1. Sample Strategic Planning Sales Presentation
Optimize Inc. 2018

2. 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).

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

4. Source: HubSpot

5. 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?

6. 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)?

7. Comparable sales trend
Include comparison report of competitor sales

8. 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?

9. 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?

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

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

12. 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?

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

14. 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

15. sales Budget
Current sales spend
Projected sales spend

16. 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

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

18. 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

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