Revenue from sales determine corporate profitability. To increase sales, therefore, is the key function of managements. This is accomplished, when companies develop a strategy on sales call that fits in with their organizational culture and creates organization behavior and attitude toward sales. 

 

Even as the sales strategy may be aggressive or passive, determining the strategy is easy with a sales call plan sheet. This plan lets you track a sales sheet, pinpoint the progress report, while also providing insight into your audience. 

 

To provide the ultimate solution, and resolve all pain points, SlideTeam has created a set of sales call templates that will win your client's hearts and make your business journey seamless.

 

Each of these templates is 100% customizable and editable. The content-ready nature provides you with a structure and helps you start; the editability feature means that each can be tailored to meet specific audience requirements. 

 

Let’s explore. 

 

Top three Sales Call Plan Templates

 

Template 1: One-Page Sales Call Planning Sheet

This PPT Template provides details about the client contract, its impact on this deal, the platform you connected, your sales goals, etc. they encourage you to think about the questions buyers might ask you and your response to them. It is a handy tool for companies, which are planning to  introduce new products in the market and formulate strategies to execute them. This pre-planner sales call sheet is a persuasive way to turn your sales goal into a sales call, and revenue from sales. 

 

One Pager Sales Call Planning Sheet

 

Download it now

 

Template 2 One-month Sales Cadence Plan

This PPT Template details your poor management follow-up plans, raises your focus, and suggests a day-wise calendar plan on how to chase clients. The process begins with feeding social media requests to clients, sending them email templates, and then nurturing them through emails, voice notes, calls, and then, finally, an email intended to draw a response from the client. Speed up the sales decision by downloading the template.

 

One Month Sales Cadence Call Plan

 

Download it now

 

Template 3- Innovative Sales Call Plan Layout 

Re-affirming the business foothold in the market requires a fundamental understanding of sales call objectives. For instance, if you are a startup and wish to push your sales, the fundamental step would be to create a sales call objective, sync it with a customer profile, develop the customer benefits and then create a sales presentation. It is a tried and tested method to generate sales funnels and capture the audience attention. With it, you chart your path of sales to great success. 

 

Sales Call Plan Layout Presentation PowerPoint Example

 

Download it now

 

GET THE REQUIRED SALES PUSH NOW!

 

Businesses need fresh tweaks of energy, passion, and fire to reach their goals. These templates will assist you in your business journey, give you an ala carte presence, and evangelize your brand to family and friends.

 

FAQs ON SALES CALL PLANNING

 

What are the steps of sales call planning?

 

Sales Call Planning has been a traditional way to pitch the clients. However, modern marketing enthusiasts don’t see it as interchangeable with cold calling. The steps below strengthen your calling process:

 

Step 1 Identify the opportunity

Looking at the sales function and amplifying it requires corporations to identify and make the most of the opportunity. Here, we ask you to find a customer interested in buying your products. It involves far more than compiling a deck of products; it's about creating a narrative that resolves a  customer's pain points.

 

Step 2- Create a strategy for client contact

Client Contact can become a doable goal with results. You can call them directly or present it more effectively with face-to-face messages or email them.

 

Step 3 Select accounts as per your sales cycle

Find accounts as per the sales cycle. For example, if it is a monthly cycle, you can select and pitch the customers who are in dire need of your services. On the other hand, if it is quarterly, you can give customers a brief, map them, and give them some time to understand your thinking. 

 

Step 4 Make a sales presentation

Once the target customer is recognized, create a visually attractive presentation with a lot of infographics to pull the customer's eye. This presentation will acquaint your customers with your approach and marketing plan. For this, you can trust Slide Tech.

 

How do you plan the sales call cycle?

 

  • Research about the prospect

Before putting your numbers in front of the customer, research them. Like their background, what purpose your product will serve, and how much urgency they have. It will let you carve your sales calling planning sheet.

 

  • Be direct

Rather than beating around the bush, make your sales call effective and direct. For example, say I represent ABC Company, and my mission here is to make you understand our product nuances and how it could benefit you in the future. 

 

How do I create a sales call plan?

 

Making a doable sales presentation that assists the buyers in their journey is easily achievable by creating a sales call plan. For that, you need to:

 

  • Explore the prospect
  • Establish your sales goal
  • Craft an agenda for the meeting 
  • Build rapport by hearing their questions 
  • Anticipate objections by understanding the buyer's persona

 

Use SlideTeam’s resources. These include material and literature that gives insight into key features of the product and answers common questions.