---
title: 5 Steps to Build Your Sales Strategy
description: "How is your sales strategy working for you?

Are you missing the numbers?
Are your salespeople’s priorities not in line with yours?"
image: https://blog.epochsalesmanagement.com/hubfs/1-Jan-25-2024-10-09-13-8653-PM.png
---

# 5 Steps to Build Your Sales Strategy

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Friday Funnel Focus by EPOCH Sales Management Solutions

**How is your sales strategy working for you?**

- Are you missing the numbers?
- Are your salespeople’s priorities not in line with yours?
- Do you question if you have the right salespeople?

If you answered yes to one or more of these questions, perhaps there is something awry in the development and/or implementation of your company sales strategy?

![strategy](https://blog.epochsalesmanagement.com/hs-fs/hubfs/Canva%20images/strategy.png?width=562&name=strategy.png)

**What is a Sales Strategy?** Sales Benchmark Index defines Sales Strategy this way.

- *A Sales Strategy is the operating plan for your sales force. It allocates resources effectively to increase revenues and reduce selling costs.  It means you can get more out of your sales force.*

For sales, this is where the rubber meets the road. A sales strategy is your roadmap for your sales team. It is their guide to executing your vision.

**How do you make a Sales Strategy work? **

- Remember your Company’s “Why” and help your salespeople find their “Why”. Connect your Sales Strategy to your “Why” and their “why”.  It helps answer the question, “Why bother?”  It helps provide purpose. Sales is hard. We need to have a “why” to keep going. The Sales Strategy needs to be congruent with our company culture and company DNA.
- Ensure that your sales strategy is aligned from top to bottom.  

Completing these steps will provide you with a sales strategy that is aligned from top to bottom. 

- Fifth Step, you need to ensure that your salespeople develop goals and sales plans that meet or exceed your goals for them. This process can be achieved by completing two documents

- Individual Goal Setting Exercise 
- Individual Sales Plan

![when](https://blog.epochsalesmanagement.com/hs-fs/hubfs/Canva%20images/when.png?width=559&name=when.png)

**When do you do sales strategy planning sessions?**

- Sales Strategies need to be updated annually and reviewed quarterly for adjustments to help your sales team stay on track.
- If you do not currently have a sales strategy working for you, schedule your sales strategy planning session as soon as possible
- If something changes drastically and requires an updated sales strategy, schedule a sales strategy planning session as soon as possible

**How much time should I dedicate to the strategic planning session?**

This answer will be different for each company.  I recommend that you consider a few things in this process.

- It will most likely take longer than you think to do it right.
- At the same time, perfect can be the enemy of good enough.
- Give yourself enough time to do the following:
- Ensure that the salespersons complete their goal exercise and individual plan and that their plan is in line with your plan. Failing to do this step almost always ends up with the sales team failing to meet their goals.

![Hit Your Strategic Goals](https://blog.epochsalesmanagement.com/hs-fs/hubfs/Canva%20images/Hit%20Your%20Strategic%20Goals.png?width=576&name=Hit%20Your%20Strategic%20Goals.png)

**What else might cause us to fail to achieve the goals of our Sales Strategy?**

- Failing to plan time to support these selling objectives as below will most likely doom your success
- Failing to consistently measure established metrics and respond accordingly
- Failing to coach salespeople regularly

**In summary, your sales strategy needs to answer the following 3 questions:**

- Where are we going?
- How do we plan to get there?
- Why should we bother? What is the purpose?

 

**Want to Find More Qualified Sales Candidates?**

Download our guide to help you Put the Right Salesperson on Your Team in the Right Sales Role

[![Download Guide](https://no-cache.hubspot.com/cta/default/4030005/ca1b9f56-cdce-4cd6-a3b2-6e6edbc35f62.png)](https://cta-redirect.hubspot.com/cta/redirect/4030005/ca1b9f56-cdce-4cd6-a3b2-6e6edbc35f62)

Would you like someone to guide you in this process to get ready to hire? 

[Schedule a 30-minute conversation here.](https://meetings.hubspot.com/david631/30-minute-discovery-session-with-david)

 

January 26th, 2024|Categories: [Sales](https://blog.epochsalesmanagement.com/fridayfunnelfocus/blog/tag/sales)

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