Post by account_disabled on Dec 24, 2023 5:33:33 GMT -5
How to define the objectives of a sales plan? Steps to follow At first, defining a sales goal forecast may seem like a complicated task , since on a day-to-day basis it is possible that you have too much information from your sales team or, on the contrary, there is a great data bias. However, we share the steps that will allow you to create a sales process oriented towards clear objectives . 1. Conduct a study of your current sales process Knowing the current strategy of our sales team is essential to be able to develop a new sales action plan, or improve the one they currently use to approach your company's customers.
And if we do not have a starting point, it will be difficult for us to lay the foundations for a new sales strategy that generates realistic sales forecasts for your product or service. 2. Hierarchize and prioritize work points Once you have analyzed your sales process and have selected Phone Number List the starting points, it is important to solve any operational problems that could affect your profitability, volume, market share, loyalty or productivity objectives. For example, in our experience working with real estate agencies, one of the main problems they had was a low response rate to the first contact call, which helps to determine not only the veracity of the lead, but also to know their investment needs.
Real estate. In order to reduce this incidence, we apply some methodologies that we talk about in this chapter of the Aloha! podcast. : Propier success story CTA 3. Establish key metrics for your sales process Once the analysis is done and after you have prioritized your work points, now it is time to establish the key metrics to create a sales process thinking about generating profitability. To do this, we will rely on a work methodology widely used today: SMART objectives , which we will explain to you below. SMART method to define sales objectives One of the best ways to establish sales objectives, marketing goals or customer service goals is to use the SMART methodology , which means that the goals of an organization should be: Specific (Specific). Measurable (Measurable). Attainable. Relevant Timely (On time.
And if we do not have a starting point, it will be difficult for us to lay the foundations for a new sales strategy that generates realistic sales forecasts for your product or service. 2. Hierarchize and prioritize work points Once you have analyzed your sales process and have selected Phone Number List the starting points, it is important to solve any operational problems that could affect your profitability, volume, market share, loyalty or productivity objectives. For example, in our experience working with real estate agencies, one of the main problems they had was a low response rate to the first contact call, which helps to determine not only the veracity of the lead, but also to know their investment needs.
Real estate. In order to reduce this incidence, we apply some methodologies that we talk about in this chapter of the Aloha! podcast. : Propier success story CTA 3. Establish key metrics for your sales process Once the analysis is done and after you have prioritized your work points, now it is time to establish the key metrics to create a sales process thinking about generating profitability. To do this, we will rely on a work methodology widely used today: SMART objectives , which we will explain to you below. SMART method to define sales objectives One of the best ways to establish sales objectives, marketing goals or customer service goals is to use the SMART methodology , which means that the goals of an organization should be: Specific (Specific). Measurable (Measurable). Attainable. Relevant Timely (On time.