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A course on sales planning and operations


Summary

In today’s competitive business environment, successful sales operations require more than just closing deals. It demands a deep understanding of strategic planning, market trends, and operational processes. This course on Sales Planning and Operations will guide participants through the comprehensive framework needed to design and execute effective sales strategies that align with business goals.

Through this course, participants will explore the intricacies of sales forecasting, market analysis, and sales force management. Learners will also delve into key operational techniques that streamline sales processes, enhance team productivity, and improve overall sales performance. Whether you're new to sales or looking to sharpen your skills, this course equips you with the tools and knowledge necessary for success.

Objectives and target group

  1. Enhance Strategic Sales Planning: Equip participants with the knowledge to develop strategic sales plans that align with overall business objectives.
  2. Master Sales Forecasting & Market Analysis: Teach participants how to analyze market trends, customer behavior, and apply effective sales forecasting techniques.
  3. Optimize Sales Operations: Provide a comprehensive understanding of sales operations management, streamlining processes, and improving efficiency using modern tools and technologies.
  4. Build & Lead Effective Sales Teams: Guide participants on building, managing, and motivating high-performing sales teams, setting quotas, and tracking performance.
  5. Improve Sales Execution & Performance Monitoring: Enable participants to execute sales strategies effectively and continuously monitor and adjust based on key performance indicators (KPIs).

Target Groups:

  • Sales Professionals: Individuals already working in sales roles who want to refine their strategic planning, operations management, and execution skills.
  • Sales Managers & Team Leaders: Those responsible for leading sales teams and overseeing operations who need to improve sales efficiency, forecasting, and performance management.
  • Entrepreneurs & Business Owners: Business leaders seeking to strengthen their sales strategies to boost revenue and align sales operations with business growth.
  • Aspiring Sales Professionals: Individuals looking to enter the field of sales or move into sales management positions.
  • Marketing Professionals: Professionals who work closely with sales teams and want a better understanding of sales operations to support strategic initiatives.

This course is designed to cater to anyone looking to develop a deeper understanding of sales planning and operations, from beginners to experienced professionals looking to advance their careers.

Course Content

  1. Introduction to Sales Planning

    • Overview of sales strategy and its importance
    • Key elements of sales planning
    • Setting sales goals and targets
    • Aligning sales planning with business objectives
  2. Market Analysis for Sales

    • Understanding market dynamics
    • Analyzing customer needs and behaviors
    • Identifying target markets and segments
    • Competitive analysis and positioning
  3. Sales Forecasting Techniques

    • Introduction to sales forecasting
    • Qualitative and quantitative forecasting methods
    • Utilizing historical data and trends
    • Forecast accuracy and risk management
  4. Sales Force Management

    • Building and managing a sales team
    • Motivating and training salespeople
    • Setting sales quotas and incentives
    • Evaluating sales team performance
  5. Sales Operations and Process Management

    • Streamlining sales processes for efficiency
    • Tools and technologies in sales operations
    • Customer Relationship Management (CRM) systems
    • Key performance indicators (KPIs) in sales operations
  6. Implementing Sales Strategies

    • Creating actionable sales plans
    • Aligning operations with sales strategies
    • Budgeting and resource allocation for sales
    • Measuring and analyzing sales performance
  7. Sales Execution and Monitoring

    • Sales execution best practices
    • Overcoming challenges in sales operations
    • Monitoring performance and adjusting strategies
    • Continuous improvement in sales processes

Learning Outcomes:

By the end of this course, participants will:

  • Develop a comprehensive sales plan aligned with business goals.
  • Conduct market analysis to identify opportunities and challenges.
  • Implement effective sales forecasting techniques.
  • Manage and motivate a high-performing sales team.
  • Optimize sales operations for better efficiency and productivity.
  • Apply KPIs to monitor and improve sales performance.

Target Audience:

  • Sales professionals looking to enhance their planning and operational skills.
  • Business owners and entrepreneurs seeking to improve their sales strategies.
  • Managers responsible for sales teams and operations.
  • Anyone aspiring to build a career in sales or sales management.

Course Duration:

  • 4 Weeks (with 2 sessions per week)
  • Each session: 2 hours

This structured course will provide both theoretical insights and practical applications to help you navigate the challenges of modern sales environments.

 

Course Date

2025-02-03

2025-05-05

2025-08-04

2025-11-03

Course Cost

Note / Price varies according to the selected city

Members NO. : 1
£4800 / Member

Members NO. : 2 - 3
£3840 / Member

Members NO. : + 3
£2976 / Member

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