How to Create a 30-60-90 Day Sales Plan [Template + Examples]

How to Create a 30-60-90 Day Sales Plan [Template + Examples]

Casey O'Connor

What Is a 30-60-90 Day Sales Plan?

What are the benefits of implementing this sales plan, how to create a 30-60-90-day sales plan, 30-60-90-day sales plan template, 30-60-90-day sales plan examples.

A 30-60-90 day sales plan is a three-month sales plan that outlines the approach and specific strategies that a new sales rep or sales manager will take in their first 90 days on the job.

When a new sales rep creates a well-thought-out 30-60-90 day sales plan, it demonstrates to their team and manager that they’re a self-starter and have the skills and strategy to do their job effectively and efficiently.

In this article, we’ll go over everything you need to know about the 30-60-90 day sales plan, including why it’s so important, how to make your own, and a few examples to help you get started.

Here’s what we’ll cover:

  • How to Create a 30-60-90 Day Sales Plan
  • 30-60-90 Day Sales Plan Template
  • 30-60-90 Day Sales Plan Examples

A 30-60-90 day sales plan is a clear outline of what a new salesperson or sales manager plans to learn and achieve in their first three months in the role.

Generally speaking, it’s a good idea to create your own 30-60-90 day sales plan any time you begin a new sales role. This demonstrates to the hiring manager — and, later, your new sales manager and colleagues — that you:

  • Take initiative to plan for your success
  • Look forward to learning about the company and integrating with the current team 
  • Have specific ideas about how to add value to the organization

If you don’t create your own 30-60-90 day sales plan, some managers will make one for you. They may ask you to adhere to it as they evaluate your progress and offer feedback about your initial performance.

Each 30-60-90 day sales plan is unique, as they’re created based on the specific goals, skills, and organizational specifics of each individual sales professional and their company. 

That being said, they all generally tend to follow a similar framework: learn – implement – analyze & optimize.

30-60-90 Day Sales Plan

This kind of initiative does not go unnoticed in a sales interview, and — when you eventually get the job — will help the onboarding process run as smoothly as possible. A great 30-60-90 day sales plan can significantly reduce ramp-up time and increase productivity in new hires. 

There is very little downside to creating and implementing a 30-60-90 day sales plan. Although there is a bit of legwork involved in the process, the results are well worth it. Remember — failure to plan is a plan to fail.

The benefits of this plan, on the other hand, are numerous and significant. Both individual sales reps/managers and overall organizations alike benefit from the structure and focus on results that 30-60-90 day sales plans provide.

Empowers Employees to Position Themselves for Success

When a salesperson takes on a new position, a 30-60-90 day sales plan can help them onboard with intention.

Not only does this kind of plan demonstrate to the manager that you’re serious about your (and the company’s) success, but it also helps outline the responsibilities of your new role for your own day-to-day benefit. It gives you an easy-to-follow plan as you navigate the challenges of starting a new position.

It also helps new sales reps and managers create and work toward sales goals in a scalable and sustainable way.

Enables Managers to Maximize Their Resources

Every sales manager appreciates when a new employee creates their own 30-60-90 day sales plan. Not only does it help ensure the success of the incoming rep, but it also enables the sales manager to make the most of their new talent and appropriately plan the way they’re going to use their resources.

A 30-60-90 day sales plan can also help highlight any misconceptions or misalignments the new employee has relative to their new role, or the organization as a whole. It creates a good opportunity for management and new hires to become fully in sync as they understand the scope of the job and define success in the role.

Creates Team-Wide Transparency

A 30-60-90 day sales plan can help foster trust between a new sales hire and their colleagues. It proves that the new hire is capable of taking initiative and meeting goals independently, and gives a clear indication of how the new hire will contribute to the team.

As mentioned above, each 30-60-90 day sales plan is highly unique. There is no one formula that will help sales professionals create a “perfect” plan.

There is, however, a general framework of steps that you can follow that will help you create a robust 30-60-90 day sales plan that’s specific to the organization with which you’re working. 

30-60-90 Day Sales Plan: SMART Goal

1. Research Your New Employer

Before a sales interview, or at least before onboarding at a new company, learn as much as you can about their business — who they serve, what they offer, and with whom they mainly compete. Generate a list of questions to ask about their operation and/or their goals.

2. Identify Your New Organization’s Goals

As soon as you can, try to find out some of the company’s business or sales goals. You might learn about these through a sales interview ; you could also gather this kind of information from social media or through LinkedIn. 

The point is to learn enough about some of the things the company is hoping to achieve; you can then speak to those goals in your 30-60-90 day sales plan. 

You’ll also want to ask if they have any goals for you as an individual. They might, for example, have a certain sales quota they’d like you to meet. These should also be incorporated into your 30-60-90 day sales plan. 

This takes a little extra effort, but it’s likely to resonate with a hiring or sales manager. It shows that you’re a team player, and that you have the skillset to help the company successfully reach their goals. 

3. Determine Your Own Priorities

It’s also important to take into consideration your own strengths and career goals when you’re making your 30-60-90 day sales plan. 

See how closely you can align your own professional priorities with those of the company; the more you can find ways to show that the two complement one another, the better off you’ll be.

4. Create a Timeline and Indicate How You’ll Measure Success

Some parts of your 30-60-90 day sales plan might be easy to measure. In Phase 2, for example, you might indicate that you plan to make 50 sales calls per day. That’s a metric that will be easy to account for and evaluate. 

Other components, though, might be tricker to define. In Phase 3, you might plan to “improve the way you handle objections.” This isn’t the most straightforward or tangible progress indicator, but it can be measured. 

A sales rep might determine that they’ve met this goal when they can speak confidently to a range of objections during a role play exercise, with fewer than 5 “errors,” with errors defined as extended pauses or verbal miscues. 

You’ll also want to assign timelines to each action or intended achievement. Being able to measure and put a timeframe on your goals are both important parts of the SMART goal framework.

The more specifically you can measure your progress, the more effective your plan will b e.

Tip: Growing your sales team? Grab some data-backed findings and strategies below.

How to Scale a B2B Sales Team from 2 to 20 Sales Reps in 12 Months

The following template is an extensive and overarching checklist; not every item will apply to every salesperson or company. Similarly, you may find that you need to add additional components that are unique to your employment situation.

30-60-90 day sales plan template

To make it your own, click “File” and select “Make a copy.”

Feel free to remove or add any items from this list; treat this as a template or guide and edit as needed for your circumstances.

Below are three examples of real-world 30-60-90 day sales plans. The first two are great examples of use cases we’ve outlined here in this article: a new sales rep and a new sales manager. 

Note, though, that there’s a third use case that we didn’t explore as fully: a new sales territory . The same basic principles of the 30-60-90 day sales plan apply similarly to this topic. 

As always, feel free to use and adapt as you see fit according to your specific circumstances.

New Sales Rep

This 30-60-90 day sales plan example is perfect for a salesperson starting a new position as a sales rep. 

  • Complete all company-run onboarding, training, and/or coaching
  • Learn about the company’s mission, values, and culture
  • Become fluent in the specifics of the product and/or service
  • Research the target market and ICP, and learn how to reach and communicate with your specific buyer personas
  • Learn the names and roles of everyone on the team
  • Schedule periodic check-ins with a mentor and/or managers to discuss progress
  • Research your company’s competitors
  • Identify a top performer who is willing to let you shadow them, and schedule a few times to do so
  • Practice interacting with prospects
  • Role play different sales scenarios with your mentor or other top performers
  • Set sales goals using the SMART goal framework
  • Keep a clear record/detailed notes about all of your sales activities so that you can optimize the process in the future
  • Create a follow-up strategy and schedule
  • Review your notes and identify areas of strength and improvement
  • Make tweaks to your sales process and test them
  • Create and stick to a daily schedule that aligns with your productivity goals
  • Solicit feedback and incorporate it into your process

New Sales Manager

This 30-60-90 day sales plan example is perfect for a salesperson starting a new position as a sales manager.

  • Identify key professional and personal pieces of information about every team member (i.e., birthday, kids’ names, preferred work environment, preferred method of communication)
  • Identify any sales management tools you need, including technology like a CRM system
  • Perform thorough research on the competition and current and historical market trends
  • Study team sales reports to identify collective and individual strengths and weaknesses
  • Observe and record the day-to-day operations of team members
  • Implement at least one small change based on feedback from the team
  • Identify skills gaps or areas of growth, both individually and team-wide
  • Set new SMART goals for the team based on analysis and sales reports
  • Make at least one small change to support the team
  • Continue collecting and analyzing data
  • Meet 1:1 with team members to offer and solicit feedback 
  • Create a strategy for new training / coaching
  • Collect data and run analysis on how your new strategy could generate more revenue
  • Create a structured schedule that implements any changes

New Sales Territory

This 30-60-90 day sales plan example is perfect for a sales team that’s entering into a new sales territory.

  • Define the market/trends of the new sales territory 
  • Learn about the competition in the new territory, local or otherwise
  • Study and understand the demographics of the new territory
  • Identify ways to tweak your sales strategies based on demographics
  • Perform a SWOT analysis to determine viability 
  • Build the ICP and buyer personas for the new territory
  • Identify the most profitable accounts in the new territory
  • Create SMART sales goals
  • Decide which KPIs to focus on and design a system for tracking and recording them
  • Generate new leads
  • Ask for feedback from team members, prospects, and customers
  • Implement feedback as you optimize your process
  • Outline your sales forecast for the next quarter/remainder of the year
  • Create a sales process and workflows that align with your goals and forecast

Have you created and/or followed a 30-60-90 day sales plan before? How did it improve your sales process ? Would onboarding have been more challenging without one?

Tip: Looking for more sales plan templates? Grab them here –> 13 Sales Plan Templates .

Get sales tips and strategies delivered straight to your inbox.

Yesware will help you generate more sales right from your inbox. Try our Outlook add-on or Gmail Chrome extension for free, forever!

Hit your number every month

Works on Outlook or Gmail (+ many more integrations)

Related Articles

12 Proven Sales Approaches to Boost Performance

12 Proven Sales Approaches to Boost Performance

inside sales manager business plan

The 8 Best AI Sales Tools in 2024 to Increase Conversions

Small Business Sales Software for Email Outreach

Small Business Sales Software for Email Outreach

Sales, deal management, and communication tips for your inbox

We're on a mission to help you build lasting business relationships.

75 Kneeland Street, Floor 15 Boston, MA 02111

[email protected]

inside sales manager business plan

SalesRabbit

SalesRabbit

Door-to-Door Sales App

inside sales manager business plan

How to Write a 30-60-90 Day Sales Plan

User Avatar

3 Stages of writing a 30-60-90 day plan and why it matters

30-60-90 day sales plans have been used as a way to ensure success for new sales team members with clearly outlined actions and goals. If you haven’t heard of or used this plan before, now is a great time to start for your next job interview, new sales job, or even for your personal life. See below what a 30-60-90 day plan is, the elements of it that you should consider, when to write one, and why it’s important.

What is a 30-60-90 Day Plan?

The 30-60-90 day plan is a three-month strategy for successfully training new sales team members or selling in new territories. It clearly lays out all the actions and goals that will help salespeople get to know their new company or region and learn how to best reach their highest (and healthiest) level of productivity. With a robust 30-60-90 day sales plan, businesses are much more likely to make the most of new territories, reps, and managers.

Why Write a Sales Plan?

Coming into a job interview or new sales job with a detailed 30-60-90 day sales plan will show the manager:

  • You know what you’re doing
  • You’re confident in your abilities
  • That you’ve carefully thought out crucial elements to ensure success
  • You’ll hit the ground running if hired

We all know to be prepared when starting a new job or interviewing for one, but having a plan like this laid out will take you to another level above other candidates.

3 Stages to Writing Your Plan

Like we’ve discussed, having a 30-60-90 day sales plan prepared is going to set you apart from less-prepared sales reps. If you’re unsure of where to start, the first steps are to:

  • Aligning the current teams goals
  • Identify your own priorities

Writing a sales plan is not just about you, the sales team also needs to be considered. In the interview process, ask the current sales reps what their goals are and what they’re being pushed to. After finding out where the current reps are, identify your own success. Here are some examples of goals you can use and measure at the end of 90 days:

  • Have the ability to demo the product at a high level.
  • Become known, liked and trusted with all current customers.
  • Have a list of 100 potential customers to prospect over the next 12 months.

It’s important to answer these questions before writing your plan to provide direction. Now let’s get to writing your sales plan .

Stage 1: 30 Days

When applying for a job, success in the first 30 days is likely completing your onboarding and training process successfully. In addition, you can also add the following criteria if you want to be more specific:

  • Understanding corporate priorities, new roles and responsibilities
  • Intermediate knowledge of key products and services
  • Knowing the product’s position in the market vs. the competition
  • Developing key connections within the organization with customer support, sales leadership, team members etc
  • Going through previous rep’s sales CRM data and outlining a few key accounts to target

The 30-day section of your sales plan should define your success goals and briefly explain how you plan on achieving them. It should also share how you‘ll know you’ve been successful in meeting these goals.

Stage 2: 60 Days

With the first 30 days up, you have to amp up your sales efforts in the second month. Here are some pointers to include in the 60-day section of your sales plan. Notice how some of them are mandatory, while others are more flexible depending on your role, experience, and onboarding process.

  • Started developing at least five new leads — Mandatory 
  • Have shadowed the top two performing sales reps in the company — Mandatory 
  • High-level understanding of key products — Mandatory 
  • Completed role-playing sessions with other sales professionals in the team
  • Have contributed to a sales meeting by adding value to the conversation
  • Completed all formal sales onboarding or training that needs to be done

Stage 3: 90 days

Your 31-90 day plan sets out what you’re planning on doing for the rest of the time in the specific sales role. At the 90-day meeting with your sales manager, discuss any 3-4 points from the following success criteria:

  • Clear and optimized prospecting list in use — Mandatory
  • Daily schedule established for prospecting, following up and staying on top of everything else — Mandatory
  • Become a solid member of the team — Mandatory
  • Had at least one round of feedback on performance from the sales manager
  • Closed at least a couple of deals without too much babysitting from others
  • Foot in the door with a couple of exciting key accounts

Let’s Talk About it

Your success as a sales rep rests largely on how prepared you are with goals and objectives for success. If you want to chat about it more and how we can get you set up with tools for you and your team, schedule a free demo now ! Comment down below if you have a 30-60-90 day sales plan or will be making one now.

Explore More Content

Door to Door Tips

Featured Integrations

Help Center Tips

Industry Tips

Lead Management

Sales Culture

Team Management

Blog Subscription

" * " indicates required fields

Newsletter Sign Up

Related posts.

field sales software

Want a Custom Demo?

Uproar Partners logo png

  • January 30, 2019
  • Josh Mastel

Inside Sales Process: The 7 Steps To Building a Successful Sales Strategy

Say what you will about “the pit” in The Wolf of Wall Street or the The Boiler Room — they are classic examples of Inside Sales.   However, I doubt there are too many people in Hollywood with deep sales experience, so you naturally are given the facade of what inside sales “looks” like.   Truth is — behind all the ringing bells, dialing phones, and grinding sales reps of any Inside Team worth its weight is an inside sales process that is ironclad, trained, managed, and revered as law.

Why is an Inside Sales Process Necessary

Your inside sales people are typically the first human touch that a prospect experiences when they engage with a product or solution. These teams are also typically made up of sales people who are earlier in their careers.   These are the two most important reasons that process is extremely important. Without a solid process, the least experienced people on your sales team will be left dealing with your customers during their very first impression with your brand.

The 7 Steps of a Winning Inside Sales Process

inside sales manager business plan

Step 1: Hire appropriately for the role

The role of the inside sales person is to engage with your target prospects, create interest, and qualify leads.   The job requires volume — emails, calls, follow-ups, social touches. No is a common answer. It takes a unique skill set to have the thick skin and the drive to be hungry enough to do what is necessary to maintain consistent volume in the job. The kind of person you want for this role is someone who can demonstrate that they have the patience, persistence, and ability to quickly learn how to effectively communicate your value prop to your prospects without fear of rejection.

Step 2: Know your numbers 

The inside sales process must be rooted in a recipe for success. You need to know your numbers so you can give your team their marching orders.  

  • On average, how many calls and different follow ups does it take to get a prospect on the phone?  
  • How many conversations does it take to find a qualified lead?  
  • How many leads convert to customers?  
  • How many customers do you need to hit your sales goal?  

These are all numbers that you as the Leader need to understand so you can give clear direction to your inside sales team as they follow your inside sales process.

inside sales manager business plan

Step 3: Develop Your Sales Plan

Every prospect, industry, and company are different. This requires you to develop a customized and specific game plan that your inside sales process will help carry out.   The process is just the roadmap for which your strategy is carried out with precision. If you don’t have a game plan then you might as well not even have an inside sales process.   Things to think about in your sales plan:

  • Who is your ideal prospect?
  • What pain does your ideal prospect have?
  • How do you solve their pain in a unique way?
  • What is the buying journey for your prospects to find, engage, trust, and buy from you?
  • How do you make it easy for your prospects to purchase from you? 

Step 4: Set crystal clear expectations

Start setting expectations as early as the interview.   Once you know the kind of volume and work that it’s going to take your inside reps to be successful, make the expectations for the team crystal clear as early as possible to save from their being any surprises.   Anyone who accepts the job to work on your team is understanding the inside sales process that they will be expected to follow. These expectations should be public, a part of your weekly reporting, and what you base your performance decisions on.  

Step 5: Train, Train, Retrain, and Train again

Every inside sales process needs to be deeply rooted in training. Every single step of the actual execution a rep needs to follow and every single expectation that you gave them needs to be a topic that you train on.   They need to be as clear on how to do every single step of the process.  

  • How do you want them making cold calls?  
  • What do you want them leaving for voicemails?  
  • How many days should they wait for the next follow up?  
  • What emails should they send?  How should they use your CRM?  

All of these things needs to be figured out and trained often.

Step 6: Root your process technology

Use technology to your advantage for your team to use to help follow your process.   CRMs today are getting really good, and much of your inside sales process can be pre-built inside your tool for your team to easily follow. The CRM serves as guard-rails to help the process that you create, expect, and train to be followed. Proper use of the right CRM should also help your team automate as much of the sales process as you possibly can to remove manual error.

Step 7: Management and Follow Up

You can have the right team, sales people, expectations, process, training, tools, and technology — but if you don’t have the right manager working with your inside sales reps to make sure the inside sales process is being followed, nothing else matters.   The role of the manager is to build relationships with the individuals on the team to give direction and accountability to enforce the inside sales process that has been strategically created.   It’s that simple.   It’s often said that expecting with inspecting is the number one mistake an inside sales manager can make.

3 Things to watch out for

1. freedom to change.

Your process isn’t always perfect.  Sometimes the game plan you put together isn’t working. Sometimes metrics change.   Maybe you launch a new product and aren’t certain what the expectations are going to be. That’ okay! You can change your inside sales process as long as you clearly communicate to the team why, create a new process, set new expectations, and train appropriately.   Often times, teams that fail do so because of their lack of willingness to adapt and change.

2. Rogue Reps

One of the worst things that can happen in your inside sales team is for you to allow people to go rogue, and give exceptions to the process.   This oftentimes happens when you have a rep who “does it their way,” but finds a way to be successful.   Certain small things within the process can be left to interpretation and style.   However, allowing rogue reps will set poor precedent in the team. You allow it once, you might as well allow it for everyone.  Before long you will have no process at all.

3. Turnover

Turnover in management and the hanging of the reins to a new leader can often time leave our process to be changed by new interpretation or opinion.   Keep your process documented and make sure your inside sales process is clearly understood by everyone in the leadership ranks, all the way up to the top. You don’t want personnel change to have any effect on process.  Like the sales “soldiers” in Wolf of Wall Street and The Boiler Room, you too can create an army of inside sales people ready to introduce our products and services to the people who’s problem you solve. But, the inside sales process is critical to the success of the team.  

Silent Sales Floor

In the modern era of sales dominated by technology and digital communication, inside sales teams are becoming quieter and quieter. Sales floors that used to be full of energy and hustle are becoming quiet. The phone is not dead and should be a dominant part of your inside sales process.  Keep your reps accountable to high call volume — your competitors aren’t. Josh currently offers free Sales Growth Strategy calls for founders/CEOs of B2B companies looking to develop a plan for how to generate more leads, build bigger pipelines, and grow your business through modern sales. You can learn more and save your spot here. Want an email when we post something new?  Subscribe now so you don’t miss out.

More to explore

inside sales manager business plan

How to End the Sales vs. Marketing Battle Today

We’ve all heard the classic battle cries, bouncing off the walls of our conference rooms and sneaking their way onto our conference calls and into our Slack channels: “Marketing, your

Subscribe to our newsletter

Be the first to know when we release new sales tips and tricks!

inside sales manager business plan

What is Sales Planning? How to Create a Sales Plan

Jay Fuchs

Published: December 06, 2023

Sales planning is a fundamental component of sound selling. After all, you can‘t structure an effective sales effort if you don’t have, well, structure . Everyone — from the top to the bottom of a sales org — benefits from having solid, actionable, thoughtfully organized sales plans in place.

how to create a sales plan; Sales team creating a sales plan for the upcoming quarter

This kind of planning offers clarity and direction for your sales team — covering everything from the prospects you‘re trying to reach to the goals you’re trying to hit to the insight you're trying to deliver on.

But putting together one of these plans isn‘t always straightforward, so to help you out, I’ve compiled this detailed guide to sales planning — including expert-backed insight and examples — that will ensure your next sales plan is fundamentally sound and effective.

hbspt.cta._relativeUrls=true;hbspt.cta.load(53, 'b91f6ffc-9ab7-4b84-ba51-e70672d7796e', {"useNewLoader":"true","region":"na1"});

In this post, we'll cover:

What is a sales plan?

Sales planning process.

  • What goes in a sales plan template?

How to Write a Sales Plan

Tips for creating an effective sales plan, sales plan examples, strategic sales plan examples.

A sales plan lays out your objectives, high-level tactics, target audience, and potential obstacles. It's like a traditional business plan but focuses specifically on your sales strategy. A business plan lays out your goals — a sales plan describes exactly how you'll make those happen.

Sales plans often include information about the business's target customers, revenue goals, team structure, and the strategies and resources necessary for achieving its targets.

inside sales manager business plan

Free Sales Plan Template

Outline your company's sales strategy in one simple, coherent sales plan.

  • Target Market
  • Prospecting Strategy

You're all set!

Click this link to access this resource at any time.

What are the goals of an effective sales plan?

inside sales manager business plan

And if (or more likely when ) those goals change over time, you need to regularly communicate those shifts and the strategic adjustments that come with them to your team.

Your sales strategy keeps your sales process productive — it offers the actionable steps your reps can take to deliver on your vision and realize the goals you set. So naturally, you need to communicate it effectively. A sales plan offers a solid resource for that.

For instance, your sales org might notice that your SDRs are posting lackluster cold call conversion rates. In turn, you might want to have them focus primarily on email outreach, or you could experiment with new sales messaging on calls.

Regardless of how you want to approach the situation, a thoughtfully structured sales plan will give both you and your reps a high-level perspective that would inform more cohesive, effective efforts across the team.

An effective sales org is a machine — one where each part has a specific function that serves a specific purpose that needs to be executed in a specific fashion. That's why everyone who comprises that org needs to have a clear understanding of how they specifically play into the company's broader sales strategy.

Outlining roles and responsibilities while sales planning lends itself to more efficient task delegation, improved collaboration, overlap reduction, and increased accountability. All of which amount to more streamlined, smooth, successful sales efforts.

Sales planning can set the framework for gauging how well your team is delivering on your sales strategy. It can inform the benchmarks and milestones reps can use to see how their performance stacks up against your goals and expectations.

It also gives sales leadership a holistic view of how well a sales org is functioning as a whole — giving them the necessary perspective to understand whether they have the right people and tools in place to be as successful as possible.

Sales planning isn‘t (and shouldn’t) be limited to the actual sales plan document it produces. If that document is going to have any substance or practical value, it needs to be the byproduct of a thorough, well-informed, high-level strategy.

When sales planning, you have some key steps you need to cover — including:

  • Gather sales data and search for trends.
  • Define your objectives.
  • Determine metrics for success.
  • Assess the current situation.
  • Start sales forecasting.
  • Identify gaps.
  • Ideate new initiatives.
  • Involve stakeholders.
  • Outline action items.

When putting this list together, I consulted  Zach Drollinger — Senior Director of Sales at edtech provider Coursedog — to ensure the examples detailed below are sound and accurate.

Step 1: Gather sales data and search for trends.

To plan for the present and future, your company needs to look to the past. What did sales look like during the previous year? What about the last five years? Using this information can help you identify trends in your industry. While it's not foolproof, it helps establish a foundation for your sales planning process.

For the sake of example, let‘s say that I’m a new sales director for an edtech company that sells curriculum planning software to higher education institutions. My vertical is community colleges, and my territory is the East Coast.

Once I assume this new role, I‘m going to want to gather as much context as possible about my vertical and how my company has approached it historically. I would pull information about how we’ve sold to this vertical.

How much new business have we closed within it in the past five years? How does that compare to how we perform with other kinds of institutions? Are we seeing significant churn from these customers?

I would also want to get context about the general needs, interests, and pain points of the kinds of institutions I‘m selling to. I’d look for insight into figures like degree velocity, staff retention, and enrollment.

Ultimately, I would get a comprehensive perspective on my sales process — a thorough understanding of where I stand and what my prospects are dealing with. That will ensure that I can deliver on the next step as effectively as possible.

Step 2: Define your objectives.

How do you know your business is doing well if you have no goals? As you can tell from its placement on this list, defining your goals and objectives is one of the first steps you should take in your sales planning process. Once you have them defined, you can move forward with executing them.

To extend the example from the previous step, I would leverage the context I gathered through the research I conducted about both my and my prospect's circumstances. I would start setting both broader goals and more granular operational objectives .

For instance, I might want to set a goal of increasing sales revenue from my vertical. From there, I would start putting together the kind of specific objectives that will facilitate that process — like connecting with administrators from at least 30 community colleges, booking demos with at least 10 schools, and successfully closing at least five institutions.

Obviously, those steps represent a streamlined (and unrealistically straightforward) sales process, but you get the idea — I would set a concrete goal, supplemented by SMART objectives , that will serve as a solid reference point for my org's efforts as the sales process progresses.

Step 3: Determine metrics for success.

Every business is different. One thing we can all agree on is that you need metrics for success. These metrics are key performance indicators (KPIs). What are you going to use to determine if your business is successful? KPIs differ based on your medium, but standard metrics are gross profit margins, return on investment (ROI), daily web traffic users, conversion rate, and more.

I kind of covered this step in the previous example, but it still warrants a bit more elaboration. The “M” in SMART goals (“measurable”) is there for a reason. You can‘t tell if your efforts were successful if you don’t know what “successful” actually means.

The edtech sales example I‘ve been running with revolves mostly around me assuming ownership of an existing vertical and getting more out of it. So it’s fair to assume that sales growth rate — the increase or decrease of sales revenue in a given period, typically expressed as a percentage — would be an effective way to gauge success.

I might want to structure my goals and objectives around a sales growth rate of 20% Y/Y within my vertical. I would make sure my org was familiar with that figure and offer some context about what it would take to reach it — namely, how many institutions we would need to close and retain.

Step 4: Assess the current situation.

How is your business fairing right now? This information is relevant to determining how your current situation holds up to the goals and objectives you set during step two. What are your roadblocks? What are your strengths? Create a list of the obstacles hindering your success. Identify the assets you can use as an advantage. These factors will guide you as you build your sales plan.

Continuing the edtech example, I would use the historical context I gathered and the objectives I set to frame how I look at my current circumstances. I might start by considering my goal of increasing revenue by 20% Y/Y. In that case, I would look at the company's retention figures — ideally, that would give me a sense of whether that needs to be a major area of focus.

I would also try to pin down trends in the colleges that we've already closed — are there any pain points we consistently sell on? I might take a closer look at how we demo to see if we might be glossing over key elements of our value proposition. Maybe, I would use conversation intelligence to get a better sense of how reps are handling their calls.

Ultimately, I would try to identify why we're performing the way we are, the inefficiencies that might be resulting from our current strategy, and how we can best set ourselves up to sell as effectively as possible.

Step 5: Start sales forecasting.

Sales forecasting is an in-depth report that predicts what a salesperson, team, or company will sell weekly, monthly, quarterly, or annually. While it is finicky, it can help your company make better decisions when hiring, budgeting, prospecting, and setting goals.

After the COVID-19 pandemic, economics has become less predictable. Claire Fenton , the owner of StrActGro — a professional training and coaching company — states, “Many economic forecasters won't predict beyond three months at a time.” This makes sales forecasting difficult. However, there are tools at your disposal to create accurate sales forecasts .

In our edtech example, I would approach this step by trying to estimate how my sales org is going to fare with the specific vertical we‘re pursuing in the time window we’ve allotted.

The method I decide to go with will depend on factors like how many concrete opportunities we have lined up — in addition to elements like the kind of historical data we have handy, how the reps working these deals tend to perform, and the degree of insight we have about our potential customers.

Let's say I consider those factors and decide to run something called a multivariable analysis. In that case, I could start by taking stock of the opportunities my reps have lined up. Then, I could look at the reps working those deals, their typical win rates, and the time they have to close — among other factors.

For instance, I might calculate that a rep working with a particularly large institution has a 50% chance of closing within the window we‘ve allotted. Using that insight, we could attribute 50% of the potential deal size to our forecast — we’d repeat that process with all of the opportunities in question and ideally get a solid sense of the revenue we can expect to generate in this window.

Step 6: Identify gaps.

When identifying gaps in your business, consider what your company needs now and what you might need in the future. First, identify the skills you feel your employees need to reach your goal. Second, evaluate the skills of your current employees. Once you have this information, you can train employees or hire new ones to fill the gaps.

Continuing the edtech example, let‘s say my forecast turned up results that weren’t in keeping with what we need to reach our goals. If that were the case, I would take a holistic look at our process, operations, and resources to pin down inefficiencies or areas for improvement.

In my search, I find that our sales content and marketing collateral are dated — with case studies that don‘t cover our product’s newest and most relevant features. I also might see that our reps don‘t seem to have too much trouble booking demos, but the demos themselves aren’t converting due to a lack of training and inconsistent messaging.

And finally, I find that a lack of alignment with marketing has prospects focusing on unrealistic outcomes our sales team can‘t deliver on. Once I’ve identified those gaps, I would start to hone in on ways to remedy those issues and improve those elements.

Step 7: Ideate new initiatives.

Many industry trends are cyclical. They phase in and out of “style.” As you build your sales plan, ideate new initiatives based on opportunities you may have passed on in previous years.

If your business exclusively focused on word-of-mouth and social media marketing in the past, consider adding webinars or special promotions to your plan.

In the edtech example we've been running with, I would likely ideate initiatives based on the gaps I identified in the previous step. I would start a push to ensure that our sales content and marketing collateral are up-to-date and impressive.

I would also consider new training programs to ensure that our coaching infrastructure is prioritizing how to conduct effective demos. Finally, I would start to work on a plan with marketing to ensure our messaging is aligned with theirs — so we can make sure prospects' expectations are realistic and effective.

One way or another, I would take the gaps I found and find concrete, actionable ways to fill them. I would make sure that these initiatives aren't abstract. Just saying, " We're going to be better at demos," isn‘t a plan — it’s a sentiment, and sentiments don't translate to hard sales.

Step 8: Involve stakeholders.

Stakeholders are individuals, groups, or organizations with a vested interest in your company. They are typically investors, employees, or customers and often have deciding power in your business. Towards the end of your sales planning process, involve stakeholders from departments that affect your outcomes, such as marketing and product. It leads to an efficient and actionable sales planning process.

This step is sort of an extension of the previous two — once I‘ve identified the key issues and roadblocks obstructing my edtech startup’s sales org, I would start identifying the right people to fulfill the necessary initiatives I've put together.

In this example, I would tap some stakeholders in charge of our sales content and marketing collateral to produce newer, more relevant case studies and whitepapers we can pass along to the institutions we're working with.

I would also go to middle management and either offer more direction for coaching on demos or bring in a third-party training service to offer more focused, professional insight on the issue.

Finally, I would connect with marketing leadership to align on the benefits and outcomes we generally stress when pitching the schools we sell to. That way, we can ensure that the institutions we're connecting with have realistic expectations of our product or service that we can speak to more clearly and effectively.

Step 9: Outline action items.

Once you have implemented this strategy to create your sales planning process, the final step is outlining your action items. Using your company's capacity and quota numbers, build a list of steps that take you through the sales process. Examples of action items are writing a sales call script, identifying industry competitors, or strategizing new incentives or perks.

In our edtech example, some key action items might be:

  • Revamp our prospecting strategy via more involved coaching and re-tooled sales messaging.
  • Revamp administrator and college dean buyer personas.
  • Conduct new trainings on demoing our software.
  • See our new prospecting strategy from ideation to execution.
  • Align with our sales enablement stakeholders for new, more relevant case studies and whitepapers.

Obviously, that list isn‘t exhaustive — but those are still the kinds of steps we would need to clarify and take to structure a more effective high-level strategy to produce different (ideally much better) results than we’ve been seeing.

One thing to keep in mind is that sales planning shouldn't end with creating the document.

You‘ll want to reiterate this process every year to maintain your organization's sales excellence.

Now that you‘re committed to the sales planning process, let's dive into the written execution component of sales planning.

Featured Resource: Sales Plan Template

HubSpot's Sales Plan Template: 10 Section Prompts for Outlining Your Sales Plan

Don't forget to share this post!

Related articles.

9 Bad Sales Habits (& How to Break Them In 2024), According to Sales Leaders

9 Bad Sales Habits (& How to Break Them In 2024), According to Sales Leaders

22 Best Sales Strategies, Plans, & Initiatives for Success [Templates]

22 Best Sales Strategies, Plans, & Initiatives for Success [Templates]

9 Key Social Selling Tips, According to Experts

9 Key Social Selling Tips, According to Experts

7 Social Selling Trends to Leverage This Year [New Data]

7 Social Selling Trends to Leverage This Year [New Data]

How Do Buyers Prefer to Interact With Sales Reps? [New Data]

How Do Buyers Prefer to Interact With Sales Reps? [New Data]

7 Sales Tips You Need to Know For 2024 [Expert Insights]

7 Sales Tips You Need to Know For 2024 [Expert Insights]

Sales Tech: What Is It + What Does Your Team Really Need?

Sales Tech: What Is It + What Does Your Team Really Need?

10 Key Sales Challenges for 2024 [+How You Can Overcome Them]

10 Key Sales Challenges for 2024 [+How You Can Overcome Them]

The Top Sales Trends of 2024 & How To Leverage Them [New Data + Expert Tips]

The Top Sales Trends of 2024 & How To Leverage Them [New Data + Expert Tips]

5 Predictions on the Future of Sales [Data & Expert Insights from Bardeen, Aircall, and HubSpot]

5 Predictions on the Future of Sales [Data & Expert Insights from Bardeen, Aircall, and HubSpot]

Outline your company's sales strategy in one simple, coherent plan.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

Sales Managers: How To Build A Sales Plan

Nov 13, 2023 | Business Growth , Sales Strategy , Sales Training

A well-crafted sales plan highlights the importance of defining key goals, selecting target verticals, and identifying strategic accounts. This article shares insights to guide sales managers and sales professionals in leveraging intelligence, creating decision-maker personas, and building partnerships, while also emphasizing the significance of a personalized marketing plan to enhance their brand and drive long-term success.

When I think of a day in the life of a top sales manager , there’s a common theme. They invest their time in the right sales activities for their team. This focus becomes even more important, because many times they are balancing business development and sales management along with client delivery.

How can you know what steps will move you forward faster, help you build strategic relationships , and accelerate sales results? Having the right sales plan will help you get there.

Key Goals and Milestones to Include in a Sales Plan

The first step I always advise during sales consulting on sales plans is to start by developing a list of your key business goals and milestones. Some specific categories can help keep you focused on what you want to accomplish this year and beyond, including:

  • New Client Growth
  • Current Client Growth
  • Game Changer Goal

Think about what you want your team to accomplish for the year and write it down in three or four sentences. What does your book of business or territory look like at the end of the year? What are a few of the things that you want to accomplish? What are your revenue goals in these key verticals, service lines, and product categories?

Lastly, what’s your game changer goal that stretches you, one that can make a huge difference in your sales team’s success this year? Putting all this on paper will provide the strategic snapshot of what you want your book of business or territory to look like at year end.

Select Verticals to Target

Selecting focus verticals can help accelerate revenue growth. Think of it as selecting a major and then some minors. Verticalization offers significant benefits, even if you have a predefined territory, a predefined book of business, or a predefined service line.

The requirements of business development and client service can be better balanced, especially for those of us that are selling or developing business as we’re doing delivery, if we can hone in on a major and a minor vertical. Just getting traction in one vertical could be your runway to spin off into other verticals if you choose.

Some questions sales managers need to ask themselves when targeting verticals:

  • (Example: healthcare may be your major; home health or nursing facilities may be your minors.)
  • In which verticals have you already established expertise?
  • What verticals do you have a passion for or an interest in going deeper into?
  • What verticals will have the greatest opportunities over the next 1 – 3 years?

Identify Target Accounts

What are the top 20 accounts or clients per vertical that you want to build relationships in? Ideally, this is also tracked in your CRM.

Target accounts per major and minor.

Using myself as an example, professional services is my major, and I have three minors– public accounting, insurance, and technology.

Intelligence Verticals

Intelligence is the deep information that we gather through research on our top prospects and clients, and also within our verticals.

  • Leadership Vision
  • Key Initiatives
  • Fiscal Year Goals

What are the trends that will be affecting your majors and minors over the next year or the next three years that you need to pay attention to? What are some of the challenges that this vertical is going to come up against? How can you help your clients and prospects solve those problems with the services and solutions that you provide?

This list is something you can adapt at the account level to help you gather intelligence in a single place. It helps you think strategically as a sales manager and understand how you can help your sales reps move prospects business forward.

A modern seller or a modern sales manager is someone who’s recognized as a differentiator in their prospects’ or clients’ business, and the value of what they sell isn’t recognized without them as part of the equation.

You and your team’s expertise are a significant part of the sales and business development. Investing time in these questions at the vertical level and then at the account level is going to help elevate you in the eyes of your prospects or clients.

Create Decision Maker Personas

For each major and minor, you may have unique decision-maker personas. The next step in your planning process is to compile and analyze them.

  • What is the decision maker measured on?
  • What are the key challenges facing this decision maker?
  • What is happening inside his/her firm / company?
  • What will make change difficult?
  • What motivates this decision maker?

Do you have captured in a single place the personas of all of your decision makers? I like to think of it as creative writing, but it is truth telling about what is on the mind of your key decision makers. It helps you envision them, empathize with them and ultimately align your expertise to the challenges they’re trying to solve.

Form Partnerships/Alliances

What are your key partnerships and key alliances that you need to build to accelerate growth in each major or minor?

These may be through industry associations, business partners, centers of influence, research organizations, and more. The key is to determine the partnerships and alliances that are the best fit for your plan. Then ascertain where you can commit to an investment, whether that investment is financial or time or a combination of both.

Personal High-level Marketing Plan

Your firm or company may have a marketing strategy, but do you have a sales manager strategy that goes along with it? In my book, The Modern Seller , I talk quite a bit about ambassadors . One of the things that make ambassadors stand out is building longer term loyalty and lifetime value.

To be able to rise above and have a personal brand that’s unique. Having your own personal leadership brand can tie to your verticals and help elevate how well known you are in the marketplace.

What I have here are key areas for you to consider in your personal marketing plan. Choose the ones that align best with your natural skills.

  • Social Media
  • Events/Forums
  • Thought Leadership Content
  • Website Blogging & Guest Blogging
  • Guest Podcasting

For a deeper dive on how to build your sales manager plan, watch my webinar with The Sales Experts Channel . It’s available on demand.

Create Stronger Sales Plans

Don’t let your competition get an advantage. My sales consulting and sales advisory programs can help. If you want to know how to create a sales plan that truly ignites sales, let’s talk.  Contact me to schedule time for a discovery conversation.

  • Board Directorship
  • Business Growth
  • Guest Posts/In the News
  • Personal Growth
  • Sales Leadership
  • Sales Strategy
  • Sales Training
  • Team & Awards
  • The Modern Seller Show
  • The Sales Experts Channel

RECENT POSTS

  • Video: Crafting Smart Commission Plans as Part of Your Sales Strategy
  • The Two Extremes Impeding Your Sales Growth
  • Video: Two Sales Qualifying Questions for Lead Conversion
  • Video: Shifting from Digital to Live Sales Conversations
  • What if Sales Growth Isn’t Your Priority?

Your sales growth is only as strong as your strategy.

Download Amy's Sales Strategy Index now and receive the top 10 growth factors every sales strategy needs. 

Congratulations! Here is your Sales Strategy Index.

The Brooks Group Logo

  • Leadership Development
  • Sales Coaching
  • Sales Hiring and Retention
  • Sales Performance
  • Prospecting
  • Sales Strategy
  • Negotiation
  • Sales Training
  • Sales Culture
  • See All Blogs
  • Why The Brooks Group
  • Meet Our Team
  • Meet Our Sales Training Facilitators
  • Awards & Press
  • White Papers & Guides
  • Success Stories
  • Sales Performance Research
  • See All Resources
  • Agriculture
  • Construction
  • Distribution
  • Energy & Utilities
  • Manufacturing
  • Professional Services
  • Software & Technology
  • Transportation
  • See All Industries
  • Coaching to IMPACT
  • Sales Leadership Accelerator
  • Train the Trainer
  • Sales Training Reinforcement
  • Sales Consulting Services
  • Sales Team Insights
  • Sales Culture Insights
  • See All Sales Leadership Programs
  • IMPACT Selling®
  • IMPACT for Customer Service
  • IMPACT Refresher
  • Sales Negotiations
  • Strategic Account Management
  • Sales Territory Planning
  • Conversations with Confidence
  • Sales Skills Workshops
  • Open Enrollment Training Programs
  • See All Sales Training Programs
  • Sales Training Programs
  • Sales Leadership Training
  • Sales Assessment Solutions
  • Training Delivery Methods
  • Keynotes & Workshops
  • See All Solutions

6 Steps to Create a Successful Sales Business Plan

6 Steps to Create a Successful Sales Business Plan

Written By Michelle Richardson

inside sales manager business plan

Michelle Richardson

Join over 17,000 sales leaders getting the best content right in their inbox.

  • Presentation Skills
  • Prospecting Skills
  • Sales Assessments
  • Sales Compensation
  • Sales Goals
  • Sales Leader Blog
  • Sales Meetings
  • Sales Performance Improvement
  • Sales Performance Research Center
  • Sales Pitches
  • Sales Prospects
  • Sales Team Motivation
  • Time Management
  • Virtual Sales

You may also like

Strategies for Effective Sales Coaching Conversations

Strategies for Effective Sales Coaching Conversations

Apr 3, 2024

Sales success hinges not only on strategy and skill but also on continuous improvement and development. This is where...

Selling to the C-Suite: Strategies for Reaching Executive Decision Makers

Selling to the C-Suite: Strategies for Reaching Executive Decision Makers

Mar 28, 2024

Why is selling to the C-suite so critical? As buying processes grow more complex, it’s becoming increasingly important...

IMPACT Selling®: How to Unleash Revenue Potential with Sales Team Training

IMPACT Selling ® : How to Unleash Revenue Potential with Sales Team Training

Mar 25, 2024

Winning sales teams, even those from different industries, have one thing in common: they use a repeatable sales...

Ready to maximize the performance of your sales team? A representative from The Brooks Group can help get you started.

 alt=

  • Managing Performance
  • Sales Management

How to be a Successful Inside Sales Manager

As inside sales teams have grown in size and sophistication, new challenges arise. Read this to learn about how to be a successful inside sales manager.

Great frontline sales managers are a real differentiator in maximizing the potential of sales teams. This is particularly the case with inside sales which has been the fastest growing segment for a number of years with some research reporting 17% year-over-year growth. These teams are becoming much more sophisticated often selling complex products and services which only a few years ago were being sold by traditional field based reps. It is now common to see inside sales teams sell at the enterprise level, something that would have been unthinkable 10 years ago.

The Rise of Inside Sales

The key driver of this shift to inside sales, of course, has been rapid advances in technology. Robust and easy to use virtual meeting platforms, new sales enablement technologies and better sales force automation systems, are all making inside sales teams more productive. Moreover, customers are now much more accustomed to making complex buying decisions over the phone or virtually without ever seeing the sales professional face-to-face.

What this means for sales managers of inside teams is that they are now managing extremely sophisticated sales teams with all of the management challenges that come with that. Compounding these management challenges is the added dimension of selling sophisticated solutions over the phone. So given these challenges, developing highly skilled frontline sales managers for inside sales organizations should be a top priority.

Managing an Inside Sales Team

Of course, there are numerous advantages to managing an inside team, including, productivity, accountability, and coaching opportunities. Inside sales professional who aren’t constrained by the need to travel to visit a prospect or customer can engage in more sales conversations in a fixed period of time than field based sales professional. From an accountability perspective, an inside sales manager can see exactly what his or her team is doing every single day, a level of accountability that sales managers of field based sales teams never have.  In addition, sales managers of inside sales teams have significant opportunities to coach and develop the skills of their teams. Contrast this to the manager of a field based team whose coaching time may be limited to field visits.  

While these advantages are compelling, sales managers face unique challenges when managing a team of inside sales professionals. Inside sales professionals do not have the benefit of living in their territories, and meeting the key influencers and decision makers in person.  Traditionally, face-time in front of prospects has driven deeper understanding of the prospect’s organization and needs, better competitive differentiation, and higher win rates. LinkedIn has leveled the playing field somewhat by enabling inside sales professionals to build rapport more effectively by using information on a prospect’s LinkedIn profile. Nevertheless, inside sales professionals still face significant challenges managing large, complex sales opportunities with multiple decision makers without the benefit of face-to-face meetings.

For a charismatic field sales rep, they can typically work through the rough spots in the sales process by leveraging their interpersonal skills or relationships. For the inside sales rep, there is very little margin for error. The customer can simply disengage without any of the awkwardness associated with doing this in person. This means that sales managers have to be rigorous in following a structured sales process, managing sales pipelines and coaching their reps.

To fully capitalize on these advantages and address these challenges, sales organizations need to focus on developing the skills of their frontline sales managers. In particular, training sales managers on how to effectively manage, coach, lead and inspire their teams.

New call-to-action

Written by Norman Behar

Recommended articles.

We are committed to helping more companies strive towards unforgettable growth by publishing insightful content regularly. Here are more blog posts we think you might be interested in.

  • Sales Training

Modern Sales Training & 2023 Industry Updates: Ken Taylor Interview

inside sales manager business plan

2017 State of Sales Management Training Research Report

  • Sales Coaching

Sales Coaching and AI for Better Performance

inside sales manager business plan

What is Inside Sales? Definition, Skills & Tools for Inside Sales Reps

With inside sales, you'll spend less time with your prospects on the golf course and more time using technology to build relationships through activities like online demos, cold calling , and sales automation practices.

Less fun? Possibly. Highly effective? Definitely.

We've been doing (and teaching) inside sales since 2013. Over the last decade, there’s been a massive shift towards inside sales across nearly every industry. We’ve also seen how inside sales has changed with the rise of new tech like AI . 

Before we dive into the mechanics of how to do inside sales effectively, let’s start with the basics: People buy from people they know and trust. This is even more true with the rise of both inside sales and remote sales , where reps are functioning more autonomously outside of the office. 

Inside sales uses technology to establish and strengthen relationships with prospects, leads, and customers. While selling has changed a lot with the introduction of new sales technology , the core principles are still the same.

So, is an inside sales model right for your business? Or maybe you’re here considering a career in inside sales—either way, I’ve got you covered. Here’s what you need to know to decide if inside sales is right for you . 

What is Inside Sales? A Brief Definition 

Common inside sales tactics include cold emailing, cold calling, performing demos, and delivering virtual sales pitches to potential clients from inside your (home?) office. In stark contrast, outside sales is when you sell out in the field, through in-person interactions with prospects.

In recent years, inside sales has become one of the most popular sales models, both for selling high-ticket products and for small businesses , as buyers become more comfortable purchasing and collaborating remotely.  

Simply put: Technology is everything for inside sales teams.

Empowering your inside sales reps with a work environment and toolset they need to convert potential customers, is crucial to building a successful inside sales team.

So before you attempt to use inside sales , ensure you understand what you’ll need to succeed. Just like you wouldn’t try to build a house without the right tools (and a contractor who knows what they’re doing), you shouldn’t launch a remote sales team without the tools and processes built for success.

SEE WHY CLOSE IS THE INSIDE SALES CRM OF CHOICE→

What are the Different Inside Sales Roles?

Whether you’re looking to shift your career or decide if building an inside sales team is right for your business, you’re gonna want to understand the different roles on an inside sales team. Keep in mind, the structure of your sales team may look different depending on your company and stage of growth. 

For example, at Close, we don’t have sales development reps or engage in outbound selling ; all our sales reps are inbound, inside sales reps. Yep, it can get confusing because there are both inbound and outbound sales , but either approach can leverage inside selling. 

Now let’s talk about the different inside sales roles: 

  • Sales Development Representative (SDR) : An SDR is responsible for the opening stages of the sales process . They find sales opportunities and initiate first contact with leads through calls, emails, or other outreach methods. 
  • Account Executive (AE) : Generally used in enterprise or B2B organizations, account executives are responsible for turning qualified leads into customers. They tend to have more in-depth and product-related conversations, such as sales demos or presentations. They may work with accounts for months or years, servicing the customer in some capacity (and looking for expansion revenue opportunities), especially for B2B companies. 
  • Inside Sales Representatives : Inside sales reps tend to have a broader role including lead generation and closing deals . They may use a mix of both inbound and outbound sales strategies. 
  • Customer Success Managers (CSM) : While not exclusively a sales role, a CSM typically comes in at the end of the sale process to finalize the deal and work with customers over time to cross-sell, upsell, and prevent customer churn. They’re most common in large companies and SaaS organizations. 
  • Inside Sales Manager: This position oversees and leads a team of inside sales representatives and is responsible for setting sales targets, tracking quotas, leading sales training, and optimizing the sales process. 

Other common terms used to describe inside sales reps include account managers (similar to account executives) and sales enablement reps who support the sales process 

What Does an Inside Sales Rep Do?

While the exact sales process always varies by company (and industry), in general, inside sales reps will:

  • Use the sales tools in their tech stack to gather leads and prospects. 
  • Qualify leads using B2B databases , social media sites like LinkedIn, and their own connections. 
  • Find decision-makers at that company and authentically connect with them. 
  • Use their communication skills to build relationships with prospects through email, video, and phone calls.  
  • Use templates and automation tools to nurture those leads through the sales funnel . 
  • Collaborate virtually with leads via video conferencing, email, and other digital channels.
  • Collaborate with other teams, including customer support and marketing to ensure customers are supported through each step of the sales process. 
  • Overcome objections prospects have, negotiate, and discuss pricing. 
  • Close sales, often without ever meeting their prospect in person. 

Here’s an example of what an inside sales rep’s average day might look like:

Inside Sales vs. Outside Sales: What’s the Difference?

The main difference between inside and outside sales is where the salespeople work . Inside salespeople tend to work in an office or even at home. Outside sales teams often travel to in-person meetings and work on-site at the prospect's offices.

Inside sales reps rely on technology and virtual meetings to build relationships. Outside sales reps, aka field salespeople, rely on travel and in-person meetings to share demos, explore objections, and build face-to-face relationships.

Here’s a breakdown of the main differences in job descriptions for inside and outside sales reps:

Inside vs Outside Sales Team - Close

However, there’s another core difference between these two sales models.

With inside sales, the team structure often includes multiple people taking ownership of different stages of the sales process . For example, a sales or business development rep gathers and qualifies leads, while an account executive converts them, then a customer success team manages the onboarding/upselling process.

To be clear, not all inside sales teams use this structure , but it differs from outbound teams, where generally, one (or possibly two) salespeople manage the process from start to finish.

Which Skills Do Inside Sales Reps Need?

An inside sales rep uses a whole lotta technology, including email, video conferencing, phone calls, and social media, to qualify, nurture, and convert leads into customers. This means sales reps need a solid understanding of how key sales tech tools function, the ability to learn new platforms quickly, and an intuitive ability to build relationships virtually. 

Kate Petrone , Senior Account Executive at Close, shares how the skills inside sales reps need to extend far beyond using tools and cold calling:

“One of the most important skills for inside sales reps is the ability to ask the right questions - being genuinely curious. Being a really good listener is equally as important to understanding their current vs. ideal scenario, uncovering their pain points, and helping them discover a better solution.”

Other skills crucial to inside sales success include:

1. How to Do Cold Outreach Effectively 

Cold emailing and cold calling are key skills just about every inside sales rep needs to master. Reaching out to prospective customers via phone or email and fostering relationships helps fill your sales pipeline and increase conversions. Making sure to call at the right time and knowing how to get responses are key skills inside sales reps should foster. 

Dig deeper: 

  • 15 Cold Call Scripts + Templates & Examples to Nail Every Sales Call
  • 15 Best Cold Email Templates to Improve Sales Email Outreach

2. Product Knowledge

Great sales reps don’t just know the features list of their product or service—they also have a deep understanding of how their product can help prospects solve their own problems.

They should be able to explain how their product works in detail, including explaining workarounds, integrations, and the nuances of key features. It’s a major bonus if your sales reps can somehow use your product or service in their day-to-day responsibilities, making them go-to product experts.

  • Five Strategies to Increase Product Knowledge
  • How to Build Fluent Product Knowledge and Improve Sales Success

3. How to Navigate Objections 

Objections aren’t the end of the world, they’re just speed bumps along the road to closing a sale. Customers naturally have questions, doubts, or concerns, and being able to navigate these obstacles with finesse is what separates the pros from the rookies. It's like the ultimate game of verbal chess, where you anticipate moves and counter with charisma and deep insights. 

  • Objection Handling 101: Your Guide to Overcoming 40+ Sales Objections
  • Our Best Sales Objection Templates (Free Download)  

4. Use AI Strategically 

If you can use AI the right way in your sales process, you’ll supercharge a few specific areas of your selling capabilities. You can now significantly automate and scale activities like sending cold emails, getting AI call transcripts with next steps, follow up email management and more.

Use these tools in a sloppy way, and prospects will think you’re a robot. Replies and email opens will plummet. So how do you properly leverage AI in sales today? Think of AI tools like interns that can deliver a solid first draft and generate notes — but you’ll still need to take the time to review and personalize their suggestions. 

  • AI in Sales: How Artificial Intelligence Can Help You Close More Deals
  • How Generative AI Will Change Sales

5. The Art of Negotiation 

Negotiation is the art of finding that sweet spot where both you and your customer feel like winners. It's like a friendly game of tug-of-war where you’re kindly smiling as beads of sweat drip down your forehead while ensuring your prospect feels valued and satisfied. It's a delicate balance, and mastering this art is essential to being successful as an inside sales rep. 

  • 12 Sales Negotiation Strategies & Skills For Your Team to Win
  • Never Split The Difference (book) 

The Inside Sales Process: A 5-Step Model to Closing More Deals

The inside sales process can vary by industry and target audience, but it’ll generally follow the same overall structure. For example, B2B inside sales has a longer sales cycle and spends more time on lead qualification than B2C, however, the steps in the inside sales process are virtually the same.

In general, the inside sales process follows these steps:

  • Find Prospects : Sales rep uses digital sales technology to find qualified leads. This may include offering downloadable resources or using databases or social media to find prospects.
  • Qualification : Leads are further qualified to ensure they match the company’s ideal customer profile based on location, company size, and industry.
  • Outreach: Depending on your sales model, reps may reach out to leads directly via social media or cold emailing or calling, or create drip campaigns to nurture leads and wait to reach out more personally.
  • Pitch: Once the lead is qualified and has expressed interest, the sales rep reaches out to make the pitch. This may include a demo or presentation, generally delivered virtually, that speaks to the customer's needs .
  • Close the Deal: After objections are handled, the inside salesperson works to close the deal. This may include offering discounts, adjusting the onboarding process, or adding additional features.

Inside Sales Process from Close

The inside sales model generally focuses quite a lot on up front lead generation and qualification efforts to maximize the ROI on time spent with prospects, rather than diving straight into a pitch for every cold lead that lands in your CRM. 

Two of the top benefits of choosing an inside sales model are a faster sales cycle and major scalability. Inside sales is also more cost-effective since it uses technology (like a CRM), to track sales tasks and automate sending notifications and qualifying leads.

4 Must-Have Tools for Successful Inside Sales Teams 

You’ve probably noticed one thing about inside sales: this process uses technology a lot. Whether it’s sending an email, hosting a video conference, or automating tasks, inside sales reps need the right tools.

Here are our picks for the must-have sales tools every inside sales representative can use to excel in their role:

  • Calling Software (or a CRM with Built-in Calling Feature): Between cold calling and follow up calls, phone conversations are one of the most consequential time investments for inside sales reps. To make those calls more effective, inside sales reps should use a telephony tool that can call, track, and record calls. This is a core feature of any serious inside sales CRM (like Close). 
  • Customer Relationship Management (CRM) Software: Speaking of CRMs, this is a must-have! The best CRM software provides an overview of all your sales activities , so you can stay on top of managing your pipeline. The right CRM should integrate with your existing tools, make sales management easier, and generate reports. Ideally, your CRM throws in a dash of automation for good measure (and sales rep sanity).
  • Email Tracking: The right email tracking software lets inside sales professionals see when an email is opened, whether files are downloaded, and notifies you when it’s time to follow up. 
  • Reporting Tools & Dashboards to Track Performance: To build a successful inside sales process, you need to keep a close eye on the metrics that matter. But, just tracking all the data points in a cute little dashboard isn’t enough, you need the ability to generate these reports quickly—and use the data to make meaningful improvements in how you’re selling.  

Inside Sales Process - Close Calling Feature

Close offers sales reps all these features, plus workflow automations, a ChatGPT plugin, and a whooooooole lot more. Watch our quick 10-minute demo to find out if we’re the right CRM for your team. 

Want to Thrive at Inside Sales? Keep Learning

It's no stretch of the imagination to say that inside sales will play an outsized role in the future of sales. The path to success here is in learning how to sell to people the way they want to be sold to. 

Field-heavy sales organizations like Coca-Cola and Oracle are shifting sales responsibilities from field-based reps salespeople towards inside salespeople and digital self-service channels.

To be a sales leader today, you gotta be willing to embrace technology and invest meaningful time upfront in learning about your target customers.

Ready to take your (inside) selling to the next level? Try all our best free sales tools today.

Close's Free Sales Tools

Actionable sales advice

Get actionable sales advice read by over 200,000 sales professionals every week.

Product Screen Shot

Inside Sales Manager

  • Certifications
  • Related Topics

inside sales manager business plan

What Is an Inside Sales Manger? How to Become One, Salary, Skills.

Inside sales managers develop and implement strategies to set the inside sales team up for success. This position focuses on providing training, tracking metrics and identifying leads to support inside sales representatives in meeting their goals. Here’s what to know about an inside sales manager’s needed skills, salary and how to become one.

What Is an Inside Sales Manager?

An inside sales manager oversees the work of inside sales representatives who employ techniques by phone and email to market products and services to prospective customers. The inside sales manager uses their sales background to guide team members in winning over customers and hitting their quotas.

What Do Inside Sales Managers Do?

Leading an inside sales team, which sells to prospects over phone and email, an inside sales manager is responsible for recruiting potential employees, onboarding and training new sales representatives, monitoring sales metrics and setting benchmarks for individual and team success.

Inside Sales Manager Responsibilities

  • Manage inside sales representatives’ daily activities.
  • Track metrics to make data-informed decisions about inside sales strategy.
  • Recruit, hire and onboard new inside sales representatives.
  • Devise and implement training programs.
  • Set individual and team goals.

Day-to-Day Responsibilities of Inside Sales Managers

  • Conduct research.
  • Collaborate with the marketing team.
  • Interview job applicants.
  • Identify sales leads.
  • Conduct performance reviews.

Inside Sales Managers Within a Company

The inside sales manager is in charge of a team of sales reps within the larger sales department. They are often supervised by a sales director.

Importance of Inside Sales Managers

Inside sales managers provide their direct reports with tools, training and other resources to help them build profitable customer relationships. Inside sales teams are becoming increasingly important to companies because they are cost efficient and easy to scale up.

What Skills Are Needed to Be an Inside Sales Manager?

Qualifications to be an inside sales manager.

  • Sales and marketing experience.
  • Understanding of effective sales strategies and how to teach them to others.
  • Ability to track key sales metrics.
  • Understanding of how to set individual and team quotas.
  • Experience using data to inform decisions and team strategy.
  • Ability to identify ideal sales leads.
  • Familiarity with sales tools and software.

Inside Sales Manager Prerequisites

  • A bachelor’s degree in a relevant field.
  • Sales training and certifications.

Inside Sales Manager Hard Skills

  • Conducting research and analyzing data.
  • Training sales reps.
  • Lead prospecting.
  • Using tools and software.

Inside Sales Manager Soft Skills

  • Strong leadership skills.
  • Communicating with customers.
  • Strategic and analytical thinking.
  • Collaborating within a team and across departments.

Tools and Programs Inside Sales Managers Use

  • CRM software such as HubSpot and Salesforce.
  • Sales prospecting tools such as Leadfeeder and LinkedIn Sales Navigator.
  • Platforms like Gong and Clari for analytics insight.
  • Communication and collaboration platforms like Zoom, Slack and Google Workspace.

How to Become an Inside Sales Manager

Inside sales manager education and experience.

Earning a bachelor’s degree in a field like marketing or business administration is typically part of the path to becoming an inside sales manager. This position also requires around five years of experience working in inside sales or another relevant area. That experience should include one to two years handling some management-level responsibilities.

Inside Sales Manager Certificates and Courses

  • 20 Top Sales Training Programs and Courses to Know
  • Certified Inside Sales Professional
  • Certificate in Virtual Sales
  • Accredited Inside Sales Manager
  • HubSpot Academy Online Sales Training

Inside Sales Manager Career Path

An inside sales manager typically begins their career working as an entry-level inside sales representative. They can go on to become a sales director or could shift into a marketing position.

Inside Sales Manager Salary and Job Outlook

The U.S. Bureau of Labor Statistics projects more than 41,000 yearly openings for sales managers from 2021 through 2031.

The full compensation package for an inside sales manager depends on a variety of factors, including but not limited to the candidate’s experience and geographic location. See below for detailed information on the average inside sales manager salary.

Careers Related to Inside Sales Manager

Related sales jobs, companies hiring inside sales managers, related sales careers.

Inside Sales Manager Professional Goals

Getting started as a inside sales manager.

  • What is a Inside Sales Manager
  • How to Become a Inside Sales Manager
  • Certifications
  • Tools & Software
  • LinkedIn Guide
  • Interview Questions
  • Similar Job Titles
  • Work-Life Balance
  • Professional Goals
  • Inside Sales Manager Resume Examples
  • Inside Sales Manager Cover Letter Examples

Track Your Goals with Teal

Log your goals and career aspirations on an ongoing basis to keep career groth front of mind with Teal.

Why Every Inside Sales Manager Should Have Goals

Different types of career goals for inside sales managers, revenue growth and sales mastery goals, customer relationship and retention goals, team development and coaching goals, strategic leadership and operational efficiency goals, personal branding and network expansion goals, what makes a good career goal for a inside sales manager , career goal criteria for inside sales managers, revenue-driven objectives.

  • Set Quarterly Sales Targets
  • Develop Key Account Strategies
  • Track Conversion Rate Improvements

Leadership and Team Development

  • Implement Team Coaching Plans
  • Enhance Sales Process Mastery
  • Drive CRM Adoption & Proficiency

Customer Relationship Excellence

  • Implement a CRM Optimization Plan
  • Develop a Customer Feedback Loop
  • Enhance Client Retention Strategies

Process Optimization

  • Implement CRM enhancements
  • Develop dynamic sales scripts
  • Refine lead scoring models

Log Your Wins Every Week with Teal

inside sales manager business plan

12 Professional Goal Examples for Inside Sales Managers

Enhance sales process efficiency, develop advanced product knowledge, cultivate a high-performing sales team, master crm and sales technologies, expand key account relationships, increase sales revenue targets, improve sales training and development, foster a collaborative team environment, implement data-driven sales strategies, achieve personal professional development, enhance customer retention rates, lead a successful product launch, career goals for inside sales managers at difference levels, setting career goals as an entry-level inside sales manager, setting career goals as a mid-level inside sales manager, setting career goals as a senior-level inside sales manager, leverage feedback to refine your professional goals, utilizing constructive criticism to sharpen sales strategies, incorporating customer insights into professional development, capitalizing on performance reviews for goal precision, goal faqs for inside sales managers, how frequently should inside sales managers revisit and adjust their professional goals, can professional goals for inside sales managers include soft skill development, how do inside sales managers balance long-term career goals with immediate project deadlines, how can inside sales managers ensure their goals align with their company's vision and objectives.

What is a Inside Sales Manager?

inside sales manager business plan

More Professional Goals for Related Roles

Fostering client relationships, driving sales growth and ensuring customer satisfaction

Driving strategic partnerships and market opportunities for business growth and expansion

Driving business growth and revenue through strategic sales leadership and client relationships

Driving sales strategies, fostering client relationships for business growth

Driving revenue growth, forging key relationships, and leading high-performing sales teams

Driving revenue growth, steering team performance, excelling in competitive markets

5 Inside Sales Compensation Plan Examples That Will Motivate Your Reps to Win Revenue

One of the most motivating factors for sales reps is their sales compensation, and it can help companies attract and creating top sales talent. Inside sales research from ZS and Reality Works found that 40% of large technology companies plan to increase their inside sales headcount. However, the sales talent space is extremely competitive and simply hiring new sales reps, even if they are all-stars, does not guarantee a significant growth in revenue for your sales organization. Instead, one of the most effective ways to motivate sales reps to be their best is to provide them with the right compensation plan.

Sales Compensation Plan

Common Sales Compensation Challenges

Many organizations face the same challenges when creating a sales compensation plan:

How to Set the Right Sales Quota

The ZS and Reality Works study found that 79% of tech companies and 90% of non-tech large companies use quota-based sales compensation plans. In order to properly utilize a quota-based comp plan, you must find a delicate balance. Q uotas that are too aggressive will lead to high turnover or a lack of motivation. If quotas aren’t high enough, reps just will simply not be driven to be their best.  Accurate quota setting requires reliable sales forecasts and detailed activity reports. To make accurate sales forecasts, you must track the right predictive analytics. Use your activity reports and opportunity analytics to predict sales pipeline and set accurate quotas.  

Sales Compensation Balance of Base vs. Bonus

Comp plans need the right weight of base vs. bonus. Base salaries are important to provide reps with a sense of their security (they won’t get evicted if they have a slow month). Commission, however, is what drives most sales reps. A bonus needs to sufficiently inspire reps to sell at their best. Placing a cap on a rep’s bonus will correlate with a cap on their motivation to sell for your company. In sales, the sky should be the limit.

The Rising Cost of Hiring Reps

Good sales reps are in high demand, and companies looking to hire them face a lot of competition, especially for reps with track records of success. One way to give yourself a competitive advantage is to create a compensation plan with great rewards. Without a competitive comp plan, great reps will surely land elsewhere.

A result of this extremely high competition, many companies hire reps with less experience, often right out of college. Therefore, companies need to know how to structure compensation plans that appeal to less seasoned reps.

In order to overcome the challenges associated with creating compensation plans, we’ve compiled some of the best compensation plans designed for various roles. Whether you are hiring outbound SDRs with no sales experienced, or heavy hitter AE’s, these comp plans will help you motivate all your reps to be top-performers on your team.

Outbound SDR Sales Compensation Plan Example

Sales development reps (SDRs) are reps that are tasked with lead generation and appointment setting. They almost never actually close deals, instead they hand deals off to account executives. SDRs are often fresh out of college. As a result, they look for plans that offer a lot of structure and security. Our joint webinar with OpenView Venture Partners reveals some tips that can help you structure compensation plans that are ideal for SDRs.

Keep Compensation Simple for Development Reps

In order to keep comp plans simple for reps that are starting in sales, we recommended separating comp plans into three sections:

  • Base : The regular amount that reps see in their paychecks that is unaffected by performance
  • Bonus : The additional amount reps receive based on meeting various goals.
  • Kicker : Any additional bonus that is tied to closed won deals or competition

Sales Compensation Base Vs. Bonus

Since SDRs are concerned about meeting their basic needs, 70% of their total compensation package is the base and 30% is the bonus.

How to Calculate the Bonus

When calculating the bonus, many of OpenView’s portfolio companies are using a 40/60 rule: 40% of the bonus is tied to appointments set and 60% is tied to actual opportunities. Another powerful way to motivate SDRs is by offering a kicker (extra pay) for opportunities they drove that actually end up closing. This motivates reps to not simply source opportunities, but source great ones.

Inbound Sales Rep Compensation Plan Example

Inbound reps (sometimes known as lead qualification reps or marketing qualification reps) are tasked with following up with leads that call as well as leads that fill out contact forms or download content.  

Like most sales comp plans, compensation plans for inbound sales reps should be comprised of a base and a bonus. Like SDRs, 60-70% of an inbound sales rep’s total compensation plan should be base salary, with the remainder making up the bonus. Inbound sales reps, like SDRs are often early career — my first sales job was as an inbound sales rep. They will usually want to have a large enough base salary to pay rent (whether a particular month is fruitful or not.

Where inbound sales rep compensation plans differ from comp plans for outbound SDRs is how bonuses should be structured. Here’s what we recommend:

Accepted Opportunities- Tie 65% of an inbound sales rep’s bonus should be derived from accepted opportunities. It’s key that these opportunities are all “accepted” by sales. That way it helps account executives provide oversight into opportunity quality. The last thing you want is inbound sales reps handing unqualified opportunities over to sales.

Opportunity Revenue- 25% of the bonus should be tied to revenue that actually closes. We like doing this because it further incentivizes inbound reps to source high-quality opportunities and gives them a stake in your company’s wins.

SLAs- Finally, 10% of the bonus should be tied to hitting SLAs. These are the activities that are expected of inbound sales reps and should be clearly outlined in their comp plans. Some vital SLAs for inbound sales reps might include responding to every inbound lead within five, following up with every inbound lead at least eight times and more.

Account Executive (AE) Sales Compensation Plan Example

Account executives (AEs) are inside sales reps that are tasked with closing deals. One of the most important differences between comp plans for AEs vs. comp plans for SDRs and inbound sales reps is that AEs comp plans should have a greater emphasis on commission. As a general rule 50% of an AEs salary should be base and 50% should be bonus. So if a an inside sales rep’s base is $56K, that rep’s on-target earnings (earnings when at 100% of quota) should be $112K.

Bonus Threshold

A bonus threshold is a good way to simultaneously motivate reps and cover costs for your company. It means that reps aren’t paid out a bonus until they hit a certain % of quota. For example, you might decide that AEs should hit at least 80% of their quotas before being paid any commission.

Never Put a Cap on Commission

One of the most important things about AE comp plans is to never put a cap on commission. Why on Earth would you want to punish a rep for hitting 300% of her quota? In sales, the sky should be the limit.

Ramping Quota

You can’t always expect newly hired AEs to come out of the dugout hitting home runs right away. A ramp quota can keep reps from getting overwhelmed. A ramp quota can scale as reps become better at their jobs. As an example, if a rep’s full quota is $1 million a year, they’d normally be expected to drive around $83,333 each month. But to help them ramp up, you could set their quota at $20K for the first two months, $40K for months three and four $60k for month five and then full quota at six months and beyond.

SaaS Rep Compensation Plan Example

SaaStr Founder Jason Lemkin revealed an innovative SaaS comp plan he used at EchoSign. He started out using a pretty standard comp plan with a high quota, base salary, and commissions that equated to 8-11% ACV. However, he noticed some problems including:

  • Not enough incentives to stay (i.e. poor retention)
  • The relatively low commission didn’t inspire reps to stay with customers. Instead they were leaving the moment the contract was signed. This didn’t lead to a customer-centric sales organization.
  • Mediocre reps were making too much while A-players weren’t making enough

As a result, revenue per lead fell dramatically. He was able to devise a new comp plan with the goals of maximize revenue per lead, maintaining simplicity and retaining A-players. Here is what his new inside sales compensation plan for SaaS reps looked like:

  • Competitive Base Salary – However, reps are required to cover their entire base salary including benefits before they are paid any bonus.
  • Double Bonus- After covering base salary and benefits, reps then make 2x as much in Commission.  This leads to ACVs of 20-22%.
  • Payment Upon Receipt of Cash, Not Contract E-Signing .  This inspires reps to really take care of the customers and ensure that they receive fantastic experiences.

Lemkin was able to use this plan to reward his top reps and turn sales into a revenue center (laggard reps were no longer eating up sales resources). The real beauty of his plan is that new reps became highly motivated to perform at peak performance, since they saw those top performing reps driving in with M6 convertibles. However, resources were never being wasted on reps who weren’t paying for themselves. And mediocre reps would end up simply leaving the organization. For more information, we highly recommend reading Lemkin’s article .

For more ways to structure sales compensation plans that help reps win, check out our eBook!

About the Author

inside sales manager business plan

ABOUT ALAIN PINEL

  • " France Soir " (largest French newspaper then ) - European Common Market.
  • " Nouvel Observateur " (weekly magazine) - Western and Eastern Europe.
  • " L'Ouest Industriel " (monthly economic/business magazine) - Editor-in-Chief.
  • " R.T.L " (largest European radio broadcasting)

Real Estate Behind The Scenes - Games People Play

ALAIN PINEL'S BOOKS

Real Estate Behind The Scenes - Games People Play

Who said a business book had to be daunting, tedious or plain boring? Well, get ready for a welcome delight. The subtitle "The Dos and Don'ts for ultimate success" is right on point. Nobody knows residential real estate like Alain Pinel and nobody can explain its intricacies better than he does. Over the years, Alain founded or ran several of the top real estate organizations in the country and beyond. He hired and coached hundreds of the most successful managers and agents in the business. In the high-end business, his DNA, he is the recognized master with no equal. Alain's ambition and passion have always been to "reinvent" the real estate industry, to make it more responsive to the evolving expectations of both the clients and the Realtors. That's why he was the first real estate leader to use state of the art technology and international marketing to bring buyers from all horizons to local listings and facilitate the transaction process for all concerned. "Real Estate Behind The Scenes - Games People Play" is the perfect go-to-guide and a must read for agents, managers, brokers, company owners as well as for buyers and sellers. Learning made fun. Enjoy! Includes foreword by Gino Blefari , Chairman of Berkshire Hathaway HomeServices and CEO of HomeServices of America

Real Estate Management Strategies & Tactics

We would like to hear about your experience using VTA, such as how and when you ride VTA, how you pay, and how you believe the service can be improved. Take the survey . Enter for a chance to win a $200 Visa Gift card. 

Santa Clara Valley Transportation Authority (VTA) is an independent special district that provides sustainable, accessible, community-focused transportation options that are innovative, environmentally responsible, and promote the vitality of our region.

VTA provides bus, light rail, and paratransit services, as well as participates as a funding partner in regional rail service including Caltrain, Capitol Corridor, and the Altamont Corridor Express.

As the county’s congestion management agency , VTA is responsible for countywide transportation planning, including congestion management, design and construction of specific highway, pedestrian, and bicycle improvement projects, as well as promotion of transit oriented development.

VTA provides these services throughout the county, including Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga and Sunnyvale. VTA continually builds partnerships to deliver transportation solutions that meet the evolving mobility needs of Santa Clara County.

Solutions that move you.

To innovate the way Silicon Valley moves.

CORE VALUES

Safety, Integrity, Quality, Sustainability, Diversity, Accountability.

ACTION VALUES

Create, Collaborate and Lead.

VTA Overview

Vta organizational structure, annual report.

Santa Clara County Family Friendly Workplace

Family-Friendly Workplace Certification Program (FFWCP)

The County of Santa Clara FFWCP recognizes VTA as a business that creates supportive workplaces for employees and their families.

Family-friendly workplaces improve health outcomes and job satisfaction for employees and increase work productivity and retention for employers. Employers can create a family-friendly workplace by meeting and exceeding state and federal employment laws relating to parental leave, lactation accommodation, and work/family balance.

Strategic Plan

The Valley Transportation Authority (VTA) Strategic Plan  will take VTA to the next level—and beyond.

This plan is the result of an analysis of the agency’s strengths, weaknesses, opportunities, and threats, as well as the input, observations, and ideas from VTA employees, customers, and members of VTA’s advisory committees and Board of Directors.

It addresses our current situation and provides a framework to build an exciting future. This plan asks everyone involved with VTA—beginning with the Board of Directors and including all employees—to embrace this approach and work to implement its philosophy. This clear and visionary Plan will guide us along the path of further establishing VTA as an industry leader, innovator, and a transportation organization worthy of serving Silicon Valley.

The Plan establishes our Mission, Vision, and Values, and ties everyday work into the overall direction and priorities of the agency. The Strategic Plan guides the development and implementation of VTA’s Business Plans, which outline the strategies necessary to reach our goals. This Plan will also serve to guide our budgeting process and allocation of resources.

This high-level Plan will provide direction and actively foster creativity, collaboration, and leadership. Ultimately, it is designed to be transformative; that is, to create a dynamic work environment that carries us boldly and confidently into the future. Our environment will simplify and stabilize decision making,

VTA employees will be encouraged to take strategic risks, and proactive action will be encouraged while excuses for inaction are discouraged.

Action Values operationalize our core values and all aspects of VTA's Strategic Plan. They are intended to be transformative, they envelop the core values, help them transcend their written definition, and help them evolve and improve in application over time.

Please visit our Headways blog for the latest news about VTA projects, programs, services and initiatives.

Sustainability

VTA's award-winning Sustainability Program conserves resources and reduces greenhouse gases.

Financial Information

Find information about the VTA budget, sales tax measures, audited financial statements and disclosures.

Transparency

Please visit our Open Data Portal for access to VTA's open data, including transit, active transportation, congestion management and more.

VTA History

VTA was created in 1972 by the Santa Clara County Transit District Act.

On December 1, 1994, VTA became the Congestion Management Agency in Santa Clara County, responsible for countywide transportation planning and funding and for managing the county’s blueprint to reduce congestion and improve air quality.

Prior to January 1, 1995, the County Board of Supervisors served as the Board of Directors of VTA. Since January 1, 1995 VTA has operated under a separate Board of Directors composed of County and city representatives, under state legislation.

On January 1, 2000, state legislation changed VTA’s name.

The  VTA Administrative Code  is the rulebook established by the Board defining how VTA is structured and how it conducts its business.

It covers the governance, administrative and financial aspects of VTA including:

  •  The powers and duties of officers
  • The method of appointment of its governing board, committees and employees
  • The methods, procedures, and systems for the operation and management of the organization

STEEL SUPPLIER

Corporate office.

inside sales manager business plan

9245 Laguna Springs Drive Ste. 350 Elk Grove, CA 95758 Phone: 916.513.4548 Email: [email protected]

Adam Ivankovic President Jennifer Gardner Vice President of Finance & CFO Mike Hill Manager- Fleet, Safety & Human Resources David Doneen IT Manager Jennifer Varwig Business Development/ Corporate Office Manager

3535 E. Myrtle Street Stockton, CA 95205 Phone: 209.943.0513 Toll Free: 800.800.4736 Fax: 209.466.8420 Email: [email protected]

inside sales manager business plan

FPSS- FERALLOY PDM STEEL SERVICE

936 Performance Drive Stockton, CA 95206 Phone: 209.234.0548 Toll Free: 800.972.5986 Fax: 209.234.0549 Email: [email protected]

SANTA CLARA

3500 Bassett Street Santa Clara, CA 95054 Phone: 408.988.3000 Toll Free: 800.672.8801 Fax: 408.988.6966 Email: [email protected]

FRESNO - PLATE PROCESSING CENTER

4005 E. Church Avenue Fresno, CA 93725 Phone: 559.442.1410 Toll Free: 800.222.3235 Fax: 559.442.1409 Email: [email protected]

Exclusive: Tesla scraps low-cost car plans amid fierce Chinese EV competition

Tesla hands over first cars produced at new plant in Gruenheide

  • Entry-level Tesla car won’t be built, three sources tell Reuters
  • Tesla to focus on self-driving taxis instead, sources said
  • Strategy shift comes as Tesla faces competition from China EV makers including BYD

‘HALT ALL FURTHER ACTIVITIES’

Running late.

Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.

Reporting by Hyunjoo Jin in San Francisco, Norihiko Shirouzu in Austin and Ben Klayman in Detroit. Editing by Marla Dickerson and Brian Thevenot.

Our Standards: The Thomson Reuters Trust Principles. , opens new tab

inside sales manager business plan

Thomson Reuters

Is the Detroit Bureau Chief and North American Transportation Editor, responsible for a team of about 10 reporters covering everything from autos to aerospace to airlines to outer space.

Ferrari CEO Benedetto Vigna unveils the company's new long term strategy, in Maranello

Fed rate cut expectations for 2024 fall to lowest since October

Futures traders have reduced bets on how much the Federal Reserve will cut rates this year to the lowest level since October, LSEG data showed on Monday, amid evidence of continued strength in the U.S. economy.

The logo for Citibank is seen on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City

9 hot AI jobs you can get without knowing how to code

  • Jobs in the booming AI sector that don't require coding expertise are on the rise.
  • Recruiters say companies want employees with soft skills who understand the tech and its use cases. 
  • Here are nine  AI jobs that don't require programming skills, from policy analysts to sales engineers.

Insider Today

Companies are jostling to hire highly coveted AI talent as the sector grows — and they're not just looking for people who know how to code.

While many AI-related jobs posted on Indeed and LinkedIn are for software developers and machine learning engineers with advanced degrees , some don't require a technical background. Organizations want to use AI tools in their workflows to boost productivity, save time, and make more money — but they also need workers who can link the very technical side and the business side.

"Companies are desperate to get people figuring out AI for their organizations," J.T. O'Donnell, a career coach at Work It Daily, told Business Insider.

That's leading to a whole new subset of roles in the emergent tech sector . While some of them can be more undefined — "A lot of the jobs have the term AI in it as they try to figure out what to call you," O'Donnell said — others are easier to understand.

Business Insider searched job sites for such positions that didn't require programming skills and also consulted Alex Libre, principal recruiter for Einstellen Talent, a service that matches job candidates with generative AI startups, about which non-technical roles in the industry are in demand.

Here are nine AI-related jobs you can get without knowing how to code — and how much Libre says they typically pay. Salary estimates vary based on the company's size and how much experience a candidate has.

AI product manager

Companies are looking to hire professionals who can bridge the gap between technical AI development and business acumen. Product managers familiar with AI can help do just that.

They're "the key people responsible for bringing AI products to market, which is a lot harder than most people think in a world full of businesses run by people who don't really understand AI," Libre, the tech recruiter, told BI.

Salaries typically range from $120,000 to $400,000 a year.

AI ethics specialist

The need for ethics specialists is expected to grow as AI evolves and becomes a greater part of people's lives.

"They're responsible for ensuring that AI is developed and deployed in an ethical, responsible, and transparent manner," Libre says. "These should be viewed more as risk mitigators than ethicists, frankly."

Demand for ethics specialists, he says, will become increasingly important in healthcare , finance, and government — industries where the stakes of deploying AI are high because the tech could have major societal consequences if not used properly.

AI ethics specialists can typically make between $90,00 and $150,000 annually.

AI sales engineer

Sales engineers at AI companies who understand machine learning can use that knowledge to sell the most relevant tools to other firms.

Ideal candidates combine a deep technical understanding with "strong sales and communication" skills to demonstrate value to potential clients.

"As AI continues to advance and become more widely adopted, the need for skilled AI sales engineers who can articulate the business value of AI will only continue to grow," Libre says.

Sales engineers can make anywhere between $100,000 to $200,000 a year.

AI business analyst

Companies new to AI may wonder just how and where to deploy the technology. That's where analysts can help.

Employees in this role are responsible for "analyzing business processes" and "identifying areas" where AI can help "drive efficiencies, reduce costs, and improve outcomes," the recruiter says.

Related stories

Success in this position requires a combination of corporate savviness, strong communication chops, and technical understanding.

AI business analysts can earn between $80,000 and $150,000 annually.

AI data annotator

AI models only produce useful outputs if they're trained on high-quality data. Data annotators play a critical role in that process.

Annotators are tasked to label and categorize vast amounts of information to train models to be "accurate, consistent, and free from biases."

"While these roles may not require advanced degrees or technical skills, they do require a keen eye for detail, a strong work ethic, and the ability to work independently," Libre says.

Data annotation jobs — many of which are part-time or contract-based — pay between $40,000 to $80,000 a year on average, the recruiter says.

Prompt engineer

Want to make a living getting AI chatbots to sound more human? A job as a prompt engineer may be the job for you.

Seen as one of the hottest jobs in AI, prompt engineers develop queries on the back end of AI models to ensure they produce desirable outputs. Doing the job well requires a deep understanding of how models work, and solid communication and collaboration skills.

"You need to have a strong understanding of how humans actually think to interact effectively with these machines, however counterintuitive that may sound," Libre says.

Prompt engineers can make anywhere between $100,000 to $180,000 a year.

AI product designer

AI tools need to be simple, intuitive, and engaging. Product designers help make that possible, as they're responsible for creating the user interface of AI tools and making them enjoyable and easy to use.

But the job is "much harder" than "simply making things look pretty," Libre says. They must possess a "deep understanding of user-centered design principles" and an "understanding of the capabilities and limitations of AI" and its models.

"AI designers typically have to focus more on function than form," the recruiter says.

AI product designers typically get paid between $90,000 to $250,000 a year.

AI policy analyst

Expertise in public policy may help you land a job as an AI policy analyst.

People in these roles work on regulations that govern the technology's development and deployment. According to job listings, understanding AI's capabilities, societal impacts, and legal issues is required.

Anthropic is hiring a policy analyst responsible for making its AI comply with global regulations, offering a base pay of up to $260,000 a year . A nonprofit focused on emerging technology is looking to fill a similar role for an analyst who will conduct research into policy proposals around AI , among other tasks, for up to $95,000 annually.

Sector AI specialist

If you know how to apply AI to your workflows, you may be able to get a job as an AI specialist.

At its core, specialists use AI to automate tasks and deliver better results. For instance, a recruitment firm has a job posting for an AI marketing specialist role for a candidate who would automate and optimize email programs using the technology. A senior presales AI specialist listing says the software company is looking for a candidate who could develop strategies for selling its generative AI products.

Even the Biden administration wants AI specialists to steer the technology toward responsible use. A specialist for the CIA can earn between $64,957 to $172,075 per year deploying machine learning techniques to the federal agency's data collection efforts.

Watch: AI expert explains how to incorporate generative AI into your business strategy

inside sales manager business plan

  • Main content

IMAGES

  1. The Guiding Star of New Sales Managers : 30 60 90 day sales plan plus

    inside sales manager business plan

  2. Get Our Example of Key Account Sales Plan Template

    inside sales manager business plan

  3. The Guiding Star For New Sales Managers: The 30 60 90 Day Sales Plan

    inside sales manager business plan

  4. Business Plan For Sales Manager Template

    inside sales manager business plan

  5. Sales Planning Process: Steps, Tips, And Tools

    inside sales manager business plan

  6. Business Plan Area Sales Manager pertaining to Business Plan For Sales

    inside sales manager business plan

VIDEO

  1. Clip from Episode 105: Section 301 Tariff Exemptions Expire 5/31

  2. Which Manager are You?

  3. Clip from Episode 105: TOFA Market Tightens, TCC Primed to Supply

  4. Clip from Episode 105: Security of Supply a Priority for Q2

  5. Sales Management

  6. aida sales model

COMMENTS

  1. Sales Plan

    Breaking down these numbers allows you to accurately forecast what it will take to achieve your new revenue goal. This part of your sales plan might include setting goals like the following: 200 total cold emails sent per day. 200 total cold calls made per day. 25 demos conducted per day. 5 new sales appointments made a day.

  2. 30-60-90 day sales plan for managers, reps, and sales territories

    When acclimating a new manager to a sales team, a solid three-month plan is an effective tool for setting expectations and learning how people respond to incremental changes. Below is a 30-60-90 day plan for district sales managers: Phase 1: Days 1-30. 1. Learn key pieces of information (birthdays, likes/dislikes, etc.) about every team member.

  3. The Best Free Business Plan Template For Individual Sales Reps

    This Breaking Into Device template above is an example of the 30-60-90 plan in that it focuses on the long-term goal of change at the end of three months. In a typical 30-60-90 sales plan, you would state your goals, the action steps you will use to reach them, your target dates, and your metrics for success. 3.

  4. How to Write a 30-60-90 Day Sales Plan (With Template)

    Onboarding/learning (first 30 days) Executing your plan (days 31-60) Improving upon your plan (days 61-90) 2. Define your goals. Be ambitious — but realistic — about what you want to achieve personally, and on behalf of your employer, in your first 90 days on the job. 3. Define your metrics.

  5. How to Create a 30-60-90 Day Sales Plan [Template + Examples]

    A 30-60-90 day sales plan is a three-month sales plan that outlines the approach and specific strategies that a new sales rep or sales manager will take in their first 90 days on the job.. When a new sales rep creates a well-thought-out 30-60-90 day sales plan, it demonstrates to their team and manager that they're a self-starter and have the skills and strategy to do their job effectively ...

  6. How to Write a 30-60-90 Day Sales Plan

    Completed all formal sales onboarding or training that needs to be done; Stage 3: 90 days. Your 31-90 day plan sets out what you're planning on doing for the rest of the time in the specific sales role. At the 90-day meeting with your sales manager, discuss any 3-4 points from the following success criteria:

  7. Inside Sales Process: The 7 Steps To Building a Successful Sales

    Step 1: Hire appropriately for the role. The role of the inside sales person is to engage with your target prospects, create interest, and qualify leads. The job requires volume — emails, calls, follow-ups, social touches. No is a common answer. It takes a unique skill set to have the thick skin and the drive to be hungry enough to do what is ...

  8. What is Sales Planning? How to Create a Sales Plan

    Step 5: Start sales forecasting. Sales forecasting is an in-depth report that predicts what a salesperson, team, or company will sell weekly, monthly, quarterly, or annually. While it is finicky, it can help your company make better decisions when hiring, budgeting, prospecting, and setting goals.

  9. 9 Stunning Sales Business Plan Templates to Close Your Next Deal

    2. Organize the team and roles within the team. Part of the planning includes organizing a group of people that will work together to meet the goals laid out in the plan. Create a branded org chart visualizing team roles and responsibilities. Include this chart on a page in your sales plan; make it part of the process.

  10. Sales Managers: How To Build A Sales Plan

    My sales consulting and sales advisory programs can help. If you want to know how to create a sales plan that truly ignites sales, let's talk. Contact me to schedule time for a discovery conversation. Get the tips successful sales managers use to build effective sales plans and lead more successful teams. For more, call at 614-286-8265.

  11. 6 Steps to Create a Successful Sales Business Plan

    Step 1: Take Measure of the Sales Target. Before your rep can begin creating an effective business plan, they need to be comfortable with the sales target you've set for them. As a sales manager, you should examine each reps' performance data for the past six to twelve months, and identify key numbers including gross sales, profits, win ...

  12. How to be a Successful Inside Sales Manager

    This means that sales managers have to be rigorous in following a structured sales process, managing sales pipelines and coaching their reps. To fully capitalize on these advantages and address these challenges, sales organizations need to focus on developing the skills of their frontline sales managers. In particular, training sales managers ...

  13. What is Inside Sales? Definition, Skills & Tools for Sales Reps

    The main difference between inside and outside sales is where the salespeople work. Inside salespeople tend to work in an office or even at home. Outside sales teams often travel to in-person meetings and work on-site at the prospect's offices. Inside sales reps rely on technology and virtual meetings to build relationships.

  14. How To Create a Sales Business Plan

    Follow these steps to successfully create a strong business plan: 1. Gather key documents. You should plan out your document before officially writing it by gathering key information to reference and detail. Collect sales data from the previous year or two and identify any key trends.

  15. How to Write a Winning Sales Business Plan

    Here is a snapshot of the winning sales business plan that helped shape Nimble into the industry leader it is today: Objectives- To provide a single, socially enriched system of record that helps businesses and small business teams cultivate relationships at scale. Customer Focus- Small business teams working primarily in small businesses ...

  16. What Is an Inside Sales Manager? How to Become One, Salary, Skills

    How to Become an Inside Sales Manager Inside Sales Manager Education and Experience. Earning a bachelor's degree in a field like marketing or business administration is typically part of the path to becoming an inside sales manager. This position also requires around five years of experience working in inside sales or another relevant area.

  17. Inside Sales Manager Professional Goals

    Revenue growth and sales mastery goals are at the heart of an Inside Sales Manager's objectives. These goals might include increasing sales conversion rates, expanding the customer base, or achieving specific quarterly sales targets. Mastery in sales techniques, such as perfecting the art of negotiation or becoming adept at CRM software ...

  18. 5 Inside Sales Compensation Plans That Motivate Your Reps to Win

    Here is what his new inside sales compensation plan for SaaS reps looked like: Competitive Base Salary- However, reps are required to cover their entire base salary including benefits before they are paid any bonus. Double Bonus- After covering base salary and benefits, reps then make 2x as much in Commission.

  19. Inside Sales Manager Job Description [+2024 TEMPLATE]

    Responsibilities. Manage the inside sales representatives team. Set and track sales targets for your team. Suggest and implement improvements in the sales administration process. Coordinate department projects to meet deadlines. Report on sales metrics and suggest improvements. Prepare monthly, quarterly and annual sales forecasts.

  20. Sales manager salary in Santa Clara, CA

    Average $92,338. Low $42,034. High $202,844. Commission. $40,000 per year. Non-cash benefit. 401 (k) View more benefits. The average salary for a sales manager is $92,338 per year in Santa Clara, CA and $40,000 commission per year. 17 salaries reported, updated at March 12, 2024.

  21. Alain Pinel Web Page

    After having established Alain Pinel Realtors on the path of an ambitious business plan, Alain left the company with his two partners and decided to live another dream: International Real Estate. In 1991, Alain returned to France and took the position of Sales & Marketing Director for Sofap Helvim , one of the leading development firms in France.

  22. About VTA

    About VTA. Santa Clara Valley Transportation Authority (VTA) is an independent special district that provides sustainable, accessible, community-focused transportation options that are innovative, environmentally responsible, and promote the vitality of our region. VTA provides bus, light rail, and paratransit services, as well as participates ...

  23. California

    IT Manager Jennifer Varwig Business Development/ Corporate Office Manager. STOCKTON. 3535 E. Myrtle Street Stockton, CA 95205 Phone: 209.943.0513 Toll Free: 800.800.4736 ... Inside Sales Manager Alfonso Villafan Operations Manager Laura Young Credit Manager Mary Salazar Purchasing Manager

  24. Exclusive: Tesla scraps low-cost car plans amid fierce Chinese EV

    During the same period, BYD has seen its electric-vehicle sales soar in China, growing from about 130,000 to more than 1.5 million, not including its thriving business in plug-in hybrids or its ...

  25. 9 AI Jobs That Don't Require You to Know How to Code

    Salaries typically range from $120,000 to $400,000 a year. AI ethics specialist. The need for ethics specialists is expected to grow as AI evolves and becomes a greater part of people's lives ...