focused on International Travel New Ops, defined as accounts not currently in discussions Customer Mix Existing $ % Prospects New Ops Total Regional Split Total Percent of TTL Revenue X $ % Total Americas Total International

Sales – By Product Forecast Units Percent of Total A X % B C D E F G

Sales – By Product Forecast Account Rank Account Units - All Products Percent of TTL Cum. 1 A 536,760 22% 2 B 303,738 12% 34% 3 C 230,304 9% 43% 4 D 179,150 7% 51% 5 E 153,312 6% 57% 6 F 100,701 4% 61% 7 G 94,236 65% 8 H 77,307 3% 68% 9 I 73,634 71% 10 J 66,280 74% All Accounts – All Products Total 2,453,000 Account Rank Account Units - All Products Percent of TTL Cum. 1 A 451,200 47% 2 B 96391 10% 56% 3 C 75529 8% 64% 4 D 47548 5% 69% 5 E 46539 74% 6 F 42456 4% 78% 7 G 26320 3% 81% 8 H 24733 84% 9 I 14765 2% 85% 10 J 14419 1% 87% All Accounts - Product A Total 969,000

Key Action Items What would you like to see the company execute in 12 months?