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Campaign Planning

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Training course summary

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Course Objective: to ensure each new sales campaign is effectively planned, executed and monitored. Delegates will gain a good understanding of the skills required for making accurate projections and forecasts, and for taking any necessary action against projected shortfalls. Suitable for: sales managers and experienced sales people. Complementary Courses: Strategic Selling, The Principles of Marketing

Regions:
  • All Areas
Delivery:
  • In House
Category:
Difficulty:
  • Intermediate

Further Details



• Day One

• Establishing the need for organising a sales campaign, and how to proceed

• How can the sales operation be effectively planned and monitored?

• Establishing client base categories:

– Renewals / existing business revenue value
– New business revenue value
– Making projections - assessing the market

• Maximising potential:

– Market analysis
– Expected revenue increases
– Setting / agreeing targets



• Day Two

• The campaign plan - annually, monthly, weekly

– Types of prospects and prioritising
– What to monitor
– How to monitor
– Evaluating information




• Monitoring progress and regular Forecasting Reports - The Prospect Report

– Renewal status
– New business status
– Actual bookings status

• Gathering information from sales executives

• 100 / 90 / 40 Criteria Forecast - setting up on Excel

• Analysis - commentary on forecast information and comparisons with previous campaigns

• Taking action against projected shortfalls


Guide price

£1,425 for up to 6 delegates (includes all pre-course consultancy))

 

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