Free Sales Plan Toolkit

Download your Free Sales Plan Toolkit by clicking the graphic in the right sidebar.

Using these Free Sales Plan Toolkits (spreadsheets), create your own winning sales action plans.

Territory Planning Toolkit (spreadsheet)

  • Territory Plan overview, goals
  • Strengths, Weaknesses, Opportunities, Threats (SWOT) analysis
  • Strategy worksheet, including target prospects and partners
  • Relationship Strategy worksheet
  • Sales Action Plan

Account Planning Toolkit (spreadsheet)

  • Account Plan overview, goals
  • Strengths, Weaknesses, Opportunities, Threats (SWOT) analysis
  • Opportunity Strategy worksheet, including target prospects and partners
  • Account Value Matrix
  • Sales Action Plan Template

Ths Sales Toolkit is a free, unsupported spreadsheet.

 

See our Sales Planning Apps for creating territory and account sales plans in Salesforce.com.

We also provide Sales Force Training so that everyone on your team can leverage best practices and sales planning templates to improve their sales planning and accelerate their sales results.

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